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Create and Send a Vendor Security Questionnaire

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Written by Shannon DeLange
Updated this week
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For more information about plan types and capabilities, see Vanta's pricing page

Vendor review is a process by which an organization can understand the potential risks of utilizing a vendor’s product or service and an ongoing process to ensure that quality security practices are being maintained continuously. A vendor review process will assess a vendor’s capacity to maintain effective and appropriate security practices and other performance elements critical to an organization’s business.

Vendor review is vital when vendors have access to sensitive internal or customer data. If a vendor does not have security documentation, such as a SOC 2 Report, you can send a security questionnaire from the Vendors page with Vanta.

Generating a Custom Vendor Security Questionnaire

  • Select the Settings page from the Vendors tab.

  • Select +Add questionnaire

  • Upload your custom questionnaire with each question listed vertically in the first column. Ensure that all other columns are blank

    • Upload files up to 50 MB of the following types: .xls, .xlsx

  • Select Download Excel Template

Use Vanta's Template

  • Select Use Vanta's template

    • Our default questionnaire was carefully crafted by Vanta’s security team

  • You can view the questionnaire by clicking the Add new Questionnaire.

  • Then select one of the templates to view or use.

Delete a Questionnaire

  • From the Vendors setting page, select the Security Questionnaires tab

  • Select the three-dot icon on the questionnaire you would like to remove

  • Select Delete

Send a Vendor Security Questionnaire

  • Once a security review has been created for a vendor, click into the Request from.

  • Add the vendor email and a message.

  • Once complete select Send Email.

  • An email will be sent to the vendor with a link to a unique page, allowing them to complete questionnaires and upload documents