Use Case

Complete security questionnaires with source-backed AI answers

Upload CAIQ, SIG, Excel, or buyer-specific DDQs. RFP.ai matches questions to approved policy docs, flags low-confidence gaps for security or legal, and keeps citations visible before export.

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Last updated May 2026

Quick Answer

RFP.ai helps security and compliance teams answer DDQs, vendor assessments, and recurring questionnaires faster by grounding every draft in approved source documents and flagging low-confidence gaps before anything is submitted.

Built for CAIQ/SIG questionnaires, spreadsheets, and portals where buyers insist on verbatim evidence—not guesswork paragraphs.
Every draft keeps source-backed citations, confidence scores, and reviewer workflow so auditors can reconstruct how an answer formed.
Low-confidence prompts escalate to SMEs; nothing ships without an explicit reviewer path through trust center questionnaires or buyer portals.
The Chrome® extension complements the workspace when questionnaires live outside traditional files.

Keywords buyers (& auditors) actually use

RFP.ai supports standard vendor assessments including DDQs plus formats like CAIQ/SIG questionnaires, trust center questionnaires, and bespoke vendor security questionnaires. Answers stay tied to verified source documents so reviewer workflow stays defensible—even when questionnaires reference ISO 27001, HIPAA, SOC 2, SIG, CAIQ exports, supplier security questionnaires, or internal security assessments.

Product proof

Turn a DDQ into cited answers reviewers can defend

The security workflow is strongest when each answer shows its source, confidence, and owner before it reaches the buyer portal.

Questions extracted

Answered from approved content

Low-confidence answers flagged

Assigned to SMEs

Exported to Word and Excel

Sample answer card

Describe your data retention policy.

AI draft

Customer data is retained only for the duration needed to provide the service and meet legal obligations. Deletion requests are processed according to the documented retention schedule.

Confidence

High

Reviewer action

Approve / edit / assign

Key Facts

Automates responses to security questionnaires, DDQs, and vendor risk assessments
Every answer cites source documents for audit trails
Uploads exported documents and inserts answers anywhere via the Chrome® extension
AI-judged completeness, relevance, and compliance scores on every draft

Before & After RFP.ai

Manual Process

2-3 weeks

•Forward questionnaire to security team
•Search through policies, reports, wikis
•Copy/paste from old questionnaires
•Wait for legal/compliance review
•Chase down missing information
•Format and submit

With RFP.ai

2-3 days

Upload CAIQ, SIG, Excel, or a portal export
Match answers from approved policy docs
Review source citations and confidence
Assign gaps to security or legal
Export back to Excel or portal

Common Security Questionnaire Types

Vendor Security Reviews

Respond to vendor security questionnaires from prospects and clients. Cite your security policies, ISO 27001 certifications, and compliance documentation.

ISO 27001 Compliance

Answer control-specific questions with citations to your security controls, policies, and implementation evidence. Maintain audit trails.

Due Diligence Questionnaires (DDQ)

Complete DDQs for enterprise procurement. Pull from approved legal language, certifications, and company documentation.

Recurring Assessments

Reuse approved answers across multiple security questionnaires. Build a library of verified responses that improve over time.

How RFP.ai Helps Security Teams

1. Upload Your Security Documentation

Add security policies, ISO 27001 certifications, data processing agreements, and technical whitepapers. RFP.ai supports PDF, Word, Excel, and images (with OCR).

2. Parse Security Questionnaires Automatically

Upload the questionnaire in any format. RFP.ai extracts questions, detects mandatory fields, word limits, and formatting requirements using OCR and AI parsing.

3. Generate Answers with Source Citations

AI searches your security documentation and generates answers with citations. Every response links to the source policy, control description, or report section. High-confidence answers are ready for quick review; low-confidence answers are flagged for SME input.

4. Collaborate and Approve

Assign specific questions to legal, compliance, or infrastructure teams. Track review status, add comments, and require approvals before export. Maintain an audit trail of who reviewed and approved each answer.

5. Export and Submit

Export to Word, PDF, or Excel with formatting preserved. Or use the browser extension to answer directly in vendor portals (SAP Ariba®, Google Forms®, etc.).

Integrate with Your Security Stack

Document Sources

• Export from Confluence (security wiki) and upload to RFP.ai
• Export from SharePoint (policies and reports) and upload
• Export from Google Drive (certifications) and upload
• Direct file upload (PDF, Word, Excel)

Export Formats

• Fill original PDF/Word/Excel (auto-detected)
• Microsoft Word (.docx) - new document
• PDF (client-ready)
• Excel (.xlsx) for compliance matrices
• Browser extension for vendor portals

Frequently Asked Questions

Can AI really help with security questionnaires and DDQs?

Yes. RFP.ai grounds every answer in your own security documentation (ISO 27001 reports, SOC 2 audits, HIPAA policies, internal control descriptions) and links each response back to the source paragraph it came from. The AI reviewer also scores each draft on completeness, relevance, and compliance so you can focus reviewer time on the answers that actually need a human.

Can we use the security documents we already have?

We don't yet have native connectors for Confluence, SharePoint, or Google Drive. Export those documents, upload them to RFP.ai (PDF, Word, Excel, images with OCR), and use the Chrome® extension or Slack/Teams apps to insert answers wherever you work.

Why do source citations matter in a security review?

Every AI-generated answer includes citations to the source documents (security policies, ISO 27001 certifications, etc.). This creates an audit trail showing where each response came from and who approved it—required for ISO 27001 compliance.

What if our documentation doesn’t cover a buyer question?

RFP.ai flags questions with low confidence as 'Needs SME Review.' The AI won't guess—it tells you when your documentation doesn't answer the question. You can then add the missing content or escalate to a subject matter expert.

Can security, legal, and compliance all review the same questionnaire?

Yes. Assign specific questions to security, legal, or compliance team members. Track status, add comments, and require approvals before finalizing. Everyone sees the same real-time view.