Queries regarding the Fillable PDF Form

  • Profile Image
    Mark 
    Asked on June 06, 2019 at 08:51 AM

    I have a client who is interested in adding several PDF forms on their website with editable fields in them such as name, address, etc. that the customer would fill in and submit the information to the client through the website. Each form will be assigned a fixed price. Initially the client wanted the payments to run through their WooCommerce store but I stumbled across your website and thought your service could be a potential solution for this scenario. I believe the client already has the forms created in Word document format. Would we need to re-create each form in JotForm and be able to assign a price to each one that a user would be able to fill out and pay for? If so, can that data entered be saved as a PDF document and how would we be able to link to those forms from the client's website? Thank you.  

  • Profile Image
    jonathan
    Answered on June 06, 2019 at 10:11 AM

    Thank you for contacting us. I also recommend creating an account first if you haven't yet.

    You can sign up using your email account here https://www.jotform.com/signup

    As to your inquiry, it is possible to create fillable PDF Forms using the new PDF editor.

    Please check the user guide: How to Create PDF Forms with PDF Editor

    You can publish the PDF form on the website just like how the regular web forms does.

    I believe the client already has the forms created in Word document format. Would we need to re-create each form in JotForm and be able to assign a price to each one that a user would be able to fill out and pay for?

    Unfortunately if the form you wanted to import is in Word document format, there is no tool for that yet. The PDF editor can only import PDF document type.

    You will need to recreate the Word document form using the PDF editor to create the PDF form version instead.

    I hope this help. Let us know if you need further assistance.

  • Profile Image
    Mark 
    Answered on June 06, 2019 at 10:43 AM
    Jonathan,
    Thank you for your reply. See my questions below.
    1. So if the client already has the forms in PDF format but they are not
    fillable, we would still need to re-create them using your PDF editor,
    correct? We would then embed the code on the client's website.
    2. Can we assign a dollar value to each form? The forms will be used for
    various types of business filings and submitted to the state of
    Minnesota. For example, if someone wants to register an assumed name
    with the state, they fill out the "fillable" form on the client's
    website and pay the assigned amount associated with that form through
    the website. Is the payment option included in the embed code and does
    the user get redirected to your site to make the payment?
    3. Where does the data entered in the fillable form go and how is it
    received? Would the client receive it as a PDF document with all of the
    data entered by the user?
    Sorry for all of the questions but I've been trying to find a solution
    for this client all week and think this is getting closest to what they
    are asking for so far.
    Mark
    ...
  • Profile Image
    roneet
    Answered on June 06, 2019 at 12:40 PM

    1. So if the client already has the forms in PDF format but they are not
    fillable, we would still need to re-create them using your PDF editor,
    correct? We would then embed the code on the client's website.

    Yes, you can import the PDF file to create the Fillable PDF Form.

    Guide: https://www.jotform.com/help/548-How-Can-I-Import-My-Own-PDF-to-JotForm


    2. Can we assign a dollar value to each form? The forms will be used for
    various types of business filings and submitted to the state of
    Minnesota. For example, if someone wants to register an assumed name
    with the state, they fill out the "fillable" form on the client's
    website and pay the assigned amount associated with that form through
    the website. Is the payment option included in the embed code and does
    the user get redirected to your site to make the payment?

    Do you want  to add calculation logic to your Forms? Unfortunately, it is not yet available to the Fillable Form. It is available in the online form as of now.


    3. Where does the data entered in the fillable form go and how is it
    received? Would the client receive it as a PDF document with all of the
    data entered by the user?

    On submission of the Form, the data is stored in the JotForm servers. If you want to send the PDF report to the users after submissions then you would have to configure in the Autoresponse email settings.

    15598390421.PNG

    Let us know if you have further questions.

    Thanks.

  • Profile Image
    Mark 
    Answered on June 06, 2019 at 01:43 PM
    No, we do not need to add calculation logic to the forms but we do need
    to assign a price to each form. For example, Form A = $50.00; Form B =
    $75, etc...
    And it looks like if the client already has the forms in PDF format but
    they are not "fillable", we would need to re-do them in JotForm anyway
    based on the link you sent to me.
    We would want this to be linked to the payment processing so when the
    user is finished filling out the form, they would click on the payment
    button to process/submit the form to my client.
    You can see an example of how things are currently set up on the
    client's site here:
    https://paragondocuments.com/product/mn-cooperative-annual-renewal/.
    They are looking to streamline the process as I've explained earlier.
    Thank you.
    ...
  • Profile Image
    roneet
    Answered on June 06, 2019 at 02:58 PM

    Unfortunately, payment fields cannot be integrated with the Fillable PDF Form. If you want to integrate the payment field then you have to use our online Forms.

    You can build an online Form and embed it in your website.

    I have also tried to import the PDF but since it is not a fillable one so it cannot be imported either. You have to go to the PDF-editor and build the Fillable Form manually.

    Here is an online version of the Demo Form which I have built using your Form:

    https://form.jotform.com/91566150393964

    In this Form, I have added the PayPal widget too to charge the fee for each form.

    Please go ahead and clone this Form to your account.

    Guide: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    Please give it a try and let us know.

    Thanks.

  • Profile Image
    Mark 
    Answered on June 06, 2019 at 04:43 PM
    Thanks for your help with this, Roneet. I appreciate it and will take a
    closer look at the information you sent to see if it will work for the
    client's needs.
    Mark
    ...