November 17, 2025

The best security questionnaire automation software for 2025

Written by

Vanta

Reviewed by

Accelerating security solutions for small businesses
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Tagore offers strategic services to small businesses.

A partnership that can scale
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Tagore prioritized finding a managed compliance partner with an established product, dedicated support team, and rapid release rate.

Standing out from competitors
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Tagore's partnership with Vanta enhances its strategic focus and deepens client value, creating differentiation in a competitive market.

Security questionnaires are now a standard part of doing business. Whether you’re closing enterprise deals or expanding into regulated markets, every buyer expects proof of your security posture—often in the form of long, repetitive questionnaires. The challenge isn’t finding the answers; it’s answering fast and consistently across formats, languages, and requirements.

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That’s where security questionnaire automation software comes in. Depending on the platform, these tools do things like centralizing approved knowledge, automating responses, routing reviews to the right experts, and pushing completed answers back into buyer portals or spreadsheets—all while maintaining accuracy and auditability.

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In this guide, we highlight the best security questionnaire automation software for 2025. Each platform uses automation and AI to help teams work faster, reduce manual effort, and scale trust as they grow.

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Top 5 security questionnaire automation software
Vanta Conveyor Loopio Responsive SafeBase

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The state of security questionnaires in 2025

Security reviews have become a full-time job. Nearly two-thirds of security professionals say they now spend more time proving security than improving it, and the average team dedicates more than 12 weeks a year to compliance work. Yet businesses seen as trustworthy grow up to four times faster—making the ability to demonstrate trust both a competitive advantage and an operational strain.

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In 2025, organizations are turning to AI-driven automation to lift that burden. Modern tools now go beyond drafting—they coordinate entire workflows, from questionnaire intake to submission, automatically citing sources, routing tasks, automating reminders, and tracking approvals. According to an IDC report, Vanta helps customers complete security reviews 81% faster, showing how automation can dramatically reduce manual effort. The result is faster turnarounds, fewer errors, and more time spent strengthening security instead of documenting it.

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How we picked these tools

We reviewed leading security questionnaire automation platforms based on how well they combine accuracy, speed, and usability. Each criterion reflects what real teams need when handling dozens—or hundreds—of questionnaires every year.

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Criterion	Why it matters	Questions to ask vendors
Automation and Intelligence
Answer automation quality and accuracy	The best tools understand context and cite sources so you can trust what’s being sent out	How does your product ensure that automated answers are accurate, up-to-date, and sourced from the right place?
Answer style customization	Tailors your responses based on preferred tone, length, detail, and more	Can your tool adjust responses to match our preferred tone and level of detail?
Format coverage	Reliably handles questionnaires, no matter the format—like spreadsheets, documents, portals, and PDFs	Which formats and portals does your software support out of the box? Is end-to-end automation supported across formats? What happens when a format isn’t supported? Is there still copying and pasting that needs to be done?
Auto-assignment and reminders	Tools that assign owners and send reminders keep questionnaires moving without chasing people	How are new questionnaires assigned to the right people, and how does your system remind them to review?
Multi-product, industry, region, and language support	Tailors answers for different products, industries, or regions	How does your product tailor responses to different audiences or business lines? Can we create tags or filters for that? How do you support global customers?
Smart answer library	Flags missing or outdated content so your answers stay accurate—and provides suggestions for missing content	How does your system identify outdated answers or fill gaps in our content library? How does your library help you identify coverage gaps and ways to improve your program?
Integrations and Collaboration
Unified compliance platform	Brings together your GRC platform, questionnaire automation, and trust center into a unified platform for streamlined management and vendor consolidation	How does your tool connect with your GRC platform and trust center? Are knowledge and real-time controls integrated across these tools?
App integrations	Makes it easier for teams to collaborate on questionnaires where they’re already working, whether that’s Slack, Teams, or your CRM	Which collaboration tools do you integrate with, and does information sync both ways? Can sales teams submit or trigger new questionnaires directly from their CRM?
Team collaboration	Features like real-time commenting, mentions, approval workflows, and change tracking help everyone stay aligned	How does your tool support collaboration on responses? Can teammates comment, tag others, or track changes easily? How are approvals managed?
Reporting
Reporting	Turns completion rates and time saved into measurable ROI	What metrics can your tool show—like turnaround time, acceptance rates, or hours saved? How do you demonstrate the impact of this work with leadership?

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Disclaimer: To help you find the best security questionnaire software, we’ve researched and ranked a selection of leading platforms. While we may be biased about Vanta being the top option, we aim to provide a comprehensive view so you can choose the right fit for your organization.

