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Describe the report, company size, platform or manual workflow, readiness, observation status, delivery deadline, criteria, and material complexity.
Your delivery deadline is not the observation start date. A suitable firm must confirm both scheduling and final scope.
Information that improves a quote
| Input | Example | Why firms need it |
|---|
| Report | SOC 2 Type 2 | Determines testing and report basis |
| Company size | 11–50 | Helps estimate populations and interviews |
| Workflow | Vanta, Drata, another platform, or manual | Clarifies evidence access; compatibility remains to be confirmed |
| Status | Ready / remediating / observation underway | Separates readiness from examination work |
| Dates | Observation dates and required delivery | Tests whether scheduling is feasible |