Skip to main content

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!

Log in to comment and vote

No comments yet

Be the first to share your thoughts.