New & Noteworthy

Export Canva designs as fillable forms

The PlatoForms app is now live on Canva. Design your form in Canva, hit export, and we’ll turn it into a working online form — fields and all.

• Open Apps in Canva and search for PlatoForms
• Click Export and convert design
• Pick your form type (PDF Fillable Form or Web PDF Form)
• Let AI detect and map your form fields in the editor

Note: A PlatoForms paid plan is needed to use this feature.

Take Payments with PayPal

You can now collect money directly through your forms using PayPal. It is the easiest way to sell products or services and get paid fast.

How it works:

• Simple Setup: Drag the PayPal widget into your form. Use Sandbox mode to test with test funds for free, or Live mode to start taking real payments.

• Smart Payment Buttons: Your customers see the best ways to pay automatically. They can choose from PayPal, Credit Cards, or Pay Later.

• Dynamic Pricing: Link your price directly to form choices using the {{pricing}} variable. The payment amount updates in real-time as users select different options.

Why you will love it:

• Everything included: No need to set up multiple payment methods—PayPal’s smart system handles everything in one simple group.

• Safe testing: Use a “Personal” sandbox account to try the full payment process before you go live.

Pro tip: Use an incognito window to log in as a buyer to avoid account conflicts.

• Responsive Design: The buttons automatically adjust their layout to fit your form perfectly, whether on a mobile phone or a desktop.

• Secure Processing: All sensitive card data is handled directly by PayPal. You get paid securely without the stress of managing complex compliance yourself.

🎥 Watch the video tutorial

Import Google Forms to PlatoForms

You can now bring your existing Google Forms into PlatoForms in just a few clicks — no rebuilding from scratch. Visit the import page to get started.

How it works:

• Connect your Google account: Click Connect Google Account and authorize PlatoForms via a secure OAuth popup. PlatoForms will request read-only access to your Google Forms.

• Paste your Google Form URL: After connecting, paste the edit URL of your form (e.g., https://docs.google.com/forms/d/FORM_ID/edit) and click Import Form.

• Edit in PlatoForms: Your form opens in the editor with questions mapped to fields, sections converted to pages, and question types preserved — ready to customize.

What you unlock after importing:

• Classic & conversational form layouts
• Conditional logic & workflows
• PDF generation & e-signatures
• Advanced themes & branding
• Payment integration
• HIPAA compliance

Smart logic-based Email Notifications

We’ve upgraded our notification to support conditional routing. You can now create multiple email templates and use conditional logic to determine exactly which email gets sent based on the respondent’s answers.

Key features:

• Custom Email Slots: Add up to 3 specialized email tabs in addition to your default notification.

• Custom Naming: Rename your email tabs (e.g., “To Sales”) for easy management.

• Advanced Operators: Trigger emails using is equal to, contains, etc.

💡 Work Smarter with AI & JSON: Not sure how to set up a complex rule? Use Gen by AI and type your requirement (e.g., “If country is UK, send Email 1”). The AI will configure the logic for you instantly.

Show or hide fields in your generated PDF

You can now use conditional logic to decide whether a field appears in the final PDF, whether you’re working with a PDF form or a web form.

• Show when relevant: Include fields only when they are needed
• Hide when not needed: Leave out unnecessary fields automatically

This helps keep your documents clean and focused, without extra manual work.

📍 Where to find it: Form Builder → Logics panel

💡 Tip: You can also use Gen by AI to quickly generate this logic.

Secure & In-Browser PDF Tools

Need to quickly edit a document but worried about privacy? Our new PDF Toolbox offers a high-security alternative to standard online editors by processing your files entirely within your browser.

• Zero-Upload Privacy: Your documents never reach our servers. By processing files locally in your browser, we ensure your sensitive data stays on your device, eliminating the risk of data leaks.
• No Installation Required: Get all the power of a desktop app without the download. Merge, Compress, Rearrange, or convert PDFs to images directly in your current tab.
• Instant Processing: Skip the upload and download wait times. Since the logic runs on your own device, even large files are processed at lightning speed.

📍 Where to find it: Try the tools for free at our PDF Toolbox landing page.

💡 Did you know? Most online tools upload your files to their servers for processing. Our toolbox uses Client-Side Processing, meaning the work is done by your browser. It’s the safest way to handle sensitive contracts and IDs online.

For more details, see the video tutorial.

New Stripe Payment

Collecting payments is now easier. You can now add a Stripe Payment field directly to your form or use mobile wallets like Apple Pay and Google Pay for a faster checkout.

• New Stripe Payment widget: Add a payment field directly inside your form. Customers can enter their credit card details without leaving the page.
• Set your price: Choose a fixed price or link the widget to a form field to calculate the total automatically.
• Apple Pay & Google Pay: Your forms now support mobile wallets. Google Pay works automatically, while Apple Pay just needs a quick setup in your Stripe account.

📍 How to access: Find the Stripe Payment widget under More Widgets > Enhanced Features in the form builder. Learn more in our Integrate with Stripe guide.

💡 Quick Note: To use Apple Pay, log in to your Stripe account, go to Settings > Payment method > Payment method domains, and add your form domain (e.g., form.platoforms.com or your custom domain) to the list.

AI-powered logic & Advanced JSON editor

Managing complex form behaviors is now faster and more flexible. Whether you prefer natural language or direct code control, our new logic tools have you covered.

• Gen by AI: Simply describe your intent—for example: “Show Email Address when Preferred Contact is Email, show Phone when Preferred Contact is Phone, hide both otherwise."—and the system will automatically generate the corresponding logic blocks.

• JSON editor for power users: Need precision? Open the { } JSON editor to modify logic code directly. Use the built-in Field Reference panel to quickly find Field IDs and apply changes in real-time.

