Jotform’s Finance Form Features
Discover all the powerful features of Jotform’s online forms — and what they can do for your finance company.
クイックシェア
数秒で共有または埋め込む
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エディタ
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.
Powerful Forms
100以上のプラットフォームと統合
Google DriveやMicrosoft OneDriveなどの他のプラットフォームと自動的に同期したり、Zoomでアポイントメントをスケジュールしたりできます。また、Square、Stripe、PayPalを含む30以上の支払いプロセッサーと連携し、Jotformに追加手数料を支払うことなく支払いを集めることができます!
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.
Jotformサイン
電子サインを集める
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.
モバイルフォーム
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.
Easy Embed
ウェブサイトに埋め込む
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.
リポートビルダー
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.