Qualify demo requests with company size, use case, and timeline, so sales walks in prepared.
Ready to use
Full name
Short Answer
Work email
Company name
Short Answer
Company size
Dropdown
Your role
Short Answer
What are you hoping to solve?
Long Answer
When are you looking to get started?
Multiple Choice
A demo request form that qualifies while it converts: company size, the problem to solve, and the buying timeline, so your sales team walks into every demo already knowing what to show and how urgent the deal is.
The difference between a demo form and a contact form is qualification. Company size routes the lead (self-serve vs. sales-led), the problem question tells the AE which features to demo, and the timeline question separates this-quarter pipeline from nurture. That's three routing decisions answered before anyone books a call.
Keep the required fields to what routing genuinely needs. Every extra required question costs conversions, and this template already errs on the lean side. Push submissions to your CRM via webhooks so speed-to-lead stays measured in minutes.
Five to seven, with only the routing-critical ones required. This template requires name, email, company, size, problem, and timeline: enough to qualify, short enough to convert.
Connect a webhook to your CRM or automation tool and each request arrives as a lead in real time, with email notifications alerting the team simultaneously.
For B2B, yes. It filters low-intent requests and identifies the company automatically. The placeholder in this template nudges it without hard enforcement.
Not an exact fit? Use this template as a starting point and edit anything, or describe what you need and let Formly's AI adapt it for you.
