Title
Clear survey title and version number to identify instrument and link responses to a specific release or campaign.
A well-designed Customer Feedback Survey Document preserves data integrity, supports consistent analysis, and creates an auditable record of consent and responses. Properly executed electronic versions meet the ESIGN Act (15 U.S.C. §7001) and state UETA frameworks when intent, consent, attribution, and retention are satisfied.
Groups that commonly prepare or distribute customer feedback surveys and rely on the resulting records for decisions or compliance.
These stakeholders should coordinate on wording, data handling, and retention to reduce legal and operational risk.
Clear survey title and version number to identify instrument and link responses to a specific release or campaign.
Concise explanation of why data is collected, how it will be used, and who will access aggregate or individual responses.
Ordered, unambiguous questions with defined response types (multiple choice, numeric rating, free text) and any conditional logic.
Privacy notice, opt‑in/opt‑out choice, and consumer-facing disclosures when collecting personal data or using electronic records under ESIGN.
Fields capturing respondent ID, date/time, interaction ID, device type, and any authentication or IP evidence for auditability.
Retention period, export formats, access controls, and anonymization or redaction rules for personally identifiable information.
| Field | Platform Setting | Configuration |
|---|---|
| Anonymity | Response Mode | Enable anonymous responses or require identity depending on purpose. |
| Expiration Date | Survey Window | Set open and close dates to limit collection period. |
| Reminders | Frequency | Schedule follow-up reminders but cap at a reasonable number to avoid complaints. |
| Export Format | Data Output | Choose CSV/Excel export and include metadata fields for audit. |
Choose platforms and formats that preserve audit trails and meet security and regulatory requirements before distribution.
Within 24–72 hours after the customer interaction for timely recall.
Keep open for 7–30 days depending on complexity of questions.
One reminder at 3–7 days after the initial invite is standard.
Aggregate and review results weekly or monthly for operational use.
Retention typically begins on the response date or export timestamp.
They adopted a short post-close survey to capture NPS and service notes.
Property manager uses mobile surveys after showings to capture buyer impressions.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |