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Average Ratings 30 Ratings

Average Ratings 8,651 Ratings

Total
ease
features
design
support

Description

Intellimas is a no code/low code software platform with a spreadsheet and form UI. Intellimas allows you to build web apps that can completely align with your business process. Intellimas is built for fast data entry, analytics, exception management, and easy retrieval of live data from other systems. The grid UI allows for an easy transition from spreadsheets. This comprehensive view, along with our form view, provide you with the flexibility to handle unlimited use cases. Intellimas can be deployed on premise or on our cloud platform. Customers typically find many uses for Intellimas after the first rollout. Intellimas comes with configurable dashboards and a full reporting tool so the intelligence is at your fingertips. Revision history, configurable alerts, comprehensive workflow, and much more is available in the configuration engine for building out apps. Bring your simple and complex use cases and build them in Intellimas. It is a top software to replace your mega-spreadsheets and fill enterprise system gaps. Contact us for a demo and ask us about our free trial!

Description

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
PostgreSQL Yes 
AccessOwl No 
ActiveCampaign No 
Blogger No 
Butter No 
Capsule No 
Causal No 
Clover Sites No 
EasySendy Pro No 
Happy Grasshopper No 
MongoDB No 
Podio No 
Popupular No 
SQLite No 
Smart Copy by Unbounce No 
Uploadcare No 
Wix No 
Workers by Delos No 
Zenfolio No 

Integrations

Microsoft Excel Yes 
PostgreSQL Yes 
AccessOwl Yes 
ActiveCampaign Yes 
Blogger Yes 
Butter Yes 
Capsule Yes 
Causal Yes 
Clover Sites Yes 
EasySendy Pro Yes 
Happy Grasshopper Yes 
MongoDB Yes 
Podio Yes 
Popupular Yes 
SQLite Yes 
Smart Copy by Unbounce Yes 
Uploadcare Yes 
Wix Yes 
Workers by Delos Yes 
Zenfolio Yes 

Pricing Details

$38/month
Pricing scales from $33-78/user/month based on volume for a full access user. Read only and partner users are $11/user/month. Each license has no limit on the number of apps that can be accessed. On premise pricing also available.
Free Trial Yes 
Free Version No 

Pricing Details

$34 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Singletree Technologies

Founded

2001

Country

United States

Website

singletreetech.com/build-better-apps-with-intellimas/

Vendor Details

Company Name

Jotform

Founded

2006

Country

United States

Website

www.jotform.com

Product Features

App Makers

Intellimas is versatile enough to be utilized across various sectors, enabling companies to design stunning applications that enhance their operational workflows. You have the flexibility to choose between a no-code, low-code, or fully coded approach based on the application's complexity. While Intellimas allows for the rapid development of apps in just a few days, more intricate applications will naturally require additional time to align with specific business processes. With a wealth of features, Intellimas enables the assembly of comprehensive enterprise applications that can accommodate numerous users with diverse roles. Elevate your applications with the capabilities of Intellimas.

Collaboration Tools Yes 
Compatibility Testing No 
Deployment Management Yes 
Drag & Drop No 
For eCommerce Yes 
Forms Creation Yes 
Iteration Management Yes 
Mobile Apps No 
No-Code Yes 
Pre-Built Templates Yes 
Visual Modeling No 
Web Apps Yes 
Workflow Management Yes 

Application Development

Developing applications is essential for specific business operations, yet increasingly, enterprise app developers are equipped to address a wide variety of needs. Intellimas serves as a robust enterprise app development platform that significantly reduces the need for extensive coding. For complex business logic, users can utilize our VB/C# scripting capabilities. Intellimas features an exceptional grid interface that enhances data visualization and input processes. Additionally, it includes a form builder designed for structured applications. With capabilities such as field-level security, image management, document handling, customizable alerts, reporting tools, and comprehensive dashboards, Intellimas adopts a holistic approach to enterprise solutions. Managing process modifications is straightforward with Intellimas, minimizing the need for complete rewrites.

