Discover 10 key JotForm Enterprise features

IT managers are constantly thinking about how to automate business practices so that productivity can flourish, while keeping an eye on new tasks and technologies that can drive enterprise innovation.

The pandemic forced cyclical businesses to rethink their processes as a matter of survival and nudged countercyclical businesses to adjust so they could maintain production or even thrive.

In IDG’s 20th annual State of the CIO report, 82 percent of CIOs said that they have implemented new technologies, IT strategies, and/or methodologies over the past year because of the pandemic. Not only did many increase budgets to meet 2020’s challenges, they also understand that a new landscape in 2021 requires similar investment.

As we emerge from the pandemic with a hybrid approach to work, business processes need to be faster, more secure, and easier to complete. They also need to enable higher productivity than ever before. IT managers, administrators, and CIOs alike need to continue making technology choices that better serve the enterprise’s employees and customers.

Let’s face it; we’re in an era where many IT departments are being asked to ensure dependable, flexible, and secure processes. But you’re also expected to contribute to revenue generating opportunities by creating automation that frees up time for more client interaction.

For years, JotForm Enterprise has helped leading organizations in e-commerce, education, healthcare, government, and the nonprofit sector automate their online data-collection and management efforts to increase productivity. Since the beginning of the pandemic, we’ve seen a 547 percent increase in Enterprise customers, representing more than 50 countries across the globe.

And we’re only getting started. JotForm Enterprise has introduced several key features over the last few months that help enterprises be more efficient and collaborative. We’re excited to show what we’ve been up to so current users can get the most out of JotForm Enterprise and prospective users can discover how it could help their organizations.

10 key JotForm Enterprise features

JotForm Enterprise’s features set up your organization for success by enabling the security, technological flexibility, ease of use, and customer support your team needs for all things related to data collection.

Here are 10 key JotForm Enterprise features that IT executives and managers love.

1. White labeling

Perhaps the most important goal for Enterprises is ensuring client retention and customer loyalty. By white labeling their forms and admin dashboards, our Enterprise users have an easy, no-code way to personalize and connect their data-collection experience with their online brand.

The result is two-fold: one, white labeling familiarizes end users with the organization’s forms, instilling confidence in the data-collection process, and two, it reinforces loyalty with the brand upon each use.

Additionally, custom URLs make accessing and sharing forms a breeze for our Enterprise customers, helping to create a seamless brand experience.

White labeling allows our customers to benefit from an expertly built product that aligns with their brand — without the need to support its development. It’s like having an in-house developer at a fraction of the cost. 

2. Dedicated Zoom support

While our platform is super user-friendly, Enterprise customers also get a dedicated contact to maximize their team’s productivity. Whenever you need help, our customer success team can easily arrange a Zoom meeting to walk through the solution.

JotForm Enterprise customer success experts work with our users on a weekly basis to offer strategic guidance and implementation assistance for our suite of products. In addition to regular check-ins and business reviews, Enterprise users rely on them for advice about the best ways to use JotForm at scale.

3. Team features

A big value-add for JotForm Enterprise is the way it allows users to communicate with each other:

  • Enterprise users can give each other access to forms and form data, while the admin maintains control over the form that’s shared. This helps all users stay on top of form details and progress.

  • Admins have the option to share all forms in the account or particular forms, and for both options they can set the permissions to either View submissions or Edit forms (or both).

  • In the Settings section of the Form Builder, users often add coworkers as recipients for notification emails to keep the team or other stakeholders in the loop.

  • Our Enterprise customers have higher limits on reminder and invitation emails (up to 100 recipients), which allows them to assign forms at scale and let associated stakeholders know when forms have yet to be submitted.

  • The new JotForm Approvals has made it easy for our Enterprise customers to set certain users and stakeholders as approvers for form requests. By selecting Approval Flows within the Settings tab of the Form Builder, users can access JotForm Approvals.

  • Just click on the approval element to enter the approver’s email address, whether they have a JotForm account or not.

  • Our Enterprise users can also work with a coworker on submissions by managing and organizing collected data with JotForm Tables. This database-spreadsheet hybrid tool provides the functionality they need to complete their workflows. For example, our education users love that their tables are automatically populated with submitted information from their forms, whether quizzes, student registrations, or alumni donations.

  • And because users can determine who can access their workspace, teams are better positioned to collaborate, knowing that everyone can see and work from a dynamically updated database.

  • One of the benefits our Enterprise users love about working with a dynamic database is the ability to assign tasks to users. Because everyone is working with the most up-to-date information — and that information is secure — users can directly assign tasks to collaborators with confidence.

4. User access levels

Every department within a large organization has different stakeholders and clients, internal and external. When it comes to form-based data collection, one thing managers appreciate about our platform is the flexibility to grant multiple users different levels of access within the platform. 

Whether it’s a marketing user empowering managers within the team or a local government official adding a contractor, they can easily add new user accounts (or delete them), designate them as users or admins, and customize form access permissions to suit their project.

