
# Top 10 Compliance Documents Every <span class="highlight-content">B2B SaaS</span> 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.

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## <span class="highlight-content">1.</span> **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.

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## <span class="highlight-content">2.</span> **Privacy Policy**

A clear, public-facing privacy policy is essential for demonstrating compliance with regulations like [**GDPR**](https://gdpr.eu/), [**CCPA**](https://oag.ca.gov/privacy/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.

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## <span class="highlight-content">3.</span> **SOC 2 Report (Type I or II)**

[SOC 2](https://secureframe.com/hub/soc-2/what-is-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.

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## <span class="highlight-content">4.</span> **Data Processing Agreement (DPA)**

Your [DPA](https://www.dpocentre.com/what-is-a-dpa-and-why-do-you-need-one/) 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](https://gdpr.eu/) and similar laws.

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## <span class="highlight-content">5.</span> **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.

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## <span class="highlight-content">6.</span> **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.

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## <span class="highlight-content">7.</span> **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.

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## <span class="highlight-content">8.</span> **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.

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## <span class="highlight-content">9.</span> **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](https://www.dpocentre.com/what-is-a-dpa-and-why-do-you-need-one/).

> *Why it matters:* Customers need transparency into your supply chain and data flow.

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## <span class="highlight-content">10.</span> **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.

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## <span class="highlight-content">Bonus:</span> 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](/products/questionnaire) 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**.

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## <span class="highlight-content">See</span> Also

* [AI in Compliance: Enhancing Security & Legal Operations](/blog/ai-in-compliance/)
* [Accelerate Security Questionnaire Responses with AI-Powered Dashboard](/blog/how-our-dashboard-helps-respond-to-questionnaires/)
* [SOC 2 Compliance Overview](https://secureframe.com/hub/soc-2/what-is-soc-2)
* [ISO/IEC 27001 Information Security Management](https://www.iso.org/isoiec-27001-information-security.html)
* [General Data Protection Regulation (GDPR)](https://gdpr.eu/)
* [California Consumer Privacy Act (CCPA)](https://oag.ca.gov/privacy/ccpa)
* [EU Cloud Code of Conduct](https://eucoc.cloud/en/home)