About this template
A professional demo request form is essential for converting website visitors into qualified leads. This template helps you collect critical information upfront, such as contact details, specific product interests, and scheduling availability, ensuring your sales team is fully prepared before the first call.
By using this Doc2Form template, you eliminate the back-and-forth email chains typically associated with scheduling appointments. The form is designed to capture the 'why' behind the demo request, allowing you to tailor your presentation to the prospect's specific pain points and goals. Whether you are a SaaS startup or a consulting firm, this structured approach helps you prioritize high-intent leads and manage your calendar more effectively.
Key features
- Capture lead contact info and company size in one place.
- Allow prospects to select their preferred demo date and time.
- Identify specific product features the prospect wants to see.
- Collect pre-demo questions to ensure a productive meeting.
- Mobile-responsive design for prospects on the go.
Use cases
- Scheduling software product walkthroughs for prospective clients.
- Booking discovery calls for professional service providers.
- Managing high-volume demo requests for new product launches.
- Qualifying leads for B2B sales teams.
What this form collects
- Full Name (Short answer)Please provide your first and last name.
- Company Email Address (Short answer)Use your work email so we can better understand your organization.
- Company Name (Short answer)What is the name of the organization you represent?
- What is your primary goal for this demo? (Paragraph)Let us know what you are hoping to achieve or solve with our product.
- Preferred Demo Date (Date)When would you like to schedule your session?
- Preferred Time (Short answer)Please specify your preferred time (including your time zone).
- Which features are you most interested in? (Checkboxes)Select all that apply so we can tailor the demo to your needs.
- How did you hear about us? (Dropdown)Help us understand how you found our product.
- Additional Questions or Concerns (Paragraph)Is there anything specific you would like us to cover during the demo?
FAQ
How can I connect this form to my calendar?
You can use Google Form add-ons or automation tools like Zapier to sync form submissions directly with your Google Calendar for automatic appointment creation.
Can I customize the questions to fit my product?
Yes, once you generate the form, you can easily add, remove, or reorder questions within the Google Forms editor to match your specific sales process.
How do I notify my team when a new request comes in?
Google Forms has a built-in email notification feature. Go to the 'Responses' tab in your form, click the three dots, and select 'Get email notifications for new responses'.
Is this template mobile-friendly?
Yes, all Google Forms are automatically optimized for mobile devices, ensuring your potential customers can request a demo from their phone or tablet.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.