Why do I have to connect a questionnaire with a template?
Partner Tools fetches the input from a questionnaire and provides you access to manipulate those inputs in the Templates tab. The two systems work in tandem and need to be synchronized to function as you want.
As a result of filling in the required questions in your questionnaire, all respondents will reach a final step that will allow them to download a document, based on the type of data input they have entered.
By connecting your questionnaire to a template in Partner Tools environment, you assure to have the base of that document. You will have the option of inserting the question's input into the template and combining that with any other text input and different types of formatting which you want to display in the final document.
To offer you a base for achieving that, we have created the following step-by step-guidance.
In order to be able to follow the steps below, you first need to create the questionnaire in Partner Tools that you want to use and connect it to a particular document template. If you have not done that yet and need more information on how to complete the questionnaire setup, click here to read our article.