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.
In the past 6 months, have you personally requested a new SaaS application?
- Yes
- No
Overall, how easy or difficult was the SaaS request process the last time you used it?
I have clear criteria for approving or denying SaaS requests.
How clear or unclear is the SaaS renewals process at your organization?
Overall, how much effort is required to manage SaaS intake, approvals, and renewals at your organization?
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.
Which best describes your primary role?
- IT / InfoSec
- Procurement / Sourcing
- Finance
- Legal
- Engineering / Product
- Operations
- People / HR
- Executive / Leadership
- Other
Thank you for completing this survey. Your input will directly inform improvements to the SaaS procurement process. Results will be shared in aggregate only.
In the past 6 months, have you reviewed or approved SaaS requests submitted by others?
- Yes
- No
I knew where to go and how to submit a SaaS request.
I receive sufficient information from requestors to make informed approval decisions.
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
Please rank the following improvement areas from highest to lowest priority.
- Shorter approval times
- Clearer criteria and documentation
- Better request form design
- Stronger status visibility and notifications
- Integrated tooling and data
- Earlier renewals planning
Approximately how many employees are in your organization?
- 1–49
- 50–249
- 250–999
- 1,000–4,999
- 5,000+
In the past 6 months, have you been involved in any SaaS license renewals?
- Yes
- No
The information required to complete the request was clear and reasonable.
Requests are routed to the right people without unnecessary handoffs.
Where are you primarily located?
- North America
- Latin America
- Europe
- Middle East & Africa
- Asia-Pacific
- Other
I received timely updates on the status of my request.
I can easily track and manage my pending approvals.
How long have you been with your current organization?
- Less than 1 year
- 1–2 years
- 3–5 years
- 6–10 years
- 11+ years
My request was resolved within a reasonable timeframe.
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
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
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.
Frequently asked questions
What questions are in the “SaaS Procurement Workflow Audit Survey” template?
The template includes 26 ready-to-use questions, starting with: “Welcome! This survey asks about your recent experience with SaaS software requests, approvals, and renewals within your…” · “In the past 6 months, have you personally requested a new SaaS application?” · “Overall, how easy or difficult was the SaaS request process the last time you used it?”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 26 questions in about 11 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
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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