Product Demo Request Form Template
Efficiently qualify prospects and schedule product demonstrations with a purpose-built demo request form.
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Natural Language
AI parses responses
Higher Completion
Feels like texting
No Rigid Fields
Flexible responses
What is a Demo Request Form?
A demo request form is a sales tool that captures interest from prospects ready to see your product in action. Unlike basic contact forms, demo forms pre-qualify leads by collecting information about their needs, timeline, and current solution.
Effective demo request forms save sales time by filtering out tire-kickers while gathering context that lets your sales team personalize the demonstration. They also capture availability and scheduling preferences to minimize back-and-forth scheduling emails.
Product demos are high-value interactions - a qualified prospect seeing your solution often converts to a paying customer. A well-designed demo form ensures you're investing demo time in genuinely interested, qualified prospects.
Key Features
Lead Qualification
Collect company size, industry, and budget indicators to pre-qualify prospects
Current Solution Assessment
Understand what prospects currently use to tailor demo content
Timeline Understanding
Identify buying urgency to prioritize sales follow-up
Availability Capture
Collect preferred times and timezones for efficient scheduling
Demo Question Collection
Capture specific questions to address during the demonstration
Automatic Calendar Integration
Sync with calendars and send scheduling links (Pro)
Why Use This Template?
Higher Close Rates
Qualified prospects who see relevant demos convert at 3-5x higher rates
Faster Sales Cycles
Bypass discovery calls by collecting context upfront
Better Demo Outcomes
Personalized demos addressing specific questions have better conversion
Efficient Scheduling
Eliminate back-and-forth emails by collecting availability upfront
What's Included in This Template
Full Name
textIdentifies the prospect requesting the demo
Email Address
emailPrimary contact for scheduling and follow-up
Company Name
textLinks to company size and industry data
Industry
selectAllows demo personalization for industry-specific use cases
Company Size
selectIndicates potential contract value and feature needs
Current Solution
textUnderstand competitive landscape and specific pain points
Timeline
selectIndicates buying urgency and helps prioritize follow-up
Preferred Time Zone
selectEssential for global sales teams scheduling demos
Available Times
textSimplifies scheduling and reduces coordination emails
Questions for Demo
textareaAllows seller to prepare personalized demonstration
Perfect For
SaaS Companies
Perfect for capturing software demo requests from qualified leads
Enterprise Software
Manage high-value demo schedules and complex qualification
B2B Platforms
Pre-qualify platform demonstrations for relevant use cases
Consulting & Professional Services
Showcase service capabilities and capabilities to prospective clients
Frequently Asked Questions
How long should a product demo take?
Typical demos are 20-30 minutes for initial product overview, 45-60 minutes for detailed technical demonstrations. Shorter demos work better for initial interest; longer demos for advanced evaluations.
Who should conduct product demos?
Sales reps, solutions engineers, or product managers work best. Match demo presenter to prospect seniority - technical leads demo to technical contacts, executives to executives.
Should I qualify every demo request?
Absolutely. Not every demo request represents a qualified opportunity. Use the form to identify low-fit prospects and handle them with a pre-recorded demo or FAQ instead.
How do I follow up after a demo?
Send a follow-up email within 24 hours summarizing key discussion points and next steps. Ask specific questions about objections and timeline. Engage quickly before interest fades.
Can I automate demo scheduling?
Yes. Pro users can integrate with Calendly or other scheduling tools to auto-populate availability and send meeting links automatically after form submission.
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