• Bulk logic migration: Manage extensive rules effortlessly with the new Export and Import tools. You can now backup your entire logic configuration or replicate it across different forms with a single click.

📍 How to access: Open your form in the builder and head to the Logics tab in the top bar. Dive into the full details in the Set Form Logic guide.

💡 Quick Note: The Import function is powerful and will replace all current rules on your form. We recommend a quick Export first to keep a safety backup of your hard work.

For more details, see the video tutorial.

Clone PDF Forms to Web Forms

You no longer need to start from scratch when you need a different form format. Clone your existing PDF forms directly into Web Forms to generate a clean, browser-based form in seconds.

• Smart Compatibility Alerts: The system automatically carries over compatible fields like Names, Numbers, and Countries. If a field is not supported (like “Page Breaks”), a “Will be discarded” warning will appear.
• Flexible Workflow & Safety: You can click “Proceed with Clone” even with compatibility warnings. This creates a new version, so your original PDF form remains safe and unchanged.
• Live Field Preview: Before confirming, you can see exactly which fields are preserved and which will be removed, keeping you in full control.

📍 Find it here: Dashboard → Form Menu (gear icon) → Clone Form → Toggle Convert to Web Form. For more details, check Clone forms.

💡 In the clone dialog, you can choose to “Reuse PDF,” “Reuse Fields,” or fully “Convert to Web Form”. Once cloned, you are taken directly to the editor to start fine-tuning your new page.

Bulk pre-fill: Let the CSV do the work

Still sending invitations one by one? There’s a faster way. Upload a CSV, and generate hundreds of pre-filled invitations in one go.

• Upload a CSV to create unique, pre-populated invitations—no manual entry needed.
• We rely on field IDs (like fid4) to make sure each value lands in the right place.
• Need control? Set fields to Read-only. Prefer them invisible? Toggle Hidden.

📍 Find it here: Dashboard → Form Menu (gear icon) → Invitation → Pre-fill Form → Bulk Pre-fill

💡 Quick tip
For the smoothest experience, always download our CSV Template first and ensure you export your final file as a clean UTF-8 CSV.

Say hello to PDF Templates!

No original PDF? No problem. You can now design and generate custom PDF documents directly from your Custom Web Forms—perfect for creating clean, automated receipts or reports without needing a pre-existing file.

• Create your own PDF layout with text, formatting, and dynamic variables
• Control PDF export settings like header/footer, font size, margins, and timezone
• Apply updates to published forms

📍 Find it in the form editor → More (⋯) → PDF Template

AI-powered form translation

AI Translation is now available in your multi-language settings. Use this tool to generate translations for your form fields and instructions in seconds.

• One-Click Translation: Use the AI Translate button to fill in your form content instantly.

• Flexible Editing: Review and edit suggestions for both Form Text and System Text anytime.

How to use: Go to Form Settings > Multi Languages > Manage Languages, then click AI Translate.

Your template library, localized!

Finding the right form just got easier. Our Form Templates now support 8 different languages, so you can browse and build in the language you know best.

• Everything is Translated: We’ve localized everything from template names to categories.
• More Languages: Pick your favorite among English, German, Spanish, French, Portuguese, Japanese, or Chinese (Traditional or Simplified).
• Jump Straight In: No more translating names in your head—just grab a template and go.
• One Setting for All: Once you set your language on our site, the templates will follow.

Try it out:
You can change your language anytime from your Dashboard Settings. The template library will switch to your language instantly!

PlatoForms Dashboard speaks your language!

We’ve made PlatoForms feel more like home. Now, the language you pick on our website (https://www.platoforms.com/) follows you all the way into your dashboard and your forms.

No more manual translating—everything just works in the language you prefer.

• Smart Sync: Pick a language on our homepage, and we’ll keep it that way when you log in.
• New Profile Settings: Found a new Language dropdown in your Profile. Switch to Chinese, Japanese, or Spanish in one click.
• Auto-localized Forms: When you create a new form, it’s born in your language! System buttons like “Submit” and error messages will automatically match your settings.
• Less Work: Stop wasting time renaming “Submit” buttons. We handle the local bits so you can focus on the form.

How to switch manually on PlatoForms Dashboard:
Head to your Profile, find the Language menu, and pick your language. Done!

Multilingual website experience

PlatoForms is now easier to explore for teams around the world with a multilingual website experience.

You can now switch website languages from the top-right corner of the PlatoForms website to view pages in different languages, including Spanish, Japanese, Simplified Chinese, and more.

With this update, you can:

• Browse the PlatoForms website in your preferred language
• Explore product pages, documentation, and resources more comfortably
• Share links with global teammates in a language they understand
• Switch languages instantly

This update improves how international teams discover, learn, and evaluate PlatoForms—while the product experience itself remains unchanged.

🌍 More languages will continue to roll out as we expand global support.

Address autocomplete powered by Google Maps

Address autocomplete reduces typing and errors by suggesting verified addresses as users type.

With Address autocomplete, you can:

• Suggest addresses as users type, reducing errors and speeding up form completion
• Auto-fill address components such as street, city, state, and postal code
• Enable with one click using default settings — no configuration required
• Use your own Google Maps API key when publishing forms on a custom domain

Address autocomplete works with existing Address fields and improves data accuracy by letting users select verified locations from Google Maps.

This update is ideal for registration forms, checkout flows, shipping forms, contact forms, or any workflow where accurate address collection matters.

Check Set address autocomplete for setup details.

Countdown field for time-limited forms

You can now add a Countdown field to your forms to set clear time limits and guide users to submit on time.

With Countdown, you can:

• Start timing when the form opens or set a shared fixed deadline
• Control how time is shown (Countdown, Clock, Reminder only, or Hidden)
• Send reminders before time runs out
• Customize the message shown when time is up

The Countdown field works across all form types and controls timing only — it does not collect user input.

