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Certifyi's AI captures answers to security questionnaires directly from your existing knowledge base and populates them in whatever format the buyer sends. Your team reviews and approves rather than drafting responses from scratch.
Questionnaires that scale with your sales motion
Whether you're responding to five questionnaires a year or fifty a quarter, the outcome should be the same — fast, accurate, consistent.
Accelerate deal cycles
Respond in minutes rather than days. Deals that stall on security reviews start moving again when the review team isn't the bottleneck.
Automate at scale
Turn repetitive reviews into fast, repeatable workflows. High-volume quarters don't require proportionally more security team time.
Keep answers consistent
Outdated, duplicate, conflicting, or unclear answers are flagged automatically. Buyers receive the same accurate picture of your security posture every time.
Scale trust globally
Tag your knowledge base by product, region, and industry to deliver tailored responses that meet each buyer exactly where they are.
Your team reviews and approves.
Certifyi does the rest.
Certifyi searches your knowledge base — built from uploaded policies, previous questionnaires, and security documentation — and generates accurate, cited responses for each new questionnaire. Where there's an exact match, it pulls that answer through directly. Where there isn't, the AI generates a contextually appropriate response tailored to the question and your preferred answer length and tone.
The result is a completed draft that typically needs a review pass rather than a full authoring session. Most questionnaires go from intake to submission in the same day.
Results based on knowledge base completeness. Individual completion rates vary.
Everything your team needs. None of the manual work.
Three things that make security questionnaires manageable at any volume.
One hub for every questionnaire
No more chasing emails or tracking status across spreadsheets. Every questionnaire — regardless of the format or source — lands in a single organized dashboard where you can sort, filter, and track progress from intake to submission.
Consistent responses every time
Answers come from one knowledge base, not from whoever happens to pick up the questionnaire. Every buyer gets the same accurate picture of your security posture — and if something in the knowledge base goes stale, Certifyi flags it before it reaches a customer.
Cross-team collaboration without the chaos
Tag subject matter experts on specific questions, assign reviewers, track approvals, and finalize responses — all in one place. Teammates get notified the moment something is assigned or commented on. The whole process stays visible to everyone involved.
From questionnaire received to response submitted
A connected workflow that handles the manual steps automatically — so your team's time goes to review, not to research.
Step 01 — Receive
Upload the questionnaire in any format
Upload the questionnaire in whatever format the buyer sent — Excel, CSV, Word, or PDF. Certifyi parses it and organizes each question into the review workspace. If the questionnaire lives in a third-party vendor portal, Certifyi handles that too.
Result: Structured question list ready for AI processingStep 02 — Generate
AI searches your knowledge base and fills the answers
Certifyi searches your knowledge base for each question — pulling exact matches from previous questionnaires and generating contextually accurate responses where no exact match exists. Every generated answer cites the source it's based on. The result is a filled draft with confidence scores, not a blank form waiting for someone to start typing.
Result: Draft questionnaire with 80%+ questions answeredStep 03 — Review
Route questions that need expert input
Questions that couldn't be answered automatically — or that need a human to verify — get assigned to the right subject matter expert with a single action. Each person sees exactly what they're responsible for, and the overall questionnaire status reflects every individual contribution in real time.
Result: Expert input collected without chasing anyoneStep 04 — Approve and Submit
Final approval, then return it in the original format
Once responses are reviewed and approved, Certifyi exports the completed questionnaire in the same format it arrived. The buyer receives their spreadsheet, document, or portal submission back exactly as they expect it — with no reformatting required on your side.
Result: Submitted questionnaire, knowledge base updated automaticallyThe parts that make it work
Four capabilities that separate a questionnaire tool that scales from one that just shifts the manual work somewhere else.
Answers that are accurate, cited, and ready to approve
There's a meaningful difference between AI that guesses and AI that cites. Certifyi's generated responses include a reference to the specific document, policy, or previous answer they're drawn from. Reviewers aren't just approving text — they're verifying that the answer is grounded in something real.
You control the tone and answer length. Technical questions get technical answers. Executive-level questions get appropriately concise ones. The AI adapts based on how you've configured your preferences, so the output sounds like your team, not like a generic policy response.
- Exact matches pulled directly from previous questionnaire answers
- AI-generated responses for new questions, with source citations
- Configurable tone and answer length preferences
- Confidence scores per question so reviewers know where to focus
A library that gets smarter with every questionnaire
The knowledge base is the engine behind the AI responses. It starts with the policies, security documentation, and previous questionnaires you upload. From that point, it gets better automatically — every completed questionnaire adds to it, improving accuracy and coverage over time.
It also stays connected to the rest of your Certifyi program. Updated policies flow in automatically, so the answers being generated always reflect your current security posture, not the version from six months ago. Answers that are outdated, duplicated, or contradictory are flagged before they reach a buyer.
- Built from uploaded policies, past questionnaires, and security docs
- Policy updates flow in automatically from the Certifyi policy module
- Continuously learns from each completed questionnaire
- Outdated or conflicting answers flagged automatically
Meet buyers in whatever format they use
Buyers send questionnaires in the format their procurement team prefers. Sometimes it's a 200-row Excel file. Sometimes a Word document with numbered questions. Sometimes a third-party vendor portal with its own submission interface. The format has nothing to do with your security posture — but manually adapting to each one takes time that shouldn't go there.
Certifyi accepts questionnaires in any of these formats, processes them in the same workflow, and returns the completed response in the original format. Your buyer receives their spreadsheet or document back, correctly filled, without any reformatting work on your side.
- Excel and CSV spreadsheets processed natively
- Word and PDF documents parsed and structured automatically
- Third-party vendor portals supported
- Completed response exported in the same format it arrived
The right people involved without the coordination overhead
A security questionnaire rarely lives entirely within one team's expertise. The legal question needs Legal. The infrastructure question needs DevOps. The data handling question needs whoever owns data governance. Getting the right person to the right question — and knowing when they've responded — is where most questionnaire workflows fall apart.
Certifyi lets you assign individual questions or full sections to specific teammates with one action. They get notified by email immediately. Comments thread directly on each question. Approvers move through a structured workflow that keeps the whole process visible without anyone needing to chase status in Slack.
- Assign individual questions to specific subject matter experts
- Email and Slack notifications on assignment and comments
- Comments threaded directly on each question
- Approval stages with named owners and clear handoff points
Questionnaire automation features
Every capability your team needs to process questionnaires at scale — included in the platform, not sold separately.
Automated notifications
Assignments, comments, and approvals trigger email notifications automatically. Nobody misses a question because the notification ended up in the wrong inbox.
Approval workflows
Each review stage has a named owner and approver. Nothing moves forward until the right person signs off — and everyone knows exactly where the questionnaire sits in the process.
Knowledge base tagging
Tag documents and answers by product, region, industry, or customer type. Certifyi uses those tags to generate tailored responses for each buyer rather than generic ones pulled from the full library.
Synced policies
Your Certifyi policy module feeds the knowledge base automatically. Policy updates reach the questionnaire responses without anyone manually updating the library.
Reporting and analytics
Track completion rates, review time, and AI acceptance rates across every questionnaire. Understand where the bottlenecks are, and demonstrate the program's impact to leadership with concrete numbers.
Format-agnostic export
Return every completed questionnaire in the exact format it arrived — no manual reformatting. The buyer experience stays seamless regardless of how they prefer to work.
Security reviews that close deals, not stall them
Security reviews that take
minutes, not weeks.
Book a free 30-minute scoping call. We'll walk through how the questionnaire module fits your current workflow and send a fixed-price quote within the week.
No commitment. Fixed-price quote provided after the first call.