Pre-sales questions about JotForm

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    Geoff Snyder 
    Asked on December 12, 2018 at 12:34 PM

    Hi - I'm in the market for a tool like JotForm and have a couple initial questions about capabilities. If it's easier to schedule a few mins to talk through on a call I'm happy to do that too!

    Long story short, I'm in the process of starting a recruiting business and am looking for a web form tool to allow me to embed the job app on my website to collect certain applicant info along with their resumes. I plan to store this data in GoogleSheets and GoogeDrive to give me flexibility to build client reporting from there.

    1) When a form is submitted, I would like to save the data from the form as a new record in that job's specific google sheet, and the resume attachment to that job's specific google drive folder. It sounds like Jotform will do that with the app integration, but my question is... when it saves those two things separately does it provide any link to the attachment's location in the Gdrive folder on the googlesheet itself so that you can simply click the link on the googlesheet to open up the attachment without having to search through the other folder separately?

    2) The PDF Editor seems like a nice feature that would allow me to provide clients with a cleaned up version of each applicants submission, but I'm curious how it handles the actual resume attachment? Is it possible with the PDF Editor to create a new, single PDF that includes not only the form fields, but also includes the uploaded resume attachment? That would be awesome.

    Appreciate the info! And again, I don't see an option for more of a pre-sales/demo type of option on the site but I may have some more basic questions as I evaluate JotForm as a fit so if that's an option let me know.

    Thanks!

    Geoff




  • Profile Image
    Jim_R
    Answered on December 12, 2018 at 03:31 PM

    1) When a form is submitted, I would like to save the data from the form as a new record in that job's specific google sheet, and the resume attachment to that job's specific google drive folder. It sounds like Jotform will do that with the app integration, but my question is... when it saves those two things separately does it provide any link to the attachment's location in the Gdrive folder on the googlesheet itself so that you can simply click the link on the googlesheet to open up the attachment without having to search through the other folder separately?

    Hi Geoff - Thanks for the interest in our platform. When you integrate a form with Google Drive, you can specify a main folder > subfolder tree where you want to store your submission data. The saved data will come in the form of a PDF file and any attached file uploads for that corresponding submission will be saved on that same subfolder. My recommendation is to set the subfolder's name as your SUBMISSION ID so everything is organized per submission.

    Here's a rough example on how it would be structured:

    MAIN FOLDER - (any name you prefer)

      └  SUB-FOLDER - (the submission ID)

            └  PDF file of the submission

            └  Any attached files (e.g. a resume)

    For Google Sheets, there will be a specific column for file uploads. Clicking the links on those columns will allow you to download the attached files respectively.

    Related guides:

    How-to-Integrate-a-Form-with-Google-Drive

    How-to-Integrate-Form-with-Google-Spreadsheet

    2) The PDF Editor seems like a nice feature that would allow me to provide clients with a cleaned up version of each applicants submission, but I'm curious how it handles the actual resume attachment? Is it possible with the PDF Editor to create a new, single PDF that includes not only the form fields, but also includes the uploaded resume attachment? That would be awesome.

    I'm afraid that's something that has to be done manually. Our PDF documents only handle the submission data sent through the forms (and not the files uploaded in it). It's worth mentioning that the download links for these uploaded files can be included in the PDF document. In theory, you can generate a resume based on the fields your respondents filled out, but not based on the actual resume file they uploaded.

    Although we don't have phone support, you can post any questions you have in mind in our Support Forum.

  • Profile Image
    Geoff Snyder 
    Answered on December 12, 2018 at 03:43 PM
    Really appreciate the info. Sounds pretty close to what I'm looking for so
    I'm going to start with the free version and do some testing before
    upgrading.
    Thanks again,
    Geoff
    ...