Top 10 Compliance Documents Every B2B SaaS Should Have Readily Available
As B2B SaaS companies move upmarket, security and compliance become critical to every customer interaction. Whether you’re pursuing enterprise deals or undergoing a vendor risk assessment, having the right compliance documentation ready can significantly reduce friction, accelerate sales, and build trust.
But which documents actually matter? What do procurement and security teams expect to see when evaluating your product?
Here are the top 10 compliance documents every SaaS company should have readily available—and ideally, organized in a centralized, searchable repository that can power your Trust page and AI-assisted questionnaire responses.
1. Information Security Policy
This document outlines your organization’s approach to safeguarding customer data. It should describe technical and administrative controls, encryption practices, authentication requirements, and access management procedures.
Why it matters: It proves you’ve formalized and operationalized your security posture.
2. Privacy Policy
A clear, public-facing privacy policy is essential for demonstrating compliance with regulations like GDPR, CCPA, or other data protection laws. It should explain what data you collect, why, how it’s used, and users’ rights.
Why it matters: Buyers want to know how their users’ personal data will be handled.
3. SOC 2 Report (Type I or II)
SOC 2 compliance is one of the most commonly requested audit reports in B2B SaaS. It validates that your security, availability, confidentiality, or other trust principles have been examined by a third-party auditor.
Why it matters: It’s a key trust signal for enterprise buyers, and often a procurement requirement.
4. Data Processing Agreement (DPA)
Your DPA outlines how you handle data on behalf of customers, particularly personal or sensitive data. It should cover responsibilities, subprocessors, breach notification timelines, and more.
Why it matters: It’s a legal requirement for many customers under GDPR and similar laws.
5. Incident Response Policy
This document details your process for identifying, managing, and communicating security incidents. It should include roles, responsibilities, response timelines, and post-mortem practices.
Why it matters: Customers want to know how prepared you are if something goes wrong.
6. Business Continuity & Disaster Recovery Plan
What happens if your infrastructure fails or there’s a regional outage? This document shows how your systems and data will be restored—and how downtime will be minimized.
Why it matters: Availability and resilience are major concerns for enterprise IT buyers.
7. Acceptable Use Policy
This policy outlines what customers and end users can and can’t do with your platform. It helps manage legal risk and supports terms of service enforcement.
Why it matters: It sets expectations clearly and can be referenced during support or legal disputes.
8. Access Control Policy
This defines how access to systems and data is granted, reviewed, and revoked for internal teams. It often includes principles like least privilege and periodic access reviews.
Why it matters: It shows that you manage employee access with security in mind.
9. Vendor/Subprocessor List
A detailed list of third-party vendors and subprocessors that handle customer data, including their purpose and region. This is often part of your Trust page or DPA.
Why it matters: Customers need transparency into your supply chain and data flow.
10. Security & Compliance Overview (One-Pager or Whitepaper)
A concise, well-designed summary document that provides an at-a-glance view of your security and compliance posture—including certifications, key policies, and commitments.
Why it matters: It serves as an executive-friendly entry point to your broader documentation.
Bonus: Make These Documents Work for You
Having these documents is just the beginning. What separates security-mature SaaS companies is how they manage, share, and maintain them.
Our platform helps you:
- Store and categorize all your compliance documents in one dashboard
- Automatically reuse approved content in security questionnaires
- Publish documents directly to your public Trust page
- Version and review policies with internal stakeholders
- Quickly fulfill customer requests during vendor assessments
In short, we turn your compliance documentation from a chore into a competitive advantage.