The Customer satisfaction survey & follow-up template helps you collect documents and information in a structured, secure workflow. Template to collect customer feedback via surveys, handle follow-up preferences, and compile summary reports.
Who is this template for?
This template is designed for professionals in Customer Experience, Survey, Feedback. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 5 steps that your clients complete through a secure portal:
- We value your feedback (Information screen)
- Customer Satisfaction Survey (Form) – Fields: Overall satisfaction, Additional comments
- Follow-Up Preferences (Form) – Fields: Would you like a follow-up?, Preferred contact method
- Summary Report (Document upload) – Fields: Compiled survey report
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Compiled survey report | Upload the compiled survey results and analysis. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Customer satisfaction survey & follow-up template?
It is a ready-to-use document collection template with 5 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Customer satisfaction survey & follow-up template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Customer satisfaction survey & follow-up” template, and start collecting documents today. Check our pricing for details.