Due Diligence Questionnaire

Questionnaire  

You can create and share due diligence and on-boarding questionnaires for sellers, borrowers and buyers on Provamark. Creating the questionnaire, answering and sharing can all be handled on Provamark.  You will be able to create and manage multiple questionnaires to suit your due diligence or on-boarding processes.

Provamark provides over 60 questions for you to create your questionnaire. You may also add your own questions.

How to create a questionnaire

Questionnaire is available as part of the Broker and Investment Banking subscription plans.  If your company is under one of these plans, switch to the company and Questionnaire Setup will appear on the left menu below Company Documents.

  • Select +Add to start a new Questionnaire.
  • Enter a unique name for the Questionnaire.
  • There are several categories available under Question Group.
    • Select a Question Group to start. Once you select the group, you should see a list of available questions. Add the questions you want to your questionnaire.
    • If you want to create your own questions in the selected group, select + Add Question
    • Once you have added all the questions you want to include, select the next Question Group and continue
  • Once you have selected all the questions for you questionnaire, Save the questionnaire and you are ready to share it.

How to share a questionnaire

You can share a questionnaire with any Colleague or Connection to your business.

Start from the Questionnaire Setup main menu.  You should see a list of Available Questionnaires.  There are 4 icons to the right of each questionnaire:

  1. Share
  2. Edit
  3. Answer
  4. Delete

Select the Share icon to share your questionnaire.  If you want to share with a user who is not a Colleague or Connection.  First invite them under Company Profile.  Once they accept your invitation, you will see see their name under the share module and be able to share the questionnaire with them.

Colleague: Will have full access to the questionnaire (Share, Edit, Answer, Delete)

Connection: Will only be able to view and Answer the questionnaire.

How to answer a questionnaire

From the list of Available Questionnaires, select the Answer icon for the questionnaire you want to answer.