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Module: Questionnaires

The module that closes deals: their document in, cited answers out.

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What it's for

Answering the security questionnaire a buyer sent you — in their format, with citations, in an hour rather than three weeks.

When you use it

Every time a buyer sends one. Also useful proactively: run a past questionnaire through it to find your gaps.

What's on the screen

Two input modes. Upload their document takes a drag-and-drop file (.xlsx, .xls, .csv, .tsv, .pdf, .txt; 10 MB and 100 questions max). Paste questions takes one per line, with a sample loader.

Result cards per questionnaire, showing name, question count, source type, date, and a "N need review" flag. Each answer displays the question, the drafted answer, a confidence chip, citation chips, and a status badge (from bank, needs review, owned by you). Per-answer actions: Edit, Save to bank, Ask an expert. Export buttons for .xlsx and .csv.

How it works

  1. Questions are extracted — every cell for spreadsheets, line-by-line for PDF and text, filtered by question marks and interrogative openings.
  2. Each question checks the answer bank first; a close match is reused verbatim at high confidence.
  3. Remaining questions go to the LLM with your controls, statuses, evidence, approved policies, and SOC 2 status as context — restricted to control IDs in your scope. Without an API key, a keyword matcher handles this.
  4. Citations are attached deterministically from your database, not by the model.
  5. Anything that maps to no control is flagged needs review rather than dressed up.

Gotchas

  • Answers reflect actual control status. In-progress controls produce "we're implementing this," not a claim of completion. That's the feature.
  • Edit before sending. You're signing your name to these.
  • Save the good ones to the bank or you'll regenerate them next time.

Related

Answer your first questionnaire · Where answers come from

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