Turn a software trial into a consistent team review. Generate rating scales, evidence prompts, issue tracking, and a clear purchase recommendation for every evaluator role.
Send software trial feedback to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a trial scenario, adapt its criteria, or send the example to the Makeform builder.
Audience
Teams testing a shared workspace
Format
Role-aware scorecard with task evidence
Prompt size
333 chars
Example form structure
Role-aware scorecard with task evidence
Evaluator role and workflows tested
Rate usability, search, and notifications
Explain scores of 2 or lower
Upload supporting screenshots
Final purchase recommendation
Suggested routing tags
Recommend
Needs review
Blocker found
Ask for an example after every low score. A task, screenshot, or comment reveals whether the concern can be resolved.
Step 1
Define
use cases, roles, criteria, and scale
Step 2
Trial
evaluators complete the same real tasks
Step 3
Explain
scores include examples, gaps, and evidence
Step 4
Decide
compare patterns and resolve blockers
Better trial evidence
Give every tester the same criteria plus details a score cannot capture.
Define and reuse each rating across roles and vendors, so reviewers do not need to translate personal scoring habits.
Follow low ratings, failed tasks, or blockers with a comment prompt that captures workflow impact.
Group feedback by role, product, use case, and recommendation to identify widespread or workflow-specific issues.
Built around the trial
Start with shared criteria, then add role-specific sections for the people who will use, administer, secure, and support the software.
Capture task completion, ease of use, errors, workarounds, accessibility observations, and training needs from daily users.
Ask about setup effort, user management, permissions, reporting, integrations, maintenance, and the clarity of administrative controls.
Route security, privacy, data-handling, identity, and continuity questions to the appropriate internal reviewers without asking trial users to guess.
Document migration dependencies, process changes, ownership, support requirements, unresolved questions, and the effort needed before rollout.
Evaluation workflow
Use one core form, with branches when technical reviewers and daily users need different questions.
List must-have use cases, roles, criteria, rating anchors, and purchase blockers. Keep core questions identical for every candidate.
Add product names, real tasks, a not-tested option, role branches, and required explanations for low scores.
Share the form after assigned scenarios. Record version and date so later product changes do not blur results.
Read evidence before averages, resolve conflicts, separate setup issues from product gaps, and record the decision rationale.
Feedback methods
Comparable scores work best with task evidence and role-specific recommendations.
Field guide
These six sections create feedback that an IT lead can compare, investigate, and bring into a purchase review.
Evaluator context
Record the reviewer role and tested workflow so daily-user and administrator ratings can be compared in context.
Task completion
Assign representative tasks and record completion, errors, and workarounds to distinguish learning issues from missing capability.
Rating criteria
Define every scale endpoint and include not tested. Focus categories so a low result identifies an actionable issue.
Comments & evidence
Branch from extreme scores to ask what happened, which task was affected, and its impact.
Risks & dependencies
Route flagged technical, data, contractual, and operational questions to the responsible reviewer.
Recommendation
Use recommendation options that match the buying process instead of yes or no.
Related tools
Use these Makeform tools for feedback, technical checks, demos, and IT requests.
FAQ
Answers for IT leads organizing a software trial.
It is a questionnaire for a demo, pilot, or trial. Evaluators record tested tasks, score criteria, explain problems, flag risks, and recommend a decision, giving buyers comparable evidence.
Include role, product version, tested use cases, task completion, usability, fit, administration, integrations, effort, gaps, risks, and support needs. Finish with a recommendation and unresolved questions.
Use the same short scale for every candidate and define its anchors. A 1 might mean unusable for the task and 5 fully meets the need. Include not tested so missing evidence is not mistaken for a neutral score.
Yes. Keep shared questions, then branch for users, administrators, security, procurement, or implementation owners. Role and department fields preserve context.
Reuse the same criteria, anchors, tasks, and trial length for every shortlisted product. Identify the product in each response and review evidence with scores, because similar averages can hide different blockers.
Anonymous responses may encourage candor; identified responses ease follow-up. Collect role and department with an optional name and contact field for discussing blockers.
Yes. Makeform offers unlimited free forms and responses, so you can generate, edit, share, and reuse an evaluation form across a trial. The paid tier removes the Makeform badge.
Check whether reviewers tested the same task, version, device, and configuration. Ask for examples; disagreement may reveal a setup difference, training need, role limitation, or product gap.
Make trial responses useful.
