How to Print a Questionnaire

Once a Questionnaire is created, you can print out the questions as a Word document, including spaces to fill in answers if required.

Printing a Questionnaire

1. Open an Opportunity and click on Questionnaire in the left-hand panel.
2. Select the Questionnaire from the list and click on the print icon.
3. You will be presented with two document templates to choose from:
   • MASTER: Questionnaire Questions v1.doc - lists all of the questions, space to write the answers, and displays the optional answers from the drop-down boxes. This is useful to send to the client if they are unable to answer the questions online.
   • MASTER: Questionnaire Responses.doc - lists the questions from the questionnaire and any answers that the client has entered online. (If no answers have been entered, only the questions will be listed.)
4. Select the appropriate option and click Choose.
5. The Questionnaire will open in Word, and you can edit or print it as required.