RFP and Security Questionnaire Agent
B2B SaaS sales engineering and compliance teams answering enterprise questionnaires
Sales OperationsIntermediate94-6 weeks to MVP
Problem
Every enterprise deal arrives with a 200-row security questionnaire. A solutions engineer spends two days copying answers out of last quarter's spreadsheet, and nobody is certain which of those answers is still true.
Solution
An agent that parses the incoming questionnaire whatever its format, answers each row from an approved answer library with a citation and a confidence score, flags anything stale or unanswerable for a human, and writes the completed file back in the buyer's own template.
Tech stack
Next.jsClaudepgvectorPostgreSQLSheetJS for spreadsheet IO
Required integrations
- Document storage (Google Drive, SharePoint)
- CRM for deal context (Salesforce, HubSpot)
- Existing policy and security documentation
Key features
- Questionnaire parsing from xlsx, docx, and web portals
- Answer library with owner and review date per entry
- Citation and confidence score on every generated answer
- Staleness flagging when a source answer is past review
- Export back into the buyer's original template
SalesComplianceRAGStructured output
With Pro you also get
- The full build prompt, ready to copy (561 words)
- 6 build steps, in order
- 3 variables to fill in, documented
- The revenue model
- Monetization notes
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Guides for this build
Read these alongside the spec.