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Software Request Form Template

A free software request form for IT and finance teams. Staff ask for a new app or license with the cost, users, data it touches and manager approval.

Use template

Customize the pages and design to fit your needs.

Need a new tool?

Tell us what it is, what it costs and why in about 3 minutes.

About this template

Ask every employee the same questions before a new app is bought. Collect the tool, what it's for, seats, rough cost, whether it handles company data and manager approval, so IT can review security and spend in one place.

Common uses

  • IT teams reviewing new apps
  • Finance teams tracking software spend
  • Growing companies controlling tool sprawl

Key features

  • Cost and license count
  • Data and security check
  • Manager approval

What this template asks

  1. What's your name?

    Short Text

  2. What's your work email?

    Email

  3. Which team or department are you in?

    Short Text

  4. Which software do you need?

    Short Text

  5. What's the website for it?

    URL · Optional

  6. What will you use it for?

    Long Text

  7. How many people need a license?

    Number

  8. Roughly what does it cost?

    Single Choice · Free, Under $50 a month, $50 to $500 a month, Over $500 a month, Not sure

  9. Will it store company or customer data?

    Yes / No

  10. Do we already have a tool that does this?

    Single Choice · No, Yes, but it doesn't do what I need, Not sure

  11. When do you need it by?

    Date · Optional

  12. Has your manager approved this request?

    Yes / No

How to use this template

  1. Copy it

    Select Use template and a copy opens in your workspace as an unpublished draft.

  2. Make it yours

    Edit any question or answer, choose a theme, and add your logo.

  3. Share it

    Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.

Frequently asked questions

Why use a software request form?

It stops new apps from being bought without review. IT sees the cost, licenses and data each tool touches before anyone signs up.

What happens after someone submits a request?

The request lands in your responses with everything IT and finance need to approve or decline it. Send it to Google Sheets or a webhook to track decisions.

Can I add a security review?

Yes. If someone answers that the tool will store company data, use conditional logic to show extra questions, or send the vendor our vendor security questionnaire.

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