PRICING

Budget allocation (constant sum) survey template

Use a fixed 100-point allocation to explore improvement priorities, purchasing context, and trade-offs.

9 questions · 3 pages · 5 answer formats · About 3 min

Time is estimated from all questions, including matrix rows. Branching can shorten a path; reading, consent and longer written answers can add time. Confirm it with a pilot.

Point allocation

Use this template →Try the survey Read every question

Free to use within your plan's response allowance. Edit the wording and options before publishing.

Use this template opens an editable draft after sign-in. Questions, answer options and configured logic carry over; nothing is published until you choose to publish.

Try the questionnaire

Answer it before you use it.

Try the actual questions, follow-ups and endings. Preview answers stay in this tab and disappear when you close or restart it. Nothing is submitted.

Who this is for

Product and pricing teams exploring trade-offs across a fixed set of improvements.

Before you send it

Replace the improvement list and explain that points are hypothetical priorities, not a payment commitment. Keep the total at 100 unless you deliberately want another allocation task.

Questionnaire preview

These are the questions and answer options copied into your draft. Bracketed text is a prompt to customize. Matrix questions contain several statements, so allow time for each row.

Page 1

1. You have 100 points to spend on improvements. How would you split them? (required)
Allocate 100 points
Lower priceFaster performanceMore integrationsBetter supportSimpler interfaceStronger security
2. Why did you weight your top choice highest?
Long text
Page 2
3. What do you currently pay per month for tools in this category? (USD)
Number
4. Who approves that spending?
Choose one
I doMy managerFinance or procurementNobody — it's personal spend
5. How satisfied are you with the value you get today?
1–7 scale (Very dissatisfied → Very satisfied)
Page 3: Context and next steps
6. How often do you use tools in this category?
Choose one
DailyWeeklyMonthlyLess often
7. How difficult was it to divide your points?
1–7 scale (Very easy → Very difficult)
8. What important improvement was missing from the list?
Long text
9. What trade-off did you consider when allocating your points?
Long text

Use this template →

Use the builder link to retain logic, piping, consent, scoring, and randomization. Plain text copies wording only; piped answers become editable placeholders.

How to read the results

Compare average allocations with the share assigning zero to each option. Check segments and stated reasons: a high average can hide a small group with very strong needs.

Preview your edited survey on desktop and mobile, run a small pilot, and review an export before inviting the full audience. Adding questions is optional: keep the ones that support your decision.