With the Customer Questionnaires feature, 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 a direct message
Under Settings > Email Settings you can create and edit direct messages. Create a new direct message template or edit an existing one.
You can use placeholders to include the customer's name and of course the customer questionnaire to be filled out in the message at the desired location:
2. Send direct message to the customer
In the customer record in the "Messages" tab, you can now select the direct message template and send it to the customer:
