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Proposal feedback survey template

Learn what moves the decision while the proposal is on their desk

Four questions for a few days after the proposal goes out: how clear it was, where the prospect stands, how they weigh price against the team and your approach, and what they would change. Usertick reads every written answer and files it under pricing, scope or the team.

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What this proposal feedback survey tells you

A proposal feedback survey asks prospects about the proposal while they are still deciding, so you can answer a doubt before the decision is made. This template asks four questions in a little over a minute: a clarity rating, where they stand, 100 points split across what drives the decision, and what they would change.

It is written for a short email a few days after the proposal goes out, when the prospect has read it and shared it with colleagues. Usertick can send it with the clarity rating inside the email, or you can paste its link into your own follow-up or at the end of the proposal document. It also runs as a conversation, one question at a time.

Usertick reads each answer to the last question as it arrives and files it under a category such as pricing and quotes or scope and changes, with a type and an urgency. Results shows the share at each stage of the decision and the average points for price, timeline, the team, your approach and past work, compared with the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
Email to the prospect, a few days after the proposal goes out
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Stars

How clear was our proposal?

Why ask it
A proposal that confuses its reader loses before price comes up. A five-step rating from Very unclear to Very clear tells you whether the document did its job.
What you learn
The average on the 1 to 5 scale, a bar per rating and the share who rated 4 or higher, compared with the period before, so a new proposal format can be checked against the old one.
Make it yours
Keep it first, since a star rating sits inside the email and is the easiest way into the survey.
Question 2 of 4 · Multiple choice

Where do you stand right now?

Why ask it
It tells you where the deal stands in the prospect's words, and Interested, with some changes points straight to a revised proposal.
What you learn
A donut with the share and count for each stage. Select Still comparing options to see how those prospects split their points and what they would change.
Make it yours
Call every prospect who picks Interested, with some changes within a day, since they are asking for a second version.
Question 3 of 4 · Points allocation · Optional

Divide 100 points across what drives your decision

Why ask it
Splitting 100 points forces a trade-off that a list of ratings hides. A prospect who puts 60 points on price is telling you something different from one who puts 60 on the team.
What you learn
The average points for each item, compared with the period before, so you can see whether prospects lean on price or on past work as your pipeline changes.
Make it yours
Change the items to the levers you can move in a proposal, such as Payment terms or Scope, and keep the total at 100, since the answer counts once all the points are placed.
Question 4 of 4 · Text · Optional

What would you change about the proposal?

Why ask it
One open question asks for a specific change, which prospects can give without it sounding like a rejection.
What you learn
Each answer with its sentiment and theme, filterable by theme. Usertick marks each one as a complaint, an idea or a question and flags the urgent ones, in any language.
Make it yours
Read these before you revise the proposal, and keep a running list of the changes that come up across prospects for your proposal template.

What the answers show

Results turns each question into numbers you can follow week by week.

How clear was our proposal?

The average rating and the share who gave 4 or 5 stars, against the period before.

Where do you stand right now?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Proposal feedback in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Send it after the first read

    Three to five days after the proposal goes out gives the prospect time to read it and share it. Schedule the send on the day you send the proposal.

  2. 02

    Make it easy to say no

    Prospects leaning away rarely say so on a call. Not this time gives them a polite way to tell you, and the points show why.

  3. 03

    Ask from the person they know

    Paste the link into a follow-up email from the person who led the proposal, so the survey reads as a question from your team.

  4. 04

    Act on each stage

    Treat Ready to go ahead as a cue to send the contract, and Still comparing options as a cue to share a case study that matches their points.

Market research surveysClient feedback surveysEmail surveysProposals and renewals questions

More research templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
ResearchAfter a lost pitchLearn why a prospect chose another agency and how you came across. Send it a week after you hear the decision.
ResearchProduct-market fitTrack product-market fit with the Sean Ellis question: the share of users who would be very disappointed without you. Send it to people who used the product at least twice in the last two weeks.
ResearchRoadmap prioritiesLet users divide 100 points across what you could build next, so you see real trade-offs instead of a wish list. Send it to active users before you plan the next quarter.
ResearchPreference testAsk people to choose between two options at a time and see which way they lean. Useful before a redesign, a pricing change or naming something new.

Questions from the library

Browse the question library
  1. What was missing from the proposal?Multiple choice · Proposals and renewals
  2. Split 100 points across what drives your decisionPoints allocation · Proposals and renewals
  3. How likely are you to renew the retainer?Big scale · Proposals and renewals
  4. How easy was it to book a time?Customer effort · Booking and appointments
  5. How did you make the booking?Multiple choice · Booking and appointments
  6. Was a time that suits you available?Yes / No · Booking and appointments

Frequently asked questions

A few days after you send it, before the decision date. Asking after a lost decision is a different survey, and the lost pitch template covers that moment.

Not when it is short and asks how to get the proposal right. This one takes about a minute, and the points question and the open question are optional.

Yes. Add each decision maker to the send. Each answer is tied to its contact, so the inbox shows how the buyer and the finance lead weigh price differently.

With HubSpot Professional or Enterprise, a HubSpot workflow can send the survey to each contact it enrolls, such as the contacts on a deal at the proposal stage. On other plans, send it from Usertick or paste its link into your own email.

Clarity ratings of 4 and 5, and a steady share of Ready to go ahead and Interested, with some changes. Compare each period with the one before instead of chasing a single number.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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