Best DDQ Software: 9 Tools Compared in 2025 Guide

2. Responsive (formerly RFPIO)

Responsive streamlines enterprise RFP and DDQ workflows, offering mature AI features and an extensive integration ecosystem built over 10+ years.

Key Features

• AI Answer Assist

AI Answer Assist generates response suggestions from your content library. The feature works but relies on traditional keyword matching rather than semantic understanding.

• Content library management

Responsive’s robust content library management handles thousands of Q&A pairs with version control and categorization. If you have existing libraries and dedicated content management resources, this strength matters.

• Salesforce and CRM integrations. 

Its Salesforce and CRM integrations pull opportunity data, contact information, and deal context automatically. The integration depth is substantial for organizations heavily invested in Salesforce.

• Enterprise workflow automation 

Responsive’s workflow automation and approval chains route questions to appropriate teams and track approval status. Enterprise-grade process management for large organizations.

• Analytics and reporting. 

Its analytics and reporting provide visibility into response times, win rates, and team productivity. Executive dashboards show performance metrics across the proposal function.

Pricing

Where Responsive Shines

• Most established player with proven track record across industries

• Extensive integration marketplace connecting to major enterprise systems

• Strong enterprise customer base providing peer references

• Comprehensive analytics for performance measurement

• Dedicated customer success teams for enterprise accounts

• Industry-specific templates and best practices from years of customer learnings

Where Responsive Falls Short

• Legacy architecture with bolted-on AI

• Significant library setup and maintenance

• Longer implementation timelines

Reviews

“I love Responsive's ability to facilitate easy and effective collaboration, solving the issues I faced with SharePoint and Word. I appreciate the seamless content library and dashboard features, which make searching and updating content straightforward. The overall ease of use and real-time updates are very beneficial.” Verified review by G2.

“I find the upload process cumbersome. It requires precision, and if the sections are not uploaded correctly on the first try, I need to redo everything. This impacts the export format, leading to complications and more work on my part.” Verified review by G2.

Who Responsive Is Best For

• Large enterprises needing established vendor with extensive integrations

• Fortune 500 companies with dedicated RFP/DDQ teams, complex approval workflows requiring process governance, and budget for enterprise software. Organizations with existing Salesforce investments benefit from deep native integration.

3. Loopio

Loopio is a due diligence questionnaire software that prioritizes ease of use and quick adoption, which eventually helps sales-focused teams efficiently respond to DDQs and RFPs.

Key Features

• AI-powered suggestions

Loopio’s AI-powered response suggestions analyze questions and recommend relevant content from your library. The suggestion quality depends on library comprehensiveness and tagging accuracy.

• Chrome extension

The Chrome extension lets you work in other apps while accessing Loopio, which means that teams don’t need to switch tabs or copy-paste content because they can pull answers directly into proposals and DDQs instead

• Library management

Loopio’s library management with version control tracks content changes and maintains single source of truth. The interface prioritizes usability over advanced features. 

• Project management

The project management features handle response coordination, task assignments, and deadline tracking. Built-in workflow tools reduce the need for separate project management systems.

• CRM Integration

Loopio’s integration with sales tools connects to common CRM and sales enablement platforms used by mid-market companies.

Pricing

Where Loopio Shines

• Intuitive interface requiring minimal training time

• Strong focus on sales team workflows and needs

• Good template library for common sales scenarios

• Responsive support with quick issue resolution

• Quick time-to-value with straightforward implementation

• Active user community sharing best practices

Where Loopio Falls Short

• Less robust for complex compliance workflows requiring detailed audit trails

• Complicated UX

• Content library still requires substantial manual curation and maintenance

• AI capabilities less advanced than AI-native competitors using modern LLMs

• A lot of features hidden behind a paywall

Customer Reviews

“Loopio is an integral part of the RFP and proposal development process. We couldn't deliver without it!”. Verified review from G2.