This update is ideal for exams, time-limited surveys, applications with deadlines, or any workflow where timing matters. Check Set Countdown properties for more details.

Batch actions for submissions

You can now manage submissions faster with new batch actions.

Select multiple entries on the current page and:

• Delete them at once
• Download all PDFs in one click

This update removes the need to handle submissions one-by-one and streamlines workflows for high-volume form responses.

A small update, but a big time-saver — especially for teams processing daily submissions, feedback forms, or signature documents.

1,000+ Ready-to-Use Templates

The expanded PlatoForms Template Library now includes 1,000+ online form templates, covering everything from order forms and application forms to reservation forms, consent forms, HR documents, and seasonal templates.

Every template now supports one-click start:

When you click Use This Template, you’re taken straight to the Form Builder with a fully pre-configured web form — ready to edit, customize, and publish.

Template detail pages have also been refreshed with clearer previews, categories, tags, and sharing options to help your team quickly find the right starting point.

You can begin with any template and switch freely between Classic and Conversational layouts while customizing.

A faster way to build — no setup, no blank canvas, just pick a template and start.

Let AI Build Your Form

Now you can start a form from an idea — not just from a file or template.

The new AI Form Generator takes a plain-text prompt like “employee onboarding form” or “customer feedback survey” and turns it into a complete web form.

AI analyzes your description and creates relevant fields, help text, and input types in a clean, editable layout.

You can review the form, make adjustments, and choose between Classic or Conversational layouts before publishing.

It’s a simple, fast way to start building forms — directly from your ideas.

Available for Web Form.

Web Form templates

Building Web Forms just got faster.

You can now start with a clean page or choose from a new template library made specifically for Web Form.

Browse ready-to-use templates like applications, checklists, and surveys, then customize them as needed.

Skip the blank page and publish your form in minutes.

Transfer form to another account

You can now transfer a form—and all its submissions—to another PlatoForms account using the Transfer option in the form settings menu.

Enter the recipient’s email, confirm the transfer, and the form will immediately appear in their dashboard.

Bonus: You can choose to Preserve Folder Structure. When enabled, the form will be placed inside a newly created folder with the same name in the recipient’s account.

This is perfect for handing off ownership, moving projects between teams, or transferring forms to client accounts.

Learn more in the full guide:
Transfer forms to another account.

Conversational Form 💬 — One Question at a Time

Long forms can feel like a test. Conversational Form turns that into a chat.

Instead of facing a wall of fields, users answer one question at a time—step by step, like a friendly conversation.

And the best part? You don’t need to rebuild anything. In Preview & Design, just switch from Classic to Conversational. One click, no missing fields, no layout issues.

✨ Highlights

• Smooth flow: A guided, step-by-step experience that keeps users engaged.

• Flexible design: Choose themes (light/dark, progress bar, welcome page) or customize your own.

• Fully compatible: Works with Conditional Logic, Prefilled Fields, and Multi-language.

• Team-friendly: Save and share themes so forms across your organization stay consistent.

🌟 Why it matters: For surveys, onboarding, and applications, Conversational Form makes completing a form feel natural—something people actually finish.

⚡ Perfect for: Surveys, onboarding flows, application forms.

Note: Conversational Form is available for web-based forms. Forms that use a PDF as the background stay in Classic mode.

For details, see Switch to Conversational Form.

Enhanced Table field with column/row selection

Tables are now more interactive with new selection options:

• Column select: Let users select an entire column at once — ideal for category or feature selections.
• Row select: Users can pick whole rows with a single click for faster entry.
• Use both: Combine column and row selection for full flexibility.

Find these options in Table Settings → Detail Settings when editing any table field.

Works best with: Surveys, comparison charts, and forms with multiple choices.

Great for: Regional data, feature selection, availability grids, or any structured data collection.

Tip: You can make some columns selectable while keeping others normal for a smoother user experience.

Text spacing options for better PDF online form layouts

New text spacing modes help you create cleaner, more precise PDF online forms:

• Natural: Standard spacing (default)
• Distributed: Evenly spreads characters across available space—ideal for aligning with pre-drawn lines
• Custom Blocks: Places each character in its own block for maximum control

Find these options under PDF → Text Spacing when editing any text field.

Works best with: Monospaced fonts for consistent alignment across devices.

Perfect for: Government forms, contracts, or any layout that requires precise character positioning.

Note: Custom Blocks is available only when the field uses a specific format pattern, such as Date or Time.

New passcode options for stronger link protection

We’ve added more ways to secure your forms and shared links:

• Form access passcode: Require a passcode before respondents can open the form
• Save-for-Later URL passcode (NEW): Ask for a passcode when respondents return to a saved form
• Shared URL passcode (NEW): Protect shared links such as Edit Form, PDF download, and Attachments with a passcode.

All passcode options are available under Form Settings. Use them together for end-to-end protection—from accessing a form to viewing shared submissions.

Tip: Combine passcodes with shorter expiration times for added security.

For more details, visit our User Documentation or FAQ.

Forms auto-unpublish at submission limit

When a form reaches its submission limit (set under the General tab in Form Settings), it now:

• Automatically unpublishes and moves to Draft

• Redirects users to your custom link (if set)

• Or shows a clean message:

  “Maximum submissions received. This form is closed.”

No more manual checks or late updates — your form closes itself right on time.

Time zone setting for submission date/time

You can now choose how submission date and time are displayed in your form settings.

