10+ Customer Confidentiality Agreement Templates & Examples [Download Now]


A confidentiality agreement or a nondisclosure agreement or NDA is a document that aims to protect the information shared between two or more parties. A customer confidentiality agreement outlines the length of time of its effectiveness, the scope of the agreement, the exclusions from confidential treatment, and all the other essential terms relevant to the subject matter. Since creating the agreement from scratch can be time-consuming, we have provided some templates and examples that you can download and use.

Customer Confidentiality Agreement Templates & Examples

1. Customer Confidentiality Agreement

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Size: A4 & US Letter Sizes

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A customer confidentiality agreement’s main purpose is to protect the right to privacy of the customer. The agreement lays out the terms and conditions that will prevent leakage of the client’s sensitive information. For example, if a customer seeks help from a manufacturing company to produce his or her product, the agreement ensures that the patent, designs, and other unique characteristics of the product don’t leak out.

2. Basic Customer Confidentiality Agreement

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  • MS Word
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Size: A4, US

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When customers give their personal or professional information to you, there should be confidentiality or nondisclosure agreement that protects their information from being used without their consent. The agreement should provide a clear outline of the terms and conditions that both parties should follow at all costs. The agreement must determine what information is covered with the agreement and what details can be disseminated.

3. Confidentiality and Client Work Product Agreement

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  • PDF

Size: 13 KB

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As an employee working closely with the clients of the company, it is essential that you know what client information you are allowed to talk about. You should sign a confidentiality agreement, specifically an employee confidentiality agreement, to ensure that you know the provisions with which you need to adhere to. The agreement also makes sure you have a clear understanding of the severity and confidentiality of the information. Thus, it is advised to have a legal practitioner create your agreement to ensure legal measures can be well-incorporated in the document.

4. Broker-Client Third Part Confidentiality Agreement

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Size: 18 KB

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As an employee works for a company, he or she will have access to confidential information regarding the client’s products, trade secrets, etc. Hence, during the employment process, the employee will be required to sign a confidentiality and work product agreement similar to this example. The agreement outlines the essential stipulations regarding the information that should not be shared with the general public.

5. Client Confidentiality Agreement

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  • PDF

Size: 355 KB

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It is every business’s utmost priority to protect the welfare of its clients. Dealing with sensitive and confidential information regarding the client’s product and or services poses a high risk. In this sense, a confidentiality agreement that requires the service provider to keep the information confidential until a certain period is created. Then agreement defines the said confidential information to ensure there is clarity about the matter. You can download this agreement example to ensure you have a well-written guide when you start your draft.

6. Confidentiality Agreements for Information about Clients

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Size: 74 KB

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How the business respects the privacy of our clients, donors, members, staff, volunteers, etc. is an important factor the potential clients will look into. Having a confidentiality agreement specifically tailored to the information and details shared between you and your clients can help them be confident with the services you provide. If you want a professionally created example for this, you can download this example for free from this website.

7. Attorney-Client Confidentiality Agreement

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  • PDF

Size: 18 KB

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A lawyer and a client share a sacred relationship that all the information shared by the client to the lawyer is considered privileged communication. The bedrock principle behind the relationship creates the trust and confidence that helps achieve a successful presentation. In relation, an attorney-client confidentiality agreement legally binds the lawyer to withhold such information and prohibits him or her to testify concerning the client’s information.

8. Client Recipe/Formulation Confidentiality Agreement

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  • PDF

Size: 17 KB

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When clients want to develop or test new recipes for their business, you need to make sure the specifications, ingredient lists, weights and measures, preparation and processing data for the recipe don’t leak. Your company and the client needs to sign a client recipe formulation confidentiality agreement similar to this example to outline and determine the confidential information that should stay between both parties.  If you need a reference when drafting the agreement, you can download this example.

9. Patient Confidentiality Agreement

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  • PDF

Size: 113 KB

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Any member of a healthcare facility has the responsibility of preserving and protecting confidential patient, employee and business information. When a patient is confined to the facility, the medical information, and other details he or she should remain confidential. A patient confidentiality agreement ensures that employees, medical staff, house staff, students, and volunteers keep the patient information confidential as per the stipulations in the agreement.

10. Simple Customer Confidentiality Agreement

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Size: 28 KB

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As an organization that deals with sensitive information daily, there should be a well-outlined customer or client confidentiality agreement that prohibits staff, employees, or volunteers from disclosing this information to third parties. Aside from the statement prohibiting the disclosure of sensitive information, the document also outlines the terms in which the information can be shared and discussed. It is important to have a well-written agreement to ensure you can establish a trusting relationship with your clients.

11. Client-Designer Confidentiality Agreement

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  • PDF

Size: 11 KB

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Designing and manufacturing certain products for clients means you get access to confidential information. A client-designer confidential agreement does not only ensure that details about the transaction doesn’t leak, but also boost the morale and establish trust between the parties. If you want to use a guide or outline when you create your agreement, you can download this example from this article.

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