By NakodaX Marketing team
NakodaX · · Updated
NakodaX blog/Document Protection·2 min read
Send the brief as a protected share behind an NDA. Each bidder verifies their email, reads the agreement and signs before the brief opens. You set an expiry date, see who opened it, and end access for the bidders you do not select. The NDA covers what they remember. The file stops opening.
By NakodaX Marketing team
NakodaX · · Updated

Let every bidder see the brief, then close it for everyone you do not choose.
A tender or pitch brief says who the work is for, what it must achieve, what it can spend and when it launches. To get strong responses you send it to several bidders at the same time, and each reads it closely.
One wins. All of them keep the brief.
A brief sent as an attachment stays with every bidder who received it. The one you pick gets to work. The others keep your strategy, your budget range and your timing, in a folder you do not control. Some of those bidders also work with companies close to yours. Nobody has to behave badly for this to matter.
With Document Protection, the NDA comes before the brief. Each bidder verifies their email with a code, reads the agreement, types their name and agrees. Only then does the brief open. You receive the signed record. You can use a standard NDA or upload your own.
You set an expiry date, see who opened the brief and when with analytics, and end access for the bidders you did not select. A forwarded reader has to ask for access.
The NDA is for email shares, and it needs a plan that includes it. The signed record is evidence of agreement, not an electronic signature. The file stops opening, but nothing removes what a person remembers. The stories of the tender you did not win and the brief the losing agencies kept show the whole picture.
NDA first, brief second, and end access for the bidders who lost.
Related product
Protect documents before sharing. Control who can open them, what they can see, when access ends and how protected documents are used.
See how it worksStart a free trial, or tell us what you share and with whom, and we will show you how NakodaX handles it.
Real situations, and the video where there is one, on the same problem.
Video
A due diligence data room for financial, legal and HR files: invite buyers and advisers, one NDA, close on a date. NakodaX Data Room.
Watch (0:33)Situation
Your bid held your pricing, your methodology and your references. The evaluation panel kept every losing bid it ever received.
Read moreSituation
You got the NDA signed. Then you emailed the product plans, source material, and commercial documents as ordinary attachments.
Read more
New to NakodaX? Watch the overview
A full walkthrough of how NakodaX helps a business keep control of documents, business data and source code after they are shared, moved or deployed.
Watch the video (8:49)
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