AccountMade

Answer a Security Questionnaire

When a buyer sends a security questionnaire or RFP mid-deal, you shouldn't be rebuilding the truth from scratch under a deadline. AccountMade answers it from the same approved claim library your decks and documents already draw from — every answer cited, every gap flagged honestly, returned in the buyer's own file.

This is the fastest way to get value on day one: point a questionnaire at claims you've already approved.

The order that works

  1. Upload the buyer's file. In Questionnaires, upload their spreadsheet (.xlsx) or PDF — a SIG, CAIQ, custom vendor assessment, or an RFP/RFI. AccountMade parses it into a structured set of questions while keeping the original layout.
  2. Let it answer from your claims. Each question is matched to your approved claims and answered with a citation back to the source. Nothing is fabricated — a question with no backing claim is marked a gap, not guessed.
  3. Work the gaps first. The review opens gap-first: the questions still missing proof are surfaced ahead of the ones already answered, so you spend your time where it matters. Bind an approved claim, add a new one, or route it to a teammate.
  4. Return it in their format. Export the completed questionnaire back into the buyer's exact Excel or Word structure — same tabs, same rows — so it drops straight into their process. Every answer carries its citation.

Answers, gaps, and review states

Each question lands in one of three honest states:

  • Answered — matched to an approved claim and cited. Ready to send.
  • Needs review — a candidate answer exists but a reviewer hasn't confirmed it for this context.
  • Gap — no approved claim backs it yet. AccountMade never invents an answer to close a gap; you fill it by approving a claim or handing it off.

Export stays honest about what's answered — the same fail-closed governance that protects a deck protects a questionnaire response.

The compounding part

Every questionnaire you answer teaches the library. Approve an answer once and it's available — cited — the next time a buyer asks the same thing. The second SIG is faster than the first, and the tenth is faster still.

What to have ready

  • The buyer's questionnaire file — their .xlsx or PDF. Keep it as they sent it; AccountMade preserves the structure on the way back out.
  • An approved claim library with the substance a security or procurement reviewer asks about. See Create Decks and Documents and Review and Approve for building and governing it.
  • Never authored: AccountMade answers questionnaires and RFPs, but it does not draft legal contracts — DPAs, MSAs, NDAs, or SOWs. Those are for your legal counsel; link to them, don't generate them.
  • Review and Approve — how a claim becomes usable in an answer.
  • Share and Export — sending buyer-ready output.