As part of our recent release, we have added the functionality to allow for Custom Discovery Questions for your agency.

Here are the options that you have for type of questions:

• Text Input

• Dropdown

• Yes/No

You can add these to your account straight from your settings. Just follow this link to set them up here

You can decide if you would like them to be required or not.

These questions will be available via Zapier and on the Notes PDF.

Conditional Questions are also available for customization in the Discovery Questions. Simply add a question, choose the type, and add any conditional logic and parent questions necessary.

Some of our users were kind enough to share with us the Discovery Questions that they use on a regular basis. Check them out here