“It would be very helpful if Loopio could offer a digital graphics library as well as editing features on the new PowerPoint feature. It would also be helpful if Loopio could offer a visual look at what a project would look like when exported. Loopio isn't great at generating projects for more complex RFPs, especially ones with forms.” Verified review from G2.

Who Loopio Is Best For

• Sales teams in mid-market B2B companies (100-500 employees) who need a simple, effective due diligence solution that can handle automation without enterprise complexity.

4. Inventive

Inventive is a due diligence questionnaire software that uses cutting-edge AI and large language models to create highly accurate, context-aware DDQ and RFP responses.

Key Features

• LLM-powered response generation

Inventive comes with a GPT-powered response generation feature that uses modern transformer models to create contextually appropriate answers. The AI quality reflects recent advances in natural language processing. The smart answer recommendations also learn from user selections and edits to improve suggestions over time.

• Natural language understanding.

Inventive’s natural language understanding analyzes question intent beyond keyword matching. The system grasps nuance in how questions are phrased.

• Adaptive learning

This tool learns from past responses and identifies patterns in accepted answers to refine future suggestions.

• Minimal library maintenance

Inventive requires minimal library maintenance, as it uses AI’s ability to synthesize information from documents without extensive manual tagging.

Pricing

Where Inventive Shines

• Cutting-edge AI capabilities that reflects the latest LLM advances

• Reduced library dependency through intelligent content synthesis

• A strong technical team continuing to advance AI features

• Flexible deployment options for different security requirements

• Active development that focuses on frequent capability enhancement

Where Inventive Falls Short

• Newer entrant with shorter track record than established vendors

• AI quality dependent on training data and model updates

• Usage-based pricing can be unpredictable for high-volume teams

• Smaller customer base for peer validation

• Integration ecosystem less mature than legacy platforms

Customer Reviews

“It’s the first tool we've used that can handle the full spectrum of RFP response formats from structured SEQ-Qs and DDQs to free-form, narrative-style proposals. No need to juggle tools or formats anymore; everything stays in one flow, and the responses are top-tier.” Verified customer review from G2.

“While the core functionality is strong, I’d love to see more analytics and dashboards for management users.” Verified customer review from G2.

Who Inventive Is Best For

• Any tech-forward organization that is comfortable with a newer due diligence solution and prioritizes AI innovation over established brand names.

5. Arphie

Arphie specializes in investment management due diligence solutions (including ILPA and AIMA questionnaires) and it comes with pre-made templates tailored to industry needs.

Key Features

• Collaboration tools

Arphie’s collaboration tools are designed for investment team workflows to coordinate responses between portfolio management, operations, legal, and compliance functions.

• Version control and audit trails

Version control and audit trails meet the documentation standards expected in regulated investment management environments.

• Integrations

Integrations with knowledge management platforms such as Highspot and Siesmic.

• Knowledge sharing made easy 

Archie is built for knowledge sharing across sales engineers and sales people, mostly catering for technology companies.

Pricing

Where Arphie Shines

• Pre-built templates saving setup time for common formats

• Terminology and workflows aligned with investment industry practices

• Strong compliance and audit trail features for regulated environments

Where Arphie Falls Short

• Smaller team and development resources compared to diversified vendors

• Higher learning curve for users unfamiliar with investment industry convention

Customer Reviews

“Arphie integrates seamlessly with workflows across various teams, including product, engineering, legal, and security. Rather than reaching out to different teams for information, we simply connect to the designated files and folders for regular access and updates. From there, Arphie uses AI to pull the necessary data to respond to RFPs and questionnaires automatically. This eliminates the need to track down colleagues across the organization, saving us a lot of time.” Verified review by G2.

“Arphie doesn't work well with internet portal questionnaires but does provide help for these situations with the quick ask feature along with the chrome extension.” Verified review by G2.

Who Arphie Is Best For

• Investment-focused tech companies or fund managers handling complex investor questionnaires.

6. Ombud

If you want a due diligence questionnaire software that works well for compliance-heavy organizations and integrates regulatory frameworks into DDQ workflows, then you need to keep Ombud on your list.

