Demo Booking Form for Software Template

Embeddable form for generating more demo requests from any website

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A Demo Booking Form template created with is a versatile tool that makes scheduling demos with potential B2B clients a seamless and user-friendly process. Here's an overview of this template's features and customization options: 


The template is highly customizable, allowing you to add or modify questions to collect specific information from potential customers. For example, you can ask about their business needs, preferred demo date and time, or any additional requirements they may have. Feel free to customize the template to match your brand's aesthetics.

Conditional logic can be applied to the questions to tailor the form based on the user's previous responses. For instance, if a user indicates they are interested in a particular product or service, subsequent questions can be adjusted accordingly. 

Integration Options

The template can integrate with popular scheduling tools like Calendly to simplify the booking process. However, you can also choose to use's native scheduling element if preferred. This flexibility ensures you can work with the scheduling solution that best fits your business needs.

Embedding and Sharing

Embed the booking form directly into your site's landing page, making it accessible to potential clients without redirecting them to external platforms. You can share the booking form as a link through various channels, such as email, social media, or messaging apps. This is particularly useful for reaching out to potential clients who may not visit your website directly. 

Also, it’s possible to trigger the booking form as a pop-up on your website. This can capture visitors' attention and encourage them to schedule a demo while browsing your site. 

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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