Stop Stalling Deals on Security Questionnaires and Onboarding Paperwork
GatherMonk gives SaaS and technology companies a branded Customer Portal for onboarding checklists, security evidence packs, and partner onboarding — so enterprise deals close faster and new customers go live on schedule.
Deals and Onboarding Shouldn't Stall on Paperwork You've Sent a Hundred Times
Every SaaS and technology company hits this. No other software was built for it. GatherMonk was.
- A $50K deal stalls because the security questionnaire takes two weeks to answer
- New customer onboarding stalls waiting on a signed DPA and SSO details
- Partner agreements and certification proof live in someone's inbox
- A prospect asks for your SOC 2 report and nobody can find the latest one
- Subprocessor compliance docs expire without anyone noticing
- Customer Success answers "where do I send our billing contact?" every week
- A renewal stalls because a contract amendment was never signed
- Implementation kicks off before technical contacts are confirmed
- One evidence pack answers most security questionnaires in minutes
- Onboarding checklist — DPA, SSO config, contacts — done before go-live
- Partner pack — agreement, certs, training — tracked per partner
- Trust Center portal shows current SOC 2/ISO evidence to any prospect
- Subprocessor docs tracked with expiry alerts before renewal's due
- Customer Portal answers "where do I send X" automatically
- Renewal docs requested and signed before the date arrives
- Implementation starts only once technical info is confirmed
One Platform for Customer Onboarding, Security Evidence, and Partner Management
GatherMonk gives SaaS and technology companies a structured way to collect what every deal and every onboarding needs — security evidence packs, signed contracts, technical setup details, and partner agreements — with a branded Customer Portal where customers, prospects, and partners can find current documents themselves.
- Security evidence packs and onboarding checklists — built once, reused and updated centrally
- Items that need changes are rejected with inline comments — only the flagged item gets resubmitted
- Persistent Customer Portal — customers, prospects, and partners log in to see current status and documents
- One-click export of approved documents — ready for legal, finance, or implementation handoff
Answer Enterprise Security Reviews From One Evidence Pack
Build your SOC 2 report, ISO certificate, pen test summary, and DPA into one reusable pack. Send it as a tracked link or publish it to your Trust Center — most reviewers find what they need without a follow-up email.
- One pack covers most standard security questionnaires
- Update once when a certificate renews — every future pack reflects it
- Trust Center publishes current evidence for self-serve procurement
Get New Customers Live Without the Back-and-Forth
One onboarding checklist covers it all — signed DPA and MSA, billing and technical contacts, SSO/SAML configuration, and integration access. Each item is tracked individually, so your team sees exactly what's outstanding.
- Wrong SSO metadata? Reject with a comment, customer resubmits that item only
- Save as a template — every new customer gets the same checklist, one click
- Implementation kicks off only once technical info is confirmed
Onboard Partners and Resellers With One Tracked Pack
Signed partner agreement, certification or training completion, and branding assets — collected in one request per partner. A Partner Portal gives each partner a persistent login to track status and download approved materials.
- Partner agreement, certification, and branding assets in one pack
- Partner Portal shows live onboarding status — no status-check emails
- Re-certification reminders fire automatically before expiry
Every Collection Workflow Your SaaS Team Runs
From security evidence and customer onboarding to partner agreements and subprocessor tracking — GatherMonk handles every structured collection workflow for SaaS and technology companies.
Security Questionnaire Evidence Pack
SOC 2 report, ISO 27001 certificate, penetration test summary, and DPA — bundled into one reusable pack for prospects and customers.
Discover MoreNew Customer Onboarding Checklist
Billing and technical contacts, SSO/SAML configuration, and signed DPA/MSA — collected before go-live, tracked item by item.
Discover MorePartner & Reseller Onboarding Pack
Signed partner agreement, certification or training completion, and co-marketing assets — collected and tracked per partner.
Discover MoreVendor & Subprocessor Compliance Tracker
SOC 2 reports, DPAs, and insurance certificates from vendors and subprocessors — tracked with expiry alerts before renewal's due.
Discover MoreWhat customers, partners, and prospects see when they log in.
Customer Account Portal
Contracts, invoices, SOC 2 reports, and onboarding status — always current, one login.
Partner Portal
Agreements, certification status, training materials, and co-marketing assets in one place.
Security Trust Center
Always-current SOC 2, ISO, and questionnaire evidence — self-serve for any prospect's security team.
Start From a Template Built for SaaS & Technology
Skip the blank page. These templates are ready to send — adapt the details and go.
Security Questionnaire Response Pack
SOC 2, ISO 27001, pen test, and standard questionnaire answers in one pack
RequestNew Customer Onboarding Checklist
Contracts, contacts, SSO config, and integration access in one request
RequestSSO / SAML Configuration Request
Collect IdP metadata and configuration details with built-in validation
RequestDPA & MSA Collection Pack
Signed data processing agreement and master service agreement, tracked
RequestPartner Onboarding & Certification Tracker
Agreement, certification, and training completion per partner
RequestVendor Subprocessor Compliance Tracker
SOC 2 reports and DPAs from vendors, with expiry tracking
RequestImplementation Kickoff Questionnaire
Technical contacts, environment details, and integration requirements
RequestRenewal Readiness Checklist
Contract amendments and updated terms collected before the renewal date
From First Customer Invite to a Closed Deal
Teams are typically sending their first security pack or onboarding checklist within an hour of signing up. Here's how.
