About this template
A trial request form is an essential tool for capturing high-intent leads who want to test your software, product, or subscription service before making a purchase. This streamlined template makes it easy for potential customers to submit their contact details, company information, and specific product interests in seconds.
By gathering structured lead data upfront, sales and marketing teams can quickly qualify prospects, route them to the right product specialist, and initiate prompt follow-ups. Whether you are launching a new SaaS platform, offering a specialized B2B service, or providing physical product samples, this template eliminates friction in the onboarding pipeline.
Doc2Form allows you to deploy this form instantly as a Google Form, making it effortless to manage responses directly within your Google Workspace, trigger automated email notifications, and keep your sales funnel moving without missing a beat.
Key features
- Capture complete company and contact details for every lead
- Identify specific products of interest to tailor your sales pitch
- Collect inquiries 24/7 directly through a mobile-responsive interface
- Manage submissions seamlessly inside Google Sheets and Workspace
- Streamline follow-ups and reduce manual data entry
Use cases
- SaaS companies offering free software trials to prospective buyers
- B2B service providers managing pilot program applications
- Subscription box services collecting interest and product preferences
- Hardware manufacturers handling demo unit requests
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Work Email Address (Short answer)Please provide your primary business email.
- Phone Number (Short answer)Include your country code if outside the US.
- Company Name (Short answer)Enter the name of your organization or business.
- Job Title / Role (Short answer)What is your primary role at your company?
- Product or Service of Interest (Dropdown)Select the specific product you would like to evaluate.
- Estimated Team Size (Multiple choice)How many users will need access during the trial period?
- Additional Comments or Specific Requirements (Paragraph)Share any specific goals, questions, or features you want to test during your trial.
FAQ
How do I share this trial request form with potential customers?
You can easily share your Google Form via a direct link, embed it directly on your landing page or website, or include it in email marketing campaigns.
Can I customize the questions to fit my specific software or product?
Yes! Because the template runs on Google Forms, you can fully customize every field, add new questions, or remove sections to match your exact trial offering.
Where are the trial requests stored?
All submissions are automatically saved in Google Forms and can be linked directly to a Google Sheet for real-time tracking and team collaboration.
Can I set up email notifications for new trial requests?
Yes, Google Forms allows you to enable email notifications so you receive an alert instantly whenever a prospective customer submits a trial request.
Is this trial request form mobile-friendly?
Absolutely. Google Forms automatically optimize layouts for smartphones, tablets, and desktop computers to ensure a smooth user experience for every applicant.
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.