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Best security questionnaire automation software

#1 Vanta

Vanta’s Trust Center and Questionnaire Automation tools help teams turn security into a revenue driver. With Trust Centers, you can prove trust to customers before they even ask. Trust Centers let you display continuous, real-time evidence of your active controls, automate access to gated documents, and answer buyer questions with Vanta AI.

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Vanta’s Questionnaire Automation speeds up questionnaires that still come through. Powered by the Vanta AI Agent, Questionnaire Automation streamlines the entire review process—from intake to submission. Generate accurate, review-ready responses in minutes by pulling from your existing security program, evidence, and knowledge base. Starting in 2026, Vanta will automatically route any questions that need human input to the right subject matter experts, send automated reminders, and loop you in for final approval.

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The result: less copy-paste, fewer bottlenecks, and faster, more consistent responses that help teams focus on strengthening security—not just proving it. All you need to do is review, approve, and submit.

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Ideal for: Enterprise teams that want end-to-end questionnaire automation integrated into their broader trust and compliance program; as well as startups and scaling companies that need to handle growing security review volumes quickly and confidently without adding headcount.

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Key features:

AI Agent orchestration: Automate intake‑to‑submission with an agentic workflow that drafts answers, routes owners, automates reminders, and keeps humans in the loop for approvals (coming soon).
A smart knowledge base: Vanta’s knowledge base evolves with your program—continuously learning and improving—becoming more accurate with each questionnaire.
AI-generated responses: Generate concise responses from your knowledge base and past questionnaires. When no exact matches exist, Vanta AI generates well-cited responses for you to review and approve.
Tailored questionnaires for each customer: Use tags like product, region, industry, and more to automate and deliver tailored questionnaires to each customer based on their unique profile.
Any‑format automation: Meet buyers where they are—whether that’s a spreadsheet, document, or third-party portal.
Seamless cross-team collaboration: Assign questions to the right experts and collaborate on answers directly in Slack or email with real-time notifications for fast, seamless reviews
Reporting and insights: Access key metrics and trends to manage workload, measure business impact, and report ROI to leadership.
Multi‑language responses: Respond in buyers’ preferred languages to accelerate global security reviews (currently in beta).

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Pros of Vanta	Cons of Vanta
Format coverage: Handles spreadsheets, docs, and portals natively to eliminate manual reformatting.	Scalability and extensibility: APIs enable custom intake and workflows—but may require upfront engineering and governance.
Smart answer library: Approved answers with citations improve accuracy and consistency. Vanta’s AI-generated answers are accepted up to 95% of the time.	App integrations: No automated intake of questionnaires through Salesforce and HubSpot today.
Reporting: Built-in dashboards link trust activity to revenue and show measurable ROI.

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#2 Conveyor

Conveyor’s AI-powered security questionnaire automation helps teams generate instant, precise answers to questionnaires with high accuracy. Conveyor promises to reduce “questionnaire burnout” through features like ConveyorAI-generated answers with cited sources for questionnaires, one-click auto-complete of portal-based questionnaires, reporting tools, and more. With Conveyor, teams also get a Trust Center for more automated, scalable processes, faster completed reviews, and fewer questionnaires.

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Ideal for: Teams that want full-cycle automation—from Trust Center to portal submission—with strong CRM visibility.

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Key features:

Generates questionnaire answers from documents, Q&As, and external sites like shared drives, company wikis, and more
Handles questionnaire formats including Word docs, PDFs, portals, and more
Uses AI to generate questionnaire answers with cited sources
One-click auto-complete questionnaires are available for portal-based questionnaires
Integrations with tools like Jira and Slack enable cross-team collaboration
Reporting includes detailed analytics like speed, time, precision, and coverage

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Pros of Conveyor	Cons of Conveyor
Format coverage: Browser extension imports portal questionnaires and auto-fills responses, reducing copy-paste and turnaround time.	Multi-workspace support: Currently supports segmentation only by product, not by entity, which can limit flexibility for multi-organization setups.
Integrations: Salesforce integration ingests questionnaires, manages access approvals, and visualizes revenue impact, aligning security with sales priorities.	Smart answer library: As a point solution without an integrated GRC, Conveyor’s knowledge base isn’t connected to real-time controls, evidence, or policy updates—creating a gap between questionnaires and the live compliance program.
Smart answer library: Pulls from both internal and external sources to make answers more complete and consistent, while built-in governance keeps content accurate over time.	Reporting: Revenue attribution reporting is tied exclusively to Salesforce and doesn’t extend to other CRMs, limiting visibility for teams using different systems.

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#3 Loopio

Loopio is an RFP response software provider that can help teams streamline RFPs, DDQs, and security questionnaires. Loopio’s security questionnaire automation helps teams answer security questionnaires quickly and accurately through features like intelligent answer automation, project tracking, and content organization and review tools.

