Sending Questionnaires

We don't usually send client questionnaires until after they have done a consultation and signed on as a client. It would be great if we could select, edit and send client questionnaires at any time to clients in a similar way as we send quotes, invoices etc, rather than having them sent right when we create projects or do as an Invite Client which attaches a prompt to request a consultation. Often we just want to edit and send a questionnaire customized to that client during the programming/conceptual phase. It seems over-complicated and too looped in to other templates the way it works currently. Thank you!

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

About 2 years ago

Author

Kierstin Casella

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