Contact, conversational form
Demo request template
A B2B demo request that takes contact details first, then role, team size, current tools and what they want to see.
10 questions, 9 required, as a conversational form
Use this template opens a copy in the form builder after you sign in. Adapt it with AI opens the generator with this template chosen, so you can describe your business and get the questions rewritten for it.

Every question
What is your name? (required)
Short answer
What is your work email? (required)
Short answer
Which company? (required)
Short answer
What is your part in this? (required)
Dropdown: I run the warehouse or the floor, I run operations across sites, Technology or systems, Finance or procurement, Owner or executive, I am researching it for somebody else
How many people work in the warehouse? (required)
Dropdown: Fewer than 10, 10 to 30, 30 to 100, 100 to 400, More than 400, Several sites, varies
What are you running today? (required)
Dropdown: Spreadsheets and paper, The warehouse module of an accounting system, A dedicated warehouse system we have outgrown, Something built in house, Nothing, we are opening a new site
What would you like to see? (required)
Multiple choice: Receiving and putaway, Pick, pack and dispatch, Stocktake and cycle counting, Barcode scanning on the floor, Reporting for the people who never enter the warehouse, How it connects to our accounting system, What the first month of setting it up looks like, Pricing, in detail
How soon are you deciding? (required)
Single choice: This month, This quarter, Within six months, No date, I am building a picture
Who else should be on the call? (required)
Single choice: Just me, Me and one colleague, A small group, three or four of us, I want to see it alone first, then bring others
Is there anything specific you want answered?
Long answer
What you fill in
- [Your company]