Product Demo Request Form Template

What is the product demo request form template?

A "Book a demo" button that only asks for an email address creates work: a reply to ask about the company and use case, another to find a time, and often a demo that misses what the prospect actually cared about.

This product demo request template collects what a good demo needs up front. Prospects tell you about themselves and their company, how many people would use the product, what they want to use it for and which topics the demo should cover, what they use today, and when they hope to decide. They then choose a live video call, an in-person visit or a recorded walkthrough, and — for live demos — give two preferred dates and times, their time zone and who else will join.

Each request is saved as a PDF in your FileIt vault, and the Responses table gives your team a queue of requests to schedule.

Who uses a product demo request form?

• A software company adding a demo request page to its website
• An equipment supplier offering on-site demonstrations to trade customers
• A startup whose founders run every demo and need to prepare for each one
• A sales team offering recorded walkthroughs to prospects in other time zones
• A reseller booking demos of a partner's product
• An event team collecting demo requests from booth visitors

Questions on this product demo request form

26 questions over 3 pages · includes conditional questions, multiple pages, consent checkbox.

The product demo request form, page by page

1 About you

The prospect gives their name, work email, phone, job title, company, company website and country.

2 What you're looking for

A required company size question and an optional estimate of how many people would use the product come first. The prospect describes what they'd like to use it for, and ticks what the demo should cover: a general overview, specific features (which asks which ones), integrations, reporting and analytics, security and compliance, pricing and plans, or onboarding and support.

They note what they use today and when they're hoping to decide, from as soon as possible to just researching.

3 Scheduling

The prospect chooses a live video call, an in-person demo or a recorded walkthrough. For a live or in-person demo, they give their time zone, a preferred date and time and an optional second choice, how many people will join and the other attendees' emails; in-person demos also ask where to meet. A recorded walkthrough skips the scheduling questions entirely.

The page ends with how they heard about you, anything they'd like you to prepare, and their agreement to be contacted about the request.

Make the template yours

• Replace the demo topics with your product's main modules or features
• Remove the in-person option if you only run demos online
• Edit the confirmation message to say how quickly you'll reply with an invitation
• Add a question qualifying the prospect, such as their industry or budget
• Send new requests to a shared sales inbox using the notification emails setting
• Remove the recorded walkthrough option if you don't have one ready to send

Tips for a better product demo request form

• Reply within a working day — demo requests cool quickly
• Read the use case before the call and open the demo with it
• Confirm the time in the prospect's time zone in your invitation
• Invite the other attendees they listed so nobody is forwarded a stale link
• Track which topics people ask for most — it tells you what to lead with
• Follow up after the demo with whatever they asked you to prepare

Product demo request form: frequently asked questions

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Templates are a starting point. Check that the questions and any wording about consent, privacy or terms suit your situation and the rules where you are. Page last reviewed 2026-09-28.