L
Larry Miller
HighLevel currently treats Surveys and Documents as two completely separate engines. This creates a major limitation for any business that uses Surveys as a data-collection step in an onboarding or assessment process.
The limitation is as follows:
  • Surveys cannot produce a complete output for the customer.
  • Surveys cannot generate a PDF.
  • Surveys cannot be viewed later by the contact.
  • Surveys do not appear in the Documents and Contracts area.
  • Surveys cannot be re-sent or re-opened through automation.
  • Workflows cannot trigger a “View Survey” or “Send Completed Survey” action.
  • The “Send Documents and Contracts” workflow action cannot reference Surveys.
This prevents businesses from delivering a complete, client-facing experience for questionnaires, assessments, audits, or onboarding forms.
Requested Enhancements
Please add support for the following features:
  • Survey Completion Output
-- Provide a system-generated “Completed Survey” link similar to the “View Document” button used in Documents.
-- Allow contacts to click a button in an email to view their completed survey submission.
  • Survey PDF Generation
-- Automatically generate a PDF of the completed survey.
-- Allow the PDF to be stored in the Contact Record under Documents.
-- Make the PDF downloadable by both the customer and the business.
  • Workflow Actions for Surveys
-- Add “Send Completed Survey” as a workflow action.
-- Allow workflows to send a new copy of the completed survey at any time.
-- Enable tagging when a survey is viewed or downloaded.
  • Survey Storage in Documents Module
-- Allow completed surveys to appear in the Documents and Contracts section of the contact’s profile.
-- Provide a unified location where all completed client-facing forms are stored.
  • Survey Re-Sending and Re-Opening
-- Allow workflows to trigger resending the originally completed survey (just like resending a document).
-- Allow contacts to request a past copy without needing to submit the survey again.
Why This Matters
-- Many businesses rely on surveys for onboarding workflows, financial questionnaires, audits, health intakes, and needs analyses.
--Clients expect to receive a copy of their submitted information.
-- Without this functionality, businesses cannot provide a complete and professional intake experience.
-- Currently, users must rebuild Surveys as Documents just to deliver a client-facing output, which duplicates effort and increases maintenance complexity.
-- Adding this feature would unify the client experience and reduce friction for both customers and business users.
Summary
This enhancement would bring Surveys to parity with Documents for all client-facing onboarding workflows.
It would allow:
-- Professional review copies
-- Automated sending
-- Better compliance
-- Improved client experience
-- Reduced workflow complexity
Surveys are already a critical intake tool. Adding these features would make them fully usable in modern automated client journeys.