Jotform’s Finance Form Features
Discover all the powerful features of Jotform’s online forms — and what they can do for your finance company.
Turn Submissions intoPDFS
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.
Integrate with 100+ Platforms
Automatically sync submissions to other platforms like Google Drive and Microsoft OneDrive, or schedule appointments in Zoom. You can also gather payments with 30+ payment processor integrations, including Square, Stripe, and PayPal — while paying no extra transaction fees to Jotform!
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.
Give your clients a quick way to sign contracts, invoices, agreements, and more from any device — without the need to print, sign, scan, and send paperwork manually.
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.
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.