1. [Home](/) 2. [Industries](/industries) 3. Healthcare & HealthTech Healthcare & HealthTech # 8 RFP and security questionnaire software for healthcare Healthcare deals turn on data protection. Hospitals and payers send long security reviews, frequently with HIPAA questions and a business associate agreement attached, so the tools that fit answer from approved security evidence and keep a clean record of who approved what. 8 tools with evidence of fitListed A to ZNo paid placement Profiles checked through Oct 2026 ## At a glance Starting prices and security listings come from each vendor profile, where every fact links to the page it was read from. “Not listed” means we could not find it published, not that the vendor lacks it. __Prices and certifications move. Confirm both with the vendor before a purchase or security review.__ | Tool | Starting price | SOC 2 | ISO 27001 | Checked | | ---------------------------------- | ------------------------ | ------------- | -------------------------- | -------- | | [AutoRFP.ai](/autorfp-ai) | $899/mo | SOC 2 Type II | ISO 27001:2022 | Jul 2026 | | [Expedience Software](/expedience) | Custom | Not listed | Not listed | Oct 2026 | | [Iris](/iris) | Custom | SOC 2 Type II | Not listed | Oct 2026 | | [Iternal](/iternal) | Custom | Not listed | Not listed | Oct 2026 | | [Loopio](/loopio) | Custom (\~$20K+/yr est.) | SOC 2 Type II | ISO 27001 (legal addendum) | Jul 2026 | | [PandaDoc](/pandadoc) | $0 (free tier) | SOC 2 | Not listed | Oct 2026 | | [Realm](/realm) | Custom | Not listed | ISO 27001 | Oct 2026 | | [RocketDocs](/rocketdocs) | $18,500/yr | SOC 2 Type II | ISO 27001 | Oct 2026 | ## What makes healthcare RFPs and security reviews different If your product touches protected health information, the buyer’s security team gets a vote. Expect a vendor security assessment covering access control, encryption, breach notification and PHI handling, plus a request to sign a business associate agreement. Some health systems also ask about HITRUST. That paperwork decides whether procurement can move at all. Health systems also buy through formal RFPs, and many run third-party risk platforms that host the questionnaire in a portal. A tool that only imports spreadsheets leaves your team retyping answers into the portal, which is where copy errors creep in. Accuracy beats speed here. An answer about data retention or subcontractor access becomes a contractual statement once the buyer relies on it. Prefer tools that cite the policy behind each answer and route anything unsupported to your security or privacy lead. ## Tools that fit, and why Each tool is listed because its published profile shows evidence of fit, quoted below. Open the profile for pricing detail, security sources and the full list of limitations. AU![AutoRFP.ai logo](https://www.google.com/s2/favicons?domain=autorfp.ai&sz=128) ### [AutoRFP.ai](/autorfp-ai) **Why it fits:** Carries a healthcare tag in this directory’s vendor data and covers DDQs with source-cited drafts. Its own positioning names software and finance teams first, so ask for healthcare references on the demo. Directory tag: healthcare **Check before buying:** Built for structured, source-cited answers rather than creative writing on long-form responses. For persuasive multi-page narrative, AutogenAI is built for that prose job. [AutoRFP.ai review](/autorfp-ai)[AutoRFP.ai alternatives](/alternatives/autorfp-ai) EX![Expedience Software logo](https://www.google.com/s2/favicons?domain=expediencesoftware.com&sz=128) ### [Expedience Software](/expedience) **Why it fits:** Names Teladoc among its customers. It runs inside Microsoft Word and keeps content behind your firewall, which suits teams whose policy keeps proposal content on internal systems. Named customers: Teladoc **Check before buying:** No public pricing; quotes depend on users, features and add-ons. [Expedience Software review](/expedience)[Expedience Software alternatives](/alternatives/expedience) IR![Iris logo](https://www.google.com/s2/favicons?domain=heyiris.ai&sz=128) ### [Iris](/iris) **Why it fits:** Names Hazel Health and MedRisk among its customers. Its browser extension fills security questionnaire portals such as OneTrust and Vanta, and it flags missing context instead of guessing. Named customers: Hazel Health, MedRisk **Check before buying:** No published seat price, free plan or trial; evaluation runs through a sales demo. [Iris review](/iris)[Iris alternatives](/alternatives/iris) IT![Iternal logo](https://www.google.com/s2/favicons?domain=iternal.ai&sz=128) ### [Iternal](/iternal) **Why it fits:** Lists HIPAA in its sourced compliance notes and runs fully on your own infrastructure, for teams whose policy keeps sensitive content away from cloud AI. Listed compliance: HIPAA **Check before buying:** Waypoint discovery covers US public-sector sources only (SAM.gov, Grants.gov and similar). [Iternal review](/iternal)[Iternal alternatives](/alternatives/iternal) LO![Loopio logo](https://www.google.com/s2/favicons?domain=loopio.com&sz=128) ### [Loopio](/loopio) **Why it fits:** Names healthcare among the industries it serves and answers security questionnaires from the same governed library as RFPs, with portal auto-answering listed as a feature. Who it is for: financial services, and healthcare **Check before buying:** No public prices: the entry Foundations plan includes 10 seats, and multi-step reviews start one tier up on Enhanced. [Loopio review](/loopio)[Loopio alternatives](/alternatives/loopio) PA![PandaDoc