Go to Form Settings > General and select:

Convert Submission Date/Time To

• Submitter’s Time Zone
• Form Creator’s Time Zone
• Custom Time Zone

Example: If someone in Shanghai submits your form at April 29, 1:00 AM:

• Submitter’s Time Zone → April 29, 1:00 AM (Shanghai)
• Form Creator’s Time Zone (e.g., New York) → April 28, 1:00 PM (New York)

You can also apply a custom time zone if needed.

🔸 Already-submitted PDFs will not change.
🔸 Submitter time zone uses their browser setting and updates automatically if they travel.

For more details, see Manage form settings - Convert Submission Date/Time To or watch our video tutorial.

AI Recognition for PDF Forms

AI can now scan your uploaded PDF and detect fields automatically — reducing setup time and minimizing manual work.

Supported types: PDF Fillable Forms, Web PDF Forms

How it works

After you upload a PDF, you’ll see the AI-Powered form recognition bar in the builder. Click Start Now to run AI detection.

If you don’t see the bar, the same option is available in the ••• menu.

Before AI

• Only pre-defined PDF fields were detected
• Labels sometimes mismatched
• Multiple-choice options weren’t grouped
• Headers and help text were ignored

With AI

• Detects most fields automatically (some tweaks may still be needed)
• Smarter label matching
• Correct grouping for checkboxes and choice fields
• Recognizes headers and help text
• Better field type detection — less manual editing

Best for

• Small to medium PDFs for quick setup
• Not recommended for large PDFs (10+ pages / hundreds of fields), since AI recognition frequency is moderated

Your edits stay safe

• If AI changes something unexpectedly, you can roll back with History
• Restoring previous versions is always available

For more details, see
Auto-detect fields with AI.

Instant form preview - faster, smoother, and more flexible!

Previewing your form is now much quicker. No more loading a new window — instant preview lets you see updates immediately as you work.

1️⃣ Instant pop-up preview

• Before: Clicking Preview & Design opened a separate window.
• Now: With instant preview enabled, your form opens right away in a pop-up—no extra load time.

2️⃣ New More Menu for preview controls

• Toggle instant preview on/off
• Enable or disable validation to test user input
• Preview from a specific page—perfect for multi-page forms

🎯 Why it matters

• Faster form-building workflow
• Preview only the parts you’re working on
• Quickly test validation and user experience

Try it out in the form builder and build forms even faster!

New year, new embed options

We’re starting the year with enhanced Embed Script options—making it easier to embed forms in the way that best fits your website.

Choose from four modes:

• Standard — Embed the form directly on your page.

• Modal — Open the form in a clean popup on button click. Customize width, button text, and more.

• Popup — Show a floating toggle button that opens the form when clicked.

• Full Page — Display the form in a full section for a standalone experience.

💡 How to use

1️⃣ Open your form’s Embed Script section.
2️⃣ Select an embed mode.
3️⃣ Adjust settings and copy the updated code.

📌 Pro Tip: Save your preferred styles to reuse them anytime.

These new modes make it easier to match your form to your website’s layout—and keep everything looking consistent and professional. Try new embed options now!

JavaScript magic incoming!

🎉 HAPPY NEW YEAR, 2025! 🎉

What better way to kick off the year than with our first feature of 2025? Let’s make your forms shine brighter than the New Year’s fireworks!

💻 JS MAGIC INCOMING!

Ever thought your forms needed a glow-up? Now they can! Use JavaScript to level up both design and logic.

🔒 Safety first, always: This feature is locked to custom domains only to keep things secure and make sure it’s YOU (and not some evil script) in control.

🛠️ Full control awaits: Tweak your forms like never before! Use JavaScript to:

• Change labels, create advanced logic, and more.
• Make your forms look and behave EXACTLY how you want.

🕵️‍♂️ Test it out, then go live: Your preview mode and live forms are separate worlds. That means you can experiment to your heart’s content before hitting publish and wowing your users.

💡 HOW TO GET STARTED

• Head to Preview & Design.

• Click Design Form > More Custom Styles.

• Flip to the JS tab, paste your JavaScript magic, and preview your creation.

• Don’t forget to republish your form once you’re happy with the updates!

Ready to flex those coding muscles? Let your creativity run wild and create forms that are as dynamic and unique as your ideas! Get started with PlatoForms now!

Connect PlatoForms to 2,000+ apps with Pabbly

PlatoForms now integrates with Pabbly Connect, making it easier to send form submissions anywhere you need — CRMs, email platforms, task managers, and more.

What you can automate

✅ Send submissions to CRMs like HubSpot and Salesforce
✅ Trigger automated email campaigns
✅ Add tasks to tools like Trello and Asana
✅ Connect to 2,000+ apps with ready-made actions

Why use Pabbly with PlatoForms

It’s fast, simple, and reduces manual work. Build workflows that keep your tools in sync and ensure every submission moves to the next step automatically.

Start integrating today and make your forms part of a smarter workflow.

Simplify phone number collection

The enhanced Phone field makes it easier for users to enter accurate phone numbers with the right country format.

Smart dropdown selection

Users can choose their country from a dropdown with flags, dialing codes, and example numbers (e.g., 🇺🇸 +1).

Built-in validation

Instant feedback ensures phone numbers are formatted correctly — reducing errors and incomplete submissions.

Flexible settings

• Preselect a default country
• Limit available country options
• Add instructions
• Set fields to required, read-only, or hidden

Perfect for reminders, reservations, support forms, or anything requiring verified contact information.

Enhanced Country field with flag visuals

The Country field is now more intuitive and easier to configure.

• More efficient: You no longer need to upload a CSV to populate the dropdown (though it’s still supported). Just add the Country field directly from the widgets panel.

• More customizable: Adjust the label, set a default country, and choose which countries to display—ideal for region-specific forms or controlling visibility.

• Visually intuitive: Each country now displays with a flag, making selection faster and clearer for users.

For more details, see the Country field Guide.

