Rating
A 1–5 scale field to quantify satisfaction; use radio buttons or dropdown to avoid freeform numeric entries and standardize analysis.
A consistent form reduces variability in review requests, ensures clear consent, and helps teams gather actionable feedback while meeting basic legal and platform expectations.
Teams that benefit include customer service, operations, and local managers who request reviews after a completed interaction.
Use the form where asking for public feedback is permitted and where you can document consent and the customer's preferred display name.
A 1–5 scale field to quantify satisfaction; use radio buttons or dropdown to avoid freeform numeric entries and standardize analysis.
A short free-text area limited to a reasonable length to capture specifics without eliciting protected health or financial information.
A field for the name shown publicly on Google; clarify if initials or first name only are acceptable and why accuracy matters.
Checkbox to confirm whether staff may follow up by email or phone; separate permissions for follow-up and public posting.
Explicit consent checkbox for posting the feedback publicly; document the time, IP, and signer attribution for recordkeeping.
Automatic capture of timestamp, IP address, and confirmation that the signer consented electronically to support legal validity.
| Field | Configuration |
|---|---|
| Rating Field | Use required radio buttons with default blank |
| Comment Field | Optional, maxlength 500 characters |
| Consent Checkbox | Required boolean with visible label |
| Auto-Response | Send confirmation email upon submission |
Choose delivery channels that balance convenience with auditable consent capture.
Ensure the chosen channel records signer attribution and timestamp; integrate with secure storage or your CRM for traceability and follow-up.
Send within 7–14 days of service while experience is fresh.
One automated reminder after 3–5 days if no response.
Begin retention on the submission date recorded.
Review daily for negative feedback needing escalation.
Allow 24–72 hours for staff review before posting externally.
| 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, no credit card | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |