Header
Document title, version number, and brief purpose statement so respondents know context.
A consistent questionnaire produces comparable data, reduces interpretation error, and supports regulatory or contractual recordkeeping requirements. Standardization shortens analysis time and helps link feedback to remediation, contract changes, or service-level reporting.
Roles above often share the form with external contacts and retain responses for operational and compliance needs.
Document title, version number, and brief purpose statement so respondents know context.
Fields for business name, contact name, role, and relationship to the project or service being evaluated.
Likert or numeric scales for consistent scoring across service areas and quantitative analysis.
Yes/no and multiple-choice items for compliance checkpoints and quick categorization.
Free-text fields for explanations, examples, and suggested corrective actions; include character limits if needed.
Consent language plus signature block or checkbox and date to confirm authenticity of the response.
| Field | Configuration |
|---|---|
| Required Fields | Mark respondent and signature fields as mandatory to prevent incomplete records |
| Conditional Logic | Show follow-up questions when a rating is below a threshold to capture root causes |
| Routing | Auto-route low-score responses to escalation owners for review |
| Notifications | Set email/SMS alerts for assigned reviewers when responses are submitted |
Ensure the chosen system retains an audit trail and exports completed forms in a reproducible format for records.
Specify a due date for respondents, typically 7–30 days from issuance
System sends confirmation upon submission to create an audit trail
Assign reviewers to evaluate responses within 7–14 days
Track corrective action deadlines tied to identified issues
Retention begins on submission date or effective acknowledgement date
Issue form to target recipients; include context and due date
Aggregate completed forms and verify required fields are present
Assign scores and route negative responses to owners
Document remediation and store signed records with audit trail
| Criteria | Structured Questionnaire | Open Survey |
|---|---|---|
| Data consistency | high | low |
| Suitable for signature | typically no | |
| Evidentiary use | yes, stronger | limited |
| Typical use case | contractual feedback | market research |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica used structured electronic feedback to centralize client input and shorten follow-up time.
Martin Properties collected tenant and contractor feedback online during closings.