# Features of Finance Forms | Jotform

# Jotform’s Finance Form Features

Discover all the **powerful features** of Jotform’s online forms — and what they can do for your finance company.

Sign Up with Google Sign Up with Apple

OR

Sign Up with an email It's free!

Quick Share

## Share or Embed in Seconds

Get your form in front of your audience fast. **Copy and paste** an embed code into your website, **invite** people to fill out your form via email, or **share** your form on social media with a link.

PDF Editor

## Turn Submissions into

 PDFS

Need to create a virtual paper trail of client details, payments, and invoices? Create a custom PDF template with Jotform’s PDF Editor to convert each form response into a PDF document instantly upon submission.

![Image 1: PDF Image](https://cdn.jotfor.ms/p/finance/assets/img-min/features/pdf.svg)

Powerful Forms

## Integrate with 150+ Platforms

**Automatically sync submissions** to other platforms like Google Drive and Microsoft OneDrive, or schedule appointments in Zoom. You can also gather payments with 40+ payment processor integrations, including Square, Stripe, and PayPal — while paying **no extra transaction fees** to Jotform!

Automatized Emails

## Send Notifications & Autoresponders

Keep form respondents in the know by sending them **notifications** or **autoresponder** emails. Set up conditional logic with no coding to trigger different emails based on how users respond to your forms.

![Image 2: Email Image](https://cdn.jotfor.ms/p/finance/assets/img-min/features/e-mail.svg)

Jotform Sign

## Collect E-signatures

Give your clients a quick way to **sign contracts, invoices, agreements, and more from any device**. With [Jotform Sign](https://www.jotform.com/products/sign/) you can go paperless and start e-signing and collecting signatures digitally.

![Image 3: Signature Image](https://cdn.jotfor.ms/p/finance/assets/img-min/features/e-signature2.svg)

Mobile Forms

## Gather Responses on the Go

With Jotform Mobile Forms, our free mobile app, you can collect and manage data on the go — **even without internet access**. And with Jotform Apps, you can create a custom app for your clients to download onto their iOS or Android device to easily access your forms.

![Image 4: Mobile Image](https://cdn.jotfor.ms/p/finance/assets/img-min/features/mobile.svg)

Easy Embed

## Embed in Your Website

Add your custom finance form to your website in **a few quick clicks**. Whether your site is hosted by WordPress, Squarespace, or another website builder, Jotform offers a variety of **auto-generated embed options** so you can publish your form fast.

![Image 5: Embed Image](https://cdn.jotfor.ms/p/finance/assets/img-min/features/embed.svg)

Report Builder

## Auto-Generate Reports

Generate helpful payment reports with **Jotform Report Builder**. Customize colors, choose from different chart types, and personalize other elements to create a report you’ll be proud to share with stakeholders.

![Image 6: Secure Image](https://cdn.jotfor.ms/p/finance/assets/img-min/features/report.svg)