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Ideal for: Teams that already use Loopio for RFPs and want to extend that automation and content governance to security questionnaires.

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Key features:

Automated, AI-powered responses for repetitive, commonly asked questionnaire questions
Centralized tracking for all responses and deadlines
Centralized content library of compliant, pre-approved answers
Automation that detects questions in new documents, suggests responses, and exports the completed answers to their original format
Unified workspace with project tracking, flexible user roles, review notifications, and shared milestones
Content management that flags outdated information and automatically refreshes the library after each project

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Pros of Loopio	Cons of Loopio
Format coverage: Chrome extension supports portal submissions by creating projects from questionnaires and syncing approved answers back—reducing manual re-entry.	Answer style customization: Limited visibility into global tone or branding controls—teams needing a consistent voice should test configuration options.
Smart answer library: AI-powered automation leverages curated content to auto-answer frequent questions, accelerating drafts while SMEs maintain control.	Auto-assignment and reminders: Project-level task routing may require manual setup; automation depth varies by use case.
Integrations: Excel add-in simplifies spreadsheet workflows with seamless imports and field mapping.	Multi-workspace support: Workspace isolation is not fully documented; large organizations should confirm access controls before rollout.

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#4 Responsive

Responsive (formerly RFPIO) is a broad response management platform that supports bids, questionnaires, trust centers, and on-demand knowledge. Responsive’s Response Projects product supports security questionnaire automation with AI-generated response drafts, review workflows, and brand-compliant responses.

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Ideal for: Teams that need a broad, enterprise-grade response management platform that supports both RFPs and security questionnaires.

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Key features:

Controlled answer library—with moderation, permissions, and review tracking—centralizes content
LookUp for Chrome browser extension lets you complete online questionnaires directly in web forms, while additional LookUp integrations enable you to work seamlessly from Microsoft Office applications
AI-assisted suggestions pull from verified content to automate questionnaire responses
Assign work from project dashboards, keeping owners accountable and deadlines visible
Dashboards, reports, and time-tracking features let you measure efficiency and ROI
Author and reviewer recommendations speed routing and approvals, and improve collaboration
AI-powered quality ratings for every generated answer evaluate trustworthiness, relevance, accuracy, completeness, and explainability

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Pros of Responsive	Cons of Responsive
Format coverage: The LookUp for Chrome Browser extension imports online questionnaires as projects and exports responses back into web forms, streamlining portal submissions.	Multi-workspace support: Workspace-level controls are not well documented—large or multi-entity organizations should confirm how data is separated and shared.
Smart answer library: Permissioned, moderated content ensures consistency and accuracy across recurring questionnaires.	Smart answer library: As a point solution without integrated GRC capabilities, Responsive’s answer library isn’t connected to live controls, evidence, or policy updates—limiting automation accuracy and requiring manual content upkeep.
Team collaboration: Assignments and dashboards keep owners accountable and reduce coordination overhead across teams.	Reporting: Dashboards and custom reports exist, but teams should confirm acceptance rate definitions, cycle-time metrics, and export formats for leadership dashboards and quarterly KPIs.

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#5 SafeBase

SafeBase by Drata helps companies deflect repetitive questionnaires and accelerate security reviews by centralizing documentation, automating approvals, and guiding buyers to self-serve trusted information. SafeBase says its Trust Center-first approach reduces inbound questionnaires by 74% or more. Customers can then leverage AI Questionnaire Assistance for any questionnaires that still come through.

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Ideal for: Teams that want to reduce incoming questionnaires by sharing security information proactively through a self-service Trust Center.

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Key features:

AI Questionnaire Assistance drafts answers from existing Trust Center content, uploaded docs, and prior responses
Chrome extension imports portal questionnaires and auto-fills answers into supported web forms
Questionnaire assignment workflow provides account-level tracking of questionnaire progress
Revenue attribution links activity to influenced pipeline and ARR to demonstrate business impact
Flexible tagging lets you segment content by product line
Salesforce integration syncs customer status, enables auto-approvals, and connects security activity to CRM data
Multi-language support allows users to upload, process, and export security questionnaires in various supported languages

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Pros of SafeBase	Cons of SafeBase
Format coverage: Chrome extension speeds up portal submissions and reduces copy-paste rework.	Answer style customization: Customization for tone or format isn’t clearly documented—teams with strict voice guidelines should confirm options.
Integrations: Native Salesforce integration allows your sales or revenue teams to manage security review workflows without leaving the Salesforce platform.	Answer automation quality: May require management of both SafeBase and Drata interfaces until full integration, with limited data flow that may add manual work.
Team collaboration: Questionnaire-level messaging, mentions, and notifications keep reviews organized and on schedule.	Format coverage: Lacks DOCX/PDF exports, question-level ticketing, and bundled file sharing outside the Trust Center.

