Form templates / Software & IT
Enterprise Contact Sales Form
An enterprise contact sales form should qualify on procurement reality, not just company size. Seats, budget owner, security review and timeline.
For software teams, IT departments and managed service providers.
Ask about the security review, because it is the timeline
Enterprise deals don't slow down in sales - they slow down in vendor onboarding. A security questionnaire, a DPA, a penetration test report, a procurement portal and an insurance certificate can add three months, and none of it appears in a sales forecast.
So this template asks whether a security review is required and what it involves. It also asks who owns the budget and whether it's approved - the two answers that separate a deal from an interested engineer with no authority.
A quote request that actually contains the job
"How much do you charge?" is unanswerable, and answering it with a range makes you look expensive to some and cheap to others. The fix isn't a longer reply - it's a better question.
Scope, timing, location and budget are on this form because those four answers turn a vague enquiry into something you can price with confidence, usually without a call.
A bug report that doesn't need three follow-ups
"It's broken" costs a developer an hour of guessing. Steps to reproduce, expected versus actual, browser and version turn a report into something that can be triaged without a conversation.
Fields make people answer the questions they'd otherwise skip - and being able to filter a month of reports by area or severity tells you where to spend the next sprint.
Let them show you, not describe it
A sentence about the problem is a guess; a photo is a fact. This template asks for the details in the user's own words *and* keeps the questions short enough that they answer all of them.
One minute to make it your own
Every label, option and placeholder on this template is editable, and you can add whatever this template doesn't ask. Save to publish, share the link, and export the responses whenever you need them in a spreadsheet.
What this template asks
- Your name
- Job title
- Work email
- Phone number
- Company
- How many employees?
- What are you trying to do?
- How many people would use it?
- Do you need any of these?
- What are you using now?
- Which one?
- Will this need a security review?
- Which documents will you need?
- What's the buying process?
- Who owns the budget?
- Is budget available?
- Annual budget range
- When do you need to be live?
- Is there a fixed date driving this?
- Anything else we should know?
More Software & IT forms
Questions
Won't a long form deter enterprise buyers?
The opposite - they expect to be qualified and are relieved to find a vendor who understands procurement. It's self-serve buyers who need a short form.
Should we ask about a security questionnaire?
Always. It's the single most predictive question about how long a deal takes, and it lets you send your documentation pack in the first reply.
Can I ask for photos or files?
Not yet - uploads are on the roadmap. In the meantime, most people ask for a link to photos, or reply to the response with an email asking for them. Everything else about the job is captured here.
Can I see where each quote request came from?
Yes. Add a hidden tracking parameter to the link (for example one link on your site and another on your Google profile) and it's stored with the response.
How fast can I put this live?
About a minute. Pick the template, change the wording, press save - saving is publishing - and you get a link to share.
Can this feed into our issue tracker?
Point a webhook at your tracker and every submission is posted to it as JSON as it arrives, or pull responses from the REST API. There's also a CSV export for bulk import.
Publish your enterprise contact sales form today
Start from this template and change anything you like. Free to begin.