Vendor Overview
Describe the service, business owner, use case, and contract status.
4.8
on G2
Free Cybersecurity & Privacy Template
Download a free vendor security review template in Word, PDF, or Markdown. Or turn any video into vendor security review template with Docsie AI — auto-fills every required field.
Use this template to security and privacy review for third-party vendors.
| Field | Details |
|---|---|
| Category | Cybersecurity & Privacy |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Describe the service, business owner, use case, and contract status.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Identify data categories, sensitivity, residency, retention, and subprocessors.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Assess authentication, encryption, logging, vulnerability management, and access control.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Summarize SOC 2, ISO 27001, GDPR, HIPAA, or other relevant attestations.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List security, privacy, operational, and contractual risks with severity.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
State approved, conditionally approved, or rejected with required actions. Use concise evidence-based findings and note missing documentation clearly.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Deploy this template before onboarding third-party vendors or during annual recertification cycles.
This template produces a structured security assessment covering compliance, controls, and risk exposure.
Teams often skip critical documentation checks or apply inconsistent risk severity scoring methods.
Template Structure
Use this cybersecurity & privacy template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Describe the service, business owner, use case, and contract status.
Identify data categories, sensitivity, residency, retention, and subprocessors.
Assess authentication, encryption, logging, vulnerability management, and access control.
Summarize SOC 2, ISO 27001, GDPR, HIPAA, or other relevant attestations.
List security, privacy, operational, and contractual risks with severity.
State approved, conditionally approved, or rejected with required actions. Use concise evidence-based findings and note missing documentation clearly.
Write a vendor security review for [vendor]. Structure with these Markdown sections:
Describe the service, business owner, use case, and contract status.
Identify data categories, sensitivity, residency, retention, and subprocessors.
Assess authentication, encryption, logging, vulnerability management, and access control.
Summarize SOC 2, ISO 27001, GDPR, HIPAA, or other relevant attestations.
List security, privacy, operational, and contractual risks with severity.
State approved, conditionally approved, or rejected with required actions.
Use concise evidence-based findings and note missing documentation clearly.
Acme Analytics provides product usage dashboards for the Growth team. The requested integration sends workspace events and account identifiers.
| Data Type | Sensitivity | Retention |
|---|---|---|
| Account ID | Internal | 24 months |
| User email | Personal data | 24 months |
| Event metadata | Internal | 24 months |
SOC 2 Type II report received, covering Security and Availability criteria.
| Risk | Severity | Mitigation |
|---|---|---|
| User email sent by default | Medium | Hash email before export |
Conditionally approved pending DPA signature and email hashing configuration.
Already have a walkthrough or training video covering this process? Skip manual drafting. Upload the video and Docsie AI generates vendor security review template with every required field populated — ready for review, signoff, or export.
Use the template manually, or let Docsie generate the first draft from source footage.
Periodic user access review for systems and privileged roles
Notification plan for privacy or security breaches
DPIA for high-risk processing of personal data
Policy for retention, deletion, and archival of data
Runbook for handling privacy and data subject requests
Evidence collection plan for SOC 2 audit controls
Template FAQ
Common questions about downloading and generating a vendor security review template.
Q: What is a vendor security review template?
A: A vendor security review template is a structured document for security and privacy review for third-party vendors.
Q: Is the vendor security review template really free?
A: Yes. The vendor security review template is completely free to download in Word (DOCX), PDF, and Markdown formats. No signup or credit card required to download.
Q: How do I turn a video into a vendor Security Review?
A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete vendor Security Review using this template's structure — every required field auto-filled from the footage.
Q: Can I edit the vendor security review template after downloading?
A: Yes. The DOCX format opens in Microsoft Word or Google Docs. The Markdown format imports into Notion, Confluence, Docsie, or any markdown editor. Customize fields, add your branding, and adapt to your internal workflow.