Your answers produced from your own documents, consistent with what you have already declared to other clients, sourced and approved by a named person. Pre-sales makes the calls instead of drafting, and the deal no longer waits for three experts to be available.
A customer questionnaire is the assessment grid a key account sends to a supplier during procurement, to check its soundness before signing a contract. It mixes commercial, technical, security, ESG and compliance questions, and often determines whether you move on to the next stage.
Definition as used on this page. See the glossary.
1 “Environment” means your private instance, whichever deployment mode applies: SaaS, private cloud or on-premise.
The scene
The real cost
A completed assessment is not a sales document: once annexed to the contract, it becomes enforceable.
Time
By the time four internal contributions come in, the closing slips to the next quarter. The competitor who answers in three days gains the advantage.
Energy
CISO, legal counsel, IT department, ESG: each spends half a day on questions already answered elsewhere, and does so grudgingly.
Risk
So as not to lose the deal, a box is ticked too generously. It becomes a contractual obligation that operations will have to meet.
Forgetting
The file goes out by email and drops off the radar. At renewal, nobody knows what was promised, or by whom.
With Optivalue.ai
Stage 1 of 7
Product sheets, standard contracts, security policies, certificates, service commitments, ESG documentation. Pre-sales has nothing to prepare: your existing documentation is enough.
Stage 2 of 7
This year’s standard contract replaces last year’s; the service commitment in force takes precedence over the draft version. This hierarchy is what stops you promising the old version.
Stage 3 of 7
The client’s Excel workbook, a Word form, or a supplier assessment portal via the browser extension. The original format is preserved, drop-down lists included. The portal case.
The portal caseStage 4 of 7
Security, legal, ESG, technical: the relevant function and sector agents handle each section from your documents. Questions that genuinely require a human decision are isolated, usually around ten out of a hundred and twenty.
Stage 5 of 7
Questions that create an implicit contractual commitment are flagged before sending: availability, notification periods, reversibility, penalties. Each answer carries its score from 0 to 100 and its source, and any discrepancy with a commitment already given to another client is highlighted.
Stage 6 of 7
When no document evidences the expected answer, the gap is declared along with the expert to call on, and the missing document can be drafted with you. See the mechanism.
See the mechanismStage 7 of 7
Pre-sales reviews the low scores and the commitments, the experts approve by name what falls within their remit, and the assessment goes back in its original formatting. At renewal, you will know exactly what was promised, by whom and on what basis.
Every approved answer becomes reusable for all the clients who ask the same question in a different way. Your experts are only called on for what is genuinely new, and pre-sales takes back control of its schedule.
Who promised what, to which client, on what date, based on which document.
Three clients who ask the same question get the same answer.
Asked about ten questions instead of a hundred and twenty, they answer quickly.
The difference
We come from governance, risk and compliance (GRC): writing the policies, tracking the risks, producing the evidence a third party demands. That practice is trained into 72 function agents, 12 sector agents and a librarian.
Born in complianceIf a commitment is challenged during the contract, you show the source cited, its version on the date of the answer and the approver’s name. That is what distinguishes a statement from a promise.
The anatomy of a defensible answerThe client’s name, the content of the assessment and your documents stay in your private instance, never shared, in the jurisdiction you choose.
Sovereignty in detailYour clients pass their own regulatory obligations on into their assessments. Optivalue Watch monitors 193 jurisdictions and updates the assessment grids when a text changes.
The ecosystemA general-purpose assistant writes a follow-up email or a meeting summary very well. The line is the signature: an assessment annexed to the contract requires the source, the score and the approver.
You receive these assessments; you also send them to your own suppliers. Optivalue Reach sends them, chases on your behalf and assesses the answers received with the same evidence mechanism.
Frequently asked
The platform produces the answers from your documents; pre-sales makes the calls and reviews. Questions that genuinely require an expert are sent to that expert by name, with the deadline, usually around ten out of a hundred and twenty.
All answers come from the same versioned repository and are compared with the approved history. Any discrepancy with a commitment already given is flagged before sending, with the two wordings side by side.
They are detected and flagged: availability, notification periods, reversibility, penalties. The platform does not tick them on its own; it escalates them to the person authorised to commit.
No: the browser extension fills in the portal fields from your repository, with the same score and the same traceability as a file. See the online portals page.
The answer is produced in the expected language, with the regulatory vocabulary of the recipient’s country, from a single repository. 109 languages are supported. See the multilingual page.
No: everything stays in your private instance, never shared, in the jurisdiction you choose, and nothing is used to train a model. See the sovereignty page.
No: seven minutes to connect your sources, no content migration, no answer library to write in advance. The first assessment can be handled the same day.
The gap is declared, the expert named, and the missing document can be drafted with you in your context before sending. See the missing documents page.
We process it in front of you, on your documents, in your environment. In one hour you will see how many questions can be handled without calling on anyone.
