HOW IT WORKS

Follow a questionnaire through Docusense.

Keep the questionnaire, useful earlier answers, policy findings, and the latest saved review together while your team prepares the response.

Request a Demo Explore Questionnaire Review

THE SIX STEPS

What happens at each step.

  1. 01

    Upload

    Upload the questionnaire file

  2. 02

    Structure

    Create reviewable items

  3. 03

    Find

    Suggest earlier answers

  4. 04

    Check

    Compare selected policies

  5. 05

    Review

    Choose the final wording

  6. 06

    Respond

    Create the PDF response

BRING IN AND STRUCTURE

Upload the questionnaire. Docusense lists every question and requirement.

Upload a PDF, Word, Excel, or PowerPoint file. Docusense keeps the source available and creates an ordered set of questions and standalone requirements.

01

Upload the file

The original file remains available throughout the review.

02

Split it into questions and requirements

Questions and requirements appear in the order they were found.

FIND AND CHECK

Docusense finds earlier answers and checks your policies.

Docusense looks for relevant reusable answers and earlier questionnaire work. It also compares the item with the organization and customer policies selected for the review.

03

Find earlier answers

Available source details stay attached so the reviewer can check the context.

04

Flag possible policy conflicts

A policy finding shows which selected policy may need attention and why.

REVIEW

The reviewer makes the call.

Open the source, change the wording, and save the answer you want to use. Requirements have their own controls for confirmation and comments.

  • Sources remain within reach.
  • Suggested wording stays editable.
  • The latest reviewer and time are recorded.
Questionnaire reviewSupplier qualification
Saved
3
QualityOpen Answered

What is your specification for Free Fatty Acid (FFA) content in refined sunflower oil?

Requirement: Maximum 0.1% FFA

Answer

3 minutes ago

Demo answer: the specification sets a maximum FFA of 0.05%.

Try both review views. The example uses synthetic data.

RESPOND

Create the PDF response.

Choose the reviewed questions and requirements to include. Docusense creates a stored PDF response that authorized users can download.

The workflow is the same in our managed and self-hosted options.Compare deployment options

YOUR WORKFLOW

See Docusense with your questionnaires.

Request a Demo