Software & SaaS · 6 questions

SaaS demo request form template

Qualify inbound demo requests. Free to use: sign up, choose the software & saas starter, and this form is ready to edit and send.

SaaS demo request form

  1. Full name *

     
  2. Work email *

     
  3. Company *

     
  4. Team size *

    1–10
  5. What are you hoping to solve?

    Type your answer…
  6. When are you looking to start?

    • Now
    • This quarter
    • Later this year
    • Just researching

The questions

  1. 1. Full nameShort answer
  2. 2. Work emailEmail
  3. 3. CompanyShort answer
  4. 4. Team sizeDropdown
  5. 5. What are you hoping to solve?Long answer
  6. 6. When are you looking to start?Single choice

Add, remove or reword any question, add logic to skip the ones that don’t apply, and put your own logo and colours on it. Send it as a link, a QR code or an email.

What happens to the answers

Every response is kept, counted and passed to the right person.

  • Every answer in one place

    Responses land in the form's table, with views and completion tracked.

  • The team hears straight away

    Email notifications tell the right people when a new response arrives.

  • Follow-ups that send themselves

    An automation can confirm, remind and ask again, without anyone having to remember.

Automations that come with it

The software & saas starter also sets up these follow-ups as drafts, ready to switch on.

  • Trial onboarding

    Guide trial users to their first win, then to a paid plan.

  • Cancellation feedback

    Ask departing customers why they left.

Further reading

Send your saas demo request form today.

The free plan covers three forms, one feedback source and 500 responses a month. No card needed.