How can I create a successful questionnaire form

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    Brianmelly63
    Asked on January 27, 2021 at 08:31 AM

    Hi there, I would like to create a questionnaire form that allows us to ask users series of questions, each question must be on seperate page and after they click next they get the next question, then the answers from users will be inserted into a template document provided and after the questions have been answered they will get a preview of their questions and answers, then they will get a payment page that allows then put in their payment details to pay for the final document they requested for. The answers they provided will be inserted into a template document which I will provide and they can download after payment. I've attached a website link that has this form feature exactly as I want it.

  • Profile Image
    Richie_P
    Answered on January 27, 2021 at 09:08 AM

    You may use the card form to create your questionnaire.

    https://www.jotform.com/help/491-how-to-create-a-jotform-card

    You can then enable the preview before submit to let your form respondents view their answers before submitting the form.

    https://www.jotform.com/help/522-how-to-enable-review-before-submit-feature-in-jotform-cards

    We also have a PDF document feature in which you can save your submission data into a PDF document and attach it to your email.

    Guide:https://www.jotform.com/help/384-how-to-customize-pdf-submissions-report

    Unfortunately, it is not possible to collect credit card credentials in the form.

    You may however, use our available payment integration for payments.

    Guide:https://www.jotform.com/help/323-mastering-payment-form-integrations-with-jotform

    Please check it out and let us know if you have further questions.

  • Profile Image
    Brianmelly63
    Answered on January 27, 2021 at 10:44 AM
    The pdf function is not what I am looking for, what I want is after the
    users fill out the questionnaire, their answers will be attached to a
    document template that I have already and thats what will be sent out to
    them via email. Is this possible?
    ...
  • Profile Image
    Amjad_A
    Answered on January 27, 2021 at 12:43 PM

    Hi,

    If I understand your requirement properly, You are referring to receive a copy of the questionnaire which is filled by users and also send it to the user? To achieve this please refer to the below guide:

    https://www.jotform.com/help/30-explanation-of-email-notification-and-autoresponder-settings

    Let us know if you need any further assistance.

  • Profile Image
    Brianmelly63
    Answered on January 27, 2021 at 01:55 PM
    I'm sorry but I think you still don't get what I meant. Please have a look
    at the website link I sent as reference it has a clear picture of what I
    want. For example I have a will document template that I use for my clients
    as I'm an attorney so the questionnaire will ask them there names and other
    questions which will then be filled into that will template along with the
    other text in that template then the users will have access to download it
    after they make payment. I'm looking to create over 20 forms like that.
    Here is the reference website link again.
    lawunlocked.co.za
    ...
  • Profile Image
    Amjad_A
    Answered on January 27, 2021 at 04:26 PM

    Hi,

    It seems that you are looking for the Smart PDF Forms. That is the only feature we have that will take a form template and populate the file with the answers on the form. Please note that once you entered data, forms will be appended to their original template

    Guide: https://www.jotform.com/products/smart-pdf-forms/

    Let us know if you need any further assistance, we would be glad to assist you.

  • Profile Image
    Brianmelly63
    Answered on January 28, 2021 at 03:22 AM
    Yes thank you this is what I'm looking for very similar though not exactly
    but I think this will do for me but i hve some questions..
    1. How do i get the clients to pay before the final pdf document is
    available to them for download, on the demo on your website, when i click
    preview it just downloads the pdf document, i would like them to pay before
    downloading.
    2. How can I embed that form into my wordpress website?
    Thanks.
    ...
  • Profile Image
    Richie_P
    Answered on January 28, 2021 at 05:11 AM

    1. How do i get the clients to pay before the final pdf document is

    available to them for download, on the demo on your website, when i click

    preview it just downloads the pdf document, i would like them to pay before

    downloading.

    You can add a payment integration in your form for you respondents to pay before they can submit the form.

    Guide:https://www.jotform.com/help/323-mastering-payment-form-integrations-with-jotform

    2. How can I embed that form into my wordpress website?

    You can check this guide in embedding the form into wordpress.

    https://www.jotform.com/help/324-a-guide-to-embed-forms-for-wordpress-users

    Please check and let us know how it goes.

  • Profile Image
    Brianmelly63
    Answered on January 28, 2021 at 06:11 PM
    Okay I think this is good, it should still serve the putpose of what I'm
    looking for, bit let me put the scenario well yo you from what I've
    understood so far in our discussions...
    1. I create a smart pdf form where users answer some questions I set and
    their answers are then populated into a pdf template document of mine..
    2. They get a preview of the final result
    3. They make payment for the document and the documents are available for
    them to download.
    All these after the form is embedded unto my site.
    Please tell me if all these is right?
    Thank you.
    ...
  • Profile Image
    Sigit_W
    Answered on January 28, 2021 at 11:26 PM

    Hi,

    Regarding "

    1. I create a smart pdf form where users answer some questions I set and

    their answers are then populated into a pdf template document of mine..

    2. They get a preview of the final result

    3. They make payment for the document and the documents are available for

    them to download.

    All these after the form is embedded unto my site.

    Please tell me if all these is right?"

    Yes, IMO the steps are correct in terms that it is possible to achieve through JotForm.

    To summaries what my colleagues have mentioned:

    1 & 2) Create Smart PDF Forms and preview final result https://www.jotform.com/products/smart-pdf-forms/

    Related information: https://www.jotform.com/products/smart-pdf-forms/features/

    3) Make payment for the for the document https://www.jotform.com/help/323-mastering-payment-form-integrations-with-jotform

    4) Embed the form on your website https://www.jotform.com/help/324-a-guide-to-embed-forms-for-wordpress-users

    Related guide: https://www.jotform.com/help/34-embedding-a-form-to-a-web-page

    Let us know if you have further questions.

    Regards.

  • Profile Image
    Brianmelly63
    Answered on January 30, 2021 at 07:33 AM
    So can I create one smart pdf form with the free plan just to test before I
    can purchase an higher plan.
    ...
  • Profile Image
    Mike_G
    Answered on January 30, 2021 at 03:19 PM

    Yes, that is correct. Your account can be on a Starter plan first while you are still testing the workflow of your form(s).

    However, I just would like to give you a heads up, and just so it is clear, your form respondents will have a way to Preview the PDF using the Preview PDF button that you can enable on the form

    1612036297_6015b8c92d596_zt210130_144040

    but, on the Preview PDF page, there is already an option to download the PDF.

    1612036253_6015b89d3c358_zt210130_144156

    This means that if you want your respondents to only get a copy of the PDF after they made a payment then the only option would be is to disable the Preview PDF button.

    Feel free to let us know if you need any further assistance.