Software & SaaS

8 RFP and security questionnaire software for software and SaaS companies

Software companies sell to buyers who check security before they sign. Enterprise deals bring a security review, a request for the SOC 2 report and a questionnaire in a spreadsheet or portal. The tools that fit draft from live product and security documents and keep presales out of copy-paste.

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
1up	$0 (free tier)	SOC 2	ISO 27001	Oct 2026
Arphie	Custom	SOC 2 Type 2	Not listed	Oct 2026
AutoRFP.ai	$899/mo	SOC 2 Type II	ISO 27001:2022	Jul 2026
Inventive AI	$10,000/yr	SOC 2	Not listed	Oct 2026
Loopio	Custom (~$20K+/yr est.)	SOC 2 Type II	ISO 27001 (legal addendum)	Jul 2026
Realm	Custom	Not listed	ISO 27001	Oct 2026
SiftHub	Custom	SOC 2	ISO 27001	Oct 2026
Tribble	Custom	SOC 2 Type II	Not listed	Oct 2026

What makes SaaS questionnaires different

Product facts change every release. An answer about SSO, data residency or an API limit can be right in March and wrong in June. Tools that draft from connected sources such as Confluence, Google Drive or Notion stay closer to the truth than a library someone has to remember to update, though anything contractual still needs a reviewer.

The formats are familiar: the CAIQ from the Cloud Security Alliance, SIG Lite and the buyer’s own spreadsheet. More of them now arrive inside portals run by risk platforms, which is why browser extensions that fill portal fields keep showing up in feature lists.

Presales owns most of the work. Sales engineers answer the technical questions, security signs off and the account executive wants it back by Friday (it is always Friday). Look for tools that answer in Slack or Teams as well as in the questionnaire, so the same approved answer serves both.

A trust center can absorb some of the load. If you already publish one, check whether the response tool reads from it or asks you to maintain a second copy of the same evidence.

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.

1up

Why it fits: Names software companies such as JumpCloud, WalkMe and Docebo among its customers, and doubles as a sales answer engine inside Slack and other chat apps.

Named customers: JumpCloud, WalkMe, Docebo

Check before buying: Questionnaire automations are capped by plan: 1 a month on Starter ($300/mo), 6 on Plus ($900/mo), more only on Enterprise.

1up review 1up alternatives

Arphie

Why it fits: Aimed at presales teams at growth-stage and public companies, with software companies such as Navan and Contentful on its customer list. Drafts from live connections to Drive, SharePoint and Confluence.

Named customers: Navan, Contentful

Check before buying: No public price list or self-serve plan; every quote goes through the contact form.

Arphie review Arphie alternatives

AutoRFP.ai

Why it fits: Positions itself on the structured Word and Excel RFPs software teams receive, writes answers back into the buyer’s file, and shows the source behind each line.

Best for: and finance teams

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 alternatives

Inventive AI

Why it fits: Names software companies such as HiBob and Ironclad among its customers. Drafts carry a citation and confidence score, and stale or duplicate content gets flagged.

Named customers: HiBob, Culture Amp, Ironclad

Check before buying: Usage fees per RFP and security questionnaire sit on top of a platform fee from $10K/year; final quotes need a sales call.

Inventive AI review Inventive AI alternatives

Loopio

Why it fits: Names SaaS and tech among the industries it serves. A mature tagged library and review workflow suit larger teams with high questionnaire volume.

Who it is for: Teams in SaaS, tech

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 alternatives

Realm

Why it fits: Built for presales and sales teams at software companies, covering RFPs, security questionnaires and tailored collateral, with a Slack app for quick answers.

Who it is for: software companies selling into the enterprise

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 alternatives

SiftHub

Why it fits: Focused on B2B SaaS presales teams answering DDQs and security questionnaires from existing knowledge, with real-time answers for sales reps.

Who it is for: B2B SaaS presales and revenue teams

Check before buying: Consumption pricing: answers and proposals use transactions at rates that vary with complexity, and there is no free trial.

SiftHub review SiftHub alternatives

Tribble

Why it fits: Names software companies such as Salesforce, UiPath and Clari among its customers, and acts as a governed answer layer shared by sales and proposal teams.

Named customers: Salesforce, UiPath, Freshworks, Clari

Check before buying: No public prices, free plan or trial; quotes come on a demo call.

Tribble review Tribble alternatives

How to choose questionnaire software for a SaaS company

Connected sources: Drafting from Drive, Confluence or Notion beats re-keying answers into a library, as long as you can see which document each answer used.
Portal filling: Ask which buyer portals the browser extension supports and test one live.
Confidence and gaps: The tool should flag questions it cannot support instead of guessing.
Contributor seats: Engineers and security reviewers answer a handful of questions a month. Check how they are licensed before comparing quotes.
Answers in chat: Reps ask the same security questions in Slack. One approved answer should serve the questionnaire and the chat.

What this list does not prove

A listing here means the vendor’s positioning or named customers point to software companies. It does not confirm support for a specific portal, questionnaire version or connector on your plan. Run one of your own recent questionnaires through the tool.

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 or send a correction.

Frequently asked questions

What is the best security questionnaire software for SaaS companies?

It depends on who does the work. SiftHub and Realm are built around software presales teams, Arphie and Iris draft from connected sources for sales engineers, and Loopio suits larger teams that want a governed library. Run the same questionnaire through two of them.

Which tools draft answers from Confluence or Google Drive?

Arphie, Inventive AI and 1up each connect to sources such as Google Drive, Confluence, Notion and SharePoint, per their profiles. Check which connectors are included in the plan you would buy.

Do SaaS companies still need an answer library?

They need approved content of some kind. The real choice is between a hand-kept library and answers drafted from connected documents, and it comes down to how often your product facts change and who has time to maintain them.

What is a CAIQ?

The Consensus Assessments Initiative Questionnaire is a security questionnaire from the Cloud Security Alliance, mapped to its Cloud Controls Matrix. Cloud and SaaS providers use it to describe their controls to buyers.

Can reps get security answers without opening the questionnaire tool?

Several tools answer in Slack or Teams from the same approved content, including 1up, Realm and Tribble. That keeps reps from pasting outdated answers into email.

How should a SaaS company trial questionnaire software?

Pick a recent questionnaire your team finished and a new one. Change one product fact in your source documents first, then see whether the drafts pick up the change and flag the old answer.