Streamline Your Enterprise Software Trial Process

For SaaS companies selling to enterprise clients, the trial signup process is a critical moment—it's where initial interest transforms into active evaluation, and where sales, security and implementation teams first engage with prospects who have real buying intent.

This Enterprise Software Trial Application template is built for B2B software vendors who need to qualify, secure and onboard enterprise trial users with confidence. Instead of a generic "name and email" form, you'll capture the technical, security and compliance context your teams need to provision access correctly, meet enterprise security standards and deliver a white-glove trial experience from day one.

What this template captures

The form guides enterprise prospects through:

• Company and contact details – organisation name, size, industry and primary contact information
• Trial scope and use case – what they're evaluating, expected users and timeline
• Security and compliance requirements – data residency, certifications (SOC 2, ISO 27001, GDPR, HIPAA), audit needs and security questionnaire responses
• SSO and authentication – whether they require SAML, OIDC or other enterprise identity integrations
• Infrastructure preferences – cloud region, deployment type and any specific technical requirements
• Success manager and support needs – whether they need dedicated onboarding, training or CSM assignment

This depth ensures your sales, security, DevOps and customer success teams are aligned before the trial begins, reducing friction, speeding up time-to-value and increasing conversion rates.

Why Paperform for enterprise trial applications

Paperform's conditional logic and flexible design let you build a form that feels professional and brand-aligned, not like a generic survey. You can show or hide security questions based on compliance needs, route high-value trials directly to your enterprise sales team, and integrate submissions into your CRM, Slack or project management tools via Stepper for instant follow-up.

With Paperform's calculation fields and logic, you can even score leads based on company size, urgency and fit, ensuring your team prioritises the right trials. And because Paperform is SOC 2 Type II compliant, your enterprise prospects can trust that their information is handled securely from the first interaction.

Automate trial provisioning and onboarding with Stepper

Once a trial application is submitted, use Stepper to automate what happens next: create a deal in your CRM, notify your security team if compliance review is needed, provision sandbox environments, schedule kickoff calls and send personalised onboarding sequences—all without manual handoffs.

This template is ideal for SaaS platforms, DevOps tools, security software, data platforms and any B2B software company that sells to enterprises and needs to balance speed with security, compliance and a premium customer experience. Whether you're a startup scaling into enterprise or an established vendor refining your trial process, this form ensures every trial starts with clarity, alignment and momentum.