All Collections
Documents (Contracts, Proposals, Brochures, Questionnaires)
Creating & Sending Questionnaires
πŸŽ₯ Pre-filling Parts of a Questionnaire before Sending to a Client
πŸŽ₯ Pre-filling Parts of a Questionnaire before Sending to a Client

Fill out details that you already know!

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

Did you know that you can pre-fill a questionnaire before sending it to a client? We'll walk you through the process in this short video!

00:00 Introduction

00:39 Naming Your Questionnaire

01:20 Options for Sending

01:52 Filling Out Parts of the Questionnaire Before Sending to Your Client

03:04 Sending the Questionnaire to your Client

Did this answer your question?