Vendor Security Questionnaire — shared by the community

Who this template is for

Vendor Security Questionnaire is built for engineering, IT and product teams who need to route technical requests with the context needed to triage them.

• Engineering, IT and product teams working in technology, saas & dev.
• Teams who need to route technical requests with the context needed to triage them without writing code or paying for a custom build.
• Anyone replacing vague reports that can't be reproduced or prioritised with one structured record per enquiry.
• Respondents are users, testers and internal stakeholders — the form asks them 15 questions across 4 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of vague reports that can't be reproduced or prioritised and turns each submission into a record your team can act on immediately.

• 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It accepts a document or photo upload as evidence.
• It allows multiple selections without free text.
• Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Vendor Security Questionnaire lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

• Features advanced show logic: if “Which certifications does your organization currently hold?” is one of SOC 2, ISO 27001, the form dynamically exposes “Upload certificate or attestation report”. Otherwise that question never appears.
• Features advanced show logic: if “Do you use any subprocessors to handle customer data?” is Yes, the form dynamically exposes “List your subprocessors”. Otherwise that question never appears.
• Features advanced show logic: if “Have you had a security incident affecting customer data in the past 3 years?” is Yes, the form dynamically exposes “Briefly describe the incident and remediation”. Otherwise that question never appears.
• Features conditional validation: if “What categories of data will this product handle?” is one of Payment data, Health data, “Upload certificate or attestation report” becomes mandatory before the form can be sent.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.