21 Jotform automation tools to save you time 

21 Jotform automation tools to save you time 

Jotform Sign is a big deal. This standalone e-signature solution is easy to use and enhanced by Jotform’s suite of automation tools.

So as e-signatures meet automation, it’s time for our extensive lineup of automation tools to stand up and introduce themselves to Jotform’s newest innovation, Jotform Sign. Because all of Jotform’s automations, both new and established, save valuable time for our users.

21 Jotform automation tools to save you time  Image-1

Jotfom’s automation capability runs deep and is steadily growing, so a complete rundown would be too much to cover in this post. But here’s a healthy list of 21 Jotform automations that can make your day run more smoothly, including a glimpse into what Jotform Sign can do for you, your clients, and your colleagues.

Jotform Sign: E-signatures meet automation

We’ll talk about Jotform’s long-standing automation capabilities in short order. But Jotform Sign is the new kid on the block, so let’s dive into how its automation features can save you time and get more done.

1. Audit trail

When you send documents to be signed through Jotform Sign, an audit trail is automatically generated. You’ll receive a record of invitations sent, who’s viewed your document, who’s signed your document, and when the process was completed, all without any extra work on your end.

21 Jotform automation tools to save you time  Image-2
A Jotform Sign audit trail

2. Automatic field detection

When we say Jotform Sign is a smart e-signature solution, we mean it. Powered by optical character recognition (OCR), Jotform Sign uses AI to scan documents upon upload and automatically detect fields for data input, whether your PDF is in fillable format or not. 

21 Jotform automation tools to save you time  Image-3
Jotform Sign automatic field detection

3. Auto-generated website embed codes 

Embed your signable document into your website with the Jotform Sign embed option. This feature automatically generates a snippet of code that you can plug right into your site to embed the form wherever you like. Conveniently, the preview option provides a look at how your document will appear to your designated signer on your site.

4. Automatic signature requests

When you create a signable document in Jotform Sign, you can automatically contact your signer via email. Use email settings and send features in the Jotform Sign Builder to deliver automatic signature requests and reminder emails, set an expiration date for your document, and more.

21 Jotform automation tools to save you time  Image-4
Jotform Sign automatic signature request

5. Send to cloud storage

We’re proud to say that Jotform Sign reaches the clouds — cloud storage, that is. Save your signed documents automatically in your favorite cloud storage app with Jotform Sign integrations, whether you prefer to use Google Drive, OneDrive, Dropbox, or Box.

6. E-sign–compatible PDF templates 

Jotform already has a plethora of PDF templates, and more than 600 templates are now e-sign–compatible. The templates are free and ready to go with built-in Jotform Sign fields, saving you from having to build documents from scratch.

7. Share via secure public link

Jotform Sign was built to be a straightforward product. Case in point, we added a simple yet often-requested feature by providing a way to share your document with a secure link, which is automatically generated.

Oodles of other automations

Now that Jotform Sign’s automation tools have said hello, let’s pay some attention to their established teammates that have been saving you time for years.

8. Conditional logic

Conditional logic provides a way to ask only questions that are relevant to respondents based on their previous replies. This saves respondents time, and more precise questions get better answers. You can also use conditional logic to send autoresponder emails based on certain criteria, display different thank you messages, and more.

9. Report Builder

Convert form responses into beautiful reports and presentations automatically with Jotform Report Builder. Uncover new business insights and make smarter decisions. Each report can be embedded into your website and is automatically updated with each new form submission.

21 Jotform automation tools to save you time  Image-5
Jotform Report Builder

10. Jotform Tables 

When you create a form and collect responses with Jotform, you instantly create a table that records the responses. Jotform Tables, Jotform’s hybrid spreadsheet-database tool, automatically organizes and manages your submission data in an all-in-one workspace. Add collaborators with one click, import CSV or Excel files to work with your existing data, search and filter your information, add formulas and calculations, and more.

Youtube Embed Poster: M2jqkyB4F34

11. Jotform Prefill 

Jotform Prefill automatically prepopulates your form with existing data from your other forms, Jotform Tables, or third-party providers such as Airtable, Pipedrive, Salesforce, and HubSpot. This automation tool saves you and your respondents valuable time and makes it more likely that your form will be completed and submitted.

12. Smart PDF Forms

Smart PDF Forms automatically transform your PDFs into powerful online forms that can be filled out from any device. Simply upload your PDF and let Jotform do the work for you. Responses will automatically populate your form in the original PDF layout. You can also manage responses in Jotform Tables.

13. PDF Editor

Jotform’s PDF Editor automatically turns collected form responses into professional, secure PDF documents that you can share with colleagues, clients, and customers. This is great for creating certificates, generating invoices, preparing inspection reports, and more.

14. Jotform Approvals

With Jotform Approvals, you can collect HR requests, job applications, IT tickets, and more using online forms that kick off an automated approval flow. Track and manage your flows, notify users via email, and manage your approval data with Jotform Tables.

21 Jotform automation tools to save you time  Image-6
Jotform Approvals

15. Translation feature

Jotform’s automatic translation feature automatically detects the user’s browser language when displaying your form. Our list of available dialects is beyond extensive, so you can collect submissions from people all over the world.

16. Autoresponder emails

Automatically send your form respondents an email to let them know you received their form submission, either as soon as they’ve responded or at a later date. Provide your responders with a copy of the data they provided, customize your email message, alter the subject line, attach PDFs and other files, and more.

17. Email notifications

Similar to autoresponder emails, email notifications are automatically sent to you after one of your forms has been submitted. You can add multiple recipients to automatically route submissions to specific contacts.

18. Reminder emails

Some forms must be completed regularly, such as monthly inspection forms. Assign forms to an employee or colleague and then schedule a reminder email at a set time. Now you’ll never have to worry about reminding people to fill out forms on time.

19. Auto-delete submissions

Automatically delete submissions when you no longer need them with Jotform’s auto-delete submissions settings. Decide how long you’d like to hold onto your submissions for each form, or set your preferences at a macro level for all of your form submissions. This feature can be especially useful if you transfer submissions to a third-party service.

20. Automatic quiz grading

Use Jotform’s free online quiz maker to build multiple-choice quiz forms that automatically grade themselves. Assign a point value for right or wrong answers, and set up the grading process using the form calculation widget. All you have to do is add each question’s form field to the widget. When a student fills out and submits your form, this widget will sum up the assigned values for each selected answer.

21. Submissions counter

Add Jotform’s Submissions Counter widget to your form to display how many times your form has been filled out. You can display total submissions or, for forms that accept only a set number of submissions, show how many more submissions will be accepted. You can add custom text before and after the displayed submission total.

Compatible automations from Jotform

Though Jotform Sign is new, it already works well with Jotform’s existing automation features. Hundreds of PDF templates have fields that are compatible with the Jotform Sign Builder. You can add signable documents to your Jotform Approval flows. And your signed documents are stored in an automatically generated table.

Altogether, Jotform provides robust automation that saves you a ton of time and helps you get more done. And now, we offer a simple, straightforward e-signature product that you can use as part of the overall Jotform suite or on its own. But don’t take our word for it. Try it today, and find out for yourself.

Luke is a multidisciplinary writer whose expertise encompasses B2B, SaaS and sports. He co-authored Jotform for Beginners Volumes 1 and 2 and covers product tutorials, customer stories, third-party connectivity and more for the Jotform blog. A former associate editor at NorthBay biz magazine, Luke moonlights as a sports writer. His work has been published by USA Today, Yahoo Sports, and others, and he’s covered live sporting events for the Argus-Courier in Sonoma County, Calif. You can reach Luke through his contact form.

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Podo Comment Be the first to comment.
Create documents and collect e-signatures with Jotform Sign.

Create documents and collect e-signatures with Jotform Sign.

Get Started NowIt’s Free! Not now