How Intellistack 3x’s security questionnaire capacity with Conveyor

About

For 20 years, Intellistack (formerly Formstack) has supported 32,000+ organizations globally across healthcare, higher education, financial services, and more. The company helps organizations capture data, automate workflows, and improve productivity through its forms, documents, eSignature, and no-code process automation platform.

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Challenge

Scaling security reviews without slowing enterprise deal velocity

As a vendor with a portfolio of products that touch highly sensitive customer data, Intellistack has to establish trust early. That’s why prospective customers require detailed due diligence questionnaires (DDQs) on security, compliance, and operations before they’re willing to move forward.

When Henric Andersson joined Intellistack as Chief Information and AI Officer, the security review process was manual, unstructured, and hard to track. Requests from sales team members on behalf of customers arrived as Excel spreadsheets via email and Slack, with no standardized intake, clear ownership, or the ability to collaborate in parallel. The whole customer trust-building process just felt messy.

Intellistack had invested in a trust center solution, but it wasn’t helping. The trust center was limited. It couldn’t ingest Excel-based questionnaires, required constant oversight, and only auto‑answered 5% of questions without showing where those answers came from. This meant Henric’s team had to dig through policies in Google Drive, track down SMEs, and piece together responses.

With only three people managing all DDQs, the process couldn’t keep pace with Intellistack’s enterprise scale. Multi‑day turnarounds and overlooked requests frustrated sales as they waited on security approvals that could make or break deals.

“We needed to move faster, but not at the expense of our security standards.”

Henric needed a solution that could keep up with the growing volume of questionnaires, reduce manual back‑and‑forth, and act as a true partner.

That’s what ultimately brought Henric back to Conveyor. He had used it at a previous company and knows how it can rapidly improve customer trust workflows.

To prove it would work, Conveyor conducted a two‑week pilot using Intellistack’s real questionnaires and production data. All the right legal and security measures were set in place for this trial. This hands‑on test convinced them to adopt Conveyor for this critical part of the sales process.

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“My team was working hard, but the process was against us. Questionnaires arrived from every direction and every delay was felt downstream in sales. We knew we could do better.”

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Solution

An AI-powered central trust hub that accelerates deal cycles

Intellistack moved quickly after signing on. Within a month, Conveyor was fully embedded in their due diligence workflow, connected with Jira, Slack, Salesforce, and Okta, so requests, NDAs, and access all flow through the tools teams already use.

The impact was immediate. Responses went out faster, deal cycles ran more smoothly, and security workflows matched the pace of the business.

“I kept hearing, ‘How did we ever do this before?’ That’s a pretty good mark in my book.”

Every DDQ request now follows the same streamlined path: sales or customer success opens a Jira ticket with the key details, which automatically routes into a dedicated Slack channel for the compliance team.

From there, the team uploads the file into Conveyor, where ConveyorAI pre‑fills responses based on Intellistack’s approved documentation, past answers, and policies so reviewers can focus on fine‑tuning and approvals. When a question needs an SME’s review, Henric’s team tags in the right group directly in Conveyor.

“The fact that we can tag groups like support or legal is huge. It finally lets us work on questionnaires in parallel instead of one person at a time.”

Intellistack’s new and improved Conveyor trust center sits at the heart of the new workflow, serving as a single source of truth for security and compliance documentation. Now employees across the company can find the latest policies on their own instead of looping in the security team for every one‑off request. As a result, team collaboration is smoother, and customers get accurate, audit‑ready information.

With each review, Conveyor’s AI gets more accurate, so Intellistack’s security team handles more questionnaires without adding headcount or sacrificing quality. For sales and customer success, that means fewer delays, less time spent waiting on security, and smoother late‑stage conversations with enterprise buyers.

To keep that self‑serve model safe, Conveyor’s watermarking functionality tags each sensitive document with the viewer’s name, giving Intellistack clear accountability.

“It would easily take multiple days to work through a single questionnaire. Now we're down to a few hours.”

The partnership extends beyond the product itself. Henric’s team regularly meets with Conveyor’s product and customer success teams to address intake challenges, tune new questionnaire types, and refine edge cases in real time. When something slows them down, they flag it, and Conveyor turns it into a roadmap opportunity.

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“Conveyor brought real structure and accuracy to a process that had been held together by one person and shared spreadsheets. We’re now able to collaborate across the entire organization in a way we never could before.”

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Results

Intellistack reduces security questionnaire timelines by 70% with Conveyor

Intellistack’s security team confidently runs due diligence without compromising on quality or turnaround time. Questionnaires that used to stretch across days are back in customers’ hands within hours, and security has become one of the fastest-moving parts of the deal cycle.

In practice, that looks like:

• 12x improvement in AI first-pass accuracy compared to previous tool
• 70% reduction in average questionnaire turnaround time
• 2-3x increase in questionnaire capacity

Conveyor is now a core part of Intellistack’s security stack, and Henric plans to keep building on the partnership over time. As the company grows, he’ll work to keep tightening intake, expanding the knowledge base, and automating more of each questionnaire.

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