Submission limit with redirects

You can now set a submission limit directly in Form Settings and control what happens when the limit is reached.

What you can do

• Set a maximum number of submissions (any number above 0).
• Redirect users to a custom link once the limit is reached.

Perfect for

• Event signups — Send users to a waitlist or updates page when spots are full.

• Limited-time promotions — Redirect to alternate offers or “out of stock” notices.

• Surveys — Lead participants to a thank-you or follow-up page once you’ve reached your target responses.

If no custom link is provided, the form will automatically show a built-in message.

Custom Web Forms are here!

You can now build web forms from scratch using the new Custom Web Forms builder — no PDF required.

Flexible design

Create layouts with drag-and-drop fields, including sliders, dropdowns, images, videos, and more — all without coding.

Fully customizable

Adjust colors, fonts, spacing, and layout to match your brand or design requirements.

Mobile-friendly

Forms automatically adapt to different screens for a smooth experience everywhere.

Integrations supported

Connect to Zapier, Make, and other workflow tools to automate your data flow.

Create clean, modern forms that look professional and work well across all devices. Try Custom Web Forms here!

Form Entry: organize all your forms in one place

Form Entry lets you group several forms under one main form, making it easier to manage related workflows in a single location.

What is Form Entry?

A central form that displays and manages other forms as sub-forms.

Key features

• Label and Help Text: Add names and descriptions for each sub-form.
• Open in new window: Choose whether sub-forms open in a new tab.
• Search and add forms: Find forms quickly, rename them, add descriptions, set them as required, or hide them from the list.
• Form status: See whether each form is in draft (yellow) or published (green).
• Logics settings: Use conditional logic to show sub-forms only when needed.

Form Entry keeps multi-form workflows organized and easy to navigate. Learn more in Set Form Entry properties.

Activity log: track notifications and submissions

The new Activity Log helps you review key events across your forms. This feature is available to Admins and team members with Viewer permissions.

What it tracks

• Notification email log

Shows records of notification and reminder emails sent from your default or custom domain to configured recipients, so you can verify delivery status.

• Manual submission deletion log

Records when a submission is manually deleted from the Submission page. (Submissions removed automatically due to data retention policies are not logged.)

The Activity Log brings more visibility to your form processes and helps you trace important actions with ease.

For more details, see Check the activity log.

Create charts and download PDF reports for submission data

You can now generate visual reports from your submission data and export them as PDFs for easy sharing.

Generate reports

Select a form to create a report with charts based on fields such as Dropdown, Choice, Picture Choice, Rating, Slider, and Table.

Multiple chart types

Reports support six chart types: Column, Bar, Pie, Line, Treemap, and Doughnut.

Customize your charts

• Change chart types
• Rename charts
• Select color palettes or set custom colors
• Adjust chart widths

Add more charts anytime

Include additional charts for existing or new fields even after the report has been created.

PDF export

Download the full report — including all charts — as a PDF for sharing or record-keeping.

For more details, see Generate submission reports.

Shareable form themes

We’re thrilled to launch the Save as Shared Form Theme feature! Easily save and share custom form designs with your team for a seamless and unified look.

What’s new?

• Consistent design: Save and share themes to keep all your forms looking the same.
• Easy to customize: Use a pre-made theme and tweak it by adding logos and changing settings.
• Team sharing: Save themes so your whole team can use them and stay on the same page.
• Manage with ease: Update or delete themes whenever you need.

How to use?

• Go to Preview & Design and customize or choose a theme.
• Click Save as Shared Form Theme, name it, and save. Your team can now use it!

Enhance your form design with ease and keep everything looking great! 🌟

Reminder: keep your forms on track with timely alerts

We’ve added a new reminder feature for Invitations, Notifications, and Workflows.

📧 Invitation reminder - sends friendly nudge emails to remind recipients to fill out the form.

• The countdown starts when the invitation is sent. For example, if set for 1 day, the invitee receives a reminder email 24 hours later if the form isn’t completed.
• If the form is completed before the reminder time, the reminder is automatically canceled.

📩 Notification reminder - keeps you and your team in the loop by sending reminder emails about submissions.

• Sends notification to you when a user submits their form.（To stop reminders, you must delete the submission and notification setting.)

🖋️ Workflow reminder - sends reminder emails to ensure each step in the workflow is completed on time.

• Reminders are triggered based on the timing set for each workflow step. For example, if reminder 1 is set for 1 day and reminder 2 for 3 days, the user will receive a reminder 1 day after the first step and another 3 days after the second step if those steps aren’t completed on time.
• If the next step is finished before the reminder time, the reminder will not be sent.

Up to 3 reminder emails can be configured. These reminders help keep the form-filling process smooth and efficient for everyone involved.

Streamlining signature certificate setup in Workflow

Now every step of the Workflow now includes the option to create a signature certificate. Here’s how to set it up:

• For the first step:

  • To set up the signature certificate, you must click the Invitation button located at the top right of the workflow.
  • Enable Signature certificate option so it will be linked to the email settings to ensure proper identification via email.

• For the subsequent steps:

  • Set up the signature certificate by going to the specific step’s Settings button and switching on Create signature Certificate.
  • These steps rely on the workflow’s internal signature process rather than email linkage.

The “Create Signature Certificate” option is off by default for all steps. To turn it on for specific steps, you need to activate this option manually for each one.

You can now set up and manage signature certificates in your Workflow! For more details, check our user guide.

Exit form without saving data

You can now allow users to exit forms safely without saving any entered information - thanks to our new Exit Form feature!

One cool way to use it is for age verification forms. Let’s say someone enters an age below the requirement. With Exit Form, you can politely redirect them instead of letting them proceed.

Exit Form really shines when combined with things like confirmation messages or redirects. That extra flexibility gives you more control over the entire user’s form experience.

