Security questionnaires and customer trust workflows
Conveyor combines security-questionnaire response, cited answers, portal workflows and a trust center. Questionnaire automation is offered through a custom Enterprise plan; the Free trust-center plan excludes it.
Read this profile to prepare a demonstration with your own documents. Inspect whether the evidence supports the exact answer and whether its qualifications survive rewriting.
Product Website Screenshot
Product Overview
Conveyor is particularly relevant when questionnaires are part of the customer trust process. Distinguish the trust-center use case from broader proposal authoring before deciding whether it replaces an RFP platform.
The capabilities below are vendor-described features from the RFPhub research record. Their exact scope should be demonstrated in the package you are evaluating.
- AI response drafting. Generates answers in original formats including portal-based workflows, filling responses directly in questionnaire forms without manual reformatting.
- Content freshness management. Detects duplicate, conflicting, and outdated content to reduce manual answer-bank maintenance.
- Source citations. Links generated responses to source material for review and validation.
- Task routing. Handles triage, escalation, and delegation of incoming requests based on configurable policies.
- Trust center. Lets buyers self-serve security documents and AI answers behind one-click NDA gates.
- Public API. Supports analytics, portal access, document management, questionnaire, and single-question workflows.
- Chat & messaging access. Makes permission-aware Conveyor knowledge available to compatible AI clients.
- Analytics & dashboards. Reports on speed, precision, coverage, trust-center activity, and CRM-linked business impact.
A useful evaluation records corrections and unresolved questions alongside accepted answers.
Conveyor RFP Software Product Details
Conveyor RFP software pricing
Pricing on request
Trial advertised; duration unpublished. Free plan excludes questionnaire automation.
Subscription scope can depend on licensed users, usage, integrations and services. Ask the vendor to identify the current package, billing commitment and exclusions in writing.
| Scope | Users | Usage | Services |
|---|---|---|---|
| Current offer | Confirm licensed roles | Confirm question and project limits | Confirm onboarding and support |
| Buyer check | Contributors vs reviewers | Overages and AI allowances | Migration and add-ons |
Benefits of Conveyor
These are the workflow benefits to validate in a pilot, not measured outcomes for this product.
- AI response drafting. Generates answers in original formats including portal-based workflows, filling responses directly in questionnaire forms without manual reformatting.
- Content freshness management. Detects duplicate, conflicting, and outdated content to reduce manual answer-bank maintenance.
- Source citations. Links generated responses to source material for review and validation.
- Task routing. Handles triage, escalation, and delegation of incoming requests based on configurable policies.
- Trust center. Lets buyers self-serve security documents and AI answers behind one-click NDA gates.
- Public API. Supports analytics, portal access, document management, questionnaire, and single-question workflows.
- Chat & messaging access. Makes permission-aware Conveyor knowledge available to compatible AI clients.
- Analytics & dashboards. Reports on speed, precision, coverage, trust-center activity, and CRM-linked business impact.
Features of Conveyor
Security and answer controls
Assess evidence review separately from information-security controls and contractual data handling.
- Source citations. Links generated responses to source material for review and validation.
Interface and response preparation
Follow the work from the original buyer question to an approved answer using your actual files.
- AI response drafting. Generates answers in original formats including portal-based workflows, filling responses directly in questionnaire forms without manual reformatting.
- Trust center. Lets buyers self-serve security documents and AI answers behind one-click NDA gates.
- Public API. Supports analytics, portal access, document management, questionnaire, and single-question workflows.
Knowledge management features
Inspect what feeds an answer, how sources stay current and how approved content is reused.
- Content freshness management. Detects duplicate, conflicting, and outdated content to reduce manual answer-bank maintenance.
Multi-project management features
Check question ownership, response status and the final buyer handoff.
- Task routing. Handles triage, escalation, and delegation of incoming requests based on configurable policies.
Q&A features
Preserve source qualifications and exceptions through retrieval, drafting and rewriting.
- AI response drafting. Generates answers in original formats including portal-based workflows, filling responses directly in questionnaire forms without manual reformatting.
- Source citations. Links generated responses to source material for review and validation.
Team collaboration features
Use separate accounts to validate roles, review responsibilities and changes to answers.
- Task routing. Handles triage, escalation, and delegation of incoming requests based on configurable policies.
Reports and traceability
Inspect which decisions, source relationships and project information can be reviewed and exported.
The source record does not establish the full scope of this area. Request a demonstration and written package confirmation.
Conveyor Integrations
The recorded integration list helps you plan the demonstration. A listed connection does not establish synchronization depth or availability on every plan.
Knowledge and document sources
Google Drive, Microsoft SharePoint, Confluence, Notion
Demonstrate source updates, deletions and access changes before connecting a restricted repository.
Team tools, identity and automation
Salesforce, HubSpot, Slack, Microsoft Teams
Identity connections recorded: SAML SSO, SCIM-compatible identity providers
Source-based workflow assessment
Open the criterion evidence in Product Details to see which documented tasks support the score.
5 Quick steps to evaluate Conveyor
Use a security questionnaire with an NDA-bound attachment. Check document access, unsupported answers, reviewer sign-off and the experience of sharing approved assurance material.
1. Prepare your source documents
Select approved documents and mark the current version. Include an exception and a question with no supporting evidence.
Latest news
Test the evidence behind an AI RFP answer
A repeatable checklist for sources, qualifications and reviewer approval.
25 October 2026Sources and research history
Selected-source check: . Earlier research baseline: 2026-09-07.
- www.conveyor.com/pricing — vendor claim
- www.conveyor.com/products/security-questionnaire-automation — vendor claim
Official-source research, not hands-on testing. Features are vendor claims; security controls, connectors and contractual terms require validation.
Leave Your Evaluation Note
Save a local draft for your own review. This form does not post a public review or send personal information to a server.
Editorial update: . Copy and navigation revision; vendor source-check dates remain recorded separately in each profile’s research history.