Hello. I have a Typeform that I want to convert into a template so that anyone can use it and send surveys out on their own/see their responses from individual clients.
Please let me know how/if this is possible.
Answered
Create a template
Best answer by john.desborough
the closest thing that exists for Agency Partners, is the ability to create a ‘service package’ that you sell to client: there i can outline WHAT is in the ‘package’ (ie a template(s), example Google Sheet, output report template example, instructions on how to use) and then, if the purchasing client sets me up as the agency partner, at least temporarily, I can transfer the template into the user’s Typeform account/workspace and they can then follow the instructions on how to set it up for use.
I added a couple of things outside just the template - Sheet, output template - as I am in the process of bundling up a couple of my examples as ‘service packages’ and they include the ability to connect to Google Sheets and use Document Studio to generate the report (they have to buy Doc Studio though..)
if there was an easier way to save a Typeform as a ‘filetype’ object that could be imported into the Builder, that would be awesome!!!! and would resolve the need to have someone do the install…
just my thoughts
des
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the closest thing that exists for Agency Partners, is the ability to create a ‘service package’ that you sell to client: there i can outline WHAT is in the ‘package’ (ie a template(s), example Google Sheet, output report template example, instructions on how to use) and then, if the purchasing client sets me up as the agency partner, at least temporarily, I can transfer the template into the user’s Typeform account/workspace and they can then follow the instructions on how to set it up for use.
I added a couple of things outside just the template - Sheet, output template - as I am in the process of bundling up a couple of my examples as ‘service packages’ and they include the ability to connect to Google Sheets and use Document Studio to generate the report (they have to buy Doc Studio though..)
if there was an easier way to save a Typeform as a ‘filetype’ object that could be imported into the Builder, that would be awesome!!!! and would resolve the need to have someone do the install…
just my thoughts
des
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