Skip to content
JuicyAgents

Ready-madeSales & CRM

1up

1up drafts answers to security questionnaires, due diligence questionnaires (DDQs) and RFPs from your approved documents and past answers, for sales and security teams to review and approve before sending.

Not tested by JuicyAgents · Reviewed 15 Oct 2026

Can replace
Dedicated RFP response software, Answer spreadsheets and shared folders
Integrations
Slack, Microsoft Teams, SharePoint, Notion, Google Drive, Confluence +1 more

Overview

About 1up

1up is an answer tool for sales, sales engineering and security teams that receive long buyer questionnaires. You connect approved sources such as security policies, product documents, past questionnaires and shared drives, and 1up drafts an answer for each question. It works with Excel, Word, PDF and Google Sheets files, and a Chrome or Edge extension fills in web-based questionnaire portals. The same knowledge can answer sales questions in Slack, Microsoft Teams or Google Chat, and through a customer-facing Answer Hub.

The answers are drafts. Teammates can review, edit and approve each response before the completed questionnaire goes back to the buyer. Start with a recent questionnaire you have already answered, and compare 1up's drafts with what you sent. Check answers about certifications, data handling and contract terms most carefully, because a confident wrong answer can become a commitment. Keep your sources current, since 1up drafts only from the material you connect.

What the workflow does

  • Questionnaire drafting: Drafts answers to security questionnaires, DDQs and RFPs in Excel, Word, PDF and Google Sheets formats.
  • Answers from approved sources: Uses only the sources you connect, and lets you exclude sources or set preferred ones.
  • Review and approval: Teammates can review, edit and approve responses, with role-based access to each questionnaire.
  • Browser extension: Fills in answers on web-based questionnaire portals in Chrome and Edge.
  • Answers in chat and Answer Hub: Answers sales questions in Slack, Microsoft Teams and Google Chat, and through a self-service Answer Hub for customers.
  • MCP server: Lets an AI assistant your company already uses draft questionnaire answers through 1up, billed per answer.

From input to result

How the workflow works

You provide

  • The buyer's questionnaire file or portal.
  • Approved security policies, product documents and past questionnaire answers.
  • Connections to the drives or wikis where those documents live.
  • Named experts for questions your sources cannot answer.

You get

  • A first draft for every question in a buyer's questionnaire.
  • Faster turnaround on security reviews and RFPs.
  • Fewer repeat questions sent to security and product experts.
  • A shared answer source that improves as the team corrects drafts.
  1. Connect approved sources and exclude outdated ones.

  2. Upload a questionnaire, let 1up draft the answers, and assign doubtful or sensitive questions to the right expert.

  3. Review, edit and approve every answer, export it in the buyer's format, and fix the sources behind any wrong drafts.

What it offers

Key features

  • Questionnaire drafting

    Drafts answers to security questionnaires, DDQs and RFPs in Excel, Word, PDF and Google Sheets formats.

  • Answers from approved sources

    Uses only the sources you connect, and lets you exclude sources or set preferred ones.

  • Review and approval

    Teammates can review, edit and approve responses, with role-based access to each questionnaire.

  • Browser extension

    Fills in answers on web-based questionnaire portals in Chrome and Edge.

  • Answers in chat and Answer Hub

    Answers sales questions in Slack, Microsoft Teams and Google Chat, and through a self-service Answer Hub for customers.

  • MCP server

    Lets an AI assistant your company already uses draft questionnaire answers through 1up, billed per answer.

Is it a good fit?

Who it’s for

  • B2B software companies that answer security questionnaires and RFPs every month.
  • Sales engineering or bid teams with current approved answers and policies.
  • Small teams that want to start on a free or low-cost plan.

Strengths

  • Quick to set up and easy to use.
  • Responsive support team.
  • Brings answers that were spread across tools into one place.

Connected tools

Integrations

  • Slack
  • Microsoft Teams
  • SharePoint
  • Notion
  • Google Drive
  • Confluence
  • Salesforce

Listed tools for this workflow. Confirm current support and setup with the provider.

  • Recipe

    Answer security questionnaires and RFPs from your approved answers

    Questionnaire Answerer · Sales & CRM

  • Ready-made

    Glean

    Glean finds company knowledge across connected applications and uses that context in answers, research and managed agent workflows.

  • Ready-made

    Attention

    Attention turns sales conversations into CRM updates, follow-up work and reusable insights for revenue teams.

  • Ready-made

    Clay

    Clay connects company data, web research and sales actions so revenue teams can build repeatable prospecting workflows.

  • Ready-made

    Fathom

    Fathom records and transcribes your video calls, then writes a summary and action items; its Business plan can also update HubSpot or Salesforce fields after sales meetings.

  • Ready-made

    Granola

    Granola transcribes meetings from your computer without a bot joining, then turns your rough notes into full notes; paid plans add pre-meeting briefs, follow-up email drafts and CRM syncing.

  • Ready-made

    Handoff

    Handoff turns a spoken or written job description, photos or plans into a priced construction estimate and proposal using local US cost data, for remodelers and contractors to check and send themselves.

  • Ready-made

    Jobber AI Receptionist

    Jobber AI Receptionist answers calls and texts for home service businesses at any hour, books visits within your booking rules, takes requests and messages, and transfers or alerts you about urgent callers.

  • Ready-made

    Sybill

    Sybill uses sales conversations to prepare follow-ups, answer deal questions and update CRM information.