Streamline Dashboard Customization with Paperform

Your SaaS dashboard is the command center for your users—it should feel like it was built just for them. This Dashboard Customization Request template makes it effortless to gather user preferences for widgets, metrics, and layouts, helping you deliver personalized experiences that drive engagement and retention.

Perfect for SaaS companies, product teams, and startups looking to build user-centric features, this template captures exactly what your customers need from their dashboard without endless back-and-forth emails or confusing spreadsheets.

Why this template works for SaaS teams

Product managers, customer success teams, and UX designers can use this form to understand which metrics matter most to different user segments, which widgets get used daily, and how users prefer to organize their workspace. Whether you're building a customization feature from scratch or optimizing an existing dashboard, structured feedback like this turns feature requests into actionable product roadmap items.

The template includes conditional logic to show relevant follow-up questions based on user selections, visual ranking to prioritize features, and fields for layout preferences—all optimized for SaaS workflows. Responses flow directly into your product management tools via Paperform's native integrations or Stepper workflows, so you can route high-priority requests to your dev team, tag feedback by user segment, and close the loop with automated follow-ups.

Automate what happens next

Once a customization request comes in, use Paperform with Stepper to automatically create a feature ticket in Linear, Jira, or ClickUp, notify your product team in Slack, and trigger a personalized thank-you email. You can even segment responses by plan tier or usage pattern to ensure your highest-value customers get priority attention.

Built for modern SaaS teams who want to move fast without sacrificing the user voice, this template helps you collect, prioritize, and act on dashboard feedback—all in one place.