Demo Request Form
Give the sales team enough detail to tailor the demo around the prospect’s real workflow and evaluation criteria.
Preview
Interact with the actual form experience before opening the template in Formspace. Responses entered here are not saved.
Interactive preview loads automatically when this section scrolls into view.
What's included
A quick static summary of the main sections and fields, so visitors can scan the structure before opening the full template.
📍 Contact and company
These details help us prep the session and send the right follow-up material.
Full name, Work email, Company name, Role, plus 2 more.
🔎 Demo focus
Tell us what you want to see so the demo stays relevant.
What should the demo focus on?, Rank the outcomes you care about most, How far along is the project?, Would a tailored example be helpful?, plus 1 more.
🧑🤝🧑 Participants
Add the people who are likely to join the session.
Name, Role, Team, Buying influence, plus 1 more.
How to use this template
When to use it
Use this template when you need a structured sales workflow for SaaS, B2B, Technology teams. It works best when the response needs enough context for a reviewer to take the next step without sending several follow-up messages.
How to customize it
- Replace generic labels with language your respondents already use.
- Move optional questions later in the form so the first page stays easy to complete.
- Add internal routing notes or tags if different team members handle different response types.
- Use ranking questions when priorities matter more than selecting every applicable option.
Example questions
These visible question examples help you evaluate the template before opening the interactive preview.
Full name
Work email
Company name
Role
Company size
Preferred session format
What should the demo focus on?
Rank the outcomes you care about most
How far along is the project?
Questions about this template
What is the demo request form template for?
A structured demo request flow that captures use case, participants, priorities, and readiness so the session can stay specific and high value. It is a good fit for SaaS, B2B, Technology teams that need a structured sales workflow.
Can I customize this demo request form template?
Yes. Open it in Formspace to edit questions, pages, logic, branding, publishing settings, notifications, and response handling before sharing it.
What questions are included?
The template includes 16 questions across 3 sections. Example questions include: Full name; Work email; Company name; Role.