What Security Documents Do Enterprise Clients Typically Request?
To close enterprise deals faster, companies must be prepared with a comprehensive set of enterprise client security documents that anticipate and address buyer concerns. These documents help speed up procurement processes, streamline legal and security reviews, and ensure smoother internal approvals on the buyer’s side. Having the right enterprise client security documents ready reduces back-and-forth delays and positions your company as a trusted, enterprise-ready partner.
Being proactive in sharing key documents demonstrates readiness and professionalism, both of which are crucial in enterprise sales environments where multiple stakeholders are involved and building trust is paramount.
Essential documents for accelerating enterprise deals
1. Security and Compliance Documentation
Enterprise buyers are highly sensitive to risk, especially around data security and regulatory compliance. Providing clear, audit-ready enterprise client security documents early in the sales process builds immediate credibility and streamlines security reviews.
- SOC 2 Type II or ISO 27001 certification reports
- Penetration test and vulnerability assessment reports
- Data protection policies (e.g., GDPR, HIPAA compliance)
- Business Continuity and Disaster Recovery plans
- Subprocessor lists and third-party risk management policies
- Data flow diagrams and encryption standards
- Security whitepapers or overviews
2. Legal and Procurement-Ready Documents
These documents ensure legal teams can begin review without unnecessary delays:
- Master Service Agreement (MSA)
- Service Level Agreements (SLA)
- Data Processing Addendum (DPA)
- Order Forms / Statements of Work (SOWs)
- Insurance certificates (e.g., liability, cyber insurance)
- Non-Disclosure Agreement (NDA) (mutual)
3. Financial and Business Justification Materials
CFOs and budget holders need reassurance that your solution is a sound investment:
- Pricing sheets with enterprise packages
- ROI/TCO calculators or business value assessments
- Customer case studies, especially in similar industries
- Product datasheets or solution briefs
- Implementation timelines and resource plans
4. Product and Technical Evaluation Materials
Technical stakeholders require insights to evaluate feasibility and integration:
- API documentation
- Solution architecture diagrams
- Integration guides and compatibility lists
- Product demo videos or sandbox access
- Technical FAQs and support SLAs
5. Trust and Credibility Builders
Combined with your enterprise client security documents, these help build broad confidence and support internal championing.
- Client testimonials and logos
- Gartner/Forrester reports or industry recognition
- Third-party analyst reviews
- User satisfaction scores (G2, Capterra, etc.)
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How do these documents help expedite the sales cycle?
Document Type | Purpose | Key Stakeholder Benefitted |
SOC 2 / ISO Certs | Builds security trust | Security/IT |
MSA + SLA + DPA | Accelerates legal review | Legal |
Pricing Sheet + ROI Analysis | Speeds up financial approval | Finance/CFO |
API Docs + Integration Plans | Supports technical validation | Engineering/IT |
Customer Case Studies | Shows proof of value and outcomes | Economic Buyers, Champions |
Insurance Certs | Ensures vendor risk management standards are met | Procurement |
Automate security documentation with Sprinto
Sprinto helps companies automate and centralize the creation and maintenance of security and compliance documentation such as SOC 2, ISO 27001, and GDPR. With Sprinto, sales teams can always be “audit-ready” and share up-to-date, credible documentation on demand. This minimizes friction during security reviews and shortens deal cycles dramatically.