📌 What Are Questionnaires?
Questionnaires in TalleFlow are fully customizable forms designed to gather detailed information from clients, prospects, or partners. They’re built using our drag-and-drop Unlayer form editor and can be reused as templates or created for specific projects.
Common uses include:
Client intake before starting a project
Feedback collection after delivery
Market research to understand your audience
Project briefs for vendors or collaborators
🚀 How to Create a Questionnaire
Go to Documents in the main navigation
Click Create Document
Select Questionnaire as the document type
Choose whether to:
Create a reusable Template for ongoing use
Create a one-time File tied to a project or contact
In the editor:
Drag the Form block into your layout
Add and configure fields for the questions you want to ask
Give your questionnaire a clear, descriptive name
Save your work and share or attach as needed
🧩 Available Question Field Types
The form tool supports a variety of fields so you can build the right questionnaire for your needs:
Field Type | Best For |
Short Text | Brief answers (name, title, company) |
Long Text | Open-ended responses (project details, feedback) |
Dropdown | Single-choice list (budget ranges, service selection) |
Single Choice (Radio) | One option from multiple |
Multiple Choice (Checkboxes) | Selecting multiple services or options |
Date Picker | Scheduling preferences or deadlines |
Number | Quantities, budgets, or counts |
Link | Website URLs, file links |
File Upload | Let respondents attach relevant documents or images |
🎯 How to Add Your Own Questions
Drag and drop the Form block from the tools panel
Click the form to open the Properties Panel
Under the Fields section:
Click Select… then Add New Field
Choose a field type from the dropdown
Enter a Field Name (internal reference in TalleFlow)
Enter a Field Label (what your client will see)
Add Placeholder Text (example text in the input)
Mark as Required if needed
Style the form to match your brand
🌍 Sharing Questionnaires
Once your questionnaire is ready, you can:
Send via Email – Share directly from TalleFlow to contacts associated to a project
Share a Link – Generate a trackable web link
Add to the Client Portal – Give clients secure access to complete it
📊 Viewing Responses
You can easily review answers from any questionnaire you’ve sent.
Go to Documents in the main navigation
Click the Files tab
Switch to the Questionnaire tab
Find the questionnaire you want to review in the list
Look for the Responses column — it shows how many responses have been submitted
Click the number in the Responses column to open the list of submissions
Click on any individual response to see the answers that were submitted
From here you can read each response in detail, export the data if needed, and use the information to move your project forward.
💡 Best Practices
Ask only what’s needed – Keep questionnaires focused to encourage completion
Use sections – Group related questions for clarity
Mix formats – Combine open-ended and structured questions for richer data
Test it – Preview your form before sending it out
Brand it – Add your logo, colors, and tone for a professional feel