New On Hold and No Longer Needed Statuses Improve Questionnaire Tracking Metrics
"On hold" and "No longer needed" statuses for questionnaires
Questionnaires don't always stall because of the questionnaire itself; deals go closed lost, opportunities pause, timelines shift. Until now your only options were to leave it open (quietly inflating your time-to-complete metrics) or delete it entirely (losing it forever).
Say hello to 2 new statuses fix this:
On hold: Pause a questionnaire when it's waiting on something outside your team's control. Time spent on hold is automatically deducted from time-to-complete, so delays that aren't your team's fault don't count against the metric.
No longer needed: Close out a questionnaire that won't be completed without deleting it. It's excluded from reporting entirely, but stays available to reopen if the opportunity comes back.
The result: your QAuto metrics reflect the questionnaires your team actually worked, not the ones that were parked or dropped for reasons outside your control.
Available on Plus, Professional, Questionnaire Automation, Questionnaire Automation Advanced, and Advanced QAuto plans.
