Sales Tech Stack Tool Request Form

Sales Tech Stack Tool Request Form — Form Fields

This sales template includes 12 fields. Process requests from sales reps and managers to add new tools, licenses, or software to the sales tech stack. Free to customize and use on ZenBuild.

• Requestor Name (text, required)
• Requestor Email (email, required)
• Tool Name (text, required)
• Tool Website (text, required)
• Tool Category (dropdown selection, required) — options: Prospecting, CRM, Email outreach, Call recording, Sales intelligence, Analytics/reporting, Other
• Problem This Tool Solves (long text, required)
• Estimated Annual Cost ($) (number, required)
• Number of Licenses Needed (number, required)
• Priority (dropdown selection, required) — options: Critical, High, Medium, Low
• Have you evaluated alternatives? (text, optional)
• Manager Approval (dropdown selection, required) — options: Pending, Approved, Rejected
• Additional Justification (long text, optional)