Simplify Your Commercial Building Automation Trial Requests

Managing building automation trials shouldn't require complicated spreadsheets or back-and-forth emails. This Commercial Building Automation Trial Request Form is designed for facility managers, property directors, and building operations teams who need a professional way to evaluate smart building solutions.

Whether you're managing office complexes, industrial facilities, healthcare campuses, or retail spaces, this template captures everything you need: facility specifications, current system details, integration requirements, energy efficiency goals, and proper authorization—all in one streamlined form.

Built for facility teams and automation vendors

Paperform's flexible form builder lets you customise every field to match your specific systems, service areas, and approval workflows. The professional design works perfectly as a standalone landing page or embedded directly on your website, matching your brand with custom fonts, colours, and layouts.

Conditional logic reveals relevant questions based on facility type and system needs, while calculation fields can help estimate potential energy savings or ROI. Connect submissions to your CRM, project management tools, or Google Sheets through native integrations, and trigger automated follow-ups with Stepper workflows to route trial requests to the right technical team members.

For automation vendors managing multiple client trials, Agency+ features let you manage forms across different product lines or regions from one account. Track which facility types convert best, which integration requirements are most common, and optimise your trial qualification process with AI Insights that summarise patterns across submissions.

Need facility director sign-off? Use Papersign to automatically generate trial agreements from form submissions and collect secure eSignatures before equipment ships—keeping your entire trial workflow connected and auditable.

This template is trusted by building automation providers, energy management companies, and facility operations teams who need more than a basic contact form. Start with this template and customise it in minutes—no coding required.