Q01
Message
All templates
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
Q02
Multiple ChoiceRequired
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
Multiple Choice
How did you mainly review the proposal?
- On a desktop or laptop computer
- On a phone
- On a tablet
- Printed it out
Q04
Rating ScaleRequired
How easy was it to navigate and understand the online proposal itself (sections, pricing tables, attachments)?
Range: 1 – 5
Min:Very difficultMax:Very easy
Q05
Opinion ScaleRequired
How clear was the pricing and scope of work laid out in the proposal?
Scale: 1 – 7
Min:Very unclearMax:Completely clear
Q06
MatrixRequired
How much do you agree with each statement about the proposal you received?
4 rows × 5 columns
- 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
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q07
Multiple Choice
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
RankingRequired
Rank the factors below by how much they influenced your decision, from most to least important.
- Price
- Timeline / delivery date
- References or past work shown
- Clarity of scope
- How the proposal looked and felt
- Communication with the sender
Drag to rank
Q09
AI Interview
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
Opinion ScaleRequired
Based on this proposal experience, how likely are you to recommend working with this company to a colleague?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q11
Long Text
What, if anything, would have made the proposal more compelling or easier to say yes to?
Q12
Multiple Choice
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
Multiple Choice
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
Message
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.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- 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 TemplateThis 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.
What it does well
- 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
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.