--- title: Free B2B SaaS Trial Request Form Template | Paperform description: Professional B2B software trial request form with company qualification, use case selection, and demo scheduling. Integrates with CRMs and automates your sales workflow. url: "https://paperform.co/templates/b2b-saas-free-trial-request-form" type: static generatedAt: "2026-04-04T00:43:14.642Z" --- [← Back to free form templates](/templates/) ![B2B SaaS Free Trial Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/b2b-saas-free-trial-request-form.png) [Preview](https://_preview.paperform.co/ai-template/b2b-saas-free-trial-request-form) [Use this template for free](/create?ai-template=b2b-saas-free-trial-request-form) [Order & Booking Forms](/templates/category/orders/)[Marketing & Lead Generation](/templates/category/marketing/)[SaaS & Startup Forms](/templates/category/saas-startups/) [Marketing & Agencies](/templates/industry/marketing-agencies/)[Software & SaaS](/templates/industry/software-saas/)[Business](/templates/industry/business/)[Technology](/templates/industry/technology/) [Marketer](/templates/role/marketer/)[Sales Professional](/templates/role/sales-professional/)[Product Manager](/templates/role/product-manager/)[Growth Hacker](/templates/role/growth-hacker/)[Founder](/templates/role/founder/) About this free form template ### Streamline Your B2B SaaS Trial Requests with Paperform Converting prospects into active trial users is critical for any B2B SaaS business. This **free trial request form** helps software companies qualify leads, understand customer needs, and schedule demos—all in one seamless experience. #### Designed for SaaS Sales and Marketing Teams Whether you're a startup launching your first product or an established SaaS platform scaling your customer acquisition, this template captures the essential information you need: company size, specific use cases, implementation timeline, and contact details. By understanding your prospect's context upfront, your sales team can personalise onboarding and increase conversion rates. #### Smart Scheduling Built In With Paperform's native **appointment scheduling fields**, prospects can book their demo or onboarding call directly within the form—no back-and-forth emails required. Connect your calendar and let qualified leads choose a time that works for both of you, automatically reducing friction in your sales process. #### Automate Your Trial Workflow with Stepper Once someone requests a trial, the real work begins. Use [Stepper](https://stepper.io) to automatically provision trial accounts, send personalised welcome emails based on their use case, notify the right sales rep, and create follow-up tasks in your CRM. You can route high-value enterprise leads differently than small business trials, ensuring every prospect gets the right level of attention. This form integrates seamlessly with HubSpot, Salesforce, Pipedrive, and other popular CRMs, keeping your sales pipeline up to date without manual data entry. Trusted by thousands of SaaS companies worldwide, Paperform helps you deliver a professional, conversion-focused trial experience that matches your brand. Built for growing businesses, trusted by bigger ones. Trusted by 500K+ business owners and creators, and hundreds of millions of respondents. ![Capterra - 4.8 out of 5](/images/capterra-st.jpg) ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg) ![G2 - 4.8 out of 5](/images/g2-st.jpg) [Try Paperform free now](/register) ## More templates like this [![Analytics Platform Free Trial Sign-Up](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/analytics-platform-free-trial-sign-up.png) ### Analytics Platform Free Trial Sign-Up Start your free trial of our analytics platform. 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