--- title: Sending questionnaire to complete description: This article provides information on how to send a questionnaire for an insured or agent to complete. Appulate allows users to send questionnaires to the insured or others by email. Agents can customi --- [Skip to content](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#main-content) English Show submenu for translations ![appulatelogo-1.svg\]](https://help.appulate.com/hubfs/appulatelogo-1.svg) - [Appulate](https://appulate.com/?browse) Open main navigation Close main navigation - [Appulate](https://appulate.com/?browse) - English Show submenu for translations - [appulate.com](https://appulate.com/) [appulate.com](https://appulate.com/) Get help from Appulate team - There are no suggestions because the search field is empty. 1. [Help](https://help.appulate.com/en/knowledge?hsLang=en) 2. [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en) 3. [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#questionnaire-forms) # Sending questionnaire to complete This article provides information on how to send a questionnaire for an insured or agent to complete. - [Overview](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#overview) - [Sending questionnaire to complete](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa) - [For agency users](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa_for_agencies) - [For market users](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa_for_markets) - [Recipient's questionnaire](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#recipient-questionnaire) - [Insured tab and Insured information page questionnaire](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#reverse-insured-tab) - [MSQA](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#reverse-msqa) - [Uploading documents](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#uploading-documents) - [Leaving notes](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#notes) ### Overview Appulate allows users to send questionnaires to the insured or others by email. Agents can customize the questionnaires for the insured. You can also send [forms](https://help.appulate.com/en/knowledge/sending-form-to-complete?hsLang=en). For sending a questionnaire, the following actions are available: - **Send to complete** (for [agency users](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa_for_agencies) and[market users](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa_for_markets)) on the[Insured tab](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) [![Send to complete Insured tab agency side](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20Insured%20tab%20agency%20side.png?width=688&height=270&name=Send%20to%20complete%20Insured%20tab%20agency%20side.png)](https://help.appulate.com/hubfs/2024-02-12_15-27-31%20ask%20ageny.png?hsLang=en) - **Send to complete** (for [agency users](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa_for_agencies) and [market users](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa_for_markets)) on the [Market Smart Q&A](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en) page [![Send to complete MSQA agency side](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20MSQA%20agency%20side.png?width=688&height=373&name=Send%20to%20complete%20MSQA%20agency%20side.png)](https://help.appulate.com/hubfs/2024-02-12_15-36-05%20ask%20insured%20on%20the%20msqa.png?hsLang=en) - **Send to complete** (for [agency users](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa_for_agencies) and [market users](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#msqa_for_markets)) on the [Policy \> Insured information](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#navigation) page. Note: These buttons will be hidden if a policy is [read-only](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#read-only). ![Send to complete Policy agency side](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20Policy%20agency%20side.png?width=688&height=342&name=Send%20to%20complete%20Policy%20agency%20side.png) ### Sending to complete a questionnaire #### For agency users [![Send to complete from MSQA agent side2](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20from%20MSQA%20agent%20side2.gif?width=688&height=351&name=Send%20to%20complete%20from%20MSQA%20agent%20side2.gif)](https://help.appulate.com/hubfs/2024-06-19_15-44-12%20ask%20insured%20workflow.gif?hsLang=en) To send the [Market Smart Q&A](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en), the **Insured** tab, the **Insured information** page, or the **Forms** page questionnaire to the insured, click the **Send to complete** button. You'll need to complete three steps: **Select insured**, **Select questions**, and **Send questionnaire**. 1\. In the **Select insured** step, you need to select the insured contact who will receive the questionnaire. Just click the **Send questionnaire** **to** field: - The list contains the contacts from the [Insured](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en) \> **Contacts** page. - The [main insured contact](https://help.appulate.com/en/knowledge/contacts?hsLang=en#main_contact_agency) for this quote request will be selected by default. You can send the questionnaire to a different insured. This insured user will then be made the main contact. - You can send the questionnaire to a new contact. Just click **Add new contact** and fill in this new insured's information. [![Send to complete Select insured step agency side2](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20Select%20insured%20step%20agency%20side2.png?width=688&height=350&name=Send%20to%20complete%20Select%20insured%20step%20agency%20side2.png)](https://help.appulate.com/hubfs/2024-04-23_15-45-22%20select%20insured.png?hsLang=en) Once you've selected the recipient, click **Next**.  2\. In the **Select questions** step, you can customize the questionnaire you'll send to the insured. - To expand a section to see its questions, click its name. - To select or unselect a section or question, just click the checkbox opposite it. - You can select or unselect entire sections or individual questions. Selecting a section will automatically select all of its questions. Same goes for unselecting. - Click **Select all** at the top to select or unselect all sections and questions in one go. - In this step, the questionnaire is read-only. All sections and questions are selected by default. [![Send to complete from MSQA agent side2 question selection2](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20from%20MSQA%20agent%20side2%20question%20selection2.gif?width=688&height=351&name=Send%20to%20complete%20from%20MSQA%20agent%20side2%20question%20selection2.gif)](https://help.appulate.com/hubfs/2024-06-19_15-22-21.gif?hsLang=en) You need to select at least one question to proceed. Once ready, click **Next** or the **Send questionnaire** tab. Tip: Click **Preview** to view your customized questionnaire [as it will appear for the insured](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#recipient-questionnaire). In the preview mode, the questionnaire will be read-only. It also won't have the **Next** button and the **Show required questions only** filter. 3\. In the **Send questionnaire** step, you need to review and send the email with the questionnaire link to the insured contact you've selected. - The **To** field contains the email address of the insured you've selected. You can't edit it. - The email's body contains a template message with a link to the questionnaire. You can write your own email. [![Send to complete Send questionnaire step agency side](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20Send%20questionnaire%20step%20agency%20side.png?width=688&height=510&name=Send%20to%20complete%20Send%20questionnaire%20step%20agency%20side.png)](https://help.appulate.com/hubfs/2024-04-23_17-36-33%20send%20questionnaire.png?hsLang=en) Once ready, click **Send**. The insured will get your email with a link to completing the questionnaire in Appulate. We will notify you when the questionnaire is ready. #### For market users [![Send to complete from MSQA market side](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20from%20MSQA%20market%20side.gif?width=688&height=350&name=Send%20to%20complete%20from%20MSQA%20market%20side.gif)](https://help.appulate.com/hubfs/2024-06-19_16-00-57%20ask%20agent%20workflow.gif?hsLang=en) To send the [Market Smart Q&A](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en), the **Insured** tab, the **Insured information** page, or the **Forms** page questionnaire to an agent, click the **Send to complete** button. You'll need to complete three steps: **Select agent**, **Select questions**, and **Send questionnaire**. 1\.  In the **Select agent** step, you need to select the agent contact who will receive the questionnaire.  [![Send to complete Select agent step market side](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20Select%20agent%20step%20market%20side.png?width=688&height=261&name=Send%20to%20complete%20Select%20agent%20step%20market%20side.png)](https://help.appulate.com/hubfs/ask%20agent%201st%20step.png?hsLang=en) The **Send questionnaire to** field allows you to search for the recipient by their email, name, or agency name. The search will be performed among your market's assigned, selected, and available agencies. The default recipient is the [Producer or CSR assigned to this quote request](https://help.appulate.com/en/knowledge/assigning-an-agency?hsLang=en). However, you can select another recipient. You can also type in a new email address. In this case, when you send the questionnaire, an [agency viewer](https://help.appulate.com/en/knowledge/viewers?hsLang=en#ask-agent-msqa) with this email will be created. Note: If an agency and/or a Producer or CSR isn't assigned to this quote request, when you select the recipient in the **Send to complete** dialog and click **Continue** and **Send**, both the recipient and the agency they're from will be assigned to this quote request.  The assigned agency won't change if the email address you've entered is in Appulate's database, but the assigned agency isn't the same as the agency of the recipient, and this agency has already requested a quote for this insured. You'll still be able to send the questionnaire to the recipient. However, if the currently assigned agency hasn't requested a quote for this insured yet, you will be able to reassign this insured's quotes and policies to the recipient's agency. Once you have selected the recipient, click **Next** or **Select questions**. 2\. In the **Select questions** step, you can customize the questionnaire you'll send to the agent. [![Send to complete Select questions step market side](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20Select%20questions%20step%20market%20side.png?width=688&height=350&name=Send%20to%20complete%20Select%20questions%20step%20market%20side.png)](https://help.appulate.com/hubfs/ask%20agent%202nd%20step-1.png?hsLang=en) - To expand a section to see its questions, click its name. - To select or unselect a section or question, just click the checkbox opposite it. - You can select or unselect entire sections or individual questions. Selecting a section will automatically select all of its questions. Same goes for unselecting. - Click **Select all** at the top to select or unselect all sections and questions in one go. - In this step, the questionnaire is read-only. All sections and questions are selected by default. Tip: Click **Preview** to view the questionnaire [as it will appear for the agent](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#recipient-questionnaire). In the preview mode, the questionnaire will be read-only. It also won't have the **Next** button and the **Show required questions only** filter. 