Security review and procurement pack
Answer an enterprise buyer's security and procurement questions in one organized pack, with controls, evidence and open questions tracked.
- Industry
- B2B SaaS and Technology Vendors
- Team
- Sales, Operations, Security and compliance
- Use case
- CRM and sales, Documents and evidence
- Tags
- Security review
Template preview
Overview
What this template supports
A client-facing security review pack for regulated SaaS vendors in an enterprise sales cycle. It organizes company and product facts, a controls summary, domain-by-domain detail, a data flow diagram and a document request checklist, then tracks open questions to closure.
- Controls summary table
- Security domain collapses
- Data flow diagram
- Document request checklist
- Open questions tracker
How to use this template
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Fill in vendor and prospect details
Replace the company, product, compliance and prospect fields in the definition list with your current facts.
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Update controls and evidence
Confirm each control's status and evidence reference against your current SOC 2 report and pentest results.
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Track open questions to closure
Log each buyer question with an owner and status, and update the page as items close.
Frequently asked questions
What does Security review and procurement pack help me do?
Answer an enterprise buyer's security and procurement questions in one organized pack, with controls, evidence and open questions tracked.
What is included in this template?
It includes Controls summary table, Security domain collapses, Data flow diagram and Document request checklist.
Who is this template designed for?
It is designed for Sales, Operations and Security and compliance teams working in B2B SaaS and Technology Vendors.
What should I review before using this template?
Replace the company, product, compliance and prospect fields in the definition list with your current facts. Confirm each control's status and evidence reference against your current SOC 2 report and pentest results.
Can we send this before signing an NDA?
No. This pack contains detailed security posture and should only go out under a signed mutual NDA, as the confidentiality note states.
What if a control is not yet fully implemented?
Mark it Needs review rather than Implemented, and add it to the open questions table with an owner and target date.