Review, Updates

An In-Depth Review of JotForm PDF Editor

November 12, 2018 • By

If you’re a small business owner, there’s a good chance you use some kind of online form to interact with your audience. Whether it’s to help filter through candidates for a job opening or to get customer feedback, there are tons of reasons why you’d want to collate numerous responses in one place.

If you can relate to this tedious task- never fear, because we’re here to tell you there’s an easy solution.

Gone are the days where your only option is to manually copy and paste this data into a word doc, to then export it into a PDF for distribution.

This takes forever, right? So, let’s delve into the solution; cue JotForm PDF Editor.

Picture This

Let’s say you’ve used a JotForm for customers to register for an upcoming event of yours, and you receive roughly 150 responses?

This would take a heck of a lot of time and effort to compile into a format that’s easy to use. This is where JotForm PDF Editor, lends a helping hand.

With a simple click of a button, this software quickly automates this lengthy process by generating a comprehensive PDF document highlighting all the different responses.

From there you can do what you want with it- download it, share it with your network, print a physical copy, etc.

JotForm PDF Editor

Who’s JotForm?

Let’s circle back for a second, and answer this important question; ‘who’s JotForm?‘ If you haven’t already guessed, they’re a company specializing in the creation of beautiful online forms.

They produce stunning, interactive content that doesn’t require you to do any coding!  Plus, their software is pretty easy to use, so you’ll have your form live on the internet in just a few minutes- how cool’s that?

If you need any of the following built, JotForm is well worth considering:

  • Contact forms
  • Email opt-in forms
  • Customer/client/staff surveys
  • Event registration
  • Online booking forms
  • Job applications

As you can see, JotForm serves a ton of useful purposes. However, all of them would result in numerous responses, that you’d have to organize somehow and sift through. Hence, the demand for online tools like JotForm PDF Editor.

Now we’ve covered the basics, let’s delve into the nitty-gritty of this review.

How Does JotForm PDF Editor Work?

First things first, as we’ve just said, you need to craft an online form using JotForm and publish it.

Then, you’re able to design a PDF template using JotForm PDF Editor that’ll automatically gather all the responses from your form when someone hits submit.

Then, once you’ve got the last of your responses, you can download a comprehensive PDF document, and use your autoresponder to send a copy to the necessary parties.

To get a better idea of the process, check out this video:

How Much Will This Set Me Back?

There are four packages: starter, bronze, silver, gold. Each package offers more than the last, and this is reflected in the price. Let’s explore into what’s included in each of them:

The Starter Package

This option’s free, which makes it a fabulous choice if you’re not sure whether you need these services. You can try the software to see whether it’s a good fit for your style of business before committing your hard-earned cash to anything.

With this deal, you’re entitled to receive 100 monthly Submissions (SSL Secure), three payments, and 1,000 monthly views.

You’re also given 100 MB storage space, can make five different forms and store as many as 500 submissions.

When you’re drafting your online forms, you’ll notice you can use an unlimited amount of fields; you’ll also have access to unlimited reports.

However, the most significant setback of this package is that it doesn’t boast HIPAA Compliance. This means it isn’t ideal if you’re collecting sensitive medical data.

You’ll also have JotForm’s branding plastered all over your PDFs, so if you want to customize the end-product to represent your companies image, the Starter package isn’t for you.

The Bronze Package

This only costs $19 a month and entitles you to receive 1,000 monthly Submissions (SSL Secure), as well as ten payments, and 10 GB of storage space.

You also have the freedom to create 25 different forms, collect 10,000 monthly views, and store an unlimited number of submissions.

The reporting and HIPAA situation is the same as the starter package. However, you won’t be subjected to JotForm’s branding. Instead, you can fully customize your PDFs to reflect your brand- this is a major bonus!

The Silver Package

This $39 per month.

Like the bronze package you can store an unlimited number of submissions, request as many reports as you want, and insert an infinite number of fields on your online forms- plus, you get total control over the branding of your PDFs.

