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Collaboration

The right question, to the right person, on time.

Questionnaires are team sport. Assign what the AI couldn’t answer, talk it through on the question itself, and see exactly what’s blocking the deadline.

Assignments & due dates

Nobody has to chase anybody

Assign any question to a teammate, with a due date per question and one for the whole questionnaire. Progress shows what’s approved, what needs review and what needs input.

Reminders go out by email as due dates approach, so nothing depends on someone remembering. Assign in bulk, and the review draft suggests an owner for each open item.

Vendor review · Northwind

182 questions · due Friday

  • Approved142
  • Needs review31
  • Needs input9

Comments

The conversation lives on the question

Every question has its own comment thread. @mention a colleague to pull them in; they get a notification in the app and by email.

No more screenshots of spreadsheet cells pasted into chat.

Q 2.08 · Assigned to Sam

Due Thu
AK

@Sam can you confirm the backup retention period?

SM

35 days, it’s in the new BCP doc. Added it as a source.

Roles

Invite everyone. Control everything.

Members are unlimited on every plan, invited by email, and four roles keep each person to what they need. Roles are enforced in the database itself, not just hidden in the interface.

Owner

Everything, including making other owners, requiring two-factor sign-in and deleting the organization.

Admin

Members, integrations, the trust center and the audit log.

Editor

Import questionnaires, edit and approve answers, manage documents.

Viewer

Read questionnaires and answers, and comment. Ideal for leadership and legal.

A record of who did what

When a customer asks who approved an answer, you’ll know. The audit log keeps every decision that matters.

  • Approvals and exports
  • Assignments and comments
  • Document uploads, reviews and deletions
  • Membership and role changes
  • Integration and security settings

Your next questionnaire, answered by Friday.

The Free plan includes 150 drafted questions and unlimited members. No credit card.