Demo Request template
A demo request form for B2B teams that want walkthroughs to land, not ramble. Beyond contact details it asks for the company website, the requester's role, likely seat count, and — the part reps actually use — what the demo should focus on, from integrations to security to pricing. Your AE walks in knowing the agenda instead of guessing it.
7 questions · works on the free plan (500 responses/month) · fully customizable
What’s inside
The questions this template ships with — rename, reorder, or delete any of them in the builder.
When to use this template
- The "Book a demo" CTA on a SaaS marketing site, feeding the sales team's calendar
- A dev-tools company routing demos differently for engineers (deep technical) versus buyers (pricing and rollout)
- Post-webinar follow-up pages, where attendees are warm and a short form converts
- An agency offering strategy walkthroughs and using the website field to prep real examples for each call
Tips to get more from it
- The focus-areas question is multi-select with Other enabled — the free-text answers there are often the strongest buying signals in the whole form.
- "How many people would use this?" is your routing question: send 50+ answers to your enterprise rep and self-serve sizes to a product tour.
- The website field's helper text explains why you're asking. Keep that pattern anywhere you ask for something optional — stated reasons lift completion.
- If you'd rather book the call inside the form, swap the ending for Zunoform's scheduler field like the Sales Discovery Call template does.
Questions people ask
What should a demo request form ask?
Contact details, role, team size, and what to cover — enough for a tailored demo without the form feeling like an application. This template ships with those seven questions and all of them are editable.
Can I add scheduling to this demo request form?
Yes. Zunoform has a built-in scheduler field — add it before the ending and prospects pick a slot in the form instead of waiting for an email back.
Does this form work embedded on my site?
Yes, Zunoform forms embed on any site or run from a hosted link. The free plan covers unlimited forms and 500 responses a month.
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