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The brief arrives with the signature

Your onboarding or brand questionnaire sits inside the proposal, so the client answers it in the same document they sign.

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On the Business plan, QuoteCloud's Forms block puts a form inside the proposal, so an agency's onboarding or brand questionnaire is answered in the same document the client signs. The Zapier trigger Form Submitted on Document can pass the answers on to your other tools. It is a form inside the document, not a form on your website.

The cover of a sample rebrand proposal from a fictional studio, Ambergrove Digital, for Orchard Lane Wines, beside the brand questionnaire inside it. The four questions tick off one by one with the owner's answers (three words: honest, generous, unhurried; the three wines in the spring release; refresh the logo but keep the pear; brands she admires), then the proposal is signed by Grace Kirkby, with her co-owner Tom still to sign.

Questions answered in the proposal they sign

Ambergrove's 12-month retainer for Kinroy Outdoor Co. carries a four-question onboarding questionnaire between the scope and the signatures. Elena answered it while she read the proposal: who approves content, the goal for the year in her words, which platforms the team will need access to, and the one word Kinroy never wants to see.

She and Daniel then signed and paid the first month. The account team opened the kickoff with the brief already in the document, instead of chasing it for three weeks.

  • Text, choice and longer answer fields in the Forms block
  • Answers stay in the signed document, with the audit trail
  • The activity shows when the questionnaire was submitted
  • Asks which platforms you need, never for passwords

Forms block: Business plan

Sign-off & the first payment
Ambergrove DigitalRetainer proposal AD-R-2207 Sample · fictional business

Onboarding questionnaire

Forms block · Business

Forms block · answered by Elena with the proposal

  1. Who should approve content each month? Elena, with Priya from the stores team for anything in-store
  2. Main goal for the next 12 months New customersMore repeat customers between seasons (chosen)Launch a new range
  3. Platforms we need access to Website CMS, ad accounts, email platform, social accounts
  4. Anything we should never say? No 'cheapest'. We compete on gear that lasts.

Submitted with the proposal

Accept and sign

2 of 2 signed

  • Elena MarshHead of e-commerce Signed20 Oct 2026
  • Daniel KwanFinance director Signed21 Oct 2026

Agreement summary

Monthly fees
$8,530 + tax
Term
12 months, 1 Dec 2026 to 30 Nov 2027
Paid on signing
$11,363.00 via Stripe
Ad spend
Paid by Kinroy to the platforms

Certificate of authenticity and audit trail attached

What to ask before kickoff, and what never to ask

Six questions that save the first fortnight of a retainer or a brand project. Keep the questionnaire short: the proposal is still the thing they are deciding on.

  • Who approves, and who signs

    The day-to-day approver for content and creative, and anyone else who needs to see work before it goes live.

  • The goal, in their words

    A choice field for the main goal plus a line in their own words. It frames the 90-day plan and the first review.

  • Brand rules and words to avoid

    Tone of voice, things they never say, logos and colours to keep. For a rebrand, what must survive the refresh.

  • Dates that matter

    Sales, launches, a bottling run or a trade show, so the first weeks are planned around them.

  • Which platforms you'll need

    The website, ad accounts, email and social platforms you'll need access to: a list, so you can set up access properly.

  • Never: passwords or card details

    Logins, passwords and payment details don't belong in a form. Collect access through your agency's own secure process.

A brief that can travel on, through Zapier

When a client submits the questionnaire, QuoteCloud's Zapier trigger Form Submitted on Document fires. What happens next is the Zap your agency builds: for example, adding the answers as a row in the Google Sheet where you keep client briefs, or posting them where the project team will see them.

Here, Grace answered Orchard Lane's brand questionnaire before the discovery workshop, so the studio walked in knowing the pear stays.

