---
title: Customer Success Platform Request Form Template | Paperform
description: Streamline requests for customer success platforms with this comprehensive form template. Capture requirements for account health scoring, churn prediction, playbook automation, and expansion tracking.
url: "https://paperform.co/templates/customer-success-platform-request-form"
type: static
generatedAt: "2026-03-28T00:43:36.212Z"
---

[← Back to free form templates](/templates/)    ![Customer Success Platform Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/customer-success-platform-request-form.png)
    [Preview](https://_preview.paperform.co/ai-template/customer-success-platform-request-form) [Use this template for free](/create?ai-template=customer-success-platform-request-form)    [SaaS & Startup Forms](/templates/category/saas-startups/)[Information Technology](/templates/category/it/) [Software & SaaS](/templates/industry/software-saas/)[Customer Service & Support](/templates/industry/customer-service/)[IT Services](/templates/industry/it-services/) [Product Manager](/templates/role/product-manager/)[Manager](/templates/role/manager/)[Customer Service Manager](/templates/role/customer-service-manager/)[IT Professional](/templates/role/it-professional/)[CTO](/templates/role/cto/)[Operations Manager](/templates/role/operations-manager/)     About this free form template
A customer success platform is essential for modern businesses looking to reduce churn, increase customer lifetime value, and scale their CS operations efficiently. This **Customer Success Platform Request Form** helps IT teams, CS leaders, and operations managers gather detailed requirements for implementing or upgrading customer success software.

The form captures critical information about your current CS challenges, required features like account health scoring and churn prediction models, integration needs with your existing CRM and support tools, and specific playbook automation workflows. Whether you're evaluating platforms like Gainsight, ChurnZero, Totango, or building custom solutions, this template ensures nothing gets missed.

Paperform makes it easy to collect structured requests from stakeholders across your organization, then use **Stepper** to route approvals through IT and finance, create evaluation tasks in your project management tools, and keep everyone updated throughout the vendor selection and implementation process. With conditional logic built in, the form adapts based on team size, use case priority, and technical requirements—saving time for both requesters and reviewers.

Perfect for SaaS companies, subscription businesses, and any organization where customer retention drives revenue growth. Get started with a platform that turns CS insights into action.
       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
  [![Knowledge Base & Documentation Software Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/knowledge-base-documentation-software-request-form.png)

### Knowledge Base & Documentation Software Request Form

Request and evaluate knowledge base or documentation software with detailed requirements for article management, search capabilities, version control, and multilingual support.](/templates/knowledge-base-documentation-software-request-form/)
[![SaaS Service Disruption & Impact Assessment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/saas-service-disruption-impact-assessment-form.png)

### SaaS Service Disruption & Impact Assessment Form

Track service disruptions, assess customer impact, manage incident communications, and monitor SLA breaches with this comprehensive business continuity form for SaaS platforms.](/templates/saas-service-disruption-impact-assessment-form/)
[![Software Bug Critical Escalation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/software-bug-critical-escalation-form.png)

### Software Bug Critical Escalation Form

A professional escalation form for critical software bugs that captures reproduction steps, customer impact, severity levels, and routes issues to development teams with executive notification.](/templates/software-bug-critical-escalation-form/)
[![CRM Software Procurement Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/crm-software-procurement-request-form.png)

### CRM Software Procurement Request Form

A comprehensive CRM procurement form for IT teams to gather requirements around contact volume, sales pipeline, marketing automation, and integration needs.](/templates/crm-software-procurement-request-form/)
[![Enterprise File Sync & Share Solution Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/enterprise-file-sync-share-solution-request-form.png)

### Enterprise File Sync & Share Solution Request Form

Request enterprise file sync and share solutions with detailed requirements for user counts, storage quotas, external sharing controls, and mobile app features.](/templates/enterprise-file-sync-share-solution-request-form/)
[![IT Vendor Evaluation Form for SaaS Providers](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/it-vendor-evaluation-form-for-saas-providers.png)

### IT Vendor Evaluation Form for SaaS Providers

Comprehensive evaluation form for assessing SaaS vendors across security, uptime, integrations, and support. Streamline your procurement process with standardized scoring criteria.](/templates/it-vendor-evaluation-form-for-saas-providers/)
[![Workstation Imaging Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/workstation-imaging-request-form.png)

### Workstation Imaging Request Form

Request a new workstation image with standard builds, custom software, data migration, and flexible scheduling. Streamline IT provisioning for your team.](/templates/workstation-imaging-request-form/)
[![Affiliate Marketing Software Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/affiliate-marketing-software-request-form.png)

### Affiliate Marketing Software Request Form

Request affiliate marketing software with detailed requirements including affiliate count, commission structures, tracking capabilities, and fraud prevention features.](/templates/affiliate-marketing-software-request-form/)
[![API Gateway Technical Support Request](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/api-gateway-technical-support-request.png)

### API Gateway Technical Support Request

Submit technical support requests for API gateway issues including authentication errors, rate limiting, latency problems, and platform engineering escalations.](/templates/api-gateway-technical-support-request/)
[![Business Continuity Planning Software Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-continuity-planning-software-request-form.png)

### Business Continuity Planning Software Request Form

Streamline business continuity software requests with impact analysis, recovery procedures, emergency contacts, and testing schedules to ensure organizational resilience.](/templates/business-continuity-planning-software-request-form/)
[![Business Intelligence & Analytics Software Request](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-intelligence-analytics-software-request.png)

### Business Intelligence & Analytics Software Request

Request business intelligence and analytics software with data connectors, user seats, dashboard requirements, and visualization needs. Streamline your BI software procurement process.](/templates/business-intelligence-analytics-software-request/)
[![Business Intelligence Tool Support Request](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-intelligence-tool-support-request.png)

### Business Intelligence Tool Support Request

Streamline BI support requests with this comprehensive form for data connection errors, dashboard issues, report scheduling problems, and analytics escalations.](/templates/business-intelligence-tool-support-request/)