SaaS Free Trial to Paid Conversion Form

SaaS Free Trial to Paid Conversion Form — Form Fields

This sales template includes 10 fields. Captures intent and removes friction when free trial users are ready to convert. Free to customize and use on ZenBuild.

• Full Name (text, required)
• Account Email (email, required)
• Choose Your Plan (dropdown selection, required) — options: Starter (Monthly), Starter (Annual), Professional (Monthly), Professional (Annual), Business (Monthly), Business (Annual)
• Billing Method (multiple choice, required) — options: Credit Card, Invoice (Annual Plans Only)
• Number of Users/Seats Needed (number, required)
• How would you describe your main use case? (dropdown selection, required) — options: Team Collaboration, Client Reporting, Automation, Data Management, Other
• Would you like an onboarding call? (multiple choice, required) — options: Yes, Please, No Thanks
• Discount Code (if any) (text, optional)
• How would you rate your trial experience? (rating, required)
• Anything we can improve before you commit? (long text, optional)