Key Features

• RevOps platform with AI

Ombud automates DDQ responses and improves them using AI so teams can spend less time on repetitive tasks. The system learns from previous responses to improve accuracy over time and managers can monitor progress to make sure that deadlines are met. 

• AI-enabled assistants

Ombud’s AI-enabled, context-aware assistants are designed to support various roles within Revenue Operations.

• Response management

It comes with response management AI features that automate and refines the proposal and DDQ process, enabling the investment team.

Pricing

Where Ombud Shines

• Exceptional compliance and audit capabilities

• Deep integration with regulatory frameworks and standards

• Strong risk assessment features for compliance-focused organization

• Comprehensive documentation meeting stringent regulatory requirements

• AI agents for automation across RevOps and RFP response management

Where Ombud Falls Short

• Complexity may overwhelm organizations without dedicated compliance teams

• Legacy RFP platform with library management concerns

• Higher cost reflecting enterprise compliance focus

• May provide more governance than needed for less regulated industries

Customer Reviews

“Ombud makes it easy to upload a lengthy RFP, collaborate with others, and export an easy-to-send response.” Verified review by G2.

Who Ombud Is Best For

• Healthcare organizations or any other regulated entities where compliance documentation and audit trails are a huge priority.

7. Qvidian (Upland Software)

Qvidian offers enterprise-grade DDQ and RFP automation with deep Salesforce integration and mature workflow capabilities.

Key Features

• Native Salesforce integration 

Qvidian has a Salesforce integration embedded directly into the Salesforce interface. Sales teams access proposal and DDQ capabilities without leaving their primary working environment.

• Enterprise content management

Qvidian’s content management handles large-scale content libraries with sophisticated governance and approval workflows.

• Advanced workflow automation

Its advanced workflow automation routes questions based on complex business rules, approval hierarchies, and compliance requirements.

• Template management

The DDQ software provides formatting and branding capabilities for polished deliverables so teams can reuse templates across different clients or questionnaires. 

Pricing

Where Qvidian Shines

• Mature enterprise platform with extensive capabilities

• Strong content management for large organizations

• Comprehensive workflow automation for complex processes

• Established vendor with long track record

Where Qvidian Falls Short

• Heavy enterprise focus may overwhelm mid-market teams

• Significant implementation effort and timeline

• AI capabilities added later rather than core architectural design

• Older UI that users may find harder to learn

Customer Reviews

“I find the menus easy to navigate and the search functionality is useful as you can search within specific folders for relevant content. The feedback functionality is also a quick and easy way to flag any updates that could be required on specific pieces of content.” Verified review by G2.

“The library automatically popping up in a second window is a little off-putting - especially when it's hard to disable pop up blockers.” Verified review by G2.

Who Qvidian Is Best For

• Large enterprises (1,000+ employees) with significant Salesforce investments who need a DDG software that comes with sophisticated workflow automation.

8. TrustCloud

TrustCloud is a due diligence software that focuses on GRC automation and DDQ self-service, with a focus on helping security and compliance teams get more efficient at due diligence questionnaires.

Key Features

• Public trust center

TrustCloud’s public trust center provides self-service access to security documentation, compliance certificates, and audit reports. Prospects can access information without requesting DDQs.

• Automated responses

This due diligence tool comes with automated security questionnaire responses pulled from trust center content and compliance documentation automatically.

• Certificate management 

TrustCloud comes with a compliance certificate management feature that tracks SOC 2, ISO 27001, and other certification status with automatic expiration monitoring.

• Security documentation

TrustCloud’s documentation hosting maintains current security policies, privacy notices, and technical documentation in centralized locations.

• Prospect tracking

The prospect tracking feature shows which prospects accessed the trust center and what documentation they reviewed.

