Send customizable questionnaires to leads and clients before creating proposals. Gather event details, preferences, and requirements — then let AI draft a proposal from the responses.
Everything you need, nothing you don't.
Build questionnaire templates with sections, question types (text, select, multi-select, date, number, yes/no), and drag-and-drop reordering. Preview mode shows exactly what clients see.
When a lead comes in through your booking page, send a questionnaire directly from the inquiry detail page. Pick a template, click send — the lead fills it out online.
When responses come back, one click sends them to the AI assistant. It reads the answers, understands the scope, and drafts a proposal with line items, pricing, and timeline.
Clients fill out questionnaires on a clean, branded page. No login required — just click the link in the email. Mobile-friendly, with progress saved automatically.
Create templates for different engagement types — "Wedding Photography Intake", "Corporate Event Details", "Brand Identity Brief." Reuse them across clients.
The template editor auto-saves every 2 seconds. Undo and redo with keyboard shortcuts. Duplicate questions and sections. Help text and placeholder editing inline.
See which questionnaires are pending, completed, or expired. Get notified when a client submits their responses. View answers alongside the inquiry details.
Questionnaire sent and completed events appear in the client timeline automatically. The full context — from inquiry to questionnaire to proposal — in one stream.
See how your industry uses this feature day-to-day.
Yes. Tell the AI your business type and it will generate industry-specific questionnaire templates tailored to your workflow. Wedding photographers get different questions than web developers.
You get notified instantly. The responses are stored and viewable on the questionnaire detail page. From there, one click sends the responses to the AI assistant to draft a proposal.
Yes. Templates are your starting point, but each questionnaire can be customized before sending. Add, remove, or edit questions for specific clients.
No. Clients receive an email with a link to the questionnaire. They click, fill it out, and submit. No login, no account creation, no friction.
