Client Questionnaire

Client questionnaire is a QBR audit companion feature that lets you engage your existing and prospective clients via a custom survey form. You can customize fields to display as well as questions to include.

This feature streamlines the prospective client selection process by leveraging an easy-to-use client questionnaire to quickly collect important information so you can make decisions fast and convert your prospects to fully managed clients.

Follow the steps below to create and share it with your users, clients or vendors.

Survey Page Settings

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