Qualify interest before sales follow-up
AI Demo Request Form Builder
Create a B2B demo request form for work contact details, company context, team size, use case, and evaluation timeline. Share it by link or QR code, review requests, export CSV, and route follow-up through a webhook-ready path.
Make the demo relevant to your workflow
Share your team context and the problem you want to solve.
Best for
B2B SaaS and sales teams searching for a form to collect qualified demo requests before follow-up.
Create with AI
Create a B2B demo request form that collects work contact details, company, role, team size, main use case or pain point, evaluation timeline, and follow-up consent.
Starter template
Demo Request Form
Why this workflow
Turn a real task into a form you can publish
Start with a template and AI prompt for this workflow, refine the fields, then publish, share, and handle submissions.
A generic contact form does not capture enough company, use case, or evaluation context.
Sales teams lose time asking the same qualification questions after every request.
Teams need structured demo requests they can review, export, and route into follow-up.
Recommended fields
Ask only what the sales team needs before follow-up
Keep the flow focused on company fit, the problem to solve, and evaluation timing. Do not turn the request form into a calendar scheduler or a full CRM intake process.
Start with the demo request templateName
Work email or preferred contact
Company
Role
Team or company size
Main use case or pain point
Evaluation timeline
Follow-up consent
Workflow
From landing page to live form
Describe the product and the qualification context needed before a demo follow-up.
Let AI draft a concise request form for company, role, team size, use case, and timeline.
Publish a public link or QR code, then review requests, export CSV, or route follow-up through a webhook.
How it fits
Create, share, and follow up around the real workflow
A demo request form, not a calendar scheduler
Use the form to understand the prospect before follow-up. Keep time-slot selection, meeting invitations, reminders, cancellations, and rescheduling outside the page promise.
- Collect the business problem and the workflow the prospect wants to improve.
- Ask for company size and evaluation timing as qualification context.
- Let the sales team decide the next step after reviewing the request.
Share one request flow across campaign touchpoints
Publish a public link or QR code for product pages, campaign CTAs, event materials, or direct outreach without promising an embedded form.
- Link from a Request a demo button on a product or campaign page.
- Use QR access at events, booths, printed decks, or in-person demos.
- Keep the mobile flow short enough to finish in one focused session.
Review and route requests without inventing a CRM
Review structured submissions in the dashboard, export CSV, or use a webhook-ready path for follow-up while keeping CRM and scoring claims out of scope.
- Review company, role, team size, use case, and timeline in one record.
- Export requests as CSV for spreadsheet-based review.
- Use webhook or supported bot paths without claiming native CRM sync or automatic lead scoring.
What you can do
Create, publish, and follow up in one flow
AI-generated demo request fields
Mobile-friendly single-question flow
Public link and QR code sharing
Response dashboard and CSV export
Webhook-ready follow-up
FAQ
Questions before you create
What should a demo request form ask?
Ask for name, work contact, company, role, team size, the main use case or pain point, evaluation timeline, and permission for the team to follow up.
Can I create a demo request form with AI?
Yes. Describe the product and the context your sales team needs, then use AI to draft and adjust a concise mobile-friendly request flow.
Can prospects open the form from a public link or QR code?
Yes. Publish the form as a public link and use QR access for product pages, campaign materials, events, booths, printed decks, or direct outreach.
Where can the team review or export demo requests?
Review submissions in the GenForms response dashboard and export CSV when the team needs spreadsheet-based qualification or follow-up.
Can new demo requests enter a webhook or bot path?
Yes. Route new requests through a generic webhook or supported bot path, with delivery logs and failed-delivery retry visibility for the handoff.
Does GenForms book a calendar time or send a meeting invite?
No. This workflow collects a demo request for team review. It does not promise real-time slots, calendar sync, meeting invitations, confirmations, reminders, cancellations, or rescheduling.
Does GenForms score leads or sync natively with a CRM?
No. GenForms collects structured demo requests and supports CSV or webhook-ready follow-up; it does not provide automatic lead scoring or native CRM synchronization.
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