Create a SaaS or demo request form for your website to get information on your potential leads.
Don’t know where to start building? We’ve got you. This article will cover the benefits of creating SaaS forms and talk about 5 amazing form builder tools to create amazing forms that get you more submissions.
What are SaaS forms and demo request forms?
A demo request form is used by B2B SaaS brands to collect information about potential leads about their interest in buying a product or service. The SaaS forms are like any other, but they’re more inclined towards getting more leads and demo bookings.
Importance of SaaS forms and demo request form
SaaS forms are one of the crucial tactics SaaS companies use to generate leads, get more demos, and collect email addresses to build a good email list.
Some of the reason these forms are non-negotiable includes the following:
✅ Helps in collecting all the required information in a single place.
✅ Get the relevant questions/answers with conditional logic in the form.
✅ Easy to share via a link on different channels - emails, websites, and social media giving you more flexibility in reaching out to your target persona.
Best practices for creating SaaS and demo request forms
Follow these best practices to get hot leads that show higher intent to convert.
1. Avoid long forms to reduce drop-offs
Long forms take time, and the recipient might not find your form worth that much if it’s irrelevant. You can tackle this in the following ways:
- Clarify how long it will take to fill out the form. It can help them decide if they want to invest that much time.
- Give them the incentive to complete the form.
- Clarify the type of questions they’ll need to fill out. A long objective-based question might seem more favorable than a mix of a closed and open-ended questions.
2. Use simple and easy-to-understand language
The questions should be straightforward and relevant to your audience. The language and wording you use can greatly impact whether the recipient submits the form. So, it’s best to use conditional logic and show relevant questions based on the previous response to the recipient.
3. Boost credibility by adding social proof next to form on your website
Add social proof next to your signup or demo booking form page to reinforce credibility and help your visitors fill out the form without any doubt.
Social proof can be of various types including:
- Add old-fashioned testimonials.
- Show the client name you have worked with.
- Showcase the results you have helped to achieve.
- Add the number of clients you have worked with globally.
4. Be transparent about terms and conditions
While collecting the information of your audience, transparency always wins. So, be clear about why you need all this information and what you intend to do with that.
- Will you be sending them promotional emails or running target ads? Be upfront with that.
- When can they hear from you if they filed out this demo booking form? Clarify that.
- How will you use their feedback from your product demo feedback form? Answer that.
Be it your website, emails, or social media channel, wherever the audience fills out the form, make sure you maintain utmost transparency to maintain trust and get more form fills.
Get inspiration from these 3 SaaS forms examples
Here are some of the great examples of B2B SaaS forms that we’ve loved.
1. Amplitude’s request a demo page
Amplitude’s demo request form is one of the best we’ve seen. Not only is the form simple and straightforward, but adding a video right next to it makes it even more impactful.
Besides, social proof removes any confusion or doubt the visitors might have when the video demo is not convincing enough.
💡 Lesson: Use videos to make your demo form page more attractive and distinguishable.
2. Miro’s contact sales team form
Miro’s demo request form looks minimalistic, as there are no distractions and the entire focus is on the form. The two sections i.e. expected a number of users and use case, are specific to their product and help them deliver a customized sales demo.
And like other brands, they also leverage social proof.
💡 Lesson: Keep the design of your demo form page simple to avoid distractions.
3. Slack’s enquiry form email
Slack gives a clear upfront option in their navigation to attract more people to book a demo with their sales team. The form stands out as it opens on the page and collects the basic information like work email, company name, department, etc.
Slack offers an open-ended questions to collect more insights into their audience’s pain points which is a good move to collect specific questions.
💡 Lesson: Add a open-ended question section to collect specific and more relevant pain points.
5 amazing demo request form builders for SaaS
Here are some of the best SaaS form builders you can choose from:
MarbleFlows is a no-code user onboarding and lead generation software. It not only helps you with customer onboarding but generates hot leads, upsells existing customers, and automates your workflow with its easy-to-use no-code builder.
Some common use cases of MarbleFlows include:
- Improving product adoption through gamified interactive experience through polls, pop-ups, surveys, forms, for the site’s visitors.
- Upsell customers and increase customer lifetime value.