Pricing

Where TrustCloud Shines

• Reduces questionnaire volume through self-service

• Strong security documentation

• Tracks prospect access patterns

Where TrustCloud Falls Short

• Less emphasis on traditional DDQ workflows

• Limited applicability outside security and compliance

• May require complementary tools for full coverage

Customer Reviews

“TrustCloud has been a helpful tool throughout our SOC 2 renewal process. The UI is clean, the automated test framework helps us stay audit-ready, and the support team (shoutout to Sara Dema) has been consistently responsive and knowledgeable. It makes mapping policies to controls and tracking evidence much easier.” Verified review by G2.

“As it covers a lot of stuff related to the certification process: evidences collecting, setting up integrations, etc for a rookie may be confusing to understand what's next without an expert's support.” Verified review by G2.

Who TrustCloud Is Best For

• B2B SaaS companies with security teams spending 20+ hours weekly on questionnaires.

9. Iris (HeyIris)

Iris specializes in investor DDQs for smaller fund managers and investment professionals, using AI-native automation and semantic search.

Key Features

• Investment-specific AI

Iris AI is trained on investment management terminology and frameworks unique to the investment management industry.

• Collaboration workflows

This DDQ software includes collaboration workflows to coordinate responses between investment, operations, and compliance teams in investment management organizations.

• AI-powered automation

The AI features help polish and automate the DDQ process. 

Where Iris Shines

• Deep investment management expertise

• Modern platform and user interface

• Strong AI automation

Where Iris Falls Short

• Smaller vendor with limited resources

• Limited peer references

• No established track record in larger enterprise security and compliance

Customer Reviews

“Everything. Easy to use. Saves so much time. Very organized. AI that's very trainable and useful. Customer support is also great.” Verified review by G2.

“As a platform, Iris is great at doing what it says on the tin. The only issue I really have with it is that it is sometimes a bit slow. Most of its issues are due to AI itself, not the platform.

Iris has the same big limitation as any AI writing tool: the writing is often just okay. It cannot make a nuanced point for you, it cannot position your product, and it cannot know your customer as well as you do. It only pulls from YOUR content, which is great because it prevents hallucination, but it also somewhat limits its capabilities and requires a lot of data to work effectively. The content library is very simple - again a double-edged sword because it is easy to use, but also requires a lot of manual updating as your RFP answers change.

Prompting for RFP writing can also be very frustrating - again, this is due to the limitations of AI as a medium rather than Iris itself. It requires specificity about tone and tense and does not respond well to guidelines for length. Iris also cannot handle graphics at this stage, at least to my knowledge.” Verified review by G2.

Who Iris Is Best For

• Smaller technology and financial services companies with lower DDQ volume needing AI-native automation

Benefits of Using DDQ Software

The right DDQ software comes with a lot of benefits that will save your business time and money.

Save Time With Automation

The main benefit anyone expects from a software solution is to save time. A due diligence software tool like AutoRFP.ai: 

• Offers ready-to-use DDQ templates aligned with industry best practices.
  
  
  

• Auto-generates draft responses to common questions.
  
  
  

• Manages approval workflows automatically for faster sign-offs.
  
  
  

• Reduces manual formatting and document versioning errors.
  
  
  

Keep Responses Consistent

Using a DDQ software keeps answers clear and uniform. Everyone uses the same format and tone, which reduces errors and makes your responses look professional and reliable to clients and regulators.

Stay Compliant

Built-in compliance features help teams meet regulatory and contractual obligations. 

Some of the core compliance features include:

• Automated audit trails for full visibility and traceability.
  
  
  

• Built-in approval checkpoints that enforce internal controls.
  
  
  

• Alerts for missing or outdated information to avoid gaps.
  
  
  

• Centralized policy storage to keep work aligned with regulations.

Collaborate Easily

Modern due diligence response tools support multi-user workflows, which allows subject matter experts, legal, finance, and security teams to contribute simultaneously. 

Centralized libraries, commenting, and version tracking reduce email back-and-forth and enhance team alignment, making collaboration faster and more transparent.

Stay Audit- Ready

A good DDQ software uses centralized records and versioned content to prepare your organization for audits and inspections. 

