Jotform for Beginners
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Jotform for Beginners,
Vol. 2

Unlock the full potential of Jotform. Learn how to make the most of the platform’s productivity and automation features in Volume 2.

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What’s inside the book?

Chapter 1

Take your forms mobile

Chapter 2

Create approval workflows with form submissions

Chapter 3

Visualizing your data with Jotform Reports

Chapter 4

Documents and PDFs

Chapter 5

Bundle forms and links into a useful app

Chapter 6

Sell products and services with Jotform Store Builder

Chapter 7

Power your entire organization with Jotform Enterprise

Read on Kindle Download for Free

Chapter 1

Take your forms mobile

Jotform’s solution is Jotform Mobile Forms, a native app available on the App Store and Google Play. Be it construction, real estate, food service, sales, healthcare, or any other industry that thrives on mobility, we know you need the full power of Jotform at your fingertips.

  • Jotform on wheels

  • Offline forms and field-ready widgets

  • Turn your mobile device into a kiosk

  • Assign & publish forms via text message

  • Mobile power for your business

  • And more

Chapter 2

Create approval workflows with form submissions

With Jotform, the data you collect can become a part of different projects, prompting a meeting to be scheduled, assigning a task, and more. If you use paper forms to collect data, that results in a lot of paperwork and makes it more difficult to kick off follow-on actions.

  • Build approval workflows from your forms

  • Customize your approval flows any way you like

Chapter 3

Visualizing your data with Jotform Reports

In the Jotform Report Builder, you can create visually appealing reports from your form responses in seconds. You could theoretically publish a survey, collect results, and draft a report with insights from your results all in the span of one workday.

  • Building the report

  • Form Analytics

Chapter 4

Documents and PDFs

PDFs are known for their fixed format that ensures consistent appearance across different devices and operating systems. However, this inherent stability can also make it challenging to fill out or sign PDF forms. Jotform offers solutions to transform PDF forms into user-friendly online forms.

  • Turn form submissions into custom designed PDFs

  • Smart PDF Forms

  • Jotform Sign

Chapter 5

Bundle forms and links into a useful app

Jotform Apps was made with both customers and clients in mind. Apps can be used to book appointments and meetings of all kinds, gather donations for a nonprofit, accept payment for goods and services, collect sensitive medical information from patients, and more.

  • Bundling forms to create mobile apps

  • App basics

  • Customization of apps

  • App settings and elements

Chapter 6

Sell products and services with Jotform Store Builder

“Apps created with the Jotform App Builder and the Store Builder process more than $166,000 in goods and services every day!”

  • Benefits of the Jotform Store Builder

  • Build your online store

Chapter 7

Power your entire organization with Jotform Enterprise

Whether you want to grow and scale your business or already work at a large organization, Jotform Enterprise gives you the features you need to collaborate without sacrificing security. Jotform Enterprise is our multiuser plan that offers

  • Team workspaces, role-based access, and group approvals

  • White labeling — no Jotform logos or URLs

  • Options to store your data locally and separately

  • A dedicated customer success team

  • And more

Jotform’s solution is Jotform Mobile Forms, a native app available on the App Store and Google Play. Be it construction, real estate, food service, sales, healthcare, or any other industry that thrives on mobility, we know you need the full power of Jotform at your fingertips.

  • Jotform on wheels

  • Offline forms and field-ready widgets

  • Turn your mobile device into a kiosk

  • Assign & publish forms via text message

  • Mobile power for your business

  • And more

With Jotform, the data you collect can become a part of different projects, prompting a meeting to be scheduled, assigning a task, and more. If you use paper forms to collect data, that results in a lot of paperwork and makes it more difficult to kick off follow-on actions.

  • Build approval workflows from your forms

  • Customize your approval flows any way you like

In the Jotform Report Builder, you can create visually appealing reports from your form responses in seconds. You could theoretically publish a survey, collect results, and draft a report with insights from your results all in the span of one workday.

  • Building the report

  • Form Analytics

PDFs are known for their fixed format that ensures consistent appearance across different devices and operating systems. However, this inherent stability can also make it challenging to fill out or sign PDF forms. Jotform offers solutions to transform PDF forms into user-friendly online forms.

  • Turn form submissions into custom designed PDFs

  • Smart PDF Forms

  • Jotform Sign

Jotform Apps was made with both customers and clients in mind. Apps can be used to book appointments and meetings of all kinds, gather donations for a nonprofit, accept payment for goods and services, collect sensitive medical information from patients, and more.

  • Bundling forms to create mobile apps

  • App basics

  • Customization of apps

  • App settings and elements

“Apps created with the Jotform App Builder and the Store Builder process more than $166,000 in goods and services every day!”

  • Benefits of the Jotform Store Builder

  • Build your online store

Whether you want to grow and scale your business or already work at a large organization, Jotform Enterprise gives you the features you need to collaborate without sacrificing security. Jotform Enterprise is our multiuser plan that offers

  • Team workspaces, role-based access, and group approvals

  • White labeling — no Jotform logos or URLs

  • Options to store your data locally and separately

  • A dedicated customer success team

  • And more

Read on Kindle Download for Free

VOLUME 2 READER COMMENTS

Unlock the Full Potential of Jotform

"I think it was a great read. I feel I have a really good understanding of how to use these features now."

Aleea Ferguson,

Podcast Producer, Golden Goose Creative

"I wasn't expecting it to be as clear and concise as it was. I also wasn't expecting to learn as much as I did. Having so many images in most of the chapters made it easy to read, look and attempt to duplicate with ease which made me feel much more confident using Jotform and also showing others how to use it too!"

Kate Player,

Associate Partner - Traffic Management, Red Rock Consultants Ltd

"Before I read the book, I thought that Jotform could only be used to create forms. I didn't know that users can create apps themselves with Jotform."

Janssen,

Civil Engineer, PT. Riau Andalan Pulp and Paper

About the Book

In Jotform for Beginners, Volume 2 we’ll show you how to sell your products and services, automate approval flows, collect e-signatures, and generate reports from a single platform — boosting your productivity and saving you precious time.

Jotform for Beginners, Volume 2: Put Your Data to Work
Adobe Opera Redbull Flinders Netflix Zoopla Nhs Deliverex Ford

Jotform Users from the Education Industry

We see a trend of staff adopting Jotform. More and more staff are using the templates and forms for their classes and events, and we’re looking forward to using Jotform more extensively.

Denicio Hilman

Program Manager and Team Lead, Hogeschool van Amsterdam

Previously, to make one little change in a form would take days, weeks, or months. With Jotform it takes literally five minutes and boom, I have a HIPAA-compliant registration form that patients can return to me, and the process moves forward so much quicker. Being able to implement an idea in minutes is super important for entrepreneurs and creatives…and that’s why Jotform is so critical for us.

Dr. Michael Salzhauer

Plastic Surgeon, Dr. Miami

Jotform has certainly increased productivity. Everything is electronic. We don’t have to deal with paper, faxes, or even PDFs sent via email. It helped us grow the business because there’s only so much you can grow as a fiscal sponsor if you’re dealing with a paper dump. Jotform provided this one uniform place for all of that.

International Documentary Association

We’re meeting our customers where they are to do bike demos. The offline capability of the Jotform app allows us to have our digital test ride form out on the trail. Since we rolled out Jotform we’ve seen an increase in sales by gathering that customer info through the form, putting it into our CRM, and allowing staff to have accurate follow-ups with their customers.

Tom Casson

Chief Commercial Officer, Mike’s Bikes

Learn More on Our YouTube Channel

User Guides

Getting Started with Jotform

Jotform makes it easy to generate leads, distribute surveys, collect payments, and more. Learn how!

Create Forms

Create professional forms for any occasion and learn more about Jotform’s easy-to-use form fields.

Share Forms

Embed your form into any web page, website, or social media platform with Jotform.

Form Emails

Set up automated email notifications and autoresponders for your online forms.

Manage Forms

Learn how to manage your forms and form responses.

Jotform Teams

Create and customize a shared workspace for your forms and data. Build apps, assign roles, and more.

Jotform Sign

Learn how to create and automate professional e-sign documents online.

Jotform Store Builder

Learn more about how to create your own online marketplace with Jotform.

How to Create Better Forms

Try out these best practices for creating more effective forms.

Email Problems

Learn about some helpful solutions and instructions for common email problems.

Custom Domains

Follow these tips on how to use your brand name on your forms.

Reports

Analyze your form data by generating visual or text based reports.

Payment Forms

Create payment forms to collect donations, sell products, or process subscriptions.

Advanced Features

Check out these advanced features that can take your forms to the next level.

Billing

Learn more about billing through your forms.

Form Calculations

Add helpful calculations and conditions to your forms.

Assign Forms

Learn how to eliminate back-and-forth emails and long waits by assigning forms to team members.

Mobile Forms

Learn how to use Jotform Mobile Forms. Create forms on the go, collect data offline, and more.

HIPAA Compliance

Enable HIPAA Compliance and collect sensitive healthcare data securely via Jotform.

Card Forms

Create accessible and friendly forms with Jotform Cards.

Create PDFs Automatically

Create, customize, and automate powerful PDFs from your submission data with Jotform PDF Editor.

Maximizing Donations for Nonprofits

Learn about guidelines for maximizing your nonprofit’s donations.

Jotform Enterprise

Learn how to get unlimited access to the tools you need to improve your online forms and data collection.

Creating Accessible Forms

Make your online forms accessible for all. Collect data from anyone, on any device.

Jotform Tables

Everything you need to know about Jotform Tables. Manage data and collaborate with others.

Jotform Approvals

Learn how to turn form submissions into automated approval flows — enjoy a faster approval process!

Jotform Apps

Learn how to create powerful mobile apps for your business — no coding knowledge required.

Jotform Inbox

Learn how to track, search, and manage all of your form submissions with Jotform Inbox.

Jotform Prefill

Create prefilled forms with existing form data. Pre-populate fields to collect submissions faster.

Jotform Widgets

Learn how to set up and use Jotform’s 300+ widgets. Power up your forms with advanced tools.

Have you read Volume 1?

#1 Best Seller on Amazon

Jotform for Beginners,
Vol. 1

Get more done with powerful, easy-to-use online forms. Learn how in this helpful, free guide from Jotform.

Read on Kindle Download for Free