Surveys

It would nice to have an overview of all survey answers from the survey builder tab. So instead of clicking on each customer individually, we can see all answers starting from most recent. A good example is how the company typeform does it. HIGHLVL-I-536

HighLevel currently treats Surveys and Documents as two completely separate engines. This creates a major limitation for any business that uses Surveys as a data-collection step in an onboarding or assessment process. The limitation is as follows: Surveys cannot produce a complete output for the customer. Surveys cannot generate a PDF. Surveys cannot be viewed later by the contact. Surveys do not appear in the Documents and Contracts area. Surveys cannot be re-sent or re-opened through automation. Workflows cannot trigger a “View Survey” or “Send Completed Survey” action. The “Send Documents and Contracts” workflow action cannot reference Surveys. This prevents businesses from delivering a complete, client-facing experience for questionnaires, assessments, audits, or onboarding forms. Requested Enhancements Please add support for the following features: Survey Completion Output -- Provide a system-generated “Completed Survey” link similar to the “View Document” button used in Documents. -- Allow contacts to click a button in an email to view their completed survey submission. Survey PDF Generation -- Automatically generate a PDF of the completed survey. -- Allow the PDF to be stored in the Contact Record under Documents. -- Make the PDF downloadable by both the customer and the business. Workflow Actions for Surveys -- Add “Send Completed Survey” as a workflow action. -- Allow workflows to send a new copy of the completed survey at any time. -- Enable tagging when a survey is viewed or downloaded. Survey Storage in Documents Module -- Allow completed surveys to appear in the Documents and Contracts section of the contact’s profile. -- Provide a unified location where all completed client-facing forms are stored. Survey Re-Sending and Re-Opening -- Allow workflows to trigger resending the originally completed survey (just like resending a document). -- Allow contacts to request a past copy without needing to submit the survey again. Why This Matters -- Many businesses rely on surveys for onboarding workflows, financial questionnaires, audits, health intakes, and needs analyses. --Clients expect to receive a copy of their submitted information. -- Without this functionality, businesses cannot provide a complete and professional intake experience. -- Currently, users must rebuild Surveys as Documents just to deliver a client-facing output, which duplicates effort and increases maintenance complexity. -- Adding this feature would unify the client experience and reduce friction for both customers and business users. Summary This enhancement would bring Surveys to parity with Documents for all client-facing onboarding workflows. It would allow: -- Professional review copies -- Automated sending -- Better compliance -- Improved client experience -- Reduced workflow complexity Surveys are already a critical intake tool. Adding these features would make them fully usable in modern automated client journeys.

We need the ability for users to select "Other (Please specify)" with multiple choice or radio buttons in case the option the user needs is not part of the list. It gives them the ability to add an option.

Can you please add a "Spacer Element" under forms and surveys so text can be divided if needed for visuals.

I just spent 6 hours over 2 days building a massive if/else math automation to capture survey question scoring into a custom field. Strange that every other custom field can pull data into the contact but scoring cannot. Ridiculous. Spock would frown on GHL logic. LOL

When you you export a survey to CSV, it only exports the surveys for the number that you have selected per page. 20, 40, 100 (bottom right of page). This happens even though you have selected all (in my case I had 149 surveys listed and it would only export to CSV 100). Please also add at the bottom right a default to "list all" and allow that function to stay put unless deselected,

Could we please get a slider type of Custom Field for Forms and Surveys for example answering a question such as 'What is your marketing budget?' could be answered by sliding the correct value between $0 and $10,000. This would also be a great addition for feedback surveys "How happy are you from 1-5?".

Right now you can use Custom CSS to change the font size in surveys but you can't do a different font size for desktop and mobile... It has to be the same.Having the option to have them at different sizes will be very good. HIGHLVL-I-1704

to have a built in support ticket system like https://www.groovehq.com/ or zendesk.... to manage support requests.

I would like a client to go to the survey and reopen it and add new information. Since they have already entered info previiously, let the answers they filled in show up in the custom field as a pre-populated answer. Meaning they are asked what is the color you want? and they answered Blue. When the open the survey again, that answer shows up in the survey as already answered, exactly as it is done with sticky contact.