Smart Client Questionnaires
Collect the right information at the right time. Custom forms that trigger before signing, after signing, before payment, or after payment — all tied to your proposal flow.
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Feature Demo
Coming soon, stay tuned
Multiple question types
Text, dropdowns, checkboxes, dates, file uploads — build any form you need for any event type.
Automatic triggers
Set when the questionnaire appears: before signing, after signing, before payment, or after payment. It just shows up at the right moment.
Tied to proposals
Attach questionnaires to any proposal. Responses travel with the booking so nothing gets lost between steps.
Reusable templates
Create a questionnaire once, reuse it across proposals. Wedding questionnaire? Corporate intake? Save it as a template.
How it works
Create a questionnaire template
Pick your question types, write the prompts, and save it for reuse across proposals.
Attach it to a proposal
Choose when it triggers — before signing, after signing, before payment, or after payment.
Client fills it out automatically
The form appears at exactly the right step. Responses are saved to the booking and available in your dashboard.