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Sales

Product Recommendation Quiz

Guide prospects toward a product tier with transparent preference scoring, priority ranking, and conditional recommendations.

12 questions
4 minute completion
Starter schema

Preview

Interact with the actual form experience before opening the template in Formspace. Responses entered here are not saved.

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What's included

A quick static summary of the main sections and fields, so visitors can scan the structure before opening the full template.

Your requirements

Choose the answers that best describe the intended use.

3 questions
Includes:

Who will use the product?, How complex is the workflow?, What level of support is expected?.

Single choiceSingle choiceSingle choice

Priorities

Rank the outcomes that matter most and add important constraints.

3 questions
Includes:

Rank your priorities, Budget preference, What must the product help you achieve?.

RankingDropdownLong answer

Recommendation

Review the score-based starting point and choose whether to discuss it.

6 questions
Includes:

Fit score, Recommended starting point, Recommended starting point, Recommended starting point, plus 2 more.

CalculatedLong answerLong answerLong answer

How to use this template

When to use it

Use this template when you need a structured sales workflow for SaaS, Retail, Professional services 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

Scan the questions and field types included in the template at a glance.

Single choice

Who will use the product?

Single choice

How complex is the workflow?

Single choice

What level of support is expected?

Ranking

Rank your priorities

Dropdown

Budget preference

Long answer

What must the product help you achieve?

Calculated

Fit score

Long answer

Recommended starting point

Long answer

Recommended starting point

Questions about this template

What is the product recommendation quiz template for?

A configurable product-fit questionnaire for sales and product teams that turns stored answer values into a reviewable recommendation without claiming an automated purchasing decision. It is a good fit for SaaS, Retail, Professional services teams that need a structured sales workflow.

Can I customize this product recommendation quiz 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 12 questions across 3 sections. Example questions include: Who will use the product?; How complex is the workflow?; What level of support is expected?; Rank your priorities.