Clients (CRM)
Questionnaires
Build intake form templates and send them to customers from a project. Answers are locked at send time.
Some features roll out gradually. If you do not see this section in your dashboard, it is not enabled for your account yet.
Questionnaires are intake forms. Use them to collect event details, preferences, and requirements from a customer before the work starts. You build templates once, then send them from a project.
How to create a template
- Open Questionnaires and click New questionnaire.
- Build the form section by section. A new template starts with one untitled section.
- Add your questions to each section.
- Save the template.
System templates
BZAR provides ready-made system templates. System templates open read-only. To change one:
- Open the system template.
- Click Duplicate to customize.
- Edit your copy.
How to send a questionnaire
Send a questionnaire from a project's detail page. The customer fills it in through the project's secure portal link. You track sent questionnaires on the same project page.
Good to know
- The form is locked at send time. If you edit the template later, questionnaires you already sent do not change.
- Smart Files can include a questionnaire as one step of a guided client flow.
- Archived templates are no longer available.