Sales
Demo request form template
Half of a good demo is knowing what to skip. This asks what they want to see, and each answer opens the one follow-up that makes the demo specific — which integrations, which compliance regime, which system they are migrating from — then hands them straight to your booking link.
The conversation
What a respondent is asked, in order.
Let's get you a demo. Two minutes of questions so we don't waste yours.
Who should we be speaking to?
Which company?
How many people work there?
What's your role in the decision?
What would you most like to see?
What does it need to talk to?
Which of these are you being held to?
Who runs the security review on your side?
What are you moving off?
Roughly how much data would come with you?
When would you want this live?
Anything the demo should definitely cover?
Pick a time that works
Ends with
Booked 📅
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Single select
Single select
Single select
Multi select
Multi select
Short text
Short text
Single select
Single select
Long text
Scheduling
Free, with unlimited responses. Start from this and change anything — questions, wording, routes, endings — or describe your own form and let chatform draft it.
Use this template