Overview
A questionnaire is how you collect the details that make every event uniquely yours to execute. Whether you need a photographer's shot list, a florist's floral preferences form, a planner's full venue logistics sheet, or a DJ's music taste survey — Wedy Pro lets you build it, brand it, and send it as a polished Smart Document directly from your connected email.
Questionnaires live inside Documents > Questionnaires in the CRM sidebar, alongside Proposals, Invoices, and Contracts. Like all Smart Documents, they are tied to a Project and tracked through a clear status flow from draft to completion.
Time to complete: 10–20 minutes.
Before you begin
Before you can send a questionnaire to a client, make sure the following are in place:
Email account connected — Your email must be connected under Account > Integrations. Questionnaires are sent from your real business email address.
Project exists — Every Smart Document requires an associated Project. If you haven't created one for this client yet, do that first.
Lead added to the project — Your project must have at least one lead attached so Wedy Pro knows who to send the document to.
How to create a questionnaire
In the sidebar, navigate to Documents > Questionnaires.
Click Create Questionnaire in the top-right corner of the page.
A template selection modal opens — choose an existing template or start from scratch.
Select the Project you want to associate this questionnaire with and confirm. The editor opens automatically at the questionnaire builder.
How to build your questionnaire in the editor
The editor uses a three-panel layout: the left panel (Pages) lists your pages and the element library, the center canvas is your live editing area, and the right panel gives you access to the Themes, Elements, Page, and Documents tabs.
All edits are saved automatically in real-time. The header shows Saving all changes... while a save is in progress and All changes saved when complete — you never need to click a manual save button.
Add and organize pages
A questionnaire can contain one or more pages. Use the left panel to manage your page structure:
Add a page — Use the page controls in the left panel to add a new questionnaire or custom page.
Rename a page — Click the page title in the left panel to rename it.
Reorder pages — Drag pages in the left panel to rearrange their order.
Delete a page — Use the delete option on the page in the left panel to remove it.
Add questions and content
With a questionnaire page selected on the canvas, drag elements from the element library in the left panel onto the canvas. Click any element to open its settings in the right panel — where you can edit the question label, mark questions as required, and adjust layout options.
Wedy Pro's AI can help you fill in questionnaire content quickly. Look for the AI-assisted option in the editor to generate a question set based on your vendor category, then refine it to fit your workflow.
Use the Elements tab in the right panel to configure individual elements, and the Themes tab to apply consistent branding across the whole questionnaire.
Apply your branding
Open the Themes tab in the right panel to customize how your questionnaire looks. Override your company's default theme with custom colors — page background, text, highlight, input fill, and input border — and choose a font. Changes preview live on the canvas as you adjust them.
Preview your questionnaire
Before sending, click Preview in the top-right of the editor header to see exactly how your questionnaire will appear to your client. Use the page navigation arrows to move between pages. Click Exit Preview to return to editing.
Set document options
Open the Documents tab in the right panel to access additional document-level settings:
Expiration — Set an expiration for your questionnaire. Choose a fixed date, a number of days after sending, or a number of days after the client first opens it. The client sees an expiry banner if they open the document after it has expired.
Save as Template — Save this questionnaire as a reusable template for future clients. It will appear in the template selection modal the next time you create a questionnaire.
Discard Draft — If you've made edits to a previously sent questionnaire and want to undo those changes, use this to discard the draft and restore the published version.
How to send your questionnaire
When your questionnaire is ready, click Send in the top-right of the editor header.
Wedy Pro runs pre-send checks before opening the compose modal:
If your email is not connected, a Connect Your Email dialog appears — click through to Account > Integrations to connect it first.
If the project has no lead attached, an Add Leads to Share dialog appears — add a lead to continue.
Once all checks pass, an email compose modal opens with a pre-filled subject line and message body. Review and edit the message as needed.
Click Send in the compose modal. The questionnaire is delivered from your connected email account — your client sees your real business email address in their inbox, not a platform address.
The questionnaire status changes from Drafts to Sent.
How your client receives and completes the questionnaire
Your client receives an email from your business address with a link to the questionnaire. When they click the link, they are asked to verify their identity by entering a one-time code sent to their email address. Once verified, they can read through and fill in their answers directly in the browser — no account or app required.
As the client interacts with the questionnaire, the document status updates automatically:
Viewed — The client has opened the questionnaire.
In Progress — The client has started answering questions.
Completed — The client has submitted all responses.
Track your questionnaire after sending
After sending, click the questionnaire from the Questionnaires list to open the File summary view. This shows:
Status — Current status (Sent, Viewed, In Progress, Completed) with the sent date and any expiration details.
Shared with — The list of recipients. Toggle client access on or off, or generate a share link for direct distribution.
Action summary — A per-page breakdown showing the client's submitted questionnaire responses.
Use the status tabs at the top of the Questionnaires page — All, Drafts, Sent, Viewed, In Progress, Completed, Expired — to filter questionnaires by their current state.
Update a sent questionnaire
If you need to edit a questionnaire after it has been sent, open it from the File summary view using the Edit Draft button. Your edits create a draft layer on top of the live version — your client continues to see the original until you push the update. When you're ready:
For minor text changes: an Update document? dialog appears. Choose Notify Changes to send the client an update email, or Send Without Notifying to publish the changes silently.
To undo all unsent edits, use Discard Draft in the Documents tab of the right panel.
Duplicate a questionnaire
Use the Duplicate option from a questionnaire's action menu to copy it to another project. This is a fast way to reuse a well-built questionnaire with a different client — all pages and content are copied over, ready for any final adjustments before sending.
Tips
Automate follow-ups — Use the Questionnaire Completed automation trigger under Automations to automatically send a follow-up email, create a task, or advance the project stage the moment a client submits their answers.
View-only link — From the File summary view, generate a view-only link to share a read-only version of the questionnaire with a third party who doesn't need to fill it in.
Desktop recommended — The document editor is optimized for laptop or desktop use. On mobile, panel controls use floating action buttons.
Version history — Every time you send or update a questionnaire, a new version is created. Click the version count link in the editor header (e.g., 3 versions) to review the full history.
Frequently asked questions
Can I send the questionnaire to multiple clients?
Each questionnaire is linked to one Project. Recipients are drawn from the leads attached to that project. From the Shared with section in the File summary view, you can manage access for each recipient individually.
What happens when a questionnaire expires?
If the client opens the questionnaire after the expiry date, they see an expiration message and can no longer submit responses. You can update the expiration settings from the Documents tab in the right panel and resend, or use Send Without Notifying if no notification is needed.
Can I see what my client answered?
Yes. Once the client submits their responses, the Action summary section in the File summary view shows their submitted answers on a per-page basis.
Can I edit a questionnaire after it has been sent?
Yes. Open the questionnaire from the File summary view and click Edit Draft to make changes. Your edits are saved as a draft overlay — the client continues seeing the original version until you send the update.
Do I need to set up payments to send a questionnaire?
No. Payment setup is only required for documents that include an invoice or payment page. Questionnaires do not collect payments, so only an email connection is required before sending.
Can a team member access or send a questionnaire?
Owners and admins have full access to all questionnaires. Members can only access questionnaires for projects they have been assigned to — they will see a Document Not Accessible screen if they try to open a questionnaire for a project they are not assigned to.
Related articles