Company Details
Legal entity name, primary address, and tax ID where relevant. This anchors the record to a single contracting party and supports billing and compliance checks.
A standard Customer Sizing Questionnaire reduces subjective estimates, speeds proposal preparation, and creates auditable inputs for pricing and delivery planning. Consistent data improves comparability across opportunities and reduces negotiation cycles while preserving a documented basis for resource commitments.
Completed questionnaires inform commercial proposals, statement-of-work drafts, and internal resource allocation decisions before signing.
Legal entity name, primary address, and tax ID where relevant. This anchors the record to a single contracting party and supports billing and compliance checks.
Name, role, direct phone, and email of the person approving sizing. Accurate contact details reduce follow-up and speed validation of assumptions.
Current user counts, concurrent users, transaction volumes, and monthly active users. These metrics drive capacity planning and licensing tiers.
List of integrated systems, on‑prem vs cloud, expected data volumes, and security controls. Integration complexity affects implementation timelines.
Projected growth rate, expected go-live date, and critical deadlines. Documented assumptions make future change requests and scope revisions easier to manage.
Designated approver name, title, and signature block. A dated signature records consent to estimates and acceptance of assumptions used for pricing.
| Field Mapping | Map questionnaire fields to CRM properties for automatic record creation. |
|---|---|
| Conditional Logic | Show or hide fields based on earlier answers to keep the form concise. |
| Notifications | Email reviewers on submission and flag incomplete fields for follow-up. |
| Integrations | Connect to CRM, ERP, or project tools to auto-populate estimates. |
| Storage Location | Route completed forms to a secure document repository for retention. |
Use platforms that support form validation, audit trails, and export to your CRM or document repository to ensure traceability and reduce manual transcription errors.
Sent during discovery or prior to proposal drafting.
Commonly 3–10 business days depending on data complexity.
Allow 2–5 business days for technical and commercial validation.
Align with proposal expiration or pricing validity window.
Clock starts on final signed date for archival rules.
Optica standardized a short form for small transactions to reduce back-and-forth.
Xerox used a detailed questionnaire for enterprise integrations to capture NetSuite mappings.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |