Custom Business Audit Assessment with Conditional PDF Reporting and Payment Integration

Subject: Support Inquiry: Custom Business Audit Assessment with Conditional PDF Reporting and Payment Integration

Dear Jotform Support Team,

I am reaching out for assistance in setting up a comprehensive business audit assessment using Jotform. The project involves creating a fully customizable assessment tool that will generate personalized reports in PDF format based on user inputs. Below are the specific requirements:

1. Assessment Questionnaire:

• Between 60-100 questions divided into four key areas:
• Customers
• HR
• Owners' Life Goals
• Business (Marketing, Sales, Product, Operations)
• Each subcategory will have five questions, contributing to an overall assessment score.

1. Scoring and Metric Setup:

• Assign scoring logic to answers for pillar-specific and overall scores.
• Calculation fields to automate scoring.

1. PDF Report Generation:

• Custom PDF report with conditional formatting based on assessment responses.
• Dynamic content to provide personalized recommendations and results.
• Professional and visually appealing report format.

1. Payment Integration:

• The assessment is a paid product, so we need integration with payment gateways such as Stripe, PayPal, or other supported options.

1. Conditional Logic:

• Enable dynamic question flows based on user responses.
• Show or hide specific fields based on prior answers.

1. Data Export:

• Delivery of final assessment data in Google Sheets or Excel format for tracking and analysis.

• Can Jotform handle complex conditional formatting within the generated PDF reports?
• Are there any best practices or templates available for creating such custom assessment tools?
• What limitations, if any, should we be aware of when implementing scoring and conditional report generation?
• Could you assist in setting up or optimizing the workflow, or do you recommend third-party experts for such configurations?

Please let me know how best to proceed and if you need further details to assist with the setup.

Thank you for your support!

Warm regards,

Pro Web Sol

Hi Pro Web Sol,

Thanks for reaching out to Jotform Support. I see that you also asked these questions on another thread. You can check out our answer to that here. As for your last question, we don't provide custom form creation or designing services, but you're welcome to work with a third party who may be able to help you. You can check out our Jotform Solutions Partner Directory for a list of consultants who've asked to be included. 

You can get in touch with the right Solutions Partner for you by sorting them by location, type of service, industry, language support, or partner tier. Just fill out the contact form for the Jotform partner you'd like to work with, so they can make the necessary preparations to help you.

Keep in mind, though, that these parties operate independently of Jotform, so we assume no responsibility or liability for their work or their actions. 

Let us know if you have any other questions.