2\. The **Send questionnaire** step contains an email with a template message. You can also type in your own message to send to the agent. Once ready, click **Send**. [![Send to complete Send questionnaire step market side](https://help.appulate.com/hs-fs/hubfs/Send%20to%20complete%20Send%20questionnaire%20step%20market%20side.png?width=688&height=400&name=Send%20to%20complete%20Send%20questionnaire%20step%20market%20side.png)](https://help.appulate.com/hubfs/2024-05-14_12-03-15%20ask%20agent%203rd%20step.png?hsLang=en) The agent will get your email with a link to completing the questionnaire in Appulate. We will notify you when the questionnaire is ready. ### Recipient's questionnaire The recipient will receive an email with a link to the questionnaire. The link is active for 30 days. Once the questionnaire is filled out, the sender will be notified by email. The email will include any [notes left by the recipient](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete#notes). All the actions are logged in the Activity log (Questionnaire Filling Request Sent; Questionnaire Filling Completed; Questionnaire Filling Request Canceled). The recipient's questionnaire resembles those on the [Insured tab](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en), the **Insured information** policy page, the **Forms tab**, and on the [Market Smart Q&A](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en). However, there is no top menu. Instead, there is a header with an introduction text and the sender's contact information. The header will also display the sender's company logo if it's provided in [Settings](https://help.appulate.com/en/knowledge/settings-page?hsLang=en#appearance). You can scroll up the page by clicking ![2024-04-18\_16-36-38 scroll up button](https://help.appulate.com/hs-fs/hubfs/2024-04-18_16-36-38%20scroll%20up%20button.png?width=30&height=24&name=2024-04-18_16-36-38%20scroll%20up%20button.png). - #### Insured tab and Insured information page questionnaire [![Reverse portal insured side sent from Insured tab](https://help.appulate.com/hs-fs/hubfs/Reverse%20portal%20insured%20side%20sent%20from%20Insured%20tab.png?width=688&height=351&name=Reverse%20portal%20insured%20side%20sent%20from%20Insured%20tab.png)](https://help.appulate.com/hubfs/2023-10-11_19-09-58.png?hsLang=en) - **Forms tab** ![](https://help.appulate.com/hs-fs/hubfs/image-png-Aug-15-2025-12-54-05-1091-PM.png?width=1555&height=731&name=image-png-Aug-15-2025-12-54-05-1091-PM.png) - #### MSQA [![](https://help.appulate.com/hs-fs/hubfs/image-png-Aug-15-2025-01-00-41-7092-PM.png?width=1538&height=716&name=image-png-Aug-15-2025-01-00-41-7092-PM.png)](https://help.appulate.com/hubfs/2023-12-12_14-50-31%20(1).png?hsLang=en) If sent from the [Market Smart Q&A](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en) (Quote Smart Q&A) page, the recipient's questionnaire will have the **Show required questions only** checkbox. By default, the **Show required questions only** checkbox will be in the same state as that on the MSQA (QSQA) when the questionnaire was sent to be completed. However, you can change it: - If you select the checkbox, the questionnaire will only show required questions and pinned questions. - If you unselect the checkbox, the questionnaire will show all questions, including optional and already answered ones. The checkbox isn't available in the preview mode. #### Uploading documents Recipients can upload documents when filling out questionnaires if a question asks for it.  After uploading a document, you can: - **Edit** ![Edit button-1](https://help.appulate.com/hs-fs/hubfs/Edit%20button-1.png?width=20&height=19&name=Edit%20button-1.png) it. - **Delete** ![delete button-1](https://help.appulate.com/hs-fs/hubfs/delete%20button-1.png?width=20&height=22&name=delete%20button-1.png) it. [![Uploading docs](https://help.appulate.com/hs-fs/hubfs/2024-02-06_16-10-48%20uploading%20docs.gif?width=688&height=305&name=2024-02-06_16-10-48%20uploading%20docs.gif)](https://help.appulate.com/hubfs/2024-02-06_16-10-48%20uploading%20docs.gif?hsLang=en) #### Leaving notes The questionnaire sent from the **Insured** tab, the **Insured information** page, and the MSQA (QSQA) includes a page for leaving notes and questions for the agent or underwriter. This page opens after the recipient clicks **Next** in the questionnaire. [![](https://help.appulate.com/hs-fs/hubfs/image-png-Aug-15-2025-01-03-53-5506-PM.png?width=1426&height=442&name=image-png-Aug-15-2025-01-03-53-5506-PM.png)](https://help.appulate.com/hubfs/2024-04-18_16-23-20.png?hsLang=en) This step isn't required. The recipient can return to the questionnaire by clicking **Back**. These notes will be included in the email the sender receives once the recipient clicks **Complete & send**. - [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#main-content) - [How to start](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#how-to-start) - [For agencies](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#for-agencies) - [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#submissions-quotes) - [Users](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#users) - [Company settings](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#company-settings) - [Additional information](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#additional-information) - [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-content) - [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#appulate-functionality) - [Main pages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-pages) - [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#questionnaire-forms) - [Submissions & policies](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#submissions-policies) - [For MGAs and carriers](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-mgas-and-carriers) - [For agents](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-agents) - [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#working-with-insured) - [Email Notifications](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#email-notifications) - [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#notes-and-messages) - [Tools & integrations](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#main-content) - [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink) - [Weblink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#weblink) - [AMS](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#ams) - [FAQ & troubleshooting](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#main-content) - [FAQ](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#faq) - [New features](https://help.appulate.com/en/knowledge/new-features?hsLang=en) - [AppulateConnect](https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en) - [Appulate](https://appulate.com/?browse) [![Appulate Logo](https://help.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](https://blog.appulate.com/?hsLang=en) Copyright © 2026, Appulate Inc.