- Generate and convert more leads through relevant pop-ups and personalized customer journeys.
- No-code builder to create amazing pop-ups, onboarding flows, and journeys in-app and website.
- A variety of content blocks to create the journey you need: text, images, videos, buttons, and games.
- Get a deep dive into your audience’s behavior through its extensive analytics dashboard.
- Embed anywhere – Easily shared via link, widget, or an iframe to the place you need it.
MarbleFlows offers a free plan with basic features such as 1000 flow views/month, analytics, and access to all templates. If you want to learn more about the tool, check out it’s free trial.
MarbleFlows offers two paid plans:
- Scale: $12.99/month with 3000 flows/month, 3 editor seats and priority support.
- Growth: $59.99/month with everything from scale’s and 15l flow views/month, 5 editor seats and data export.
GetLeadfroms is an amazing multi-step form builder that’s easy to use and helps you convert your website visitors into qualified leads with creative SaaS and demo booking forms.
- No-code form builder to create amazing forms in a few clicks.
- Add different types of pop-ups on websites to capture visitors.
- Verify the lead’s details through OTP.
- Integrate with various apps, including ActiveCampaign, Mailchimp, Leadspedia, Hubspot, and more.
The tool offers a 7-day free trial on all its plans.
There are four plans you can choose from:
- Starter: $47/month with up to 250 leads/mo and 2 domains.
- Pro: $67/month with up to 500 leads/mo and 3 domains.
- Plus: $97/month with up to 1,000 leads/mo and 20 domains.
- Scale: $497/month with unlimited leads and 100 domains.
3. FormGet.com (Pabbly Form Builder)
FormGet.com has shifted to Pabbly Form Builder recently, and it’s an easy-to-use tool to create amazing SaaS and demo request forms.
- Receive payment smoothly as it is integrated with Stripe and Paypal.
- Create forms in no time using a drag-and-drop form builder.
- Embed forms anywhere - websites, blog posts, or shares on social media platforms.
- Add conditional logic to make forms more relevant to your audience.
You get 7 days free in which you can create 1 form and get maximum of 100 submissions and receive a payment of up to $100.
There are three paid plans:
- Standard: $15/month with 1 form and unlimited submissions and payments.
- Pro: $39/month with 3 forms and unlimited submissions and payments.
- Unlimited: $99/month with 10 forms and unlimited submissions and payments.
Upflowy is among the best flow builders, which helps you create high-converting flows with no coding skill set. The tool lets you create, test, and iterate the flows for higher lead generation.
- Create a high-converting flow using its drag-and-drop flow builder.
- Make your flows personalized with conditional logic and collect relevant information.
- Integrate Upflowy with over 3000+ apps in a few clicks, including Zapier or direct with your API.
- Data is secure and encrypted, so there is no need to worry about that.
Upflowy offers a 14-day free trial on all its paid plans.
The paid plans start at $25/month and go up to $500/month with advanced features. In each plan, you get unlimited responses, but the number of users and other features are limited.
Paperform is an easy-to-use online form builder with which you can create amazing SaaS forms, capture leads, and get more demo bookings.
- 100+ pre-built templates to help you fight the creative block.
- Easy to use no-code form builder with a lot of customizations.
- Connect with over 2000 native integration, including Zapier and Make.
Paperform offers a 14-day free trial on all its paid plans.
The essential plan starts at $24/month and is best suited for individuals and small teams with unlimited forms but limited views and responses. To get more features, you can check out the pro and agency plans, which cost $49/month and $159/month, respectively.
Having the right demo form can make all the difference. The more relevant and easy to fill it is, the more demo booking you can get. All the tools we’ve discussed are amazing and can help you create forms to your liking.
But if you want to create forms that generate and convert more leads at a price that fits your budget, we recommend going with MarbleFlows. The tools offer you a free trial once you signup, and you can explore all the possible use cases you case use it for.
+Bonus: Demo request form checklist
Some important things you should add in a demo request form:
- Full name
- Contact details: Contact number, email address.
- Company name
- Job profile
- Name of the industry they work in
- Your product specific details such as use case they are looking for
- Current tool they use (if any)
- Date and time for the demo