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Conveyor: Security Questionnaire and RFP Automation

Conveyor supports mid-market and enterprise security, compliance, and sales teams in managing customer trust workflows. It is designed for organizations looking to reduce manual effort in completing security reviews.

At a glance

Category
Sales
Best for
Mid-market companies, Enterprise companies, Information security teams, Compliance officers, Presales and sales operations
Pricing
Conveyor offers a Free tier with 10 credits per month. The Professional tier starts at $9,600/year billed annually and includes full platform access.
Key use cases
Automating Security Questionnaires, Customer Self-Service Trust Portal, RFP Response Support, Knowledge Base Management
Integrations
Salesforce, Slack, Microsoft Teams, DocuSign, Jira
Official website
conveyor.com
Screenshot of Conveyor website

Conveyor is an AI-native platform designed to manage the customer security review process. It centralizes security documentation and uses AI agents to draft answers for questionnaires and RFPs, which may help teams reduce repetitive manual work for new prospects.

The tool is designed for enterprise-scale teams in information security, compliance, and presales. It helps these teams maintain a knowledge library that the AI uses to generate responses and includes a trust center where customers may access documents after signing a digital NDA.

Buyers should confirm that the platform uses a credit-based system for measuring usage across its trust center and questionnaire tools. Because it is designed for enterprise complexity, smaller teams should evaluate if the Professional tier's starting price fits their budget.

Key Features

Security Questionnaire Automation

Uses AI to generate first-draft answers for security questionnaires in various formats, including portals.

Agentic Trust Center

A branded portal where customers can access security documents and receive AI-powered answers behind a 1-click NDA gate.

AI-Powered RFP Responses

Supports the preparation of RFP and RFx responses through AI research and collaboration tools.

Self-healing Knowledge Library

Connects to sources like Google Drive and Confluence to help maintain a library of security information.

Browser Extension

Supports the auto-completion of questionnaires within customer portals.

AI Librarian

Designed to identify duplicate or conflicting sources within the knowledge base to help maintain data consistency.

Use Cases

Automating Security Questionnaires

Using AI to generate first-pass answers for incoming security reviews to reduce manual drafting time.

Customer Self-Service Trust Portal

Providing a secure area where customers can download SOC 2 reports and other security documents after a digital NDA.

RFP Response Support

Using AI to research and draft responses for Request for Proposals (RFPs).

Knowledge Base Management

Connecting security documentation from Google Drive, Confluence, and websites into a single source for the AI.

Best For

Mid-market companiesEnterprise companiesInformation security teamsCompliance officersPresales and sales operations

Integrations

SalesforceSlackMicrosoft TeamsDocuSignJiraZendeskHubspotConfluenceGoogle DriveFront

Pricing

Conveyor offers a Free tier with 10 credits per month. The Professional tier starts at $9,600/year billed annually and includes full platform access.

FAQ

What does Conveyor do?

Conveyor helps automate the process of sharing security documents and answering security questionnaires and RFPs using AI agents.

Who is Conveyor designed for?

It is designed for mid-market and enterprise companies, specifically for information security, compliance, and presales teams.

How does Conveyor's pricing work?

It uses a credit-based system. There is a free tier for basic trust center needs, and a Professional tier starting at $9,600/year for automation capabilities.

Can Conveyor answer questionnaires in customer portals?

Yes, it provides a browser extension designed to help auto-complete portal-based questionnaires.

Source category: Sales

Source subcategory: Sales Enablement

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