Skip to Main Content

How Customer Questionnaire Streamlines Sales Orders

When creating a Sales Order, it's often helpful to collect additional information from the Customer to ensure that the order is completed accurately and efficiently. The Customer questionnaire feature allows you to trigger a questionnaire to be sent to the Customer via email. This questionnaire can be customized to include any Custom Fields that you'd like the Customer to fill out.

When the Customer receives the email, they can click on a link that takes them to the questionnaire. The questionnaire will allow them to provide their name, phone number, and any other information that you've requested. They can also fill out any custom fields that you've enabled for the Customer. If the Customer is already in the system, their information will be prepopulated in the questionnaire.

The Customer questionnaire feature can save you time and effort by streamlining the order fulfillment process. By collecting the necessary information upfront, you can avoid any delays or errors that may occur if the Customer has to provide the information at the time of pickup.

In addition to making the order fulfillment process more efficient, the Customer questionnaire feature can also help you build stronger Customer relationships. By requesting information from the Customer, you show that you value their business and are willing to go the extra mile to ensure their satisfaction.

To set up a customer questionnaire, create any Custom Fields that you would like to appear on the questionnaire, then edit the "customer visibility" of the Custom Fields to determine which they can see and edit. Once the questionnaire is completed by the Customer, the information will be populated in the Customer profile and the related Sales Order.

With the customer questionnaire feature, you can simplify the order fulfillment process and provide a better Customer experience. By collecting the necessary information upfront, you can avoid errors and delays and build stronger Customer relationships.

Free Trial

Give it a try for free!
No credit card required

Try for FREE for 14 days