Demo Request
Let prospects book a product demo with your sales team.
Overview
A demo request form lets interested prospects raise their hand for a closer look at your product. This template captures the qualifying details your sales team needs to prepare a relevant conversation, from company size to specific goals. With NodumForms you can build it in minutes, brand it to match your site, and embed it on your product or pricing page so requests come straight to you.
A strong demo request form does two jobs: it makes booking easy and it gives your sales team useful context. This template gathers the prospect's name, work email, company, team size and what they hope to achieve, so reps can tailor the demo before they even reply. NodumForms offers Short Text, Email, Phone, Single Select and Dropdown question types, so you can qualify by industry, role or budget range without making the form feel long. Use the drag-and-drop builder to keep it focused, and apply your brand colours and logo so the form reinforces a professional B2B impression.
This template captures the request itself rather than booking a live slot, so your team follows up to arrange a time that suits both sides. Every submission appears in your responses dashboard with a live count, and you can view requests in Summary, Individual or Table views to prioritise the best-fit prospects. Export the requests to CSV and import them into your CRM to track them through your pipeline. Server-side validation keeps contact details accurate, while TLS encryption and hashed IP addresses keep the data secure. A short, well-qualified form means your reps spend time on conversations that are likely to convert.
Perfect for
Give sales the context to run a relevant demo
B2B SaaS and software teams use this form so prospects can request a guided product walkthrough. Imagine a marketing manager linking the form from a 'Book a demo' button on the pricing page: a prospect submits their company, team size and goals, and the request lands in the dashboard. The sales rep exports it to the CRM and reaches out already knowing what the prospect wants to see.
Why this template works
- Capture qualifying context so reps can tailor each demo before they reply.
- Embed the form behind a 'Book a demo' button on any product or pricing page.
- Prioritise the best-fit requests using Summary, Individual and Table views.
- Export requests to CSV and import them into your CRM to track the pipeline.
How to use
- Open the Demo Request template to start with a qualifying B2B form.
- Edit the fields in the builder and add your brand colours, logo and cover image.
- Publish the form and link it from a 'Book a demo' button, or embed it on your pricing page.
- Review and prioritise requests in the dashboard, then export them to CSV for your CRM.
What this template includes
- Full name
- Work email
- Company name
- Company size
- What would you like to see in the demo?
- Preferred timeframe
FAQ
- Does the form let prospects pick a time slot?
- No. This form captures the demo request and the prospect's context. NodumForms does not include live calendar booking, so your team follows up to arrange a time that suits both sides after the request comes in.
- Can I qualify leads before the demo?
- Yes. Add Single Select or Dropdown fields for industry, team size or budget range so reps can prioritise the best-fit prospects. Keep the form short, as too many fields can reduce the number of requests you receive.
- How do demo requests reach my CRM?
- Requests are collected in your responses dashboard. You export them to CSV and import the file into your CRM. There is no automatic sync, so you control exactly when and how requests enter your pipeline.