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Strategy & Transformation

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.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

26 questions · ~11 min
Q01
Message

Welcome! This survey asks about your recent experience with SaaS software requests, approvals, and renewals within your organization. It takes approximately 12 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.

Q02
Multiple Choice

In the past 6 months, have you personally requested a new SaaS application?

  • Yes
  • No
Q03
Opinion Scale

Overall, how easy or difficult was the SaaS request process the last time you used it?

Scale: 17
Min:Very difficultMax:Very easy
Q04
Opinion Scale

I have clear criteria for approving or denying SaaS requests.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q05
Opinion Scale

How clear or unclear is the SaaS renewals process at your organization?

Scale: 17
Min:Very unclearMax:Very clear
Q06
Opinion Scale

Overall, how much effort is required to manage SaaS intake, approvals, and renewals at your organization?

Scale: 17
Min:Very low effortMax:Very high effort
Q07
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.

Q08
Multiple Choice

Which best describes your primary role?

  • IT / InfoSec
  • Procurement / Sourcing
  • Finance
  • Legal
  • Engineering / Product
  • Operations
  • People / HR
  • Executive / Leadership
  • Other
Q09
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.

Q10
Multiple Choice

In the past 6 months, have you reviewed or approved SaaS requests submitted by others?

  • Yes
  • No
Q11
Opinion Scale

I knew where to go and how to submit a SaaS request.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q12
Opinion Scale

I receive sufficient information from requestors to make informed approval decisions.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q13
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
Q14
Ranking

Please rank the following improvement areas from highest to lowest priority.

  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
Drag to rank
Q15
Multiple Choice

Approximately how many employees are in your organization?

  • 1–49
  • 50–249
  • 250–999
  • 1,000–4,999
  • 5,000+
Q16
Multiple Choice

In the past 6 months, have you been involved in any SaaS license renewals?

  • Yes
  • No
Q17
Opinion Scale

The information required to complete the request was clear and reasonable.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q18
Opinion Scale

Requests are routed to the right people without unnecessary handoffs.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q19
Multiple Choice

Where are you primarily located?

  • North America
  • Latin America
  • Europe
  • Middle East & Africa
  • Asia-Pacific
  • Other
Q20
Opinion Scale

I received timely updates on the status of my request.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q21
Opinion Scale

I can easily track and manage my pending approvals.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q22
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
Q23
Opinion Scale

My request was resolved within a reasonable timeframe.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q24
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
Q25
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
Q26
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

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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