- John StevensonAsked on September 08, 2011 at 09:29 AM
I'm writing on behalf of my wife who is a self-employed garden designer. She wants to capture answers to a predetermined set of questions from prospects who may later sign up as clients. We use OpenOffice WP which gives us the facility to create a questionnaire form and then export the form as a PDF with just the form questions editable. Unfortunately it is not possible to save the data added by the prospect; the only option is to print the document and then scan and attach the scan to a return email. This is hardly sophisticated and not very professional!
I suspect one way round this would be to buy Adobe Acrobat and create an editable PDF questionnaire which she can send to a prospect as an email attachment. The prospect can enter data into the PDF and then return it as an attachment to a reply email. The prospect would have a copy on their PC of what they said, whether or not they printed their own copy. But not only is this quite expensive, it is a sledge-hammer to crack a nut since, at present, this is the only application.
An alternative might be to use a Web-based form service such as SurveyMonkey or yourselves to give prospects access to the questionnaire and enter their data. Presumably my wife would then receive a notification that the questionnaire had been completed, and could then retrieve it.
Would the questionnaire reside on her Website or your own?
In volume terms, this is an occasional job that is issued to one person only at a time, but it needs to be done well and look good. At this stage we are not looking at volume surveys.
I would be grateful for any help you can give.
- brx250Answered on September 09, 2011 at 02:24 AM
First of all, thank you for choosing JotForm.
You can also import your form in a PDF file. Just right click on the form while on your "My Forms" page and select "Create PDF Form". But the best thing I would suggest is to directly import the form in your email. Yes, you are right. You can make your clients directly fill your form from your email itself. You will still be able to receive notifications whenever they hit the submit button and you can just log in to your JotForm account whenever you need to review the submissions made. I've attached some illustrations for you to follow. Hope this helps.
In your form builder, under "Setup & Embed" tab, click "Embed Form" and select "Source"
Copy the source code and click "Back" button
Enter the receiver's email and click "HTML" at the bottom.
Select everything and paste the source code, then click "update
And hit the "Send Email" button.
Or you can simply provide a link for the form in your email.
The submissions made will be stored in JotForm's database, but rest assured that the data gathered will be secured as discussed in this thread http://www.jotform.com/answers/35966-Will-my-forms-be-secure .
If you have any other questions, please feel free to contact us again.
Albert | JotForm Support