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Build Your Pack
Drag-and-drop builder — upload fields, text fields, sections. No code. Save as a template.
💡 Pre-made security evidence pack template, ready in 15 minutes. -
Send the Link
One tracked link per customer, prospect, or partner. Ongoing accounts get a branded Customer Portal.
💡 Publish your evidence pack to the Trust Center for self-serve access. -
Reminders Run Automatically
Day 3, 7, 14 nudges — suppressed the moment someone submits. Dashboard shows who's holding things up.
💡 Align reminders to deal close dates or onboarding milestones. -
Approve & Export
Approve or reject item-by-item with comments. Export everything as one organised package when done.
💡 Update once when a certificate renews — every future pack reflects it.
Built for Every Role in Your SaaS or Technology Company
From the deal that's stuck on a security review to the customer that's stuck on SSO setup — GatherMonk fits the way SaaS teams actually work.
Security & Compliance Leads
Maintain one evidence pack and Trust Center instead of answering the same questionnaire from scratch every time. Update once when a certificate renews.
Discover More →Sales & Account Executives
Send the security pack the moment procurement asks — no more "let me check with the team" delays that stall deals at the finish line.
Discover More →Customer Success & Onboarding Managers
One onboarding checklist per customer, tracked item by item. The dashboard shows exactly who's holding up go-live.
Discover More →Partner & Channel Managers
Onboard every new reseller with the same tracked pack — agreement, certification, training — and give them a portal to check status themselves.
Discover More →RevOps & GTM Operations
Standardise onboarding and partner packs across the org so every deal moves through the same tracked process, regardless of who's running it.
Discover More →Implementation & Solutions Engineers
Kick off implementation only once technical contacts, environment details, and integration access are confirmed — not before.
Discover More →Everything SaaS & Technology Teams Ask Before Signing Up
GatherMonk is a customer onboarding and document collection platform for SaaS and technology companies. You build structured requests for security questionnaire evidence, customer onboarding checklists, and partner onboarding packs, send a single tracked link, and GatherMonk handles reminders and approvals. A branded Customer Portal gives customers, prospects, and partners a persistent place to find current documents — contracts, SOC 2 reports, onboarding status — without emailing your team.
Build a Security Evidence Pack once — SOC 2 report, ISO 27001 certificate, penetration test summary, data processing agreement, and your standard security questionnaire answers — and save it as a template. When a prospect or customer's security team sends a questionnaire, you send them the pack as a tracked link or publish it to your Trust Center portal. Most reviewers find what they need without a single follow-up email, and you update the pack once when a certificate renews rather than hunting through old email threads each time.
Yes. The customer onboarding checklist covers everything needed before go-live — signed DPA and MSA, billing and technical contacts, SSO/SAML configuration details, and any integration access requirements. Each item is tracked individually, so your onboarding team can see at a glance what's outstanding and send targeted reminders instead of one generic "please complete onboarding" email.
Yes. Partner onboarding packs collect signed partner agreements, certification or training completion records, and co-marketing or branding assets in one request per partner. A Partner Portal gives each partner a persistent login to track their onboarding status, access current agreements, and download approved marketing materials — replacing scattered email threads with partner managers.
Each vendor or subprocessor gets a tracked request for their SOC 2 report, DPA, and insurance certificates. GatherMonk stores the expiry date alongside each document and surfaces upcoming expirations on your dashboard, so you can request renewals before a document goes stale — useful when your own customers ask for proof that your subprocessors are compliant.
The Customer Portal is a branded, persistent portal where customers, prospects, and partners log in with a one-click link — no password required. A Security Trust Center view inside the portal publishes your current SOC 2 report, ISO certificates, and standard security questionnaire answers, so prospects can self-serve the evidence they need during procurement instead of emailing your security team.
Yes. Save any request — your customer onboarding checklist, your security evidence pack, your partner onboarding pack — as a template. When a new customer signs or a new partner joins, deploy the template in a couple of clicks. Update the template once when your SOC 2 report renews or your onboarding requirements change, and every future request reflects the update automatically.
Most SaaS teams handling onboarding for 10-30 active customer accounts start on the Business plan at $149 per month, which includes unlimited active requests, unlimited portals, a custom portal subdomain (e.g. portal.yourcompany.com), advanced reminder control, and portal analytics. Smaller teams or early-stage startups often begin on Professional at $79 per month. All plans include a free 14-day trial. See full details on the pricing page.
Ready to Stop Losing Deals to Document Delays?
Teams are sending their first security pack or onboarding checklist within an hour of signing up. No more chasing. No more "let me find that report." Just a faster path to close and go-live.