All Templates

Enterprise Procurement & Legal Review Survey Template

Map procurement steps, approval gates, legal/InfoSec blockers, and trust signals. Copy, customize, and launch fast. Takes 6–8 minutes.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Dropdown
When did you last evaluate a new vendor for a similar solution?
  • Within the last 3 months
  • 3–6 months ago
  • 7–12 months ago
  • More than 12 months ago
  • I haven't evaluated a new vendor
Q2
Multiple Choice
What typically initiates a new vendor evaluation? Select all that apply.
  • New business need or initiative
  • Renewal or competitive benchmark
  • Cost reduction mandate
  • Risk/compliance change
  • Executive directive
  • Integration or consolidation requirement
  • Current vendor performance issues
  • Other (please specify)
Q3
Dropdown
At approximately what spend level does a formal procurement process begin? (USD or local equivalent)
  • No threshold — always formal
  • Under $25,000
  • $25,000–$100,000
  • $100,001–$250,000
  • $250,001–$1,000,000
  • Over $1,000,000
  • Varies by category
Q4
Numeric
How many distinct stakeholders typically participate from initial discovery through signature?
Accepts a numeric value
Whole numbers only
Q5
Multiple Choice
Which teams are commonly involved? Select all that apply.
  • Business owner/requestor
  • Procurement
  • IT/Architecture
  • Information Security
  • Legal
  • Finance
  • Data Privacy/Compliance
  • Risk Management
  • Executive sponsor
  • Data/Analytics
  • Other (please specify)
Q6
Matrix
For a typical purchase, how often are the following steps required?
RowsAlways requiredOftenSometimesRarelyNever
Vendor registration/onboarding
RFI/RFP process
Security questionnaire (e.g., SIG, CAIQ)
Legal/contract review
Privacy/DPA review
Accessibility/VPAT review
Customer reference checks
Pilot or proof of concept
Q7
Multiple Choice
In the last 12 months, which issues have blocked or significantly delayed a deal? Select all that apply.
  • Unfavorable liability or indemnity terms
  • Data residency or transfer restrictions
  • Subprocessor limitations
  • Audit or assessment rights
  • Termination for convenience
  • SLA/uptime penalties
  • Insurance requirements
  • Intellectual property ownership
  • Auto-renewal or pricing terms
  • Export control restrictions
  • Accessibility compliance (e.g., WCAG/VPAT)
  • Other (please specify)
Q8
Ranking
Rank these clauses by how hard they are to finalize (top = most contentious).
Drag to order (top = most important)
  1. Indemnification
  2. Limitation of liability
  3. Data processing/DPA terms
  4. Security exhibits/appendices
  5. Service levels and credits
  6. Insurance requirements
Q9
Numeric
About how many calendar days does legal review typically add to the buying cycle?
Accepts a numeric value
Whole numbers only
Q10
Multiple Choice
Which security or privacy frameworks/certifications do you look for? Select all that apply.
  • SOC 2 Type II
  • ISO/IEC 27001
  • ISO/IEC 27701
  • HIPAA
  • PCI DSS
  • FedRAMP (where applicable)
  • CSA STAR
  • GDPR compliance documentation
  • Other (please specify)
Q11
Constant Sum
Allocate 100 points across the trust assets that most influence your approval.
Total must equal 100
Min per option: 0Whole numbers only
Q12
Opinion Scale
How required are named customer references during evaluation?
Range: 1 10
Min: Not requiredMid: HelpfulMax: Mandatory
Q13
Multiple Choice
What pilot approach do you typically require, if any?
  • None; we can decide without a pilot
  • Self-serve free trial
  • Vendor-guided free trial
  • Paid pilot
  • Limited-scope paid project
Q14
Multiple Choice
Which conditions are immediate deal-breakers for you? Select all that apply.
  • No third-party security certification
  • Refusal to sign a DPA or equivalent
  • Data stored in disallowed region
  • No audit or assessment rights
  • Uncapped or imbalanced liability
  • Non-negotiable standard terms
  • No named customer references
  • Unclear or unpredictable pricing
  • Vendor financial instability
  • Accessibility non-compliance (e.g., WCAG/VPAT)
  • Other (please specify)
Q15
Rating
Overall, how risk-tolerant is your organization when adopting new vendors?
Scale: 10 (star)
Min: Very risk-averseMax: Very risk-tolerant
Q16
Dropdown
Which industry best describes your organization?
  • Technology
  • Financial services
  • Healthcare
  • Government/public sector
  • Education
  • Manufacturing
  • Retail/consumer
  • Media/telecom
  • Energy/utilities
  • Nonprofit
Q17
Dropdown
Approximately how many employees does your organization have?
  • Fewer than 500
  • 500–999
  • 1,000–4,999
  • 5,000–9,999
  • 10,000–49,999
  • 50,000 or more
Q18
Dropdown
Where are you primarily based?
  • North America
  • Latin America
  • Europe
  • Middle East
  • Africa
  • Asia
  • Oceania
Q19
Dropdown
What is your typical annual purchasing authority (USD or equivalent)?
  • Under $25,000
  • $25,000–$100,000
  • $100,001–$250,000
  • $250,001–$1,000,000
  • Over $1,000,000
  • Not applicable
Q20
Dropdown
How many years have you been involved in enterprise vendor evaluations?
  • Less than 1 year
  • 1–3 years
  • 4–7 years
  • 8–12 years
  • More than 12 years
Q21
Chat Message
Welcome! This short survey asks about your recent enterprise buying experiences. Please answer based on your typical process. Your responses are confidential and reported in aggregate.
Q22
Long Text
Briefly describe the one or two hurdles that most often slow your approvals, and any suggestions to streamline them.
Max 600 chars
Q23
AI Interview
AI Interview: 2 Follow-up Questions on your procurement approach
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q24
Chat Message
Thank you for participating! Your input helps us understand and improve enterprise buying experiences.

Ready to Get Started?

Launch your survey in minutes with this pre-built template