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Partner Survey

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Required Apps • Contacts (contacts)
• Surveys (survey)
• Discuss (mail)
Technical Name partner_survey_knk
License OPL-1
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Technical Name partner_survey_knk
License OPL-1

Introduction

This module empowers administrators to send or start surveys right from contact profiles within the system. It provides a seamless way to collect feedback from partners or clients and review their responses without navigating away from the contact record. With no extra setup required, it simplifies survey management and enhances engagement efficiency.

Key Features

  • Enable sending survey invitations from a partner’s profile with a single click

  • Allow administrators to directly initiate surveys on behalf of contacts

  • Display all responses submitted by a specific contact in a dedicated section within their record

  • Automatically adds a “Questionnaire” area to contact forms, with “Send” and “Start” options

Benefits

  • Enhances partner engagement by simplifying survey distribution

  • Improves efficiency—no configuration needed to start sending or tracking surveys

  • Centralizes feedback access within the contact interface for clear visibility

  • Eliminates navigation overhead, keeping workflows fluid and time-saving

Compatibility & Technical Details

  • Technical Name: partner_survey_knk

  • Required Modules: Survey framework and Contacts module

  • License: OPL-1 (Odoo Proprietary License)

  • Installation Steps:

    1. Ensure that the survey and contacts modules are active.

    2. Install the partner_survey_knk module.

    3. Use the added “Questionnaire” button in contact records to send surveys and view responses.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.