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SaaS Procurement Workflow Audit Survey

Evaluates the efficiency and pain points across SaaS request, approval, and renewal workflows. Designed for IT, procurement, finance, and operational stakeholders to identify bottlenecks and prioritize process improvements.

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Template Overview

26

Questions

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This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.

Sample Survey Items

Q1
Chat Message
Welcome! This survey asks about your recent experience with SaaS software requests, approvals, and renewals within your organization. It takes approximately 5 minutes to complete. Your participation is voluntary and you may stop at any time. There are no right or wrong answers — we are interested in your honest opinions. All responses are confidential and will be reported in aggregate only.
Q2
Multiple Choice
In the past 6 months, have you personally requested a new SaaS application?
  • Yes
  • No
Q3
Multiple Choice
In the past 6 months, have you reviewed or approved SaaS requests submitted by others?
  • Yes
  • No
Q4
Multiple Choice
In the past 6 months, have you been involved in any SaaS license renewals?
  • Yes
  • No
Q5
Opinion Scale
Overall, how easy or difficult was the SaaS request process the last time you used it?
Range: 1 7
Min: Very difficultMid: NeutralMax: Very easy
Q6
Opinion Scale
I knew where to go and how to submit a SaaS request.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q7
Opinion Scale
The information required to complete the request was clear and reasonable.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q8
Opinion Scale
I received timely updates on the status of my request.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q9
Opinion Scale
My request was resolved within a reasonable timeframe.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q10
Multiple Choice
Which parts of the request experience were most challenging? Select all that apply.
  • Too many fields or duplicate data entry
  • Unclear who approves or what is required
  • Long wait for a decision
  • Lack of status updates
  • Hard to compare or justify vendor options
  • Tooling issues (bugs, access, login)
  • Other
  • None of the above
Q11
Opinion Scale
I have clear criteria for approving or denying SaaS requests.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q12
Opinion Scale
I receive sufficient information from requestors to make informed approval decisions.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q13
Opinion Scale
Requests are routed to the right people without unnecessary handoffs.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q14
Opinion Scale
I can easily track and manage my pending approvals.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q15
Dropdown
Typically, how many business days do you personally need to complete a SaaS approval?
  • 1 day or less
  • 2–3 days
  • 4–5 days
  • 6–10 days
  • More than 10 days
Q16
Multiple Choice
What typically delays approvals? Select all that apply.
  • Missing business justification
  • Security or compliance review backlog
  • Vendor due diligence takes too long
  • Budget or procurement coordination
  • Unclear ownership or routing
  • Tooling or access issues
  • Other
  • None of the above
Q17
Opinion Scale
How clear or unclear is the SaaS renewals process at your organization?
Range: 1 7
Min: Very unclearMid: NeutralMax: Very clear
Q18
Multiple Choice
Which renewal challenges have you faced? Select all that apply.
  • Hard to find usage or license data
  • Late budget alignment
  • Auto-renew risk or missed deadlines
  • Unclear contract terms or notice periods
  • Missing stakeholder input
  • No central system for tracking renewals
  • Other
  • None of the above
Q19
Opinion Scale
Overall, how much effort is required to manage SaaS intake, approvals, and renewals at your organization?
Range: 1 7
Min: Very low effortMid: NeutralMax: Very high effort
Q20
Ranking
Please rank the following improvement areas from highest to lowest priority.
Drag to order (top = most important)
  1. Shorter approval times
  2. Clearer criteria and documentation
  3. Better request form design
  4. Stronger status visibility and notifications
  5. Integrated tooling and data
  6. Earlier renewals planning
Q21
AI Interview
Based on your responses throughout this survey, please share any additional thoughts or suggestions for improving the SaaS request, approval, or renewal process at your organization.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 6
Q22
Multiple Choice
Which best describes your primary role?
  • IT / InfoSec
  • Procurement / Sourcing
  • Finance
  • Legal
  • Engineering / Product
  • Operations
  • People / HR
  • Executive / Leadership
  • Other
Q23
Multiple Choice
Approximately how many employees are in your organization?
  • 1–49
  • 50–249
  • 250–999
  • 1,000–4,999
  • 5,000+
Q24
Multiple Choice
Where are you primarily located?
  • North America
  • Latin America
  • Europe
  • Middle East & Africa
  • Asia-Pacific
  • Other
Q25
Multiple Choice
How long have you been with your current organization?
  • Less than 1 year
  • 1–2 years
  • 3–5 years
  • 6–10 years
  • 11+ years
Q26
Chat Message
Thank you for completing this survey. Your input will directly inform improvements to the SaaS procurement process. Results will be shared in aggregate only.

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