Never miss a beat when you insert questions into your notes, template or playbooks!

Add questions to a note

Access question format by using the '/' key and selecting 'question'.

Pro-tip: Insert questions in a Dooly note with the keyboard shortcut โ€œ? Space"

Build Note Templates with Questions

With templates, you can pre-set some default fields as well into your answers so you can always remember to fill a field while you're recording your answer to a question.

Build Insertable Playbook Cards with Questions

You can also use playbooks to create cards based on keywords. Then insert those triggered questions into your note. For example, "Not sure" triggers a card with two follow up questions.

Explore more tips for taking better sales notes and syncing to Salesforce in seconds with Dooly.

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