Respond to DDQs and RFPs Faster with AI on Dasseti’s Free Platform

Don’t Start from Scratch

When a new DDQ or RFP arrives, chances are you’ve answered many of those exact questions before. Instead of starting from scratch, use Dasseti’s Use Previous Answers feature to surface responses from past questionnaires in seconds.

Copy previous answers individually, or insert answers in bulk, then filter for “Unanswered” to focus only on the new questions.

Search Smarter, Not Harder

Hunting through old files for the right wording is a time sink. Dasseti’s Smart Search scans every response your firm has provided on the platform and suggests the best match - so you can:

• Drop in a previous answer with one click
• Generate a first draft when no match exists
• Chat with AI to refine or summarize text without leaving the platform

Let AI Do the Heavy Lifting

Dasseti Sidekick brings automation to the next level:

• Summarize & Formalize – Condense a long narrative or turn bullet points into a polished paragraph directly inside your response field.
• Chat with Document – Upload files like your ADV Part 2, policy documents, or ESG reports, and ask specific questions; get instant answers without scrolling through pages.
• Autofill Entire Questionnaires with AI – Use your historical requests or upload up to 20 reference documents to populate a full RFP or DDQ in minutes.