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RFPilot

SECURITY QUESTIONNAIRE AUTOMATION

Complete security questionnaires with consistent, reviewable answers.

Use approved company policies, technical documentation and previous answers to prepare drafts for security and vendor questionnaires.

Who it's for

  • B2B SaaS teams
  • IT service providers
  • Security and compliance teams
  • Sales engineering teams

Security answers should not depend on searching through old files.

The same security questions arrive again and again with slightly different wording. Their answers exist — inside policies, past questionnaires and subject-matter experts — but they are scattered. RFPilot pulls approved policy content into one workspace, drafts consistent responses and flags anything that needs human review before it goes to the buyer.

Workflow

How it works, step by step.

  1. 1

    Upload the questionnaire

    Import a SIG, CAIQ-style or custom XLSX/DOCX questionnaire.

  2. 2

    Match questions with approved knowledge

    RFPilot pairs each question with the most relevant policy or previous answer.

  3. 3

    Generate source-backed drafts

    Every answer references the specific policy or document it came from.

  4. 4

    Flag responses requiring review

    Uncertain matches are labelled so your security team knows exactly what to check.

  5. 5

    Approve and export

    Fill answers back into the original XLSX or export a client-ready PDF/DOCX.

Features

Policy-based knowledge

Load your approved security and privacy policies and reuse them across every questionnaire.

Compliance verdicts

Requirement items get Yes / Partial / No verdicts alongside the drafted answer.

Compliance matrix export

Produce a full compliance matrix from the questionnaire in one export.

Human-in-the-loop review

Nothing is submitted without a reviewer approving it.

Fill-back XLSX

Return the completed answers in the buyer's exact original spreadsheet.

Example questions & topics

  • Access control
  • Authentication
  • Data handling
  • Incident response
  • Business continuity
  • Vendor management
  • Privacy
  • Compliance requirements

These are shown here as common questionnaire topics that RFPilot helps you respond to. RFPilot itself does not hold SOC 2, ISO 27001, HIPAA or PCI DSS certifications.

FAQ

Frequently asked questions.

Can we use our security policies as source material?

Yes. Upload your approved policies to the knowledge base and every drafted answer can cite the relevant sections.

Does RFPilot automatically approve security answers?

No. Every generated answer is a draft. A reviewer must approve it before it can be exported.

Can uncertain responses be reviewed manually?

Yes. Low-confidence responses are flagged and can be assigned to a subject-matter expert.

Is RFPilot a replacement for security or legal review?

No. RFPilot accelerates drafting and organizes source material, but security and legal review of the final output remain your responsibility.

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