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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Software Evaluation Survey: first question and response field, desktop preview — Software Evaluation Survey Preview

Software Evaluation Survey: first question and response field, tablet preview — Software Evaluation Survey Preview

A software demo can look convincing without showing whether the tool fits your work. Give evaluators the same trial task and ask what they could complete. Keep their experience separate from technical checks that require specialist review.

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.

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.

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 it, register for a free SurveyLegend account, and paste it into SurveyLegend’s AI survey creation tool. Review the result and add your organization’s details before sharing.

Create a software evaluation survey in SurveyLegend using the exact questionnaire below.

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

Creator setup before sharing:
Supply software/version, trial period, and common task card. No security certification, automated ranking, or procurement approval.

Requirements:
- Include exactly 7 fields in the order shown. Preserve wording, field types, choice order, and optional settings verbatim.
- Show every field. Single choice means one selection. Preserve instructions for irrelevant fields; do not invent branching.
- Do not add questions, answers, scores, outcome predictions, certifications, or promises of anonymity.
- Do not invent organization details, dates, offer prices, a concept card, a job criterion, or other required context. Ask the creator for missing setup information before the survey is shared.
- This prompt creates a draft questionnaire. It does not process transactions, change accounts, issue tickets, publish testimonials, or make employment decisions.
- If an exact field or setting is unavailable, explain the limitation separately rather than silently changing it.

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.

Exact questionnaire:

1. How much of the supplied trial task did you complete?
Field type: Single choice
Answer choices, in order:
- None
- Some
- Most
- All
- Unable to attempt
Required: No
Display rule: Always

2. How easy was the task to carry out?
Field type: Single choice
Answer choices, in order:
- Very difficult
- Somewhat difficult
- Neither difficult nor easy
- Somewhat easy
- Very easy
- Unable to assess
Required: No
Display rule: Always

3. How well did the software support this task?
Field type: Single choice
Answer choices, in order:
- Not at all well
- Slightly well
- Moderately well
- Very well
- Extremely well
- Unable to assess
Required: No
Display rule: Always

4. How clear were the instructions or help you used?
Field type: Single choice
Answer choices, in order:
- Very unclear
- Somewhat unclear
- Neither clear nor unclear
- Somewhat clear
- Very clear
- Did not use help
Required: No
Display rule: Always

5. What capability was missing or difficult to use?
Field type: Long text
Answer choices: none; respondent enters their own text.
Required: No
Display rule: Always

6. What worked well during the trial?
Field type: Long text
Answer choices: none; respondent enters their own text.
Required: No
Display rule: Always

7. What needs further testing before a decision?
Field type: Long text
Answer choices: none; respondent enters their own text.
Required: No
Display rule: Always

Compare every field with this specification before finishing. Report differences separately. Ask the creator to review the draft and required context before sharing. Do not publish automatically.

Use prompt directly in SurveyLegend

Create a free account, then paste the copied prompt into SurveyLegend.

Already have an account? Sign in to create your software evaluation survey.

How to use the answers

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.

Should every evaluator try the same 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?

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.

Technology & Digital Experience Survey Templates

Software Evaluation Survey Template

When to use this software evaluation survey

7 questions for your software evaluation survey

A little feedback. A clearer picture.