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# Question Types and Builder

The questionnaire builder gives you a flexible set of question types to collect exactly the information you need from clients. Here's a closer look at each type and how to use the builder effectively.

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## Question Types

### Short Text

A single-line text input. Best for concise answers.

**Good for:** Client name, venue name, event theme, company name

### Long Text

A multi-line text area that gives clients room to write detailed responses.

**Good for:** Special requests, event description, dietary requirements, setup instructions

### Number

A numeric input that only accepts numbers.

**Good for:** Guest count, number of hours, budget amount, number of booths needed

### Single Select

A dropdown menu where the client picks **one** option from a list you define.

**Good for:** Event type (wedding, corporate, birthday), preferred time slot, package selection

### Multi Select

Checkboxes where the client can pick **multiple** options from your list.

**Good for:** Preferred effects, add-on services, entertainment preferences, available dates

### Date

A date picker that lets the client select a specific date from a calendar.

**Good for:** Event date, setup date, follow-up date, deadline

### File Upload

Lets clients upload files directly through the questionnaire.

**Good for:** Company logos, mood boards, reference images, venue floor plans, guest lists

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## Building Effective Questionnaires

### Ordering Questions

Questions appear in the order you add them. You can **drag and reorder** questions in the builder to create a logical flow. Start with the basics (event type, date, guest count) and work toward specifics (special requests, file uploads).

### Required vs Optional

Mark questions as **required** when you absolutely need the answer before proceeding. Use optional questions for nice-to-have information that won't block the process.

| A good rule of thumb: keep 3-5 questions required and make the rest optional. Clients are more likely to complete shorter mandatory sections.

### Placeholder Text

Add **placeholder text** to give clients a hint about what you're looking for. For example:

- "e.g., 150 guests" for a guest count field
- "e.g., The Grand Ballroom, 123 Main St" for a venue field
- "Describe any specific themes or requests..." for a long text field

### Options for Select Questions

When using **Single Select** or **Multi Select** types, add clear and complete options. Avoid vague labels — be specific so clients can answer quickly without second-guessing.

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## Attaching Questionnaires to Proposals

Once your template is ready, you attach it to proposals in the proposal builder:

1. Open a proposal in the builder
2. Go to the **Questionnaire** tab
3. Select the template you want to attach
4. Choose the **trigger** — when the questionnaire appears in the client's flow:
   - **Before Signing** — Client must complete it before they can sign
   - **After Signing** — Appears right after the signature
   - **Before Payment** — Appears before the payment step
   - **After Payment** — Appears after payment is complete
5. Set whether it's **required** or optional

You can attach multiple questionnaires to a single proposal with different triggers.

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## What's Next?

- [Tracking Responses](/en/article/tracking-responses)
- [Creating Questionnaire Templates](/en/article/creating-questionnaire-templates)
- [Digital Signatures](/en/article/digital-signatures)