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Demo request form template

A demo request that scores each lead on role, team size and timing, and sends each to the right next step.

Use this templateFree · no credit card
  • 10 questions
  • 2 pages
  • 4 min to fill in
  • Sales
formkit.app/you/demo-request
Demo request

Book a demo

Two short pages, about two minutes.

10 questions · 2 pages
Try a theme

This is the real template. Fill it in, then make it yours.

Role, team size and timing add up to a lead score. Scores of 7 or more are told to expect times for a call this week, scores of 2 or less are offered a recorded demo, and the rest get the usual follow-up. A reply that speaks to what they want to see is written and ready; it switches on with Pro.

Who it’s for

Software companies and sales teams who want to know which demo requests to call first.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions4 questions
  2. Page 2Your team6 questions
  3. ThenThanks, we'll be in touch

    Someone from the team will email you within a working day to arrange a demo.

    Conditional logic is already set up
What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforDemo request · just nowNew
Your name
Maya Okafor
Your work email
maya@northstar.co
Company
Northstar
What's your role?
Founder or owner
How many people work at the company?
Only me
When are you hoping to start?
This month

and 4 more answers

From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/demo-request3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

Calculations and scoringAnswers that add up to a price, a score or a total.Explore Conditional and AI logicLogic that reads like a sentence, and AI that reads the answer.Explore AI repliesA personal reply to every response.Explore

Questions about this template

Can I change how leads are scored?

Yes. Each option's points are its score, and the lead score adds them up. Change the points or the thresholds in the endings' rules.

Do the endings work on Free?

The form works on Free and every request arrives. The lead score and the different endings are on Pro.

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