Software Demo Request Form Template
Qualify and schedule demo requests with a form that captures company information, pain points, and purchase timeline to prioritize high-value prospects.
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Natural Language
AI parses responses
Higher Completion
Feels like texting
No Rigid Fields
Flexible responses
What is a Software Demo Request Form?
A demo request form is the gateway to your sales process. It captures prospect information and qualifies leads before investing sales rep time in demonstrations.
Beyond contact info, this form captures buying signals: company size, current solution, pain points, and timeline. This data enables lead scoring and personalized demos.
Efficient demo scheduling reduces back-and-forth. Capturing preferred times and key interests helps sales teams prepare relevant, compelling demonstrations.
Key Features
Lead Qualification
Company size, industry, and timeline for scoring
Pain Point Discovery
Understand problems to tailor the demo
Competitive Intel
Current solution reveals competitive positioning needs
Timeline Assessment
Purchase urgency for prioritization
Feature Interests
Specific capabilities to highlight in demo
Scheduling Preferences
Preferred times to streamline booking
Why Use This Template?
Qualified Leads
Filter out poor fits before investing sales time
Personalized Demos
Pain point data enables tailored presentations
Faster Sales Cycle
Upfront qualification reduces wasted meetings
Better Conversion
Prepared, relevant demos convert higher
What's Included in This Template
Work Email
emailBusiness email identifies company and qualifies lead
Company
textOrganization for research and CRM matching
Job Title
textRole identifies decision-maker vs. researcher
Company Size
selectEmployee count for tier/pricing alignment
Current Solution
textCompetitor intel for positioning
Main Pain Points
textareaProblems to address in demo
Timeline to Purchase
selectUrgency for lead scoring
Perfect For
B2B SaaS
Enterprise software requiring personalized demonstrations
MarTech/SalesTech
Marketing and sales tools with complex features
HR/Finance Software
Business systems requiring stakeholder buy-in
Industry Solutions
Vertical-specific software with unique workflows
Frequently Asked Questions
How do I prevent demo no-shows?
Send calendar invite immediately. Reminder 24 hours before and 1 hour before. Collect phone number for last-minute contact. Consider video call vs. in-person for convenience.
Should I use Calendly or similar scheduling tools?
Collect form data first, then redirect to scheduling tool. This captures qualification data before revealing availability. Embed scheduling in confirmation page.
How do I score leads from form data?
Assign points: company size (SMB=1, Mid=3, Enterprise=5), timeline (exploring=1, this quarter=5), job title (IC=1, Director=3, VP/C-level=5). Route high scores to sales immediately.
What if personal email is used?
Personal emails may indicate researchers or small businesses. Score lower but don't reject. Validate company info in follow-up. Some valid buyers use personal email.
How do I integrate with my CRM?
Use webhooks to create leads in Salesforce, HubSpot, Pipedrive, etc. Include all form fields. Trigger lead assignment and notification workflows.
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