Copy-paste email template responding to a customer requesting a SOC 2 Type II report under NDA.
Hi {{first_name}},
For SOC 2 Type II report:
1. Sign our standard NDA: {{nda_url}}
2. Once signed, I'll send the full report
Report covers {{report_period}} and is dated {{report_date}}. Auditor: {{auditor_firm}}.
For ongoing visibility, our trust portal is at {{trust_url}}.
{{agent_name}}Related templates