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PROJECT CONFIDENTIALITY / ENGINEERING & PROCUREMENT

NDA &
Confidentiality.
Your design comes first.

Arrange a non-disclosure agreement before sharing sensitive drawings, CAD models or commercial details with ProleanTech.

An NDA is optional. You can also request a quote directly ↗.

For engineering teamsDrawings, revisions & technical know-how

For procurement teamsEntity details, terms & approval records

For product businessesUnreleased designs & commercial information

01 / START WITH THE RIGHT DOCUMENT

Two ways to put an NDA in place.

Use the route that fits your company’s approval process. Start with non-confidential project details; sensitive files can follow once your required agreement is executed.

USE PROLEANTECH’S TEMPLATE

Start from our agreement.

Open the existing editable Word template, review the parties and proposed terms, then send your completed version or requested changes for review.

Open NDA template ↓

Word document · Review before signing

If the download is unavailable, request a copy by email ↗.

USE YOUR COMPANY’S TEMPLATE

Send your agreement for review.

Have an approved supplier NDA or a mutual agreement? Email the document with your company details, project reference and any signing requirements.

Send your NDA ↗

info@proleantech.com · Contracts & NDA requests

Changes and acceptance are confirmed through the agreement review.

02 / FROM REQUEST TO FILE RELEASE

Agree first. Share with confidence.

If your policy requires an NDA, keep confidential attachments out of the initial request.

01

Introduce the project

Provide your company’s legal name, contact person and a general description of the work. Include your NDA template or ask for ours.

No confidential drawings needed
02

Review & execute

Confirm the parties, permitted purpose and any requested revisions. Obtain the required signatures and keep the executed copy in your project records.

Check authority and effective date
03

Release the agreed files

Confirm the transfer channel with your project contact. Share only the files needed for the agreed work, with clear revision identifiers.

Reference the agreement & project

03 / DEFINE WHAT NEEDS PROTECTION

More than a CAD file.

The definition of confidential information should match what your team plans to disclose. Check that the signed agreement covers the relevant formats, recipients and project purpose.

Coordinate measuring equipment in Prolean’s inspection area
Manufacturing & inspection · Define which project records are confidential.
01

Design & engineering

2D drawings, 3D models, assemblies, GD&T, material specifications, test requirements and revision history.

02

Physical parts & production detail

Prototypes, samples, fixtures, tooling details, manufacturing instructions and inspection records associated with the project.

03

Commercial & launch information

Pricing requests, forecasts, order plans, product roadmaps and other non-public business information you intend to share.

04

Third-party information

Customer or partner data may carry separate restrictions. Confirm your authority to disclose it and identify the applicable requirements.

Make the exceptions clear.

Review how the agreement treats public information, prior knowledge, independent development, lawful third-party sources and legally required disclosure.

04 / PROCUREMENT & ENGINEERING CHECKLIST

Resolve the terms that affect the project.

Use this checklist during review. The executed agreement governs; this page is a practical guide to the discussion.

01 / PURPOSE

What work is permitted?

Define whether the disclosure supports quotation, DFM, prototypes, tooling, production or inspection. Address ownership and any limited use permissions.

02 / ACCESS & PARTNERS

Who may receive the data?

Confirm internal access and any consent needed for outside processing, material suppliers or subcontractors. Identify additional confidentiality obligations.

03 / STORAGE & TOOLS

How may information be handled?

Discuss approved transfer methods, storage, copying, photography and use of external digital or AI tools where your policy sets restrictions.

04 / DURATION

When do obligations apply?

Check the effective date, any earlier disclosures, confidentiality duration and obligations that continue after project completion.

05 / END OF PROJECT

What happens to the records?

Agree return or deletion requirements, retained quality or legal records, backup treatment and any requested confirmation.

06 / LEGAL & APPROVAL

Which entity signs?

Check legal names, authorised signatories, governing law, dispute terms and the relationship between the NDA, quotation and purchase order.

Have a special data restriction? Describe it before sending files so the handling requirements can be reviewed.

05 / PRACTICAL QUESTIONS

Before you
send the files.

For agreement requests and document review:
info@proleantech.com ↗

Do I need an NDA to request a quote?

No. An NDA is optional. If your company requires one, arrange the signed agreement before sharing sensitive information. You can begin with a general, non-confidential project description.

Can I use my company’s NDA?

Yes. Send your template to info@proleantech.com for review. Highlight any required changes, signing instructions or mutual confidentiality requirements. Final acceptance follows the document review.

Can I ask for a mutual agreement?

Yes. Include that requirement in your request and provide your preferred template if available. Confirm the direction of the obligations in the actual agreement before signing.

What should I send with an NDA request?

Include your legal company name, business contact, project reference, preferred agreement and signatory requirements. A general description of the intended work is sufficient to start.

Does an NDA confirm manufacturing or regulatory capability?

No. Process feasibility, quality requirements, delivery and any regulated or restricted-data requirements need separate review. Describe special restrictions before transferring technical information.

Can I request return or deletion of project information?

Raise the request with your project contact and reference the signed agreement. Confirm the scope, timing and any retention exceptions in that agreement. Personal-data requests are addressed separately in the Privacy Policy.

Is this page the agreement I sign?

No. It explains the request process and review topics. Read the complete document, resolve changes and retain the executed agreement. Its terms govern the confidentiality arrangements.

YOUR PROJECT / THE NEXT STEP

Ready to discuss your part?

Share your drawing, material, quantity and critical requirements for a manufacturing review. If you need an NDA first, start with a non-confidential project summary.

Get a Quote ↗
Need an NDA before sharing files?Email your NDA request ↗Send your template, or ask for ours.

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