logo](https://www.google.com/s2/favicons?domain=pandadoc.com&sz=128) ### [PandaDoc](/pandadoc) **Why it fits:** Lists HIPAA among its compliance claims. It is a proposal, contract and e-signature tool rather than a questionnaire workspace, so it fits the commercial paperwork side of a healthcare deal. Listed compliance: HIPAA **Check before buying:** Starter ($19/user/mo annually) has no content library, approval workflows, or CRM integrations, and caps reusable templates at 5. [PandaDoc review](/pandadoc)[PandaDoc alternatives](/alternatives/pandadoc) RE![Realm logo](https://www.google.com/s2/favicons?domain=withrealm.com&sz=128) ### [Realm](/realm) **Why it fits:** Lists HIPAA among its compliance claims and automates security questionnaires next to RFPs, aimed at software companies selling into large organizations. Listed compliance: HIPAA **Check before buying:** No published pricing or free trial today; the old pricing page is gone and quotes start with a demo. [Realm review](/realm)[Realm alternatives](/alternatives/realm) RO![RocketDocs logo](https://www.google.com/s2/favicons?domain=rocketdocs.com&sz=128) ### [RocketDocs](/rocketdocs) **Why it fits:** Names Aetna among its customers and keeps an audit trail on by default for every reviewer, with private AI that RocketDocs says never sends content to public AI providers. Named customers: Aetna **Check before buying:** No free trial; evaluations are scoped only for qualified opportunities. [RocketDocs review](/rocketdocs)[RocketDocs alternatives](/alternatives/rocketdocs) ## How to choose questionnaire software for healthcare deals - **HIPAA-ready answers:** Keep approved answers on PHI handling, business associate agreements and breach notification in one place with a named owner. - **Portal coverage:** Ask whether the tool works inside the risk portals your buyers use as well as with uploaded files. - **The tool’s own posture:** The response tool will hold your security documentation, so check its SOC 2, ISO 27001 and hosting details on each profile. - **Reviewer routing:** Clinical, privacy and security reviewers each own different answers. Routing should follow that split. - **Change tracking:** Flag answers that depend on a policy or audit report that has since been renewed. ## What this list does not prove A healthcare listing reflects the vendor’s own positioning, its named customers or HIPAA in its listed compliance. It does not mean the tool will sign a business associate agreement with you or has passed a particular health system’s review. Ask both questions directly. We list a tool only when its published profile supports the fit, and we publish a page only once at least three tools qualify. Read the [research and scoring methodology](/methodology) or [send a correction](/contact). ## Related pages [Government & public sector](/industries/government)[Financial services](/industries/financial-services)[Software & SaaS](/industries/software-saas)[Professional services](/industries/professional-services)[Construction & engineering](/industries/construction-engineering)[Cybersecurity](/industries/cybersecurity)[IT services](/industries/it-services)[Manufacturing & industrial](/industries/manufacturing) [Proposal managers](/for/proposal-managers)[Bid writers](/for/bid-writers)[Sales engineers & presales](/for/sales-engineers)[Sales teams](/for/sales-teams)[RevOps teams](/for/revops-teams)[Security & GRC teams](/for/security-teams)[GovCon capture teams](/for/govcon-capture-teams)[Investor relations teams](/for/investor-relations-teams)[DDQ automation software tools](/ddq-automation-tools)[Security questionnaire automation tools](/security-questionnaire-automation)[RFP response software tools](/rfp-response-software)[Proposal management software tools](/proposal-management-software)[RFP knowledge base and answer library tools](/knowledge-base-software) ## Frequently asked questions What is the best RFP software for healthcare companies? There is no single pick. Loopio names healthcare among the industries it serves, Iris names Hazel Health and MedRisk as customers, and Realm and PandaDoc list HIPAA among their compliance claims. Choose by whether your workload is security questionnaires, formal RFPs or contracts. Does the response tool itself need to be HIPAA compliant? If PHI could end up in it, yes. Questionnaire answers are mostly about policy and architecture rather than patient records, but check your own data rules and ask the vendor whether it will sign a business associate agreement. What is a business associate agreement? Under HIPAA, a business associate agreement is the contract a covered entity signs with a vendor that creates, receives, maintains or transmits PHI on its behalf. Healthcare buyers frequently send one alongside the security review. Which tools fill healthcare security questionnaire portals? Iris lists a browser extension that fills security questionnaire portals such as OneTrust and Vanta, and Loopio lists auto-answering for web-based portals. Confirm the specific portal your buyer uses before relying on either. Can a response tool give us HITRUST? No. HITRUST certification covers your own controls. A response tool can keep the certification letter and the answers that cite it current, so the next questionnaire does not quote an expired assessment. How should a HealthTech company trial questionnaire software? Use one completed hospital security assessment and one unseen one. Include a policy that changed since the last submission, then check which answers the tool flags and how it exports into the buyer’s format.