Software Evaluation Survey Template

Use this software evaluation survey after a defined trial to collect users’ feedback on task fit, ease of use, and limitations. Support a selection discussion with evidence from the work people actually tried.

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Use this software evaluation survey after a defined trial to collect users’ feedback on task fit, ease of use, and limitations. Support a selection discussion with evidence from the work people actually tried.

When to use this software evaluation survey

Teams choosing software can use this questionnaire with trial participants. It focuses on fit for a defined work task rather than a general feature wishlist or an established app’s day-to-day experience.

For a broader experience review beyond a defined software trial, use our user experience template.

7 questions for your software evaluation survey

Use these 7 questions as a starting point. All fields are optional; choose one answer where choices are listed. Leave an irrelevant open field blank.

Respondent introduction:
Evaluate the named software after trying the supplied task. Report what you experienced, not capabilities you have not tested. Do not include confidential work data.

Try the survey

A little feedback. A clearer picture.

Explore this 7-question example at your own pace. Every question is optional.

SurveyLegend demo Question 1 of 7

Software Evaluation Survey

01 How much of the supplied trial task did you complete?

Choose one answer, or skip this question.

02 How easy was the task to carry out?

Choose one answer, or skip this question.

03 How well did the software support this task?

Choose one answer, or skip this question.

04 How clear were the instructions or help you used?

Choose one answer, or skip this question.

05 What capability was missing or difficult to use?

Share your answer, or skip this question.

06 What worked well during the trial?

Share your answer, or skip this question.

07 What needs further testing before a decision?

Share your answer, or skip this question.

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How to customize your software evaluation survey

Supply the software version, trial dates, and exact task before collecting responses. Ask the same core questions for competing options while preserving each version identifier. Evaluate security, procurement, and integration requirements separately; a user rating cannot verify them. Before sharing widely, try the questions with a few people from the intended audience and clarify anything they interpret differently.

Printable software evaluation survey template

Use this printable software evaluation survey template during a facilitated software trial. It includes the same questions and space to write, giving people who prefer paper or are less comfortable online another way to take part. SurveyLegend helps you offer both formats. Tell respondents where to return the completed form and who will review it. Paper answers need a separate review or manual entry process; they are not automatically added to online responses.

Download Software Evaluation Survey Template (PDF)

AI prompt for a software evaluation survey

Use these questions to bring trial participants’ observations into your software selection discussion.

The full prompt below specifies your software evaluation survey, including all 7 questions and response settings. Copy this prompt into an AI assistant to draft the questions. Review the draft, then build and customize the survey in SurveyLegend before sharing.

Copy the prompt into an AI assistant to draft the questions, then build your survey in SurveyLegend.

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How to use software evaluation survey responses

Compare task completion with ease of use and missing capabilities. A high liking rating does not outweigh an essential task that participants could not finish. Record unresolved requirements for further testing instead of converting opinions into a procurement approval.

Frequently asked questions

Should every evaluator try the same task?

Yes, when the purpose is to compare tools on a common task. Use a common core task when comparing tools. If roles require different tasks, label those groups and interpret them separately.

Can users rate security?

Users can report their experience, but cannot verify security through this form. They can describe what they experienced, but security requirements need a separate qualified review. This form does not verify them.

Does the survey choose the winning software?

No. It supports discussion alongside requirements, costs, and technical evaluation.