  • Trigger: Form Submitted on Document
  • Zapier is on the Essentials plan and up; the Forms block is Business
  • The Zap's actions are your own set-up (shown here as an illustration)
CRM & integrations for agencies
Ambergrove DigitalProject proposal AD-P-0418 Sample · fictional business

Brand questionnaire

Forms block · Business

Forms block · answered before the workshop

  1. Three words you'd like people to use about Orchard Lane Honest, generous, unhurried
  2. Which wines are in the spring release? Estate Rosé, Old Block Shiraz, Late Harvest Riesling
  3. Keep the current logo shape? Keep itRefresh it, keep the pear (chosen)Start again
  4. Brands you admire, and why Small producers who tell the farm's story plainly

Submitted with the proposal

Activity

  1. Brand questionnaire submittedForms block · Grace
  2. Spring launch added+$4,200.00
  3. Signed by Grace KirkbyFri 16 Oct, 10:31 am
  4. Awaiting Tom KirkbySecond signer

Put your onboarding questions inside the proposal

Free for 14 days, no credit card required. Send us your current proposal and questionnaire, and we'll convert one template during the trial.

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Add a questionnaire to every proposal in five steps

Write it once, keep it in the library and let each template carry it.

  1. Write the questions once

    Build the questionnaire as a Forms block: short text, choices and a longer answer or two.

  2. Save it to the library

    Keep one questionnaire per service, onboarding for retainers and a brand questionnaire for projects, in the content library.

  3. Add it to your templates

    Place it before the signature in your retainer and project templates, so every proposal carries it.

  4. Send the proposal

    The client reads, answers the questions and signs in the same document, with no account needed.

  5. Kick off with the brief

    The answers sit in the signed proposal, and the Form Submitted on Document trigger can pass them on through Zapier.

What changes when the brief comes with the yes

The jobs between a signed proposal and a real kickoff, before and after the questionnaire moves into the document.

The jobTodayWith QuoteCloud
Getting the brief A separate form or document sent after signing, then followed up for two or three weeks. Answered inside the proposal, before or as the client signs.
Knowing who approves Found out in the first review, when the wrong person says no. Named in the questionnaire, and every signer has their own signature block.
Setting up access Logins pasted into emails and chat threads. A list of the platforms needed; access handled through your own secure process.
Briefing the team The account lead retypes the answers into the project tool. The answers are in the signed document, and a Zap can pass them on.

Onboarding questionnaire questions, answered

Can I put a client onboarding questionnaire inside a proposal?

Yes. On the Business plan, the Forms block adds a form inside a QuoteCloud document, so your onboarding or brand questionnaire sits in the proposal itself. The client answers the questions and signs in the same document, and the answers stay with the signed proposal and its audit trail. It is a form inside the document, not a form on your website.

Is the Forms block a website form?

No. The Forms block is a content block inside a QuoteCloud document, such as a retainer or project proposal. The client fills it in while reading the proposal they were sent. If you want an enquiry form on your website, that stays on your website; it can create a proposal through Zapier, Make or the API, which is a separate set-up.

Can the questionnaire answers go to my other tools?

Yes, through Zapier on the Essentials plan and up. QuoteCloud's trigger Form Submitted on Document fires when a client submits the form, and your own Zap decides what happens next, for example adding the answers as a row in a Google Sheet of client briefs. QuoteCloud doesn't create projects or tasks for you; that depends on the Zap you set up.

Should I ask for passwords or logins in the questionnaire?

No. Ask which platforms you'll need access to, such as the website, ad accounts, email and social platforms, but collect passwords, logins and payment details through your agency's own secure process. A proposal is shared with several people and kept as a signed record, so it's the wrong place for credentials.

Which plan includes the Forms block?

The Forms block is on the Business plan, US$59 per user a month, which also includes Gantt charts, content locking, version history, the approval workflow and the AI Co-Worker. Essentials, US$39, includes price tables, templates, the content library, payments on signing and Zapier. Both start with a 14-day free trial without a credit card.

More questions from agencies

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