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Industry-Specific

Online Proposal Experience & Decision Feedback Survey

Captures how recipients experienced a business proposal sent through an online proposal tool — clarity, ease of review, trust signals, and what ultimately drove their decision. An AI follow-up interview reconstructs the real reasoning behind an accept, decline, or stall, going beyond the surface-level rating. Built for sales, agency, and proposal-software teams who want to improve close rates.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全14問・約7分
Q01
メッセージ

Thanks for taking a moment to share feedback on the proposal you recently received! This helps the team improve how proposals are put together. Your responses are completely confidential and anonymized. About 8 minutes, and there are no wrong answers.

Q02
選択式必須

What was the outcome of the proposal you received?

  • I accepted it
  • I'm still deciding
  • I declined it
  • I requested changes before deciding
Q03
選択式

How did you mainly review the proposal?

  • On a desktop or laptop computer
  • On a phone
  • On a tablet
  • Printed it out
Q04
評価スケール必須

How easy was it to navigate and understand the online proposal itself (sections, pricing tables, attachments)?

範囲: 1 – 5
最小:Very difficult最大:Very easy
Q05
オピニオンスケール必須

How clear was the pricing and scope of work laid out in the proposal?

スケール: 1 – 7
最小:Very unclear最大:Completely clear
Q06
マトリクス必須

How much do you agree with each statement about the proposal you received?

4行 × 5列
  • It looked professional and well put-together
  • It gave me confidence in this company's ability to deliver
  • It answered my questions without needing to ask follow-ups
  • It made comparing options (packages, add-ons) easy
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q07
選択式

About how long did it take you to reach a decision after receiving the proposal?

  • Same day
  • A few days
  • About a week
  • More than two weeks
  • I still haven't decided
Q08
ランク付け必須

Rank the factors below by how much they influenced your decision, from most to least important.

  1. Price
  2. Timeline / delivery date
  3. References or past work shown
  4. Clarity of scope
  5. How the proposal looked and felt
  6. Communication with the sender
ドラッグして順位を付ける
Q09
AIインタビュー

Reconstruct the real story behind this respondent's decision: what specifically in the proposal (pricing, scope, timeline, presentation) tipped them toward accepting, declining, or staying undecided. If they requested changes or are still deciding, probe exactly what is missing or unclear and what would need to happen next. Anchor questions on concrete details from the proposal rather than general impressions.

Q10
オピニオンスケール必須

Based on this proposal experience, how likely are you to recommend working with this company to a colleague?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q11
自由回答（長文）

What, if anything, would have made the proposal more compelling or easier to say yes to?

Q12
選択式

Which best describes your role in this decision?

  • Final decision-maker
  • Key influencer / recommender
  • Evaluating on behalf of someone else
  • Other
  • Prefer not to say
Q13
選択式

What's the approximate size of your organization?

  • Just me / solo
  • 2-10 employees
  • 11-50 employees
  • 51-200 employees
  • 201-1000 employees
  • 1000+ employees
  • Prefer not to say
Q14
メッセージ

That's everything — thank you for the honest feedback! Your answers will be used to make future proposals clearer and easier to say yes to.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Goes beyond a satisfaction rating with an AI follow-up interview that reconstructs the actual reasoning behind an accept, decline, or stall — not just what respondents rate, but why.
  • Includes a ranking exercise that forces respondents to prioritize the specific factors (price, clarity, trust signals, etc.) that drove their decision, giving sales and proposal teams actionable weightings.
  • Pairs structured measures — navigation ease rating, pricing/scope clarity, a multi-statement agreement matrix, and decision-timeline questions — with an open-ended 'what would have made it more compelling' question and a final recommendation score for a full before/after picture.
  • Segments by decision role and organization size so proposal-software and agency teams can see whether friction points differ for economic buyers vs. influencers, or SMB vs. enterprise recipients.

SurveySparrow

Online Proposal Form Template

This is a static, fielding-ready form template focused on collecting proposal details rather than reconstructing recipient decision-making. It's a solid starting point for basic proposal feedback collection but relies on fixed question sets with no adaptive follow-up. Best suited for teams that just need a quick structured form rather than a deeper post-decision investigation.

優れている点

  • Ready-to-use, purpose-built template specifically for the proposal use case
  • Simple setup likely aligned with SurveySparrow's broader survey/form builder ecosystem
  • Accessible template gallery entry point for teams unfamiliar with proposal feedback surveys

物足りない点

  • No adaptive AI probing — respondents answer fixed questions with no follow-up that adjusts to their specific answer or outcome
  • No mention of voice AI interviews or guided screen-share tasks for richer qualitative context
  • No published methodology or per-response quality scoring, so it's unclear how response depth or reliability is assessed

よくあるご質問

「Online Proposal Experience & Decision Feedback Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が14問含まれており、最初の設問は次のとおりです：「Thanks for taking a moment to share feedback on the proposal you recently received! This helps the team improve how prop…」・「What was the outcome of the proposal you received?」・「How did you mainly review the proposal?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、14問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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