You can easily access historical answers and content updates to make sure that your team can demonstrate thorough, accurate due diligence, which minimizes audit stress.

How to Choose the Right DDQ Software

If you want to choose the right due diligence tool, you need to consider a lot of different factors.

Assess Your Response Volume and Complexity

Teams handling fewer than 10 DDQs monthly may not need enterprise platforms. Manual processes with document templates suffice at low volumes. 

Above 10 monthly questionnaires, automation delivers clear ROI through time savings.  Consider questionnaire complexity.

When assessing tools, consider:

• Questionnaire complexity: Investment management DDQs often require in-depth fund information, while basic vendor security questionnaires are simpler.
  
  
  

• Response types: Teams juggling RFPs, RFIs, DDQs, and security questionnaires should look for unified platforms rather than managing multiple tools.
  
  
  

Pro Tip: Match platform sophistication to your questionnaire’s technical depth. Overbuying adds cost without real value, while underbuying creates workflow bottlenecks.

Evaluate AI Architecture

Distinguish between AI-native platforms and legacy systems with AI features added. Ask specifically about semantic search versus keyword matching. Request demonstrations showing how systems handle conceptual similarity.

Test with your actual questions. Provide 20 questions from recent DDQs and evaluate response quality. The difference between platforms becomes clear quickly.

Understand library requirements. Platforms requiring extensive manual library building demand significant upfront and ongoing investment. Libraryless approaches reduce this overhead.

Pro Tip: AI-native tools like archie.app typically deliver more accurate contextual responses and require less manual intervention.

Consider Implementation Timeline

Enterprise platforms commonly require 2-4 months for implementation including library setup, workflow configuration, and user training. Factor this timeline into selection.

AI-native platforms often deploy faster (days to weeks) without massive library migration requirements. If speed to value matters, prioritize platforms with rapid deployment capabilities.

Account for ongoing maintenance. Traditional library-based systems require continuous content management. Estimate the FTE effort required for library maintenance.

Review Integration Requirements

Identify critical integrations. Salesforce users benefit from deep CRM integration. Teams using Google Workspace or Microsoft 365 need seamless document access.

Evaluate security tool integration. Pulling current compliance status from security platforms ensures accurate responses without manual updates.

Consider API capabilities for custom integrations. Standard connectors cover common scenarios but API flexibility matters for unique workflows.

Pro Tip: If speed-to-value matters, prioritize vendors offering rapid deployment and minimal setup overhead.

Analyze Total Cost of Ownership

Look beyond license fees. Implementation costs, training time, and ongoing maintenance represent significant TCO components.

• Implementation costs

• Training time

• Ongoing maintenance

• Opportunity cost: Manual library upkeep can drain team resources.

• Payback period:

A team managing 20 DDQs monthly at 3 days each (60 days total) can cut that to 2 hours each through automation (3.3 days total)—a time savings of 56.7 days per month.

At an estimated $500–$800 per day, the ROI is substantial.

Validate with References

Request references from similar organizations in your industry. Investment firms should speak with other fund managers. B2B SaaS companies should reference other enterprise software vendors.

Ask specific questions about implementation experience, ongoing support quality, and actual time savings achieved. Generic positive feedback matters less than quantified outcomes.

Search G2 and Capterra reviews independently. Look for patterns in complaints. Every platform has detractors but repeated issues around specific areas signal real weaknesses.

Implementation Best Practices

Choosing the right DDQ software is just the beginning. Even the best due diligence solution won’t deliver results if you can’t implement them properly, so it is important to understand how to make the most out of them. 

Start With a Content Audit

• Inventory your existing responses. Look for answers in past proposals, shared drives, emails, and SMEs’ personal notes.
  
  
  

• Centralize approved responses. Update outdated content and standardize formatting while consolidating.
  
  
  

• Prioritize high-frequency questions. Focus on the 20% of questions that appear 80% of the time. Rarely asked questions can wait, preventing wasted effort early on.
  
