Product Trial Request

Product trial requests submitted through a generic contact form or informal email give sales and product teams an incomplete picture of who is requesting the trial, what they are trying to solve, and how ready they are to evaluate the product meaningfully. The company's industry, size, and current technology stack are not captured. Trial objectives and intended use are not documented. Prior product familiarity is unknown. Without a structured trial intake process, qualifying leads, preparing appropriate onboarding support, and prioritizing follow-up requires additional discovery that a well-designed request form should eliminate.

The Product Trial Request template for SharePoint, built with Infowise Ultimate Forms, provides a trial request form that captures the requester's contact details, company profile including industry, employee count, and current CRM or ERP system, full company address, the product name and version, the number of licenses or users requested, the preferred trial start date and duration, trial objectives, intended use, prior product experience, specific needs and challenges, product familiarity level, and additional comments. Every request is stored as a complete, reviewable record in SharePoint.

How it works

Requester and company profile

The form captures the requester's full name, email address, phone number, company name, industry, number of employees, and current CRM or ERP system alongside the company's full address. Capturing the technology stack and company size at the point of the trial request gives the sales and product teams immediate context for assessing the requester's technical environment and the integration considerations that will be relevant during the trial, without a separate discovery call before provisioning can begin.

Product and trial parameters

The form captures the product name, version or model, the number of licenses or users requested, the preferred trial start date, and the desired trial duration. Capturing these parameters in structured columns at the point of request enables the provisioning team to set up the trial correctly and schedule it appropriately without additional configuration conversations with the requester.

Trial objectives and intended use

A required objectives column captures what the requester is hoping to achieve during the trial. A required use case column captures how they plan to use the product. Together these two columns give the product and customer success teams the context needed to configure the trial environment appropriately, direct the requester to the most relevant features, and prepare onboarding support that is tailored to the requester's actual goals rather than a generic product overview.

Prior experience and specific needs

The form asks whether the requester has used the product before, capturing prior experience in a structured column that allows the team to distinguish returning evaluators from first-time users. A required specific needs and challenges column gives the requester the space to describe the problem they are trying to solve, providing the sales team with a documented basis for the follow-up conversation that is significantly more useful than a generic interest inquiry. A product familiarity level column captures how well the requester already understands the product, enabling the team to pitch support and onboarding at the right level from the first interaction.

What you get

• A product trial request form capturing requester contact details, company name, industry, employee count, current technology stack, and company address
• Product name, version, license count, preferred trial start date, and trial duration
• Trial objectives and intended use for tailored onboarding and trial configuration
• Prior product experience, specific needs and challenges, and product familiarity level for qualified lead assessment
• Every request stored as a complete, reviewable record in a standard SharePoint list
• Extendable with automated trial confirmation notifications and sales follow-up workflows using Ultimate Forms
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Product Trial Request system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All request records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.