Answer

You can share your questionnaire in response to a customer's share request or by using an invitation code. If you want to proactively share an SAQ with customers without an invitation, you must first upgrade to 'Share unlimited'.

Background

The NQC platform allows you to securely share your questionnaire data with customers.

If a customer has requested access, you can respond to their share request or use the invitation code they have provided.

If you want to proactively share an SAQ without an invitation, you must take ownership of the questionnaire by making a one-time payment to upgrade to 'Share unlimited'. This allows you to proactively share the questionnaire with unlimited buyers for the next 12 months.

Steps

To share a questionnaire with a customer

Share using a customer request:

1. Sign in to your NQC account.
2. Find the questionnaire on your Dashboard (use filters and search if needed).
3. Select the 'Share' button on the questionnaire tile.
4. Review the customer's share request under 'Request summary'.
5. Select the customer you want to share with.
6. Select 'Share now' to complete the action.

Share using an invitation code:

1. Sign in to your NQC account.
2. Find the questionnaire on your Dashboard (use filters and search if needed).
3. Select the 'Share' button on the questionnaire tile.
4. Select 'Share using invitation code'.
5. Enter the invitation code provided by your customer.
6. Follow the on-screen instructions to complete the share.

Proactively share an SAQ without an invitation:

1. Sign in to your NQC account.
2. Find the SAQ you want to share on your Dashboard.
3. Select the 'Share' button on the questionnaire tile.
4. If you have not already upgraded, select 'Upgrade now'.
5. Complete the one-time payment to upgrade to 'Share unlimited'.
6. Return to the Share screen and select 'Share unlimited'.
7. Choose the customer you want to share the questionnaire with and complete the share.