Questions about your form builder / Payment Forms

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    Asked on July 16, 2012 at 02:41 PM



    My name is Shane Snyder.  We have used Jotform for about 3 years now and I was about to go to another form builder to achieve something that I need to do, but then I realized that jotform might be able to handle these tasks.


    1.  I need to take payment from new clients after they approve a proposal that I will create in jotform.  Once this happens though, how am I able to have access to the payment information later on so that I can bill the client manually if necessary.  I know this probably has a lot to do with the payment processors themselves and depends on which one I choose, but I thought that perhaps you guys might have some knowledge on this.


    2.  What are the typical legalities with having someone click a box that says "I agree to these terms, blah blah blah".  How is this information stored on your end so that if there are ever any disputes, I am able to prove that the client authorized everything?


    3.  Can automatic monthly payments be setup through a form I create with you guys and a payment processor that is available?


    Thank you!

  • Profile Image
    Answered on July 16, 2012 at 07:46 PM

    Thank you for contacting us.

    1. Yes, you can collect credit card information using secure connection. Then, bill your clients manually (through Authorize.Net for example). However, you can do this on your own risk. Please take a look at the following thread:

    Can I collect credit card details securely without using a payment processor?

    2. That information is stored in our database, and you can access it from the form Submissions page.

    Note: If you delete any submission from your Submission page it is not likely that we will be able to restore it for you.

    3. Yes, you can do this with us.

    How to setup a recurring payment option 

    "You can setup a recurring donation into your form using any of the Payment tools, (except ClickBank and OneBip)" 


    Please feel free to contact us if you need any further assistance.

  • Profile Image
    Answered on July 16, 2012 at 08:06 PM

    Hey Mike,


    Thanks for the response.


    I did not find that the "payment tools" route was going to work for me.  I tried using paypal and I think my process is just too complicated for the options that I noticed were available.


    In regards to manually input credit card information (typed in by the client) mentioned that it will be secure when they are submitting it, but not once it is sitting on your servers.  Does this mean that even if I log into the SECURE jotform website, that the information will still be unsecure?  


    If so, is there any way around this?  I had just completed a form that was going to work perfectly for me, but now that I think it will be unsecure once it is submitted, I might have to abandon this whole idea.

  • Profile Image
    Answered on July 16, 2012 at 08:21 PM

    You are welcome.

    Please also check this thread.

    Does this mean that even if I log into the SECURE jotform website, that the information will still be unsecure?  

    If you log in using secure version of our web site no one will be able to sniff your connection in order to steal the data. However, if someone can steal your login credentials or hack our servers (that never happen before), hacker will be able to get submissions data.

    If something is not clear, please let us know.

  • Profile Image
    Answered on July 16, 2012 at 08:39 PM

    OK great.  So as long as I use the secure version of jotform, when I am logging in to access the submitted forms, then my forms will be secure (in general) correct?  

    To be more clear...the forms are not, "by nature", unsecure because they are on your servers.  For example, I hold a lot of important information on "dropbox".  Your servers are relatively just as secure as their's correct?

  • Profile Image
    Answered on July 16, 2012 at 10:43 PM

    You are totatlly correct

    Like my colleague stated, unless someone still your credentials, your information will be safe in our secure servers the same way they are in dropbox