20 Jotform features you didn’t realize you were missing

We believe that powerful data collection should be intuitive and easy. The truth is that over the years, Jotform has created and launched a lot of products, released many features and even some workarounds after solving bugs (things don’t always work perfectly when first released).

So it can be easy to overlook some Jotform features that may have flown under the radar, or just weren’t headline material compared to certain launches.

But it’s the specialized features and widgets that truly allow you to create more efficient and effective workflows. From automating manual entry to collecting donations with an AI agent, these “hidden gems” are designed to help you get more done.

Here are 20 standout features (in honor of our 20th anniversary) that help you do more with your data.

1. Spreadsheet to Form widget: With this widget, you can say goodbye to repetitive data entry by populating form fields with data from an external file. Simply upload an Excel or CSV file to the widget. When a user enters the unique access code for a particular record, the form instantly fills with the corresponding information.
2. Grid Listing Report: Transparency is key in any large organization, and the Grid Listing report provides a clean, table-style summary view of your form submissions that you can add to a web page. It’s a perfect way to share real-time data with stakeholders or team members in an easy-to-read, filterable, and manageable format.
3. Pre-populating form fields from URL parameters: Deliver a personalized experience by pre-populating form fields using custom URL parameters. This feature allows you to pass data from one form to another or send unique links to forms with the fields for a user’s name, email, or ID already filled in, significantly increasing your form completion rates.
4. Form Translation: Organizations need to speak many languages, and our translation feature makes it seamless to create a single, multilingual form. Users can select their preferred language from a dropdown menu, ensuring your data collection is accessible and inclusive for all audiences.

The ease of setting up, duplicating, and translating our forms — including the legal translation of our waiver — was incredible.

Amy Lester, Ventures Project Coordinator, The Arbor Day Foundation

5. Form Calculation widget: Automate complex logic and calculations directly within your forms to eliminate manual errors. Whether you are calculating order totals, scoring a quiz, or determining a risk assessment value, this widget performs real-time calculations, so your team doesn’t have to.
6. Monitor and control app users: If you’ve created a Jotform App, you can manage the users who access your app while they are logged in to their accounts. You can see who is using your app and change access roles as needed, helping you stay organized and keep your app secure.
7. Identify IP addresses: Track the IP addresses of form users from the form submissions page to help you identify where most of your submissions are coming from. You can also add an IP address field to notification emails and generate IP address reports automatically. 
8. Salesforce Dynamic Prefill: Take your CRM integration to the next level by pulling real-time data from Salesforce to dynamically prefill your forms. This integration ensures that your records are always up to date and provides a frictionless experience for your customers and leads.

Watch on youtube

How to Use Salesforce Dynamic Prefill With Jotform

9. Set up Calendly appointments through your forms: Jotform Appointments gives your forms true two-way connections to popular calendar apps. You can set your forms up to book appointments in Calendly, Google Calendar, or Outlook Calendar, and your respondent will only be able to book the slots available in your calendar.
10. Payment Sandbox Mode: Need to test a payment processor in your form before making it live? Enable Sandbox Mode in your form’s settings so you can securely test your payment processor integration without actually sending money. 
11. Conditional logic Jotform’s smart conditional logic allows you to create dynamic forms that react to user input. By showing or hiding fields, skipping pages, or changing the thank-you page based on a respondent’s answers, you can ensure a streamlined and relevant experience for every user.
12. Form Analytics: You can check your form traffic and activity at a glance using the Form Analytics dashboard. You’ll be able to explore important stats like conversion rates and average form-filling time — information that can help you increase the number of submissions to your forms.  
13. Jotform Sign: Transform your documents into e-signature workflows with Jotform Sign. This product allows you to automate the signing process, track document status in real time, and get a detailed audit trail for every document.

Watch on youtube

Introducing Jotform Sign

14. Report Builder: Your forms are chock-full of important, actionable data that you can use to improve your business. The Report Builder helps you turn that data into professional reports and presentations that automatically update with each new submission. 
15. Jotform Apps: Bundle your forms, links, and documents into a centralized, custom-branded app that your team can install on any device. Jotform Apps provides a seamless mobile experience for internal portals, field data collection, or customer-facing resources — all without requiring you to write a single line of code.
16. HIPAA PHI form fields: For healthcare providers, safeguarding protected health information (PHI) is paramount. Our Enterprise platform allows you to designate specific fields as “protected,” ensuring that data is encrypted and handled in compliance with HIPAA standards. Learn more about healthcare options with Jotform Enterprise. 
17. AI Agents: Bring the power of artificial intelligence to your data collection. AI Agents can help you automate complex tasks, analyze submission patterns, and even assist in building smart workflows, allowing your team to focus on high-level strategy while agents handle routine interactions.

The AI Agent has been a game-changer for my business, primarily by saving me an incredible amount of time. It’s freed me from the need to hire another assistant and allows me to focus on other crucial tasks.

Drew Burgess, Owner, The Burgess Group/Keller Williams

18. Collect donations with AI Agents: Speaking of using AI Agents, you can enable your agent to receive donations via a chat conversation and display campaign details, payment options, and progress toward your donation goal. Whether you’re a regular fundraiser or collecting for a one-time campaign, it’s an easy way to convert interest into action right in the chat.
19. Automate task creation: With Jotform Boards, you can connect a form to a kanban-style board so that each new submission automatically becomes a task card filled with the relevant details. That means no manual copy-pasting and no missed requests. You can choose which form fields appear in your tasks, assign ownership, and sort them into groups. 
20. Import forms: Import forms from an external web page, PDF, or platforms like Google Forms, Typeform, Formstack, Wufoo and others. It’s an easy way to update your forms with your brand and to turbocharge them with the flexible features mentioned above (and many more)!  

These (and many other) features add to the unparalleled flexibility you’ll find within Jotform and give you the tools you need to grow your business.

By using these tools, your organization can move beyond simple data collection to automated and highly efficient workflows that result in actionable information. Whether you’re a long-time user or just getting started, there is plenty to explore and many ways to put Jotform to work for your business needs.