--- title: "Questionnaires" description: "Send client questionnaires inside your branded document. Required, choice and conditional questions, step by step, with every answer in one place." canonical: "https://pr-110.preview.formlio.com/use-cases/questionnaires" locale: "en" type: "useCase" alternates: fr: "https://pr-110.preview.formlio.com/fr/use-cases/questionnaires.md" --- # Questionnaires ## Send questionnaires as good as your work. Required, choice and conditional questions, step by step, inside your branded document. Questionnaire software built for creative studios. - [Start your questionnaire](https://pr-110.preview.formlio.com/signup) - [Book a demo](https://pr-110.preview.formlio.com/demo) ## Why studios send their questionnaires with Formlio. Four things change when your questionnaire is a page your client opens. - **Present**: Ask your questions in your studio's look, one step at a time, with your work alongside. No more briefs pieced together across emails and calls. - **Send**: Share one questionnaire link that always shows the latest version. No more new files and emails for every correction. - **Follow up**: See who opened the questionnaire and which sections they read. No more sending a PDF into a black box. - **Agree**: Let them answer on the page, one step at a time, and mark it complete. No more chasing answers over weeks of email. ## Go from first draft to your client. Lay out required, choice and conditional questions, inline or step by step, in your studio's look. Share it privately, see what they read, and collect answers on the same page. 1. **Present: Build it from blocks, in your studio's look.** — \- A form section with short text, long text, choice, date, number, email and phone questions - Logo, fonts and colours set once - Build from scratch, or add a form section to a document you already have 2. **Send: Choose who sees the questionnaire, then share the link.** — On a private link, only the people you invite can open it. Signed-out readers are asked to sign in before they answer. 3. **Follow up: Get an alert when it's opened, then see what they read.** — See who viewed it on a private link and the time spent on each section. Typed answers are masked in session replay. 4. **Agree: Let them answer on the page, one step at a time, and mark it complete.** — Required questions hold back Next and Mark as complete. You get a notification when someone marks it complete, and answers appear in Form Submissions. ## Add more to every questionnaire. Embed Figma boards, Loom walkthroughs and Calendly next to your questions. Publish it all on your studio's own domain. ### Embed what you already use Figma boards, Loom walkthroughs and Calendly, live on the page. ### Talk on the page Pin a video or voice note next to a question, and chat live with your client on the document. ### Your own domain Publish your documents at an address like docs.yourstudio.com. On the Pro plan. ### Connect ChatGPT or Claude Read answers or check on documents from the chat. ### Live editing Your team works on the same document at the same time, and sees when your client is on it. ## What changes when the document is a page. Three studios, in their own words. > The level of customisation is a real strength. It allows you to create something that feels aligned with your own visual identity, without compromising on speed or usability. And importantly, it moves proposals away from static documents into something far more dynamic and engaging. > > — Ana Grigorovici, Founder, Designer & Creative Strategist, Design Bench Studio > I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier. > > — Tadas Jotkevicius, Creative Art Director & 3D Artist, Tadas > The team at Formlio are so passionate about building a product specifically for creatives. They have really listened and turned feedback in features that are especially important to our day-to-day proposals. Having a responsive, web-style proposal just makes sense. It meets people where they are eg. scrolling on their phone, mid commute, making quick decisions. I’ve really loved connecting with Marianne and watching Formlio's journey unfold from the early stages. > > — Anita Taylor, Brand & Web Designer, The Design Lounge ## Common questions about questionnaires. Question types, conditional questions, where answers appear, client sign-in and the ChatGPT or Claude connector for your questionnaires. ### What question types can I ask? Short text, long text, single choice, multiple choice, date, number, email and phone. Choices can include an "Other" option, and questions can have placeholders and hints or be required. ### Can a question depend on an earlier answer? Yes. Use "Show when" to show a question or a group only when an earlier answer matches. ### Can clients answer one question at a time? Yes. Lay out the form inline or step by step. Required questions block Next and "Mark as complete" until they are answered. ### Where do the answers appear? In Form Submissions in the document, which you can filter by version. You also get a notification when someone marks a form complete. ### Does my client have to sign in to answer? Yes. Signed-out readers are asked to sign in to answer. They use a 6-digit code, the link in their invite email or Google, and no password is needed. ### Can several people answer the same questionnaire? Yes, in two ways. In collaborative mode everyone shares one set of answers. In individual mode each reader answers on their own. ### Can I build a questionnaire from ChatGPT or Claude? Not yet. The connector reads form answers per person, but it can't add a form section, so build the form in the editor. ### Are typed answers visible in session replay? No. Typed input is masked in session replay. ### Does each form count against my publishing limit? No. A form sits inside a document, and only the document counts, once, however many forms it holds. > “The work studios make is considered down to the last detail. The documents that carry it to the client rarely are. We made Formlio so every one of them is as good as the work.” ## Start with your next questionnaire. Add your questions, set your look and send the link. [Start free](https://pr-110.preview.formlio.com/signup) ## Related - [Architecture](https://pr-110.preview.formlio.com/industries/architecture): For architecture practices. Send fee proposals, design presentations and stage sign-offs as pages clients open anywhere, in your practice's look. - [Creative & design](https://pr-110.preview.formlio.com/industries/creative-design): For design studios. Send creative pitches, brand proposals and design presentations as pages clients open anywhere, in your studio's look. - [Digital & web design](https://pr-110.preview.formlio.com/industries/digital-web-design): For web and digital studios. Send project proposals, scopes of work and design reviews as pages clients open anywhere, in your studio's look. - [Video & photography](https://pr-110.preview.formlio.com/industries/video-photography): For video and photo studios. Send treatments, shoot estimates and statements of work as pages clients open anywhere, in your studio's look. - [Interior design](https://pr-110.preview.formlio.com/industries/interior-design): For interior design studios. Send concept presentations, fee proposals and FF&E schedules as pages clients open anywhere, in your studio's look. - [Events & experiential](https://pr-110.preview.formlio.com/industries/events-experiential): For event agencies. Send event pitches, budget estimates and run sheets as pages clients open anywhere, in your agency's look. - [Marketing](https://pr-110.preview.formlio.com/industries/marketing): For marketing agencies. Send campaign proposals, retainer proposals and statements of work as pages clients open anywhere, in your agency's look.