Can my attached form be used with jotform to collect leads?

  • Gerad Clarkson
    Asked on February 15, 2017 at 2:32 PM

    I have an insurance business and am looking for additional home and auto insurance leads. I have an assistant that does the work on these requests and she works the best when the attached form is completed and sent over to her. Can this form work in jotform and will it produce a completed pdf that looks like the word doc, but with the information entered in?

     

  • John_Benson
    Replied on February 15, 2017 at 4:45 PM

    Yes, you can do that in JotForm. You can collect data submission, download submission and export it in excel, csv, or PDF. Please check these related guides:

    https://www.jotform.com/help/2-How-to-create-your-first-web-form - guide for your first form.

    https://www.jotform.com/help/25-Setting-Up-Email-Notifications - guide to receive notification every time a user submits data to your form.

    https://www.jotform.com/help/73-How-to-Download-Form-Submissions-as-Excel-CSV-PDF - guide to download form submissions as excel, csv, or PDF

    Let us know if you have any other questions. We'll be happy to assist you.