Software Upgrade Upsell Consent Form

Software Upgrade Upsell Consent Form — Form Fields

This sales template includes 10 fields. Collects user consent and configuration preferences when upgrading to a higher-tier plan. Free to customize and use on ZenBuild.

• Account Holder Name (text, required)
• Account Email (email, required)
• Current Plan (text, required)
• Upgrading To (dropdown selection, required) — options: Professional, Business, Enterprise
• Billing Preference (dropdown selection, required) — options: Monthly, Annual (Save 20%)
• Would you like to migrate existing data automatically? (multiple choice, required) — options: Yes, No, Review Manually
• Add-Ons (checkboxes, optional) — options: Priority Support, Custom Domain, Advanced Analytics, SSO/SAML
• Billing Contact Name (if different) (text, optional)
• Do you accept the updated Terms of Service? (multiple choice, required) — options: Yes, No
• Special Requirements or Notes (long text, optional)