Technology, SaaS & Dev · community shared

Software License Request — shared by the community

Rachel O. shared this 23-question build with 4 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use technology, saas & dev form for engineering, IT and product teams: 23 questions, 2 pages, 4 conditional rules.

Shared by
Rachel O. · Events coordinator
Questions
23
Replies
23
Copies taken
372
See the library version

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Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Page 1 of 2What you need

What do you need to be able to do?

Is this a new tool or another seat?

This template runs as a straight sequence — no branching rules.

Works for you? Take Rachel O.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Software License Request is built for engineering, IT and product teams who need to route technical requests with the context needed to triage them.

  • Engineering, IT and product teams working in technology, saas & dev.
  • Teams who need to route technical requests with the context needed to triage them without writing code or paying for a custom build.
  • Anyone replacing vague reports that can't be reproduced or prioritised with one structured record per enquiry.
  • Respondents are users, testers and internal stakeholders — the form asks them 23 questions across 2 screens.

Why this form is useful

It removes the cost of vague reports that can't be reproduced or prioritised and turns each submission into a record your team can act on immediately.

  • 15 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It records a signature you can keep as proof of agreement.
  • It pins the request to a specific date.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Software License Request lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features conditional validation: if “Would customer or personal data go into this tool?” is Yes, “What data, and how it would be used” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is this a new tool or another seat?” is A new tool, “What you use today, and why it is not enough” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is a trial running?” is Yes, “Trial end date” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Does it need to connect to other systems?” is Yes, “Which systems it would connect to” becomes mandatory before the form can be sent.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — What you need

  • Requested byrequired
  • Team or departmentrequired
  • What you need to be able to dorequired
  • Tool or product namerequired
  • Vendor website
  • Is this a new tool or another seat?required
  • What you use today, and why it is not enough
  • People who need it nowrequired
  • People who might need it within a year
  • Needed byrequired

Page 2 — Cost, data and approval

  • Cost per personrequired
  • Billingrequired
  • Contract length in months
  • Is a trial running?required
  • Trial end date
  • Would customer or personal data go into this tool?required
  • What data, and how it would be used
  • Does it need to connect to other systems?required
  • Which systems it would connect to
  • Who pays for it?required
  • Budget holderrequired
  • What happens if it is not approved
  • Budget holder approvalrequired

Conditional logic in this build

  • WhenWould customer or personal data go into this tool?is Yes, requireWhat data, and how it would be used”.
  • WhenIs this a new tool or another seat?is A new tool, requireWhat you use today, and why it is not enough”.
  • WhenIs a trial running?is Yes, requireTrial end date”.
  • WhenDoes it need to connect to other systems?is Yes, requireWhich systems it would connect to”.

Questions about this shared form

How is this different from an API access request?

That grants access to your own systems. This asks the business to pay for someone else's tool, so it is about cost, duplication and where data would sit.

Why ask for the task rather than the product?

Because the task can often be met by something already paid for, and only the plain description of the task makes that visible.

Who should approve it?

The budget holder signs, and anything holding customer data should also pass your security review before purchase.

Does it cover renewals?

It covers new requests and extra seats. Track renewals from the recorded contract length rather than waiting for the invoice.

Is the Software License Request template free to use?

Yes. You can preview and test Software License Request on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Software License Request template ask for?

It asks 23 questions across 2 pages, 15 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Software License Request form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this technology, saas & dev form work?

4 conditional rules ship with the template: Features conditional validation: if “Would customer or personal data go into this tool?” is Yes, “What data, and how it would be used” becomes mandatory before the form can be sent. Features conditional validation: if “Is this a new tool or another seat?” is A new tool, “What you use today, and why it is not enough” becomes mandatory before the form can be sent. Features conditional validation: if “Is a trial running?” is Yes, “Trial end date” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Software License Request form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Software License Request form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Is the signature on this form legally usable?

The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.