A new Questionnaire is now available to send to portfolio companies.
Send and track: Send the built-in questionnaire to any number of portfolio companies with a mandatory due date, and track delivery and completion status for every instance from a Tracking Dashboard.
Guided fill experience: Respondents answer Yes/No and free-text questions, attach evidence, and follow conditional questions grouped into categories, with tabs for Unanswered, Mandatory, and My questions. Answers save automatically.
Question owners and collaborators: Assign each question to an owner and collaborators from your registered users, who are notified and can be reassigned or removed. Select multiple questions at once to assign a collaborator to all of them in one action, or remove collaborators from several questions at once.
Work offline: Export the questionnaire to Excel to fill it out offline, then import the completed file back in. The import previews new answers, conflicts, and anything skipped before anything is applied, and lets you choose which value to keep for any answer that conflicts with one already saved online.
Due-date extensions: Portfolio companies can request an extension to their due date, with a reason required and reminders recalculated accordingly.
Automatic notifications: Invitations, reminders, and submission confirmations are sent automatically to keep respondents on track.
Availability: Available to parent-company accounts with the Questionnaire license, enabled per account. Contact your CYE account team to enable it.