By using Exit Form, you’ll improve data security, boost conversions, and create smoother user journeys. Pretty neat, right?

So go ahead and give this new functionality a try! For more details, refer to this blog.

Conditional confirmation messages and redirect links

Now, you can customize your form’s confirmation messages and redirect links based on what people fill in! Whether it’s for their major, the job they’re applying for, or any other details, you can tweak it to fit perfectly.

Setting it up is easy! Just head to the Submit Confirmation tab in your Form Settings. From there, customize messages and links for each situation. Don’t forget to save!

This feature works seamlessly with our Logics panel. Set up special confirmations or links based on what folks type in.

Ready to get started? Here’s how:

• Jump into the Submit Confirmation tab in your Form Settings.
• Customize messages and links for different scenarios.
• Save your changes.
• Use the Logics panel to set up personalized messages or links based on responses.

With conditional confirmation messages and redirect links, you’re set to give your form users a top-notch, personalized experience.

New API to update dropdown options easily

Updating those dropdown menus just got a whole lot easier! You can now ditch the manual option entry and uploading CSVs (though those methods are still available if you’re into that).

Just connect directly to your data sources through our slick new API - Update Dropdown List Options. One quick call and your dropdowns are automatically refreshed with all the latest options. Update a single field or every dropdown on your form - the choice is yours.

It’s the seamless way to make sure your users always have the freshest picks at their fingertips. No more stale, outdated dropdowns here! Just set it and forget it for dropdowns that never go stale.

Expanded Dropdown Capabilities

We’ve got an awesome upgrade for you - our Dropdown fields just got a lot more powerful. Here’s the scoop: you can now upload a CSV file with up to 5MB of data to populate your cascading dropdown options. That’s a huge jump from the old 100KB limit.

That means you can:

• Upload CSV files with 10,000 to 20,000 dropdown items
• Streamline setup of complex dropdown options
• Save time and reduce errors when populating dropdown options

How to use the improved Dropdown:

• Go to the field properties.
• Click Upload (Cascading) Dropdown.
• Select your dropdown options file and upload.

We’re committed to improving our platform. Reach out if you have any questions!

Introducing Repeat Fields: easily copy form sections

We’ve got something really cool to share with you: Repeat Fields!

Have you ever needed to get similar information from people, like multiple names or choices, and found it tricky? Well, Repeat Fields is here to help!

Just add one Repeat Field and you’ll get a whole section in your form that can repeat. Then, you can put all kinds of basic fields inside, like text boxes, multiple choice, or dropdowns. They’ll show up together in a neat group, making it super easy for people to fill out.

But that’s not all! You can set how many times this section repeats, and even customize the buttons to add or remove sections. It saves you time and effort!

Whether you’re collecting info from multiple people or need folks to list out multiple options, Repeat Fields has got your back!

So, what are you waiting for? Try out Repeat Fields and see how it makes building forms a breeze!

Two-factor authentication (2FA) - your double shield!

We’ve added a new security feature called two-factor authentication (2FA) to keep your accounts safer than ever. Here’s what it means for you:

How to turn on 2FA:

Activate Two-Factor Authentication in Account Settings, follow instructions to scan a code with your phone, and input the 6-digit number for added security. That’s it!

Backup codes:

• We’ll provide you with 10 special codes for emergencies if you can’t use your phone. Remember, each code is a one-time access pass if your 2FA device isn’t available.

• Securely copy or download your codes for safekeeping. Don’t forget, they’re crucial!

Accessing your account without your phone:
If your phone isn’t accessible, simply use one of your backup codes to regain access.

Making your team safer:
Boost your team’s security by encouraging everyone to enable 2FA for their accounts.

We’re always working to make sure your accounts are safe. If you have any questions, just ask! For more details, refer to Two-factor authentication.

Enhanced logic visualization

Wrestle no more with tangled logic flows! We’ve added a nifty visual aid to the Logics panel. For each logic rule, just click the little circle icon to color-code it. At a glance, you can now easily identify and distinguish between different logic paths within your forms.

This handy addition empowers you to organize logic structures more effectively, streamlining your workflow and boosting productivity. We bet you’ll craft even better form designs!

Give the new feature a whirl and let us know your thoughts. Your feedback helps us level up our form builder for an even smoother experience. Learn more about Logics here.

Enhanced business automation with PlatoForms and Make integration

Exciting news, form maestros! We’ve unleashed a powerful upgrade, introducing the seamless integration of PlatoForms with Make. This addition empowers you to connect with thousands of apps and APIs, supercharging your form workflows effortlessly.

What’s New:

• Make Integration Unleashed:

  • Why It Matters: Elevate your forms with personalized connections to a vast array of apps and APIs.
  • How It Works: Explore a user-friendly, no-code, drag-and-drop platform for creating multi-step integrations.

• Effortless Data Transfers:

  • Why It Matters: Streamline your processes by transferring data from PlatoForms to other essential tools.
  • How It Works: Trigger automation sequences seamlessly with support ticketing systems, payment gateways, CRMs, marketing tools, and more.

• Flexibility at Your Fingertips:

  • Why It Matters: Whether your integrations are simple or complex, PlatoForms and Make provide the ultimate flexibility.
  • How It Works: Customize your workflow effortlessly for a tailored automation experience.

Upgrade your form game with PlatoForms and Make Integration - where seamless connections and enhanced workflows collide! 🚀✨

Visual choices made easy with Picture Choice

At PlatoForms, we offer more than just Choice fields in text - we bring you the option to present choices through pictures! Elevate user interactions by uploading various pictures, allowing customers to make intuitive and visual selections.

Key Highlights:

• File Flexibility: Upload images effortlessly in PNG, JPG, JPEG, WEBP, and GIF formats.

