I need to know how to build a white labeled and working order portal for my clients.

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    Swiftec
    Asked on December 10, 2020 at 10:48 PM

    I want to make a place for my clients to log in and view their acount with available orders, placed orders (editable), and archived orders (completed).


    - A place where they can make a new order (through a form)

    - View placed orders, and being able to edit them even after submission

    (list of forms with PDFs)

    - And view Archive, (completed orders)


    Do i need Enterprise for this, or can i use bronze (my current status)?


    I would really appreciate an answer, since I am trying to make something better than my current solution. It sucks!

  • Profile Image
    gerardw
    Answered on December 11, 2020 at 12:17 AM

    Yes, you would need an Enterprise plan if you need to allow users to view their forms, submissions, edit, etc.

    Otherwise, you can assign a form to a user, they can sign into their Jotform account, fill and submit the form. On assigned forms, users can view all their submissions as well.

    They can be provided an edit link in the form's autoresponder, where they can edit their submissions.

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    Swiftec
    Answered on December 11, 2020 at 12:20 AM

    Ok, so there is no way of sending the forms to my own website, and manage the data from within a user dashboard, without having to buy enterprise version? How would I go about upgrading to Enterprise version?

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    Vick_W
    Answered on December 11, 2020 at 02:11 AM

    Hi there,

    Ok, so there is no way of sending the forms to my own website, and manage the data from within a user dashboard, without having to buy the enterprise version?

    This is only possible within the Enterprise version.

    How would I go about upgrading to the Enterprise version?

    To upgrade to the enterprise version you can contact sales directly from the following links:

    https://www.jotform.com/enterprise/

    https://www.jotform.com/enterprise/faq/

    https://www.jotform.com/enterprise/pricing/

    Let us know if you have any other questions or concerns.

    Thanks