Finance Forms FAQ

Paper forms are messy, time-consuming, and difficult to organize. By switching from paper forms to online forms, you can create an organized online database of all of your clients’ data — easy for you and your team to access on any device. Online forms give you a faster way to gather data from clients on the go and to collaborate on that data with others. Jotform offers many powerful automation tools to help you save time generating PDFs, building approval flows, creating reports, and performing other crucial actions in your workflow, so you have more time to spend where it counts.

Jotform offers 10,000+ form templates to choose from, so you’re sure to find something that fits your needs. Whether you’re billing clients, collecting loan applications, gathering signatures for a contract, completing expense reports, or planning budgets, you can do it all with online forms.

Drag and drop elements to get the form design you want using our intuitive builder. With no coding knowledge, you can add text boxes, multiple-choice questions, e-signatures, date pickers, fill in the blank fields, dropdown menus, file upload fields, star ratings, and more. If you’re looking for more options, Jotform offers 300+ widgets to help you gather more advanced types of data and perform other actions — like collecting geolocation data, performing calculations automatically, adding an embedded terms and conditions checkbox, and more.

To collect electronic signatures through your forms, add the Signature element to your form by dragging and dropping it from the Form Elements menu on the left side of the Form Builder. Alternatively, you can drag and drop an e-signature widget onto your form, like Docusign, Adobe Sign, and more. Visit our user guide to learn more about how to add an e-signature to your form.

Yes. With Jotform Report Builder, you can turn form data into professional reports. By visualizing your data, you can reveal important insights to make better decisions for your business. You can then share PDF reports with stakeholders via email or embed a live report in your website that automatically updates with every new submission.

Explore 100+ form integrations to sync submission data to your other accounts. Jotform offers integrations with cloud-based storage platforms like Google Drive and Dropbox, email marketing tools like Mailchimp and ActiveCampaign, CRMs like HubSpot and Salesforce, and project management tools like Asana and monday.com. You can also connect your forms with 40+ payment processor integrations like Square, Stripe, PayPal, and Authorize.net to accept online payments — without paying any additional transaction fees to Jotform.

Jotform automatically sends form respondents emails confirming their submission details. You can customize these messages in our drag-and-drop builder. Feel free to add links, images, and other helpful elements to create a confirmation email that matches your branding and includes all the information about next steps for the people filling out your forms. Visit our user guide to learn more about how to edit the email template for confirmation emails.

Jotform protects form data with several advanced security measures like PCI compliance, GDPR compliance, CCPA compliance, a 256-bit SSL connection, and the option to encrypt your forms. You can also upgrade for HIPAA features or host your forms and form data in a local data residency center with Jotform Enterprise.

Yes! Whether you’re currently using Typeform, Google Forms, Formstack, Wufoo, Cognito Forms, or another popular form builder, Jotform offers a quick form import tool that migrates all of your existing forms and form data to your new Jotform account.

Yes. Jotform PDF Editor lets you turn each submission through your client request form, estimate form, or order form into a PDF invoice automatically. If you’re gathering payments through your form, you can generate receipts for every purchase using the same method. Visit our user guide to learn more about how to generate an invoice for a payment form.

With Jotform PDF Editor, you can convert each form submission into a PDF document automatically. You can then send PDFs to clients manually via email, or set up an autoresponder email that sends PDFs to clients as soon as they’ve submitted their form response.

Our 24-7 support team is here to help! Reach out to Jotform support with a brief description of your issue, and a member of our team will respond to you promptly.

You can create HIPAA-friendly finance forms with Jotform. Request a signed Business Associate Agreement (BAA) to start collecting sensitive healthcare information in line with HIPAA requirements. Learn more about HIPAA-friendly online forms.