obtaining a quote and signatures for purchasing

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    Jamie M Platt 
    Asked on August 07, 2019 at 02:20 PM


    I am writing because the university I work for in West Virginia is considering using Jotform.

    We plan to apply for the nonprofit status.

    I have learned that the purchasing office would require a formal quote before granting permission to apply for Jotform.

    I have also learned that when we sign up for this service, the purchasing office would need to have Jotform sign a WV96 and purchasing afidavit.

    Is this acceptable?

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    Answered on August 07, 2019 at 03:58 PM

    In order to get a quote, you can create a Purchase order in the portal. So, you will just create an order and use it as a quote. Then you can use different payment method later. Here is the guide:


    Do you mean the W-9 form? We send the W-9 form to our users. We do not have the practice to sign or send any other documents. Usually, the W-9 form is all that you will need.

    We will wait for your response.