> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://helping.alive-pic.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Creating Questionnaire Templates Questionnaires let you collect important event details from your clients — things like venue address, guest count, special requests, and preferred effects. You create reusable **templates** once, then attach them to any proposal. --- ## Accessing the Questionnaire Builder 1. Navigate to **Proposals** in your web dashboard 2. Switch to the **Questionnaires** tab 3. You'll see all your existing questionnaire templates listed as cards 4. Click **Create** to start a new one Each card shows the **template title**, **number of questions**, and the **last updated date**. [screenshot: Questionnaires tab showing template cards with question counts] --- ## Creating a New Template When you click **Create**, a new questionnaire opens in the **editor** in a new tab. The editor has two panels: - **Left panel** — The question builder where you add and configure questions - **Right panel** — A live preview showing exactly what the client will see Start by giving your questionnaire a **title** (e.g., "Wedding Event Details" or "Corporate Event Intake") and an optional **description** to explain what you're collecting. [screenshot: Questionnaire editor with builder on the left and preview on the right] --- ## Adding Questions Click **Add Question** to add a new question to your template. For each question, configure: - **Label** — The question text (e.g., "What is the venue address?") - **Type** — The kind of answer you want (see question types below) - **Required** — Whether the client must answer before submitting - **Placeholder** — Optional hint text shown in the input field - **Options** — For select-type questions, the choices available --- ## Available Question Types - **Short Text** — A single-line text input, great for names, addresses, or short answers - **Long Text** — A multi-line text area for detailed responses - **Number** — A numeric input for things like guest count or budget - **Single Select** — A dropdown where the client picks one option - **Multi Select** — Checkboxes where the client can pick multiple options - **Date** — A date picker for event dates, setup times, etc. - **File Upload** — Lets clients upload files like logos, mood boards, or reference images | Mix question types to keep the questionnaire engaging. A wall of text inputs gets boring fast — use dropdowns and date pickers where they make sense. --- ## Auto-Save The questionnaire editor **auto-saves** your changes every 2 seconds as you work. You'll see a save indicator in the header showing when the last save happened. No need to manually save — just build and close when you're done. --- ## Duplicating and Deleting From the questionnaires list, hover over any template card to see action buttons: - **Edit** — Open the template in the editor - **Duplicate** — Create a copy of the template (great for making event-specific variations) - **Delete** — Remove the template permanently (this also removes it from any proposals using it) --- ## What's Next? - [Question Types and Builder](/en/article/question-types-and-builder) - [Tracking Responses](/en/article/tracking-responses) - [Creating Proposals](/en/article/creating-proposals)