Website Design Client Questionnaire Template

How to customize the template?

Begin by accessing the drag-and-drop interface, where you can easily add, remove, or reorder fields according to your needs. You have complete control over the design—incorporate your company logo, adjust fonts, and select your brand colors to create a cohesive look. Additionally, you can save your custom theme for future use, ensuring consistency across multiple forms. For more advanced design needs, you can import your own CSS stylesheet or directly edit the code within the form designer, allowing for precise customization.

How to publish the template?

Once you’ve designed your form, you can preview it in real-time to ensure it appears correctly on both desktop and mobile devices. After confirming the layout and content, click on the “Publish” button to make your form live. You’ll receive an incorporable form link, which you can share with clients via email or embed directly on your website. The process is seamless, ensuring you can start collecting data quickly and professionally.

How can I collect & manage data?

All form submissions are securely collected and stored online. Once your questionnaire is live, you’ll receive instant email notifications with the submission details. Managing data is easy with our central dashboard, where you can filter and organize responses based on various criteria. You can export the collected data into CSV or Excel formats for further analysis. Additionally, the dashboard allows you to view and edit form responses, helping you maintain organized and up-to-date client information.

How can I optimize processes?

To optimize your workflow, integrate your form with other apps such as CRM tools or project management software. This will automate the transfer of client data and streamline your processes. You can also set up automated reminders for clients who haven’t completed the questionnaire, ensuring timely submissions. The customizable template and secure online data collection methods help you save time while maintaining a professional and organized approach to client management.