Articles on: Business Tools

Tracking Responses

Once clients start filling out questionnaires attached to your proposals, you need an easy way to see their answers. ALIVE gives you a dedicated responses view for each proposal so you can quickly review everything your client submitted.

Viewing Responses

Open any proposal from the Proposals dashboard
Navigate to the Responses tab in the proposal builder
You'll see all submitted questionnaire responses for that proposal

Each response shows:

Respondent name — Who filled it out
Respondent email — Their email address
Trigger — When in the flow the questionnaire was presented (Before Signing, After Signing, Before Payment, or After Payment)
Completion date and time — Exactly when they submitted
All answers — Organized by question

Understanding Response Triggers

Responses are tagged with the trigger that prompted the questionnaire:

Before Signing — Responses collected as a prerequisite to signing
After Signing — Responses collected right after the client signed
Before Payment — Responses collected before the payment step
After Payment — Responses collected after payment was completed

This helps you understand the context of each response and when the client provided the information.

Checking Completion Status

The system can check whether a client has completed a questionnaire for a specific trigger. This is especially useful for required questionnaires — the proposal flow won't let the client proceed until they've submitted their answers.

If a questionnaire is marked as required with a "Before Signing" trigger, the client literally cannot sign until they fill it out. This ensures you always have the information you need before committing to a booking.

Responses in PDF Exports

When you export a proposal as a PDF, all questionnaire responses are included automatically. Each response shows:

The questionnaire title
The respondent's name
The trigger point
Every question and answer pair

This means your PDF becomes a complete record of the proposal, signature, and all gathered information — perfect for your files.

File Upload Responses

If your questionnaire includes file upload questions, the uploaded files are stored securely and accessible from the responses view. Clients can upload images, documents, and other files that you can download and review.

What's Next?

Updated on: 07/05/2026

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