Procurement Template

SOC 2 Vendor Questionnaire

A copy-ready soc 2 vendor questionnaire for software buyers comparing vendors, pricing, implementation effort, security controls, and renewal risk.

Copy-ready fields

FieldWhat to capture
Business needThe workflow problem, current workaround, and expected outcome.
Users and ownersDaily users, admins, approvers, finance owner, IT owner, and renewal owner.
RequirementsMust-have capabilities, reporting needs, integrations, security controls, and data export requirements.
Commercial termsLicense model, implementation services, support tier, renewal date, and cancellation window.

Evaluation questions

  • Which requirement is mandatory for launch rather than a future wish?
  • What evidence will prove the vendor can support the workflow?
  • Which cost could increase when users, usage, or locations grow?
  • Who signs off before the purchase moves to contract review?