  
  

Here’s why: the better your initial content, the more accurate your AI-generated responses will be.

Configure Workflows Early

• Define approval processes before go-live. Identify who reviews technical, legal, security, and financial answers.
  
  
  

• Establish clear escalation paths for new or complex questions.
  
  
  

• Set SLAs for SMEs so everyone knows expectations.
  
  
  

This early structure reduces confusion and helps you keep your automated workflows operating as they should.

Run Parallel Processes Initially

• Maintain a manual backup for the first 5–10 DDQs. This ensures quality while the system learns.
  
  
  

• Compare automated vs. manual response time and accuracy. Quantifying improvements builds confidence across stakeholders.
  
  
  

• Adjust workflows based on early feedback to fix friction points or content gaps.

If you run parallel processes you have a safety net to support you while you build trust in the new system.

Train Power Users First

• Identify 2–3 champions for deep training. They become internal experts and support wider adoption.
  
  
  

• Document your organization-specific workflows. Vendor manuals rarely cover nuances.
  
  
  

• Offer office hours for questions. Peer-to-peer support accelerates learning better than formal sessions.
  
  
  

This approach helps knowledge spread efficiently to minimize any potential adoption hurdles down the road.

Measure and Optimize

• Track response times per questionnaire for the first 90 days. Quantify improvements and share results with stakeholders.
  
  
  

• Monitor AI edit rates. Low edit rates indicate high-quality content; high rates signal gaps in content or AI performance.
  
  
  

• Collect monthly user feedback to catch pain points early.
  
  
  

• Iterate workflows and expand your content library based on data, ensuring continuous improvement.
  
  
  

Common DDQ Software Implementation Mistakes

Even if you manage to choose the best due diligence questionnaire software out there, not being able to implement it correctly will make the whole process worthless.

Underestimating Content Preparation

• Teams assume AI platforms work magic without quality input content. Reality: garbage in, garbage out applies to questionnaire automation.

• Invest time consolidating and updating content before implementation. This upfront effort determines platform effectiveness.

• Budget 40-80 hours for initial content preparation depending on existing documentation quality and organization.

Choosing Based on Brand Rather Than Fit

• The biggest name doesn’t mean the best fit. Enterprise platforms overwhelm mid-market teams with complexity exceeding their needs.

• Match platform sophistication to organizational size and questionnaire complexity. A 50-person company doesn’t need enterprise governance features designed for 5,000-person organizations.

• Prioritize capabilities addressing your specific pain points over feature checklists.

Skipping Integration Requirements Analysis

• Teams select platforms without understanding integration needs until implementation begins.

• Missing critical connectors creates manual workarounds defeating automation benefits.

• Map required integrations during evaluation: CRM, document management, security tools, compliance platforms.

• Validate integration capabilities through demonstrations using your actual systems, not generic demos.

Inadequate Change Management

• Technology alone doesn’t drive adoption. Teams need clear communication about why the change matters and how it helps them.

• Involve key users in selection and implementation. People support changes they help create.

• Celebrate early wins. Share time savings and quality improvements widely to build momentum.

Neglecting Ongoing Maintenance

• Implementation completes but content ages. Outdated responses to common questions undermine platform value.

• Assign clear ownership for content updates. Without accountability, libraries become stale quickly.

• Schedule quarterly content reviews updating product information, pricing, compliance status, and other changing details.

Eliminate Manual DDQ Work With AutoRFP.ai

AutoRFP.ai takes the busywork out of due diligence by using AI that learns from every response, which is ideal for teams managing 10 or more DDQs each month who want to scale without hiring more staff.

While smaller teams focused on simple collaboration may find basic tools sufficient, AutoRFP.ai offers complete visibility into every questionnaire, faster response cycles, and effortless team coordination in one intuitive platform.

Ready to see how much time your team could save? Create your next DDQ with AutoRFP.ai and experience automated due diligence from start to finish. Book a demo today or explore our next guide on how to streamline vendor assessments.