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Tips on how to choose questionnaire automation software

Choosing the right questionnaire automation platform depends on your team’s size, workflows, and goals. Start by identifying what’s slowing you down today—then test how each tool addresses those challenges in a live demo.

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Start with your pains: If vendor consolidation, growth, or advanced workflows are top priorities, shortlist platforms that unify questionnaire automation and GRC capabilities.
Consider existing questionnaire process strengths: What do you like about your questionnaire process today? What processes should fit into a new questionnaire automation solution?
Validate portal support: Ask vendors to show how they import a live portal questionnaire, handle conditional logic, and place answers back—without breaking formatting.
Test answer quality: Bring a real or redacted questionnaire to demo day. Check for transparent citations, clear fallback behavior, and how the tool handles low-confidence answers.
Check collaboration depth: Look for features like automated assignments, reminders, and version tracking—and make sure SMEs can work directly in familiar tools like spreadsheets or Slack.
Tailor to your org: Confirm whether the platform supports tagging or filters by product, region, or industry, and if it can isolate workspaces while safely reusing shared knowledge.
Measure impact: Ask how the platform reports on volumes, cycle times, acceptance rates, and influenced revenue—metrics your leadership will want in every QBR.

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The best questionnaire automation software cuts busywork, scales with growth, and connects trust to revenue. Focus on real-world automation depth, not just AI claims—and choose the tool your SMEs will actually enjoy using.

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Automate trust, not just answers, with Vanta

Security questionnaire automation isn’t just about saving time—it’s about scaling trust. Vanta goes beyond simple automation with agentic workflows, AI-powered intelligence, and a unified Trust Management Platform that connects questionnaires, compliance, and customer trust. Want to see how you can complete reviews faster and with more confidence with Vanta? Schedule a demo.

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FAQs

What’s the difference between security questionnaire automation and RFP software?

Both reuse approved answers, but questionnaire tools prioritize security artifacts, portal workflows, NDAs, and evidence. RFP tools focus on proposals, pricing, and sales content. Many teams need both; consolidation can reduce duplicate work.

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How accurate are AI‑generated answers in practice?

Accuracy depends on your knowledge base and vendor guardrails. Look for citations, confidence thresholds, required approvals, and transparent fallback behavior when content is missing. Pilot on real questionnaires and measure acceptance rates.

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Can these tools handle third‑party portals without copy‑paste?

Yes—most leading platforms now support portal automation. Ask vendors to demo importing a live portal questionnaire, handling conditional logic, and submitting answers back into the form without breaking formatting.

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How do we keep answers on‑brand and consistent?

Choose tools with central answer libraries, review workflows, and content governance. Some offer style controls and templates; all should support approvals and expiry to prevent stale or off‑brand responses at scale.

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What should we report to leadership to prove ROI?

Track monthly volumes, cycle time, acceptance rates, and percentage completed in portals versus files. Tie Trust Center engagement and questionnaire completion to influenced revenue to demonstrate commercial impact.

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Access Review Stage	Content / Functionality
Across all stages	Easily create and save a new access review at a point in time View detailed audit evidence of historical access reviews
Setup access review procedures	Define a global access review procedure that stakeholders can follow, ensuring consistency and mitigation of human error in reviews Set your access review frequency (monthly, quarterly, etc.) and working period/deadlines
Consolidate account access data from systems	Integrate systems using dozens of pre-built integrations, or “connectors”. System account and HRIS data is pulled into Vanta. Upcoming integrations include Zoom and Intercom (account access), and Personio (HRIS) Upload access files from non-integrated systems View and select systems in-scope for the review
Review, approve, and deny user access	Select the appropriate systems reviewer and due date Get automatic notifications and reminders to systems reviewer of deadlines Automatic flagging of “risky” employee accounts that have been terminated or switched departments Intuitive interface to see all accounts with access, account accept/deny buttons, and notes section Track progress of individual systems access reviews and see accounts that need to be removed or have access modified Bulk sort, filter, and alter accounts based on account roles and employee title
Assign remediation tasks to system owners	Built-in remediation workflow for reviewers to request access changes and for admin to view and manage requests Optional task tracker integration to create tickets for any access changes and provide visibility to the status of tickets and remediation
Verify changes to access	Focused view of accounts flagged for access changes for easy tracking and management Automated evidence of remediation completion displayed for integrated systems Manual evidence of remediation can be uploaded for non-integrated systems
Report and re-evaluate results	Auditor can log into Vanta to see history of all completed access reviews Internals can see status of reviews in progress and also historical review detail