Questionnaires

Who this is for

Any team member — agent, admin, or owner — who needs to collect structured data from a client, such as answers, declarations, or contact details. This is for data collection, not a signed document.

Note on names. “Questionnaire” is the display name you see in the app. If you use the API or CSV imports, the underlying data model is still called NativeForm — same data, just a different label.

Before you start

• Any team member (agent, admin, or owner) can create Questionnaires.
• No external accounts or integrations are required — the form builder is fully in-browser.

Step-by-step

View your Questionnaires

Navigate to Library → Questionnaires. All questionnaires your agency has created are listed here. Click any name to open it in the editor.

Create a Questionnaire

1. Click New Questionnaire (top-right of the Questionnaires page).
2. Enter a name for the questionnaire. This name is shown to your clients when they receive a request.
3. Use the drag-and-drop field builder to add fields. Drag a field type from the left panel onto the canvas, then click it to configure its label, placeholder, and whether it is required.
4. When you are satisfied, click Save. The first save creates the questionnaire and assigns it a permanent ID; subsequent saves update it.

The save is automatic on first submission — you do not need to manually trigger a “create” step separately from “save.”

Supported field types

Field type	Use for
Text	Short free-text answers, names, addresses
Number	Numeric values (quantities, policy limits)
Date	Date pickers (effective dates, expiry dates)
Select	Single-choice dropdowns
Checkbox	Boolean yes/no or multi-select options
Signature	Captured signature from the client
File	Document upload (e.g., a supporting attachment)

Drag fields to reorder them on the canvas. The order you set is the order clients see when filling out the questionnaire.

Edit a Questionnaire

1. Open the questionnaire from the Questionnaires list.
2. Add, remove, or reorder fields as needed.
3. Click Save.

Delete a Questionnaire

1. On the Questionnaires list, click the delete icon next to the questionnaire.
2. Confirm the deletion. It is permanently removed.

What happens next

A saved Questionnaire becomes available to add to a Playbook — see “Coming soon” below for the current limits on that.

Coming soon

• Conditional logic. Showing or hiding fields based on a client’s answer to a prior field is planned but not yet built. All fields are currently unconditional.
• Rule-based branching. Routing a client to a different section of a questionnaire based on their responses is also on the roadmap for a later wave.
• Questionnaires in Playbooks. You can select Questionnaires in the Playbook builder UI, but the backend does not yet persist questionnaire items on a Playbook.

Troubleshooting

• My field order changed after saving. Drag-to-reorder is saved as part of the questionnaire schema. If the order looks wrong after a reload, re-open the questionnaire in the editor and re-save.
• The Signature field isn’t appearing to my client. Confirm the questionnaire has been saved (the URL should contain its ID, not /new). Unsaved questionnaires cannot be sent.
• I deleted a Questionnaire but it still appears in a Playbook. Deleting a questionnaire from the library does not automatically remove it from any Playbook that referenced it. Open the affected Playbook and remove the deleted questionnaire from its item list.

Related

• Library overview — back to the full library
• PDF Forms — PDF-based forms with e-signature (the other form type)
• Playbooks — package questionnaires alongside other library items for a request

Last verified: 2026-07-14