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Ecommerce Quotes, Billing & Post-Purchase Workflow Survey

Collect insights on quote requests, payment methods, and post-purchase workflows to optimize checkout, billing, and order management to boost B2B ecommerce CX.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Multiple Choice
About how many online purchases have you made in the past 3 months?
  • 0 purchases
  • 1–2
  • 3–5
  • 6–10
  • 11+ purchases
Q2
Numeric
About how much do you typically spend per online order? (past 3 months, local currency)
Accepts a numeric value
Whole numbers only
Q3
Multiple Choice
In the past 6 months, did you request an online quote or custom price before purchasing?
  • Yes
  • No
  • Not sure
Q4
Multiple Choice
Where did you request that quote? Select all that apply.
  • On‑site quote tool/form
  • Live chat with an agent
  • Email
  • Phone call
  • Marketplace messaging (e.g., Etsy, eBay)
  • Social/DM (e.g., Instagram, WhatsApp)
Q5
Opinion Scale
How would you rate the speed of receiving the quote?
Range: 1 10
Min: Very slowMid: AverageMax: Very fast
Q6
Constant Sum
Allocate 100 points across what matters most when requesting a quote. (Total must equal 100.)
Total must equal 100
Min per option: 0Whole numbers only
Q7
Multiple Choice
Which billing/payment methods do you prefer to use online? Select up to 3.
  • Debit/credit card
  • Digital wallet (Apple Pay/Google Pay)
  • PayPal
  • Buy now, pay later (e.g., Klarna, Afterpay)
  • Bank transfer
  • Cash on delivery
  • Store gift card/store credit
Q8
Multiple Choice
Attention check: To confirm you’re paying attention, please select “I agree”.
  • I agree
  • I disagree
  • I don't know
Q9
Matrix
In the past 3 months, how often have you experienced the following during checkout?
RowsNeverRarelySometimesOftenVery often
Seeing total cost (incl. shipping/tax) before paying
Preferred payment method not available
Entering billing details is time‑consuming
Promo/discount codes not working
Confusing VAT/tax handling
Invoice/receipt hard to obtain or download
Q10
Multiple Choice
How do you prefer to receive receipts or invoices?
  • Email
  • Download right after checkout
  • In my account dashboard
  • Text/SMS
  • Messaging app (e.g., WhatsApp)
  • I don't need receipts/invoices
Q11
Ranking
Rank these post‑purchase tasks by importance to you (1 = most important).
Drag to order (top = most important)
  1. Track shipment status
  2. Start a return or exchange
  3. Contact customer support
  4. Reorder the same item
  5. Download invoice/receipt
Q12
Multiple Choice
In the past 12 months, have you returned or exchanged an online purchase?
  • Yes
  • No
  • Not sure
Q13
Opinion Scale
How satisfied were you with your most recent online return/exchange?
Range: 1 10
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q14
Dropdown
What is your age?
  • Under 18
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q15
Multiple Choice
Which of the following best describes your gender?
  • Man
  • Woman
  • Non-binary / gender diverse
  • Prefer not to say
Q16
Dropdown
Where do you currently live?
  • United States
  • Canada
  • United Kingdom
  • European Union
  • India
  • Australia/New Zealand
  • Other
Q17
Multiple Choice
What is the highest level of education you have completed?
  • Less than high school
  • High school or equivalent
  • Some college/technical training
  • Bachelor’s degree
  • Postgraduate degree
  • Prefer not to say
Q18
Multiple Choice
What is your current employment status?
  • Employed full-time
  • Employed part-time
  • Self-employed
  • Student
  • Homemaker/caregiver
  • Unemployed
  • Retired
  • Prefer not to say
Q19
Chat Message
Welcome! This short survey asks about your online purchasing, quotes, billing, and post‑purchase workflows. It takes about 5–7 minutes.
Q20
Long Text
What is one improvement you’d like to see for online quotes, billing, or post‑purchase workflows?
Max 600 chars
Q21
AI Interview
AI Interview: 2 Follow-up Questions on your e‑commerce quotes, billing, and workflow preferences
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q22
Chat Message
Thanks for your time—your feedback will help improve online quotes, billing, and post‑purchase workflows.

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