• Efficient Batch Uploads: Streamline the process by uploading multiple images at once, saving time and enhancing form creation efficiency.

• Drag-and-Drop Simplicity: Rearrange images effortlessly with a simple drag-and-drop functionality. Preview changes instantly for the perfect visual presentation.

• Personalized Customization: Tailor image size and background style to match your preferences, adding a personalized touch to your forms.

Unlock Versatile Applications:

Captivate customers on e-commerce forms, empower event attendees with visual previews, revolutionize real estate property selection, and more - all through user-friendly Picture Choice field!

Enhanced conditional logic with “Required” and “Optional” rules

Now you have even more control over your online fillable forms with “Required" and “Optional" rules! Here’s a glimpse of what you can achieve:

• Precision in Form Completion: Tailor your form to gather the exact information you need. With the “Required" rule, ensure that users provide essential details when certain conditions are met. No more missing critical data!

• Flexible User Experience: Provide a seamless and user-friendly experience by using the “Optional" rule. Allow users to decide whether to fill in specific fields, giving them the flexibility to skip optional sections without hindering the form submission process.

• Adaptable Forms for Diverse Scenarios: Whether you’re creating a survey, application form, or feedback form, our new rules empower you to adapt the form dynamically. Set fields as “Required" or “Optional" based on user inputs or selections, making your forms responsive to various scenarios.

• Effortless Implementation: Our intuitive form builder makes it easy to implement these new rules. Simply navigate to the conditional logic settings, choose the field, define the condition, and decide whether it should be “Required" or “Optional”. No coding required – it’s that simple!

Upgrade your form-building experience with these enhanced conditional logic rules. Create smarter, more adaptive forms that cater to the unique needs of your users. Explore the possibilities today with PlatoForms!

Published form URL ready for third-party embedding

Now easily embed your form on any webpage with the new feature — the publish URL for oEmbed compatibility, avoiding Embed Script limitations and compatibility issues.

Major Benefits:

• Direct Embedding: Our Embed Script remains a preferred option for those familiar with HTML or JavaScript. However, this breakthrough alternative lets you effortlessly use your form’s published URL for smooth embedding on your chosen webpage. It’s user-friendly and automatically adjusts the form’s height, ensuring seamless integration that effortlessly blends with your webpage.

• Enhanced Flexibility: By simplifying the embedding process, you can flexibly use your form in various scenarios, whether it’s creating templates on Canva, embedding on website pages, or wherever you want to display your form.

• Instant Effect: Updates take effect instantly; your form will be immediately visible on the specified webpage, offering users an opportunity for instant interaction.

How to Use:

Just copy your form’s publish URL and paste it directly onto the webpage where you want to embed the form. No more hassle with intricate settings — enjoy the convenience of instant embedding! Enhance your creative journey with this easy-to-follow video tutorial.

Unlock efficiency: API update for seamless form invitations

What’s Fresh:

Exciting news! Our updated Create Form Invitation API is now live in the API Playground. Discover the convenience of filling in invitee details — email and name — with just a few clicks. Customize your email template effortlessly. And the highlight? Automatic activation of the signature certificate!

Perks:

• Unlock seamless digital signature certification with ease, ensuring a snug fit with your in-house systems. Say goodbye to manual data entry; now effortlessly prefill invitee info and dispatch invites in a snap.

• Explore the efficiency of automation, whether dealing with hundreds or thousands of entries. Plus, rest easy knowing that API and interface settings stay in sync for a hassle-free experience.

Upgrade your workflow with this nifty update. Questions or feedback? We’re here for you!

Exciting update: Insights across online PDF forms

Unlock the power of Insights, once confined to web PDF forms, now seamlessly extended to online PDF forms.

Key Features:

• Visual Logic Representation: Accessible in the Logics Panel, visually depict logical relationships between fields.

• Intuitive Insights Display: Click on Insights to reveal visual annotations and dashed lines above the form, providing an intuitive guide to field relationships.

• Enhanced Clarity and Guidance: Easily manage logic flow with clear annotations, simplifying navigation through complex structures.

Upgrade your online PDF forms with this enhanced Insights functionality for a more streamlined form-building experience and improved logic visualization!

Enhanced Table Field

Introducing our enhanced Table field, now more flexible than ever! Easily input, compare, and organize information, perfect for dynamic surveys, product selections, and detailed data entry.

Key Features:

• Easy to Add: Add the Table field from the Toolbar and adjust properties for clarity.

• Adjustable Table Size and Order: Modify table size and rearrange cells effortlessly to fit your needs.

• Customize Cells: Choose from four cell types or personalize specific cells for adaptability.

• Dropdown and Single Choice: Configure Dropdown options and group Single Choice cells easily for richer data.

• Text Input Options: Customize Text Input cells with text or numbers, making your form more versatile.

Upgrade to experience unparalleled flexibility in form creation! For more details, check our user documentation here.

Upgrade your forms with human being verify 🤖🚫

Introducing ReCaptcha, our latest feature! Boost security and trust by ensuring submissions are from real humans.

Why ReCaptcha Rocks:

• 🌐 Elevates online form security.
• 🤖 Keeps bots and spammers at bay.
• 🚀 Boosts reliability and user trust.

How to Add ReCaptcha:

• 🔧 Go to our easy-peasy form builder.
• 🧩 Simply add the ReCaptcha field to your form.

Why Choose Us:

• 🌟 We’re on a mission to enhance your experience!
• 🔄 Continuously bringing you top-notch features.

Upgrade now and stay ahead in the digital game! 🚀🔒

Incorporate static text with dynamic field answers

Introducing the new form field - Description/Static Text. Easily add static info and dynamic form-filler answers.

