Procurement questions that show what slows a deal on its way to signature
Ask buyers how their procurement works, which documents they need and which clauses caused the most discussion. Each question below comes with when to ask it and what the answer tells you.
What procurement survey questions tell you
Procurement survey questions ask the buyers of your product whether the purchase goes through procurement, how long it takes, which documents they will ask for, who signs and how reasonable your terms were. A deal agreed in principle can still wait weeks on paperwork, and the answers show which document, review or signature holds it up.
Ask the process questions by link in an email from sales once a buyer says yes, and the contract questions after the deal is signed. Pick four or five per survey, and keep the contact and signature questions for buyers who are ready to sign.
Each response gets an owner and a status in the inbox, so a request for an insurance certificate reaches the person who has it. Contacts arrive in a table and signatures in a gallery, and workflows can send responses to HubSpot next to the deal.
- Questions
- 15
- Best asked
- When a buyer says yes, and after signature
- Industry
- SaaS
- Where to find them
- From library in the Usertick survey editor, on every plan
The 15 procurement and legal questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
The buying process
Start with whether procurement is involved, how long it takes, who signs and what slows it, so sales can forecast the close.
- 01Yes / No
Does this purchase have to go through procurement?
Asks whether the purchase has to go through procurement. Add logic so buyers who say No skip the process questions and go straight to the contract.
- 02Ruler
How many weeks does your procurement process take?
Weeks the procurement process takes, on a ruler up to twenty-six. The median and the middle half give sales a timeline to forecast with.
- 04Multiple choice
Who signs the contract?
One choice for who signs, from the buyer to the founder. When legal or finance signs, send the contract to them directly and early.
- 14Ranking
Rank what holds up a purchase at your company
Buyers drag five holdups into order, from legal review to vendor setup. Results shows the average place of each, which tells you where to start smoothing the process.
- 10Big scale
How much does the paperwork slow down a purchase like this?
How much paperwork slows the purchase, on a ten-step scale. High scores point to documents you can publish ahead of time.
Documents and proof
These two give you the pack of documents to prepare before anyone asks for it.
- 03Multiple choice
Which documents will your team ask us for?
Lets buyers pick every document their team will ask for, from a signed contract to references. The bars show which documents to prepare before anyone asks.
- 12Text
What does a vendor have to prove before you can buy?
An open question for what a vendor must prove before purchase. The answers list the checks buyers run, such as insurance, references or a security review.
The contract and terms
Ask these after signature, when buyers can speak plainly about the contract and the clauses that took time.
- 05Customer effort
How easy was our contract to work through?
A customer effort score for working through your contract. A low score is a reason to offer a short order form for smaller deals.
- 06Stars
How reasonable were our standard terms?
Five stars for how reasonable your standard terms were. Read it with the clause that caused the most discussion to see which term to change.
- 07Text
Which clause caused the most discussion?
An open question for the clause that caused the most discussion. The answers name the clauses, such as liability or renewal, worth rewriting in your template.
- 09Dropdown
How do you prefer to sign?
How the buyer prefers to sign, from an electronic signature to pen on paper. The share of each answer shows which signing options to support.
Getting to signature
End with the purchase order, the budget date, the contact and the signature, the last steps before the deal is done.
- 08Yes / No
Do you need a purchase order number on the invoice?
Asks whether invoices need a purchase order number. Pass every Yes to billing, so the first invoice doesn't come back unpaid.
- 11Date
When does your budget need to be committed?
The date the budget needs to be committed, picked on a calendar. Results shows the picked dates, so sales can plan around each buyer's deadline.
- 13Contact
Who should we send the contract to?
Collects the name and email of the person who should receive the contract. Results lists them in a table, so the contract goes to the right desk first.
- 15Signature
Sign to confirm you accept the order form
The buyer signs on screen to accept the order form. Signatures arrive in a gallery with the answer; check with your legal team that this fits your contract process. Signature is on every plan, 1 per survey on Free.
Tips for asking about procurement and legal
Small choices that get honest, useful answers.
- 01
Ask once the buyer says yes
Send the process questions by link right after a verbal yes, so you can prepare documents while procurement starts.
- 02
Prepare the common documents
Use the documents question to build a pack you send before anyone asks, and keep it current.
- 03
Ask about terms after signature
Ask how reasonable the terms were once the deal is signed, when buyers can speak plainly about the negotiation.
- 04
Send contacts to the right desk
Give every contact an owner in the inbox, so the contract reaches legal or finance the same day.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about procurement and legal
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
When a buyer agrees to purchase, by link in an email from sales, and again after the contract is signed for the questions about terms.
Yes, on every plan, with the signature question (1 per survey on Free). The signature arrives with the answer in the inbox, so check with your legal team that it fits your contract process.
Four or five. Start with whether the purchase goes through procurement and how long it takes, add the documents and who signs, and end with the contact.
Yes, when you send by link. Add a tag with the deal or account to each link, and Usertick keeps it with every answer for workflows, Google Sheets and the API.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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