A Wonderful World of Questionnaire Formats

In the business world, customer questionnaires come in all shapes and sizes! Whether they’re security questionnaires, DDQs, RFIs, RFPs… the list goes on.

Some are incredibly lengthy, others are awkwardly structured in online portals, and many arrive in rigid formats like PDF, making collaboration a challenge. We’ve even seen them come via PowerPoint.

My Way or the Highway

We've all experienced the frustration of trying to push back on these cumbersome questionnaires. It often feels like an endless cycle of providing information that's already available in your SOC2 report, on your trust center, or within your policy pack. However, in this vendor-customer relationship, the power dynamic is clear: the customer's demands prevail.

If you're facing an 800-question Word document-based security questionnaire with a six-figure deal on the line? The reality is stark: it's either tackling the questionnaire or missing out on a crucial opportunity. And we all know where that conversation ends: with you
waving goodbye to the next day of useful work.

With Platformed, this tradeoff doesn’t need to exist. Give your sales team what they need, without it eating up days of your time.

Platformed’s Approach

Platformed offers comprehensive import and export capabilities across various formats, integrating seamlessly with your customers' existing processes. We’ll handle anything you can throw at us.

Effortless Importing from Multiple Formats

Whether it's CSV, Excel, Word, PDF, or PowerPoint, just upload the file to our portal, and our sophisticated automation tools take over, simplifying the process.

Streamlined Importing from Online Portals

Forget the hassle of navigating numerous online portals. With the Platformed browser extension, questionnaire importing and exporting become a breeze. Our system automatically extracts questions and, once answered, seamlessly integrates them back into the portal.

Dedicated Support for the Unconventional

At Platformed, we recognize that our automation might not cover every scenario. That's why our dedicated support team is always ready to handle any unique or challenging formats on your behalf, allowing you to focus on what truly matters in your business.

Some of the Hardest DDQs We’ve Seen

Powerpoint

Slides are good for many things. But not everything. Whoever decided to use it as a form to collect supplier risk information has really taken it too far.

Fortunately Platformed's support team was able to import this for the customer in minutes. Once the questions were complete (helped by a good dose of automation), we handled putting all the information back into the powerpoint. The customer had no idea we'd dodged their fiendish format.

>900 questions across 23 different tabs

This one is a bit cheeky, given it's actually a very well known and well-used questionnaire, and we actually think it's pretty good.

But anything where the sections go to "V" is going to take some time to answer. At least, unless you have Platformed! We had this imported and automated within a couple of hours, with an 85% response rate. That's 765 questions that you don't have to type a response for!

Platformed ensures every sale and every renewal is built on a platform of trust. It is designed for B2B leaders in enterprise and regulated markets, eliminating delays from due diligence questionnaires and RFPs.

Its AI-powered toolkit syncs data from policies, past questionnaires, and audit reports to automate responses and streamline reviews. Platformed supports seamless import/export in any format, maintains a constantly updating knowledgebase, and requires no intrusive integration. It handles diverse legacy systems, saves time, manages complex queries, and provides a comprehensive evidence stream for each response.

If you have to balance multiple RFPs and questionnaires per month, Platformed can help. Sign up for a demo with our team of experts, or get in touch to find out more.