Support

Here you'll find guides on how to use Pearler.
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This article explains the basics of using the Project Dashboard. The Project Dashboard gives you an overview of everything that’s happening in your project.

Project Dashboard Overview

This article explains the basics of using the Project Dashboard. The Project Dashboard gives you ...

7th March 2023

The user dashboard provides a central location for important information that's relevant to you, including projects that you’re a part of, comments or question assignments, and your general activity within the system.

User Dashboard Overview

The user dashboard provides a central location for important information that's relevant to you, ...

6th March 2023

This article gives an overview of the main tasks that can be undertaken in the Answer Library. The Answer Library allows you to move answers through the answer lifecycle, edit individual answers, or import new answers.

Answer Library Overview

This article gives an overview of the main tasks that can be undertaken in the Answer Library. Th...

23rd February 2023

This article explains how to import questions into your project from a word document and classify the information for your questionnaires. Also see how to Import and Classify Questions from a Spreadsheet.

Import Questions from a Word Document

This article explains how to import questions into your project from a word document and classify...

27th January 2023

This support article explains the basics of searching and filtering the Question List in Pearler's RFP Automation software.

Question List Overview

This support article explains the basics of searching and filtering the Question List in Pearler'...

15th January 2023

This guide explains how to attach documents, such as policies or certifications, to a question response to be exported with the project.

How to attach documents to a Question in Pearler

This guide explains how to attach documents, such as policies or certifications, to a question re...

31st January 2022

This article gives an overview of Pearler's collaboration features. These features can be used to collaborate with both project team members and people outside of the project, without giving them access to the project itself.

Overview of Collaboration

This article gives an overview of Pearler's collaboration features. These features can be used to...

31st January 2022

This support guide explains how to create a new project for responding to an RFP or Security Questionnaire in Pearler RFP Automation software.

How to create a Project in Pearler

This support guide explains how to create a new project for responding to an RFP or Security Ques...

31st January 2022

This support guide explains how to set up access to the Enterprise APIs. Our APIs allow our customers to access their data for in depth analysis in their existing tools.

How to get started with our Enterprise API

This support guide explains how to set up access to the Enterprise APIs. Our APIs allow our custo...

31st January 2022

This article explains how to export your project from Pearler. This is done when you've finished writing answers for all questions required in your response.

How to export a Project from Pearler

This article explains how to export your project from Pearler. This is done when you've finished ...

31st January 2022

This article explains how to import questions into your project from a spreadsheet and classify the information for your questionnaires.

Import Questions from a Spreadsheet

This article explains how to import questions into your project from a spreadsheet and classify t...

31st January 2022

This article explains how to apply compliance overrides to your projects, or parts of your projects. Compliance overrides can be used when a customer has specific language that they want when describing the compliance, partial compliance, or non-compliance of responses.

Manage Compliance Overrides

This article explains how to apply compliance overrides to your projects, or parts of your projec...

31st January 2022

This article explains how to manage your Document Library. The Document Library allows you to view or archive currently uploaded documents, make archived documents available again, or upload new documents.

Managing the Document Library

This article explains how to manage your Document Library. The Document Library allows you to vie...

31st January 2022

This article explains how to configure your account settings, adjust email notification preferences and adjust other setttings for your team and account.

How to manage your account in Pearler

This article explains how to configure your account settings, adjust email notification preferenc...

31st January 2022

This article explains how to change sharing settings, by restricting who is able to access the project in Pearler.

How to manage access to Projects in Pearler

This article explains how to change sharing settings, by restricting who is able to access the pr...

31st January 2022

Getting started with our Trust Centre is easy, watch this video, and follow these basic steps. The Trust Centre allows you to easily manage key documents such as policies, attestations, certifications and more.

Project Trust Centre Overview

Getting started with our Trust Centre is easy, watch this video, and follow these basic steps. Th...

31st January 2022

Our Story

After years of living both sides of the security questionnaire process, we wanted to make the 'box-ticking' into something that added real value for both companies.

Pearler was designed from the ground up to be the tool we wish we had. An amazing answer library that finds the best answers for you, real-time collaboration to bring your team together, clear analytics, and project management tools to make sure that you always know where you're up to.

We're passionate about taking the heroics out of answering questionnaires, and supercharging your team.