With the Customer Questionnaires function, customers can fill in certain data themselves. For example, they can be filled out and signed directly on-site on an iPad. If you would like to send the questionnaires via email to specific customers, proceed as described here.
1. Create direct message
Under Settings > Email Settings, direct messages can be created and edited. Create a new direct message template or edit an existing template.
You can work with placeholders to include the customer's name at the desired location and, of course, also the customer questionnaire to be filled out in the message:
2. Send direct message to the customer
In the customer record under the "Messages" tab, the direct message template can now be selected and sent to the customer:
