Demo Request Form Template

Turn product page visitors into qualified sales conversations. This demo request form captures the work email, company, role, and use case your sales team needs to prepare a personalized walkthrough — without scaring leads away with a dozen mandatory fields.

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Who uses this template

B2B SaaS companiesSales teamsMarketing teamsFoundersConsultantsAgenciesEnterprise software vendors

About this template

A demo request form is the most important conversion point on a B2B SaaS website. It's the moment a visitor decides to talk to your sales team — and the questions you ask in the next 60 seconds determine whether you get a meeting on the calendar or a ghost. The trick is asking for exactly enough information to qualify the lead and prepare a tailored demo, without crossing the threshold where the prospect bails.

This template is built around the fields that actually matter. Work email and company filter out the curious from the serious. Job title and company size give your sales team a lens for segmentation and pricing. The use case field — short, free-form, and required — tells your account executive what to demo and what to skip in the first call. Timeline is the underrated field that distinguishes a 30-day deal from a six-month research cycle, and source attribution tells your marketing team which channels are pulling their weight.

formformform handles demo requests without forcing you onto a marketing automation platform. The form is free, supports unlimited submissions, and embeds on any landing page, PPC page, or product page. Pair it with a webhook to push leads straight into HubSpot, Salesforce, or any CRM, and you've replaced an enterprise lead-capture stack with a few hours of setup.

What's included

+ Work email, company, and role fields to qualify leads
+ Company size dropdown for segmentation
+ Use case field so reps walk in prepared
+ Timeline field to flag hot prospects
+ Source attribution to track marketing channel ROI
+ Free with unlimited submissions
+ Embeds on landing pages, PPC pages, and product pages

How to create a demo request form

  1. 1

    Click "Use this template" to add the demo request form to your free formformform account.

  2. 2

    Customize the company size and timeline options to match your sales segmentation.

  3. 3

    Add a hidden field for the page or campaign the form is on, so you can track which content drives demos.

  4. 4

    Set notifications to your sales inbox or Slack channel so reps see leads in real time.

  5. 5

    Brand the form with your colors and add it to your /demo or /get-started page.

  6. 6

    Publish and embed — drop the iframe on your landing page or use a redirect link from a CTA button.

Best practices for your demo request form

Require work email, not personal email

if a prospect won't use their work address, they're rarely a real buyer.

Always ask for use case

even one sentence helps your sales team prepare and increases meeting show-up rates.

Limit required fields

five to seven required fields is the sweet spot. More than that, and conversion drops sharply.

Track your source field

knowing which channels produce real demos (not just clicks) is the most valuable marketing data you'll collect.

Route leads instantly

pipe submissions to your CRM and notify a rep within minutes. Speed-to-lead is the single biggest predictor of conversion.

A/B test the headline

"See a demo" vs "Request a personalized walkthrough" can swing conversion by 30% or more.

Frequently asked questions

Is this demo request form free? +

Yes. You can collect unlimited demo requests for free, with no trial period and no credit card required.

Can I send leads to HubSpot, Salesforce, or another CRM? +

Yes. Use the webhook feature to push every submission directly into your CRM, or connect via Zapier if you prefer a no-code integration.

How do I prevent spam and fake demo requests? +

formformform includes built-in spam filtering with no CAPTCHA. Requiring a work email also filters out most low-intent submissions automatically.

Can I customize the form for different products or campaigns? +

Absolutely. Duplicate the template for each product line, change the fields, and add hidden fields to track which campaign or landing page each lead came from.

Can I embed the form on a specific landing page? +

Yes. Use the iframe code to embed it on any landing page, or link to the standalone form from a CTA button. It works with WordPress, Webflow, Framer, and any custom site.

Should I require a phone number? +

We recommend keeping phone optional. Requiring it tanks conversion, and most B2B sales teams reach out by email first anyway.

Start with the Demo Request Form template

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