Comments - Couple questions

  • Profile Image
    LocalSearchAce
    Asked on August 18, 2012 at 09:43 PM

    Just started using your system, really looking forward to closing some deals and accepting online payments with this.

    That being said, part of my business requires the signing of a contract.

    Easy enough to accomplish. with the check boxes for terms and such.

    Question 1

    However, the verbiage of the contract was entered in using the HTML insert.  Forms look great, see the link.

    The emails that get sent to me, on the test that is, DO NOT include the HTML.  IE the contract verbiage

    How can this be correct?  Its great to have the persons name and contact information, plus their agreement to the terms and conditions spelled out on the page, but for it to be a real contract such that items cant be changed at the whim, the verbiage the client read needs to be included with the original acknowledgement.  To say that it refers to an online document is not good enough.  Why?  Because I can change it at any time, thus exposing my clients to more risk that they may want.

    The answer, include the HTML / Contract verbiage with the emails.

    How can I accomplish this?

    No one has used this yet, but people will be very soon.

    Question 2

    Also being that I have never used this before and this is an easy answer for those that have, my payments are set up as subscription, large amount up front, smaller on-going.

    Where will records of payments be kept? I get an email, but is there a submission log on this site?  Can each submission be coded to diferentiate one client from another easily?

    How can i create a system on the backside such that when client 1 purchase today, and 30 days later the card that they used, expired, was stolen and needs an updated etc.  The point is this is somone I should have collected payment from them but didnt due to extenuating circumstances, how can I know that there are deficiencies?

    Can forms be edited if something like this comes up, IE update payment information.

    Question 3

    With regards to secure submissions, is a requitement for things like authorize.net?  Paypal takes you to their site, so thats secure, but Authorize.net payments are authorized right on the form itself...At least this is my assumption.

    That being said, whats going to be the difference betwen a secure and a non secure form, on my end?  Secure is safer for whom?

     

    Thansk for the responses, Im free right now, but I will be a paying customer in no time, Im sure can only accept so many payments and certainly the limits on SSL submissions will warrant a paid subscription soon!

  • Profile Image
    jeanettebmz
    Answered on August 18, 2012 at 10:46 PM

    1. Answer for question one:

    On the Form Builder, go to My Forms page, click on your form and then go to the top. Click on the Submissions button and you will get a screen where you can browse your submissions.

    -Click on the right hand side menu , the option that says "Show Headers and Text"

    This way, you will be able to see the Agreement in your PDF document

     

    2. Answer for question two

    In order for you to accomplish that, you can make an autoresponder and include an edit link , please check this guide for further references

    Regarding to where the payments are kept : You will be recieving notifications in your email , but since the payment integration is a connection made between the user and the payment gateway (ie: Paypal) , the payments are not handled by us. Transactions will be handled directly into your payment gateway servers.

    3. The first part of your question has already been answered. Any payment integration(Paypal, Authorize.net, etc) handle the transactions directly into the payment gateway.  

    Even though we care a lot about security, the secure embedded code or  SSL forms are for secure communications between the client (i.e the end user of your form) & JotForms' servers. These communications are encrypted to prevent snooping by a 3rd party, and are useful if any of your forms contain sensitive information such as credit card or payment details or any other data of a personal nature

    Thank you very much for choosing Jotform. We hope to have you as a long time customer

    Jeanette

  • Profile Image
    LocalSearchAce
    Answered on August 19, 2012 at 02:56 AM
    Question 2I have integrated with aweber for all submits, does this mean part 1 is already done and I only need to add the edit button to the original form?Thanks for the quick reply earlier.
  • Profile Image
    jeanettebmz
    Answered on August 19, 2012 at 04:26 PM

    You need to add the edit link into the autoresponder of the original form . I think it won't work outside, or I would have to think in a workaround

  • Profile Image
    LocalSearchAce
    Answered on August 20, 2012 at 05:36 AM

    Sorry to be asking this again.

    I followed your instructions, but the HTML fields dont seem to be coming through on test emails. 

    Is that the case because they are test emails?  I wish there was a way to sandbox the form so that everything went through the way it would if a user submitted, with the exception of the payment being processed.

    I guess thats another question, is there a sandbox for the forms with payment options?

  • Profile Image
    jeanettebmz
    Answered on August 20, 2012 at 10:55 AM

    @LocalSearchAce

    In order for you to see the HTML fields into the notifications

    Click "My Forms" on the top

    My Forms

    3. Click on the Form name you want to export submissions to Excel from

     Click on "Submission" icon

    form submission
    Then click on show headers and text