Access Controls/Permissions Yes 
Code Assistance No 
Code Refactoring No 
Collaboration Tools Yes 
Compatibility Testing No 
Data Modeling No 
Debugging Yes 
Deployment Management Yes 
Graphical User Interface Yes 
Mobile Development No 
No-Code Yes 
Reporting/Analytics Yes 
Software Development Yes 
Source Control No 
Testing Management No 
Version Control Yes 
Web App Development Yes 

Dashboard

Intellimas goes beyond a mere dashboarding tool. It empowers users to create comprehensive applications that encompass grids, forms, reports, dashboards, document management, image display, and much more. The dashboards are designed with interactivity in mind, allowing users to click through and access real-time data for making necessary modifications. If you're in search of a user-friendly way to develop applications packed with impressive features, including dynamic dashboards, consider exploring Intellimas.

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Data Entry

Intellimas is a versatile framework that empowers you to create elegant data entry solutions tailored for a variety of applications. Its web applications are designed for rapid data input, analytics, exception handling, and seamless access to real-time data from various systems. You can customize your solutions with features such as field-level security, bulk update options, customizable alerts, integration capabilities, image display, and workflow management. The multi-tier grid interface facilitates a smooth transition from traditional spreadsheets. This holistic perspective, combined with our form view, offers you the adaptability to manage countless business processes. Additionally, your data entry solution can be enhanced with reports and dashboards, delivering a comprehensive enterprise application experience.

Abbreviation Detection Yes 
Data Capture and Transfer Yes 
Data Cleansing Yes 
Data Entry Verification Yes 
Data Search Flexibility Yes 
Duplicate Detection Yes 
Flexible Search Yes 
Image Entry Yes 
Library Conversion No 
Mis-Keyed Variation Detection Yes 
Phonetic Variation Detection No 

Data Management

Intellimas is a powerful tool designed to optimize your investment in existing systems and databases, enhancing your overall data management experience. One of its key features is the ability to create web applications that pull real-time data from other databases, effectively reducing the need for duplicate data entry. With Intellimas, you can centralize all your master data, making it easily accessible for various downstream applications. Additionally, it allows for efficient management of reference data tailored to different scenarios. The intuitive multi-level grid view streamlines data management, while the form view ensures a structured approach to data entry. Intellimas also offers comprehensive reporting and dashboard functionalities, enabling you to gain better insights into your data. Whether you're seeking a Master Data Management (MDM) solution, a Product Information Management (PIM) system, or a versatile data management tool, Intellimas is the ideal choice.

Customer Data No 
Data Analysis No 
Data Capture No 
Data Integration No 
Data Migration No 
Data Quality Control No 
Data Security No 
Information Governance No 
Master Data Management No 
Match & Merge No 

Low-Code Development

Intellimas serves as a low-code application development platform, enabling users to set up a fully functional web application through its intuitive administration interface, complete with dashboards and reporting capabilities. Furthermore, for those who require intricate business logic, our platform includes a scripting engine that supports both C# and VB.net. This flexibility allows you to choose between no-code, low-code, or more extensive coding options, making it suitable for a wide range of use cases. With Intellimas, you can streamline your workflows by replacing custom solutions, cumbersome spreadsheets, or outdated databases.

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development No 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop No 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring No 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management Yes 

Master Data Management

Intellimas stands out as an exceptional Master Data Management (MDM) solution, thanks to its grid view functionality and real-time data retrieval capabilities. Master data can originate from various systems, and Intellimas is equipped to fetch that information, enabling users to enhance the data as new details emerge. This data can then be disseminated downstream as required. You have the flexibility to customize attribute management interfaces tailored to distribution channels or ERP needs across multiple views, while field-level security ensures complete oversight. Leverage Intellimas' integration tools to connect effortlessly with your existing enterprise systems for a streamlined workflow. Additionally, as an app builder, Intellimas allows you to tailor the MDM solution and repurpose it for future applications as needed.

