Due Diligence Questionnaires

Qvidian + SalesEdge makes it easy to quickly deliver accurate and compliant Due Diligence Questionnaires (DDQs).

Subpage Left White Lines
Subpage Right White Lines

40% increase in productivity

Companies who have deployed Qvidian RFP and proposal software have seen an average increase in productivity of 40%

You’re wasting time and money if you’re not managing content using a process-oriented content repository.

Using document automation, you can create and deliver the most up-to-date information for each product or strategy, providing the client with compliant information, within a matter of minutes.

Signs You Should Automate Your DDQ Documents

  • Your team members maintain duplicate versions of the same answer in multiple documents, which is a productivity drain for your content managers, subject matter experts and compliance officers.
  • You’re spending too much time changing frequently updated information, such as AUM, yields and other performance information that’s applied to all DDQ documents.
  • Your team can’t quickly search and find information to use in other projects.

Our DDQ Solution is Multi-Faceted

It includes a content library to effectively manage response content for accuracy and compliance; automated DDQ templates that complement and strengthen your firm’s brand; and easy assembly of all your DDQ documents.

SalesEdge has helped hundreds of organizations gain efficiencies and improve performance creating due diligence questionnaires, RFP responses, sales proposals and presentations.

"In the past, we updated 30 different fund DDQ documents each quarter. Where content was duplicated, we updated, reviewed and accepted changes for the same content 30 times. Now, within minutes, we create DDQ documents for each fund using our Qvidian-automated DDQ templates. SalesEdge made this possible for us."

– an SEC-registered investment advisor specializing in providing secured loans to support the needs of SMBs

Ready to get started?

CTA Line Left
CTA Lines Right