Introduction
Dashpivot makes it easy to create, manage, and track survey requests across your projects. Build request templates with automated workflows, notify the right people for sign-off in real time, and keep a complete register of every request — no emails, spreadsheets, or fragmented systems required.
Key Features
Align and clarify your survey request process across your team, with requests grouped into workflow steps
Set up automated notifications to inform the right person as requests are created in real time
Create, access, and complete requests on site using the Dashpivot mobile app (also available for tablets) — even when offline
See how many requests there are and when each is due so you can rank and plan your work
Attach photos on the spot while filling out the form in the app
Automatically generate a register of all your survey requests
Quickly filter and find requests, e.g. by due date or type
Easily see how many requests were created over a specified time period, e.g. last month
Best Practices
Set up your survey request template as a workflow to align the process. We recommend including a column for each stage, e.g. 'submitted', 'in progress', and 'completed'
Set up workflow notifications to notify the right person for sign-off at each step
Use list fields where applicable (e.g. area, type) to make it easy to find records later via the register view, and filter by list items on any analytics charts
In the template settings, sort forms by the date on the form (not the creation date)
In the template settings, set the form thumbnail to display the due date so it's easy to see how many requests there are and when each is due
Getting started
You can access a free survey request template from Dashpivot's Template Library. Go to Templates > Add Template > Browse free templates.
You can also generate a custom survey request template using Storm AI Templates. Go to Templates > Add Template > Build with Storm, then describe the template you need in the prompt field — for example:
"Survey request template with workflow columns for submitted, in progress and completed, list fields for area and type, due date field, photo field, and sorted by due date."
Select Generate, then click Build. You can also use the voice recorder to dictate your prompt instead of typing.
FAQs
Can I manage survey requests digitally with Dashpivot?
Yes. Dashpivot lets you create survey request templates with automated workflows, manage sign-offs from any device, and keep a complete register of every request.
Can I automate notifications for survey requests in Dashpivot?
Yes. Set up workflow notifications so the right person is automatically notified when a request is created or moves to the next stage for sign-off.
Can I access survey requests offline?
Yes. The Dashpivot mobile app works without a wifi or cellular connection, so you can create and complete requests on site in any location.
Can I track how many survey requests have been submitted?
Yes. Dashpivot automatically generates a register of all survey requests. You can filter by date range, type, area, or due date.
Does Dashpivot have free survey request templates?
Yes. Go to Templates > Add Template > Browse free templates to access a ready-to-use survey request template.
Can I generate a custom survey request template?
Yes. Use Storm AI Templates to describe the template you need and automatically build it — go to Templates > Add Template > Build with Storm.