Jotform’s Finance Form Features

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


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

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.

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Powerful Forms

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!

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.

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Jotform Sign

Collect E-signatures

Give your clients a quick way to sign contracts, invoices, agreements, and more from any device. With Jotform Sign you can go paperless and start e-signing and collecting signatures digitally.

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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.

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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.

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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.

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