However, with this upgrade, you’ll also have the capacity for 10,000 monthly submissions (SSL Secure), as well as 100 payments, and 100 GB worth of storage space.

Most significantly, you can create as many as 100 different forms, receive unlimited monthly views, and the responses are all HIPAA Compliant.

So, if you want to collect and store sensitive patient information- this is the package for you.

Gold

Last but not least, this is the creme de la creme of all the options.

However, it’ll set you back $99 each month.

It offers everything the silver package does. However, you’ll also enjoy 100,000 monthly submissions (SSL Secure), receive unlimited payments, 1 TB of storage space, and endless forms.

 

JotForm PDF Editor

What Do We Love About JotForm PDF Editor?

There are a few of the features we can’t get enough of:

1. The Number of Templates

You’re spoiled for choice when it comes to picking a template for your PDF. Firstly, you’re given a list of 15 categories to help narrow down your search. Then, there are over 100 templates for you to peruse!

It doesn’t matter what you need; they have everything. From forms for marketing campaigns to event planning, there’s something that’ll help you and your business out.

JotForm PDF Editor

2. Branding Your PDFs Easy

Consistency is the lifeblood of successful branding- which you probably already know.

So, there’s a good chance you’ll want to design your PDFs to reflect your company’s colors and logo.

Luckily for you, once you’ve selected a template you can edit all of the following:

  • Add sections (the option for people to add a headshot, your logo, a form field, etc.)
  • Remove pieces of the template,
  • Change colors,
  • Pick the fonts,
  • Select a background image,
  • Change the document size and orientation,

You can do all this using their drag and drop PDF builder. It’s incredibly simple to use, so you and your teammates can hit the ground running straight away.

Top Tip: Use a color detecting app to match the HEX color on your marketing materials to your PDFs. This keeps your color scheme consistent across the board and works wonders for making your brand look more professional.

JotForm PDF Editor

3. Share Away

With JotForm’s PDF Editor you can share PDFs quickly and effectively with your colleagues.

Just hit the ‘share button’ to generate a link for you to copy and paste. Coworkers can then access these PDFs via this link.

Or, if it’s easier for you, you can automatically send an email attachment within JotfForm (however, you’ll have to configure this feature first).

JotForm PDF Editor

4. Keep Your Info Secure

Even in the free version, you have the option to utilize password protection. This ensures only people who know the password can access the info.

This is an absolute must if you’re handling sensitive data!

Follow these steps to password protect your PDFs:

  • Select ‘Layout Settings’
  • Click ‘Customize’
  • Then, ‘Advanced’
  • Select ‘Enable Password Protection’

Then voila, you’re good to go!

JotForm PDF Editor

5. Easy Integrations

JotForm’s PDF Editor is super easy to integrate with other software like Google Sheets and DropBox. This helps keep all your relevant information and tools in one place. Trust us, your team will be thankful for this- it’ll save you all tons of time!

JotForm PDF Editor

6. Electronic Signatures

JotForm added this feature after PDF Editor’s official release, and we’re glad they did!

Your customers/ clients/ staff members can insert their electronic signature using either their desktop or mobile device.

This eradicates the timely process of printing, manually signing, and scanning over the updated version of the document- how handy is that?

JotForm PDF Editor

7. Insert Annotations

Last but not least, we love that you can insert blank sections into your PDF documents. This ensures there’s enough space for people to add their own comments without you having to staple tons of notes to the printed version of your PDF.

Final Thoughts

All in all, JotForm’s PDF Editor is a convenient tool. You’ve nothing to lose by giving their starter package a try because it’s absolutely free!

You can see from the screenshots above how easy these PDFs are to customize. You’re not going to have to waste your precious time getting to grips with this software. Instead, you’ll easily save yourself hours, on what would otherwise be an extremely tedious task. Also, you can check here JotForm’s complete guide to editing PDFs.

Have you tried the JotForm PDF Editor? If so, we’d love to hear from you! How did you find your experience? Let us know in the comment box below!