Data Governance No 
Data Masking No 
Data Source Integrations No 
Hierarchy Management No 
Match & Merge No 
Metadata Management No 
Multi-Domain No 
Process Management No 
Relationship Mapping No 
Visualization No 

PIM

Intellimas stands out as a top-tier Product Information Management (PIM) solution thanks to its grid view feature and capability to access real-time data. The PIM data can originate from various systems, and Intellimas has the capability to pull this information, enabling additional users to enhance the data as it becomes available. This enriched data can then seamlessly transition to the sales platform whenever necessary. You have the flexibility to set up attribute management for multiple distribution channels across various views, granting different user roles distinct access rights at the field level. Additionally, you can effortlessly integrate Intellimas with your e-commerce platform using its integration tools, ensuring a smooth workflow. Keep in mind that Intellimas is also an app builder, allowing you to customize your PIM solution and repurpose it for different applications in the future.

Content Syndication No 
Data Modeling No 
Data Quality Control No 
Digital Asset Management No 
Documentation Management No 
Master Record Management No 
Version Control No 

Quality Management

Intellimas is a robust platform designed for creating enterprise applications, particularly tailored for quality management needs. While numerous pre-packaged quality solutions are available, Intellimas stands out for those whose requirements extend beyond standard offerings. It can be customized to effectively manage the Acceptable Quality Level (AQL) process for statistical sampling, enabling automated pass/fail outcomes for audits based on predefined standards—though flexibility to override these results is available. Additionally, its dashboard features facilitate the oversight of exceptions and workflows, and the comprehensive reporting tool can generate a wide array of statistical reports to meet your specific requirements.

Audit Management Yes 
Complaint Management Yes 
Compliance Management Yes 
Corrective and Preventive Actions (CAPA) Yes 
Defect Tracking Yes 
Document Control Yes 
Equipment Management Yes 
ISO Standards Management Yes 
Maintenance Management No 
Risk Management No 
Supplier Quality Control Yes 
Training Management No 

Reporting

Intellimas is a low-code platform designed for creating applications effortlessly, and it also features a comprehensive reporting tool. With Intellimas, users can develop applications that incorporate grids, forms, reports, dashboards, document management, image display, and more. The platform supports the creation of diverse report types based on Intellimas data, such as listings, forms, analytical reports, financial summaries, visual charts, pivot tables, and others. If you seek a user-friendly way to build feature-rich applications with robust reporting capabilities, consider exploring Intellimas.

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Spreadsheet

Intellimas transcends the traditional concept of a spreadsheet, evolving into a powerful online application builder that operates on a low-code framework. It empowers you to effectively manage entire workflows with remarkable consistency. Unlike conventional spreadsheets that often rely on ad-hoc methods, Intellimas is built on a robust database, allowing you to automate report scheduling, create dynamic dashboards, and facilitate data integration flows seamlessly. Its grid interface retains the familiar spreadsheet aesthetics, making bulk data updates and viewing effortless. Additionally, it offers a form view for more structured and accurate data entry. Let Intellimas guide you in transitioning from basic spreadsheets to comprehensive enterprise applications.

Analytics Yes 
Audit Trail Yes 
Calculators Yes 
Charting Yes 
Multi-User Collaboration Yes 
Templates Yes 

Supply Chain Management

Intellimas is the ideal choice for navigating the intricacies of your supply chain. It seamlessly integrates with your purchase order system to access product and order information, facilitating collaboration with vendors on aspects such as cost control, production updates, quality inspections, compliance, and logistics. With pre-built web applications tailored for various supply chain tasks, Intellimas also allows you to customize your own applications to align with your unique workflows. Streamline your supply chain operations and eliminate fragmentation with Intellimas.

Demand Planning Yes 
Electronic Data Interchange Yes 
Import / Export Management Yes 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Sales & Operations Planning No 
Shipping Management Yes 
Supplier Management Yes 
Transportation Management No 
Warehouse Management No 

Vendor Management

Intellimas provides a unified platform for seamless collaboration with your international partners. This tool allows you to exchange product and purchase order information, while they keep you updated on order progress, shipping details, cost breakdowns, packing specifics, and additional insights. You can also conduct quality and compliance audits within this solution. With features like document management, field-level security, customizable dashboards, and real-time alerts, interacting with your suppliers becomes more straightforward, ensuring you receive accurate information when needed. Vendors appreciate the user-friendly, spreadsheet-like interface that simplifies data uploads. Establish a single source of truth for all your collaborative efforts.

Audit Management Yes 
Contact Management Yes 
Customer Database Yes 
Self Service Portal No 
Supplier Master Data Yes 
Transaction History Yes 
Vendor Maintained Profiles Yes 
Vendor Managed Inventory No 
Vendor Performance Rating Yes 
Vendor Qualification Tracking Yes 

Product Features

AI Agent Builders

The Jotform AI Agent Builder is an innovative platform that empowers businesses to design and tailor AI-driven customer service representatives without requiring any programming skills. This versatile tool allows organizations to easily create AI agents capable of performing various tasks such as guiding users through forms, responding to common inquiries, scheduling appointments, and automating email communications. These AI agents can be utilized across multiple communication platforms, including phone systems, chat interfaces, and messaging applications like WhatsApp and Messenger. The Jotform AI Agent Builder offers extensive customization capabilities, allowing businesses to modify the agent's tone, personality, and visual style to reflect their brand identity. With support for multiple languages and round-the-clock availability, these AI agents enhance operational efficiency, shorten response times, and boost overall customer satisfaction.

AI Agents

Jotform AI Agents are sophisticated automated solutions for customer support, offering instant assistance through various platforms, including phone, chat, voice, and popular messaging services like WhatsApp and Messenger. With a user base exceeding 25 million globally, Jotform allows organizations to seamlessly incorporate AI-powered agents into their operations without the need for programming skills. These intelligent agents can assist customers by guiding them through form completion, addressing inquiries, and automating processes such as appointment scheduling and email communication. Businesses can customize their AI agents' look and interaction style using more than 7,000 available templates, ensuring that the agents align with their brand identity. Jotform's AI Agents enhance operational efficiency by providing round-the-clock support, minimizing response times, and boosting customer satisfaction through multi-language capabilities and real-time oversight.

AI Customer Support Agents

Jotform AI Agents are sophisticated automated solutions aimed at delivering intelligent and immediate customer assistance through various platforms, including voice calls, chat, and messaging applications such as WhatsApp and Messenger. These AI-driven agents are equipped to perform a variety of tasks, from helping users navigate forms to providing answers and automating functions like appointment scheduling. Businesses have the flexibility to tailor the look and functionality of their AI agents to align with their brand's image. With capabilities for multiple languages and round-the-clock service, Jotform AI Agents enhance customer satisfaction, minimize response times, and optimize operational processes. Furthermore, they integrate effortlessly with forms to guarantee precise data gathering and an improved user experience.

App Makers

Jotform Apps is a user-friendly platform that enables companies to build tailor-made applications without any coding expertise. This drag-and-drop tool allows users to merge forms, widgets, and integrations into cohesive applications that are perfect for gathering information, scheduling meetings, handling transactions, and streamlining processes. Businesses have the flexibility to customize their apps with their own logos, colors, and branding, and can effortlessly distribute them via links, QR codes, or social media channels. These applications can be accessed on smartphones, tablets, or computers, offering a convenient method for collecting user data anytime and anywhere. Additionally, Jotform provides a library of over 600 templates to help kickstart the app development process for a variety of business purposes.

Collaboration Tools No 
Compatibility Testing No 
Deployment Management No 
Drag & Drop No 
For eCommerce No 
Forms Creation No 
Iteration Management No 
Mobile Apps No 
No-Code No 
Pre-Built Templates No 
Visual Modeling No 
Web Apps No 
Workflow Management No 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation No 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis No 

Customer Feedback

Alerts / Notifications Yes 
Behavior Analytics Yes 
Bug Reports Yes 
Community Feedback Tools Yes 
Live Chat No 
Negative Feedback Management Yes 
Net Promoter Score (NPS) Yes 
Screenshot / Screen Capture No 
Surveys Yes 
User Testing Tools Yes 
Video Feedback Yes 
Visual Feedback Tools Yes 
Voice of the Customer (VoC) Yes 
Website Feedback Yes 

