When to use this template
Start with the questions below, then adapt them to your own process. Ask what the buyer needs to evaluate so the demonstration follows their workflow rather than a generic feature tour.
Give interested people a clear next step and collect only useful qualification details. Use this version when you need to prepare a relevant product demonstration for a prospective customer.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- CompanyShort answer · Required
- Team sizeDropdown · Required
- Workflow you want to seeLong answer · Optional
- Current tool or processLong answer · Optional
- Preferred meeting windows and time zoneLong answer · Optional
Make it your own
- Replace the introduction with your own context for demo request.
- Ask what the buyer needs to evaluate so the demonstration follows their workflow rather than a generic feature tour.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Explain how contact details will be used and keep optional promotional updates a separate choice.
Common questions
What does this demo request form collect?
It includes company, team size, workflow you want to see, current tool or process. Every question can be edited before you publish.
What should I customize before sharing it?
Ask what the buyer needs to evaluate so the demonstration follows their workflow rather than a generic feature tour.
What happens after someone submits it?
Explain how contact details will be used and keep optional promotional updates a separate choice. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.