Most enterprise software usage is limited to the number of licenses within the agreement. JotForm extends this usage with the ability to add users who have varying access levels.

Managers at large organizations also value the ability to organize multiple user accounts. The platform’s search and filter functions allow users to quickly find what they’re looking for — regardless of how many forms or user accounts the company has.

5. Dedicated server 

Data security is a focal point of many of our customers. Security is about trust, and we take it very seriously. This is why, no matter the size of your enterprise, JotForm protects every customer’s data by providing a dedicated server.

Customers know that their privately hosted data is secure, giving them an added level of confidence to collect data, files, and more through their online forms. As we’ll discuss a little further on, the dedicated server also enables the use of single sign-on.

Did you know…that with JotForm Enterprise you can create custom URLs that match your company domain to improve your website’s search ranking and give your forms a personal touch?

6. Host your data locally

Digital transformation has made data privacy and advanced security measures a necessity for enterprise organizations. Whether GDPR, CCPA, or other localization guidelines, companies need to make the required investments to protect their customers.

We solve this issue by allowing our Enterprise users to choose the physical location of their dedicated cloud server. This way, no matter where they are in the world (the U.S., Australia, Canada, the U.K., the EU, or elsewhere), complying with data privacy rules and location requirements is worry free. Also, only users and admins within your Enterprise account can access your server.

7. SSO login 

Speaking of data privacy, single sign-on (or SSO) is a favorite feature among Enterprise users because it eliminates messy password upkeep and closes the sign-in security loophole, whether data is being viewed or submitted.

JotForm has integrations with many SSO providers so our customers’ teams can access and manage their forms using a single set of login credentials. On top of that, we can configure new integrations in situations where a customer may work with a lesser known identity provider.

SSO usage is growing among JotForm’s Enterprise customers for many reasons, but two of them in particular are productivity and security. The less time users spend on passwords and logins, the more time they can spend on higher value tasks. Also, eliminating all potential login data breaches closes the loop on attacks and provides one resource for identity maintenance.

8. Prefilled forms

Our customers need to ensure accuracy in their data collection, especially when those forms are being filled out at scale.

JotForm Enterprise integrates with identity providers like Microsoft, Okta, Google, OneLogin, and more, so the user data that’s already stored with our customers’ identity provider (first/last name, email, company role, etc.) will automatically be filled in when SSO is enabled for their forms. Since data is prefilled upon login, this prevents blank fields and misspellings, and ensures accuracy, boosting data-collection efforts overall.

Plus, with the check of a box, end users can save drafts of their form based on their single sign-on login, so they can continue filling out a partially completed form at a later date or time.

9. Activity log

An important feature for any administrator is visibility into usage of and activity in the software. JotForm Enterprise allows customers to see exactly what their employees or clients have been doing with their company’s forms via detailed activity logs and custom date ranges. 

JotForm Enterprise administrators are able to view form modifications, additions, and deletions, as well as each individual user’s login and email history. Case in point — the activity log comes in handy when reviewing employee activity with COVID-19 screening forms.

10. Advanced API features

IT teams and developers use JotForm’s API to connect form submission data or submission notifications with proprietary systems and third-party apps. An example of past API work includes importing data from CSV and Excel files to JotForm so a customer can work from one convenient database.

Another example is combining submissions from different forms into one CSV file. You can also use the API to create widgets (form elements that make it possible for you to collect nontraditional data, like a signature or unique ID) from scratch or modify existing widgets. We’ve even assigned developers to help with our customers’ tasks.

By connecting other services to JotForm through our easy-to-use API, our customers have a smooth workflow from top to bottom.

Learn more about JotForm Enterprise

If JotForm Enterprise sounds appealing, and you’d like to learn more, here are a few more details about the program. You can also check out our JotForm Enterprise FAQ for more information.

  • To qualify for JotForm Enterprise, you must have at least five users.
  • JotForm Enterprise is our only multiuser plan. An administrator can assign access to users, and those users can collaborate with other users. Additionally, you get a dedicated server and Customer Success manager.
  • JotForm Enterprise puts no limits on the amount of forms, submissions, form fields, payments, API calls, and storage your organization can have.
  • JotForm Enterprise offers HIPAA compliance (if applicable) to help you keep health information safe and secure. This was a big benefit for our healthcare users during the pandemic as health screening was critical.
  • Depending on the circumstances, some educational institutions and nonprofit organizations may be eligible for a discount of 30 percent.

Let’s talk!

This article is originally published on May 24, 2021, and updated on Jun 04, 2021.
AUTHOR
Chris is a Content Marketer and Creator at JotForm who believes in creative writing as a force for positive change. Possessing a diverse professional background and skill set, Chris produces award winning thought leadership. Movies, travel, design and great food/wine with friends are among his loves. You can reach Chris through his contact form.

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