Data Entry

Abbreviation Detection No 
Data Capture and Transfer Yes 
Data Cleansing No 
Data Entry Verification Yes 
Data Search Flexibility No 
Duplicate Detection Yes 
Flexible Search No 
Image Entry Yes 
Library Conversion No 
Mis-Keyed Variation Detection No 
Phonetic Variation Detection No 

Digital Signature

Jotform Sign is an intuitive electronic signature platform that enables businesses to effortlessly create, distribute, and obtain signatures on documents within minutes. This tool allows users to transform PDFs into electronic signature documents swiftly and gather signatures securely at any time and from any location. Additionally, Jotform Sign features automated workflows that facilitate document distribution for signatures and archiving in your cloud storage for convenient retrieval. Users can customize their documents, incorporate signature fields, and send them to multiple recipients with just a few clicks. The platform guarantees that signatures obtained are legally valid and adhere to various regulations, including eIDAS, the e-SIGN Act, and UETA.

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations No 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements No 
Recurring Donations No 
Volunteer Management Yes 

eCommerce

Jotform Store Builder empowers businesses to swiftly and effortlessly set up an online store, eliminating the need for any coding skills. Its intuitive drag-and-drop interface allows users to tailor their store's appearance, upload items, assign pricing, and design a unique shopping experience. Businesses can offer products, services, subscriptions, and even accept donations while processing payments through more than 40 payment options, including PayPal and Stripe. The platform is equipped with features such as order management, instant sales notifications, and a hassle-free checkout process that doesn't require customers to create accounts. With a selection of over 300 store templates and various integration possibilities, Jotform simplifies the process for businesses to securely and quickly launch their online retail presence.

CRM No 
Catalog Management Yes 
Channel Management No 
Customer Accounts No 
Data Security No 
Email Marketing No 
Inventory Management Yes 
Kitting No 
Loyalty Program No 
Mobile Access Yes 
Multi-Store Management No 
Order Management No 
Product Configurator No 
Promotions Management No 
Returns Management No 
Reviews Management No 
SEO Management No 
Shopping Cart Yes 
Templates Yes 

Employee Engagement

Benchmarking Yes 
Cultural Alignment No 
Employee Awards Yes 
Employee Guides No 
Employee Recognition Yes 
Feedback Management Yes 
Goal Management Yes 
Health & Wellness Programs No 
Performance Management Yes 
Pulse Surveys Yes 

Employee Recognition

Goals Yes 
Leaderboards / Activity Tracking No 
Manager-to-Peer Recognition Yes 
Mention Management No 
Nominations Yes 
Peer-to-Peer Recognition No 
Performance Management Yes 
Rewards Catalog No 
Rewards Points No 
Social Recognition Yes 
eCards No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Government

Budgeting & Forecasting No 
Code Enforcement No 
Compliance Management Yes 
Fixed Asset Management Yes 
Inventory Management Yes 
License Issuance Yes 
Permit Issuance No 
Purchasing & Receiving No 
Self Service Portal No 
Taxation & Assessment No 
Utility Billing No 
Work Order Management Yes 

Higher Education

Admissions Management Yes 
Alumni Management Yes 
Assessment Management Yes 
Curriculum Management No 
Faculty / Staff Management Yes 
Financial Aid Management Yes 
Fundraising Management Yes 
Housing Management Yes 
Scheduling Yes 
Student Information / Records No 
Student Portal No 

HIPAA Compliance

Access Control / Permissions Yes 
Audit Management Yes 
Compliance Reporting Yes 
Data Security Yes 
Documentation Management Yes 
For Healthcare Yes 
Incident Management Yes 
Policy Training No 
Remediation Management No 
Risk Management Yes 
Vendor Management Yes 

Market Research

Benchmarking No 
Compensation Management No 
Data Management Yes 
Email / Online Yes 
Face-to-Face No 
Panel Management No 
Paper-Based No 
Phone-Based No 
Sample Management No 
Statistical Analysis Yes 
Survey Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management No 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Nonprofit

Accounting No 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management Yes 
Fundraising Management Yes 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management Yes 

NPS

Online Form Builders

Jotform is a user-friendly, no-code solution that has gained the trust of more than 30 million users around the globe. It features a robust form builder designed to assist businesses in gathering data effectively. With a library of over 10,000 templates, you can effortlessly create personalized forms, surveys, and e-commerce sites for capturing leads, processing payments, managing registrations, and more, all without needing any coding skills. Jotform integrates easily with more than 150 business applications, including CRMs, email platforms, and payment processors, allowing you to streamline your workflows. Furthermore, Jotform’s AI Agents can enhance customer support by providing guidance, addressing inquiries, and facilitating smooth form submissions. The platform also includes tools to convert collected data into meaningful reports, PDFs, and automated approval processes, which boosts efficiency and minimizes manual tasks.

Artificial Intelligence No 
Assign Roles / Permissions Yes 
Collaboration Tools Yes 
Conversational Forms Yes 
Data Tables Yes 
Drag & Drop / No Code Yes 
Export to PDF Yes 
HIPAA Compliant Yes 
Import Existing Forms Yes 
Mobile Forms Yes 
Offline Forms Yes 
Pre-made Templates Yes 
Quizzes / Questionnaires Yes 
Reporting / Data Visualization Yes 
Signup Forms Yes 
Surveys Yes 

PDF

Annotations Yes 
Convert to PDF Yes 
Digital Signature Yes 
Encryption Yes 
Merge / Append No 
PDF Reader Yes 
Watermarking Yes 

PDF Editors

Jotform PDF Editor empowers organizations to effortlessly generate high-quality PDF documents from the responses gathered through their forms. Featuring an intuitive drag-and-drop interface, users can craft tailored PDFs that transform raw data into sleek invoices, contracts, event registrations, and much more. With over 1,700 customizable templates available, or the option to design a document from the ground up, sharing PDFs is a breeze through email, cloud storage, or social media channels. The platform also includes support for fillable PDF forms, allowing for personalization, electronic signatures, and conditional logic, all while ensuring your documents maintain a professional appearance and are simple to distribute. Additionally, it allows companies to automatically generate PDFs for every form submission, streamlining processes and enhancing overall efficiency.

Access Controls / Permissions No 
Annotations No 
Commenting / Notes No 
Compare Side-by-Side No 
Customizable Branding No 
Delete Pages No 
Electronic Signature No 
Forms Management No 
Full Text Search No 
Merge / Append No 
Offline Access No 
Optical Character Recognition (OCR) No 
Rearrange Pages No 
Rotate Pages No 
Watermarking No 

Registration

Activity Registration Yes 
Attendance Management Yes 
Badge Management No 
Calendar Management Yes 
Class Registration Yes 
Contact Management Yes 
Event Registration Yes 
Form Builder Yes 
Group Registration Yes 
Marketing Management No 
Online Registration Yes 
Onsite Registration Yes 
Payment Processing Yes 
Refund Automation No 
Self Check-In Yes 
Surveys & Feedback Yes 

Spreadsheet

Jotform Tables serves as a comprehensive solution intended for businesses looking to efficiently gather, structure, and oversee their data. This versatile tool enables users to effortlessly collect information through forms, import pre-existing data, or input new details directly into tailored tables. Jotform Tables promotes effective collaboration by allowing users to share workspaces and monitor progress in real-time. Its advanced capabilities, including various column types, customizable views, and automated workflows, empower businesses to enhance their data management processes. Additionally, the platform supports automatic PDF generation, facilitates straightforward data export, and integrates with over 200 applications to optimize data handling and boost team productivity.

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

Survey

Custom Survey URLs Yes 
Data Analysis Tools Yes 
Email Marketing No 
Mobile Survey Yes 
Offline Response Collection Yes 
Paper Survey No 
Question Branching Yes 
Question Library Yes 
Site Intercept Survey No 
Skip Logic Yes 
Supports Audio / Images / Video Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard No 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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