SaaS Onboarding Survey Form Template

About this template

The SaaS Onboarding Survey is completed by customers after they have signed up for new software as a service (SaaS) subscription or license. Commonly used in the CRM and ERP industry, the SaaS onboarding survey is completed immediately after a new customer signs up for a SaaS product, giving the customer a chance to provide immediate feedback on the product. SaaS onboarding surveys can be a great way to get instant feedback from new customers, as well as collect customer satisfaction metrics.

Just like any other Jotform template, you can edit the SaaS Onboarding Survey template by adding, updating, or deleting form fields, changing the background image, or selecting between a variety of form themes. If you’d like to keep customer information private, Jotform offers HIPAA compliance, keeping your company and customer information protected from damages. With our 100+ integrations, you can integrate with platforms and apps like Salesforce, Slack, and Mailchimp to ensure you’re collecting and analyzing the data you need from customers. Whether you’re looking to create a clear onboarding process for your customers or learn more about customers’ experiences with your SaaS, the SaaS Onboarding Survey is perfect for your needs.