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Questionnaires

Know your clients
before the first meeting.

Send custom questionnaires to collect every detail you need to plan — guest counts, timelines, preferences, and more — before you even pick up the phone.

No credit card required

Intro

Page 4 of 5

Next

Partner Names *

Partner Names...

Event Date *

Event Date...

Guest Count *

Guest Count...

Budget *

Budget...

Type of Ceremony *

Hindu
Christian
Muslim
Other

Venue Name *

Venue Name...

Venue City *

Venue City...

Outdoor Ceremony? *

Yes
No
Either

Color Palette *

Color Palette...

Photography Style *

Photography Style...

Special Requests *

Special Requests...
Save & Continue
0%
average completion rate
for client questionnaires.
0 hrs
saved per event on
back-and-forth emails.
0
missed details when
planning starts.

Stop chasing
details.

Collect guest counts, timelines, vendor preferences, and every planning detail — right inside the same document where clients sign and pay.

Intro

Ceremony Details Questionnaire

0 of 6 answered

Partner Names*

Event Date*

Event Date...

Guest Count*

Guest Count...

Type of Ceremony*

Hindu
Christian
Muslim
Other

Special Requests*

Special Requests...

Outdoor Ceremony?*

Yes
No
Either

Collect what matters

Partner names, dietary needs, venue preferences, guest counts — ask everything upfront so you can start planning immediately.

Part of the booking flow

Add multiple questionnaire pages to any proposal — Intro, Ceremony Details, Reception Vision — clients fill them out alongside signing and paying.

Trigger automations from answers

When a questionnaire is completed, fire automations — send an AI-powered follow-up email personalized to their answers, create tasks, or update project stages.

See who's responded

Track response progress across all your clients — know exactly who's completed their questionnaire and who needs a nudge.

Create your onboarding form

Build questionnaires with the same editor you use for proposals. Add text fields, dropdowns, date pickers, radio buttons, and checkboxes — then add multiple questionnaire pages to cover every topic.

Builder

×

PAGES

ELEMENTS

Question Types

Text

Paragraph

Dropdown

Checkbox

Radio

Date

Templates

Start from a template

Ceremony Details

Reception Vision

Intro

Page 4 of 5

NEXT

Intro

Ceremony Details Questionnaire

Partner Names*

Enter partner names

Event Date*

Select a date

Guest Count*

Estimated number of guests

Type of Ceremony*

Hindu
Christian
Muslim
Other

Dietary Restrictions*

Vegetarian
Vegan
Gluten-free
Halal

Special Requests*

Any special requirements?

Send it with the proposal

Add a questionnaire page right inside your proposal — clients review the contract, pay the deposit, and fill out their details all from one link.

Builder

×

PAGES

ELEMENTS

Pages

Cover Page

Contract

Invoice

Pay

Intro

Questionnaire

Ceremony Details

Questionnaire

Add Pages

+ Browse

Contract

Questionnaire

Cover Page

Custom Page

Intro

Page 5 of 6

NEXT

Intro

Tell us about your dream wedding

Partner Names*

Enter partner names

Event Date*

Select a date

Guest Count*

Estimated number of guests

Venue Preference*

Indoor, outdoor, or either

Read every answer

See each client's responses in a clean summary — question by question, with answered and pending items clearly marked.

Intro — Responses

Sarah & James Mitchell

7 of 8 answered

Partner Names

Sarah & James Mitchell

Event Date

June 14, 2026

Guest Count

120 guests

Type of Ceremony

Christian

Dietary Restrictions

Vegetarian (8), Gluten-free (3)

Venue Preference

Outdoor ceremony, indoor reception

Color Palette

Sage green & dusty rose

Special Requests

Waiting for response

Track who's completed

Your documents list shows response progress at a glance — 3 of 9 answered, 7 of 7 complete — so you always know where every client stands.

Questionnaires

All
Complete
In Progress
Sent

Project

Date

Progress

Status

Pages

Sarah & James — Wedding

Feb 24

12 of 12

COMPLETE

2

Emily & Marco — Wedding

Feb 23

6 of 9

IN PROGRESS

2

Jordan & Priya — Engagement

Feb 22

3 of 7

IN PROGRESS

1

Olivia & Noah — Wedding

Feb 21

0 of 15

SENT

3

Mia & Ethan — Elopement

Feb 20

7 of 7

COMPLETE

1

More questionnaire features

  • Onboard every client

    Use questionnaires as your onboarding form — collect partner details, event vision, and logistics before the first call.

  • Standalone or in proposals

    Send questionnaires on their own or embed them as a page inside any proposal — they work both ways.

  • See what's pending

    Response tracking shows exactly which questions each client has answered — so you know when to follow up.

  • Automation triggers

    Fire workflows when a questionnaire is completed — send AI-powered emails personalized to their answers, create tasks, or advance project stages.

  • Save as templates

    Build your perfect onboarding form once and reuse it for every new client. Templates save all pages and questions.

  • Completion notifications

    Get notified when a client finishes their questionnaire — so you can start planning right away.

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Marketplace

Designed for luxury wedding venues and top-tier vendors combining CRM software, direct bookings, and curated package placement inside the Wedy marketplace.

Marketplace

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Industry's Taste Makers

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06Questions

FAQs

01
What is a Wedy questionnaire?

A questionnaire is a custom form you send to clients to collect planning details — partner names, guest counts, timelines, vendor preferences, dietary needs, and anything else you need before the event. Send them standalone or embed them as a page inside a proposal.