Key Features:

• Craft clear descriptions.
• Cut down on repetition by copying responses.
• Reduce errors with a consistent approach to sharing information.

How to Add:

• 👈 Select Description (Web PDF Form) or Static Text (Online PDF Form) from the Toolbar.
• ✍️ Add your info/description.
• 🔍 Choose other form field from the variable search box and place it where needed.

Upgrade for a smarter, user-friendly experience!

Automatic PDF Compression

To make form creation and email delivery smoother, large PDFs can now be compressed automatically during upload.

When you upload a PDF larger than 10MB, you’ll see the Automatic PDF Compression option. Turn it on to reduce file size, speed up processing, and improve loading times for recipients.

A simple way to keep your forms fast, lightweight, and easy to share.

Keep the original form URL when cloning

You can now keep the original form’s URL when cloning a form.
Enable Keep the original form’s URL, and the new cloned form will adopt the same URL, ensuring anyone using the old link is automatically directed to the updated version.

A few notes:

• The original form receives a new URL.
• The original URL will remain inaccessible until the new form is published.

A simple way to update forms without breaking links or disrupting your respondents.

Unveil our all-new form builder!

A redesigned form builder is now available, offering a cleaner interface, improved navigation, and more flexible tools for building online forms.

What’s new

• 🎨 Modern layout: A streamlined, more intuitive interface with organized toolbars and clearer field sections.

• ✨ Expanded Field Options: New interactive fields—including Slider, Rating, Video, and others—give you more ways to design dynamic forms.

• 🔗 Field–PDF mapping view: Left-side fields now visually connect to their corresponding PDF widgets, making it easier to understand and manage field mapping.

• 🔍 Field search: Quickly locate any field using the built-in search, ideal for long or complex forms.

You can switch to the new builder using the toggle at the bottom right of the existing interface. For a full walkthrough, see the Explore the form builder section.

Your feedback is invaluable, so please share your thoughts and suggestions.

🚀 Happy Form Building! 🚀

Share your form with a QR code

You can now share your form using a QR code—alongside the existing Public URL and Embed Script options.

What’s included

• QR code download
  Generate and download a QR code that links directly to your form. Ideal for print materials, posters, and in-person events.

• HTML snippet
  Copy a ready-made HTML code block that embeds the QR code on your website with a single click.

A simple way to make your forms easier to access—especially for mobile users.
For more details, visit the Publish & Share guide.

Elevate your form design with enhanced properties

With new customization options in Design Form, adjusting how your form looks is now easier and more flexible.

What’s new

• Help text placement

  Choose whether help text appears below the field or below the label for clearer guidance.

• Label layout styles

  Adjust label positioning to match your preferred layout and improve readability.

These updates make it easier to fine-tune your form’s structure and create a cleaner, more user-friendly experience.

Learn more in the Form design properties guide.

Form building evolution: history versions

Stay in control with our new History Version feature — designed to give you clarity, safety, and flexibility while you build.

Here’s what it brings:

• Automatic periodic saves: Your form is saved for you at regular intervals.
• Manual saves: Capture a version instantly using Ctrl + S (Windows) or ⌘ + S (Mac).
• Publish versioning: Every time you publish, a new version is created automatically.

Open the Version History panel to browse all saved versions. Each entry includes a colored indicator so you can easily see what type of version it is. Before restoring an older version, make sure to manually save your current work with Ctrl + S or ⌘ + S. For published versions, you can also jump directly to the live form from this panel.

With History Version, you get more confidence and control at every step of your form-building workflow. Learn more in Restore to history version.

API Playground

The API Playground makes it easy to try our API without writing any code. You can test real API requests using your actual form data — all in one place.

• Team Owners: You’ll automatically get a token that never expires, so you can start testing right away.
• Team Members: Just request access and you’ll receive an OAuth2 token to use in the Playground.

You can also copy sample code in different programming languages like Curl, Python, JavaScript, Java, and Golang if you want to use the API in your own apps.

We hope the API Playground helps you explore our API quickly and easily!

• Learn more about how it works in our user documentation.
• Any questions? Email us at support@platoforms.com.

Enhanced form design for web PDF form

Unlock more design options, an intuitive interface, and effortless theme switching for stunning web PDF forms. Transform your form’s look with a single click.

In the new design interface, take control of fonts, styles, and pre-built themes. Customize typography with Google fonts, upload background images, and add banners for personalized, visually striking forms. Don’t forget the one-click dark mode option for a sleek and modern alternative.

These new styles apply to web PDF forms. Your feedback is essential; if you want this design for online PDF forms, please tell us. Your input drives us to improve online PDF form design.

Enjoy the enhanced form design experience, and create visually captivating forms. For questions or assistance, reach out to our support team.

Filter logics with ease

Do you have many logics in your online forms? Meet the Logic Filter – a handy feature that makes managing your logics a breeze.

You can find conditional logic in two ways:

• Use the filter to search for keywords, which will help you locate all relevant logics based on the keywords.

• Open the Logics panel from the attributes panel of a specific field, which allows you to find all the logics related to that field.

Save time and effort with the Logic Filter. See Filter multiple Form Logics for more details. Contact our support team for assistance. Enjoy using the Logic Filter!

Enhanced logic control with ‘clear value’ action and ’else’ function

Make your forms smarter and more responsive with two helpful additions to form logic:

• clear value — automatically reset a field when conditions are met, preventing outdated or incorrect inputs.
• else — define an alternative action within the same logic rule, giving you more flexibility and reducing the need for extra logic blocks.

Want to learn more? Check out our guide: Set Form Logic.

Effortless selection with searchable dropdowns

Exciting news! We’re thrilled to announce the release of our new Searchable Dropdown feature.

Your respondents can now type a few characters, and the dropdown will instantