Copying one form from one account to another

  • Profile Image
    Tony 
    Asked on April 04, 2019 at 05:32 AM

    Hi,

    I have an account with yourselves where I am working on a form that will have around 300 questions in total. The form will integrate with our CRM using an API.

    I know another company who want to copy the set up that we have (ie the CRM system and jot form). I am wondering if there is a way with my permission if our form can be copied over to their account? Or would they have to build it all from scratch?


    Thank you,

    Tony

  • Profile Image
    jonathan
    Answered on April 04, 2019 at 07:49 AM

    Hi Tony,

    If you give permission, it will be possible to copy/clone your form to another JotForm account.

    How to Clone an Existing Form from a URL

    Is this what your inquiry was about?

    Please let us know if you need further assistance.




  • Profile Image
    Tony 
    Answered on April 04, 2019 at 08:00 AM

    Hi,


    Not quite. I would like to be able to copy the form over to someone elses account. They can then alter the email address the enquiries come through to, to their email address.

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    jonathan
    Answered on April 04, 2019 at 09:13 AM

    Can you please confirm first that you have JotForm account. Please tell us your account/username. I could not trace an account associated to the email address you were using on this post.

    I would like to be able to copy the form over to someone else's account

    So what you were saying is that you wanted to initiate it yourself and not the target other account.

    You cannot do this using your account --- but we can instead. We can transfer the form/s for you to another JotForm account.

    Please tell us the URL of your form and the target JotForm account you wanted to transfer the form.


  • Profile Image
    Tony 
    Answered on April 04, 2019 at 10:21 AM

    Thanks Jonathan.

    My account email address is info@mortgagesuccess.co.uk - I do not want to do it at the minute, I just wanted to see if it was possible. The company that want to copy my process would also want the same form (which I have not yet finished making yet). 

    If it can be done, but you guys copying over from your end, that is fine.

    Once everything is in place I will give you a shout if that is ok?


    Thanks,

    Tony

  • Profile Image
    ashwin_d
    Answered on April 04, 2019 at 12:09 PM

    Yes sure. Once you are ready, do get back to us with the form you want to transfer and also let us know the destination account username, we will transfer form.

    We will wait for your response.