Trustpage by Vanta’s Questionnaire Automation is designed to help organizations quickly respond to security questionnaires and effectively communicate their security and compliance to customers and prospects.
To get started:
- Set up your Vanta Integration to automatically sync your documents and policies into your Questionnaire Automation account.
- Invite your team so that more of your team can save time automating questionnaires.
- Upload Resources that aren’t synced from your Vanta account. If you don’t have a Vanta account, we recommend adding things such as security documentation, policies, reports, white papers, etc.
- Upload Questionnaires to the answer library. We recommend having at least 500 question-answer pairs for the most accurate auto-complete capabilities.
- To use our auto-complete functionality, navigate to the Questionnaires tab and create a new questionnaire. Then, upload your blank questionnaire and select auto-complete. Learn more about auto-complete.
- Use the Browser Extension to answer any questions not completed by the auto-complete. You can also use the browser extension to complete questionnaires in third-party apps, questionnaire portals, or email.
- Download the final version and share your completed questionnaire with your prospect or customer.
If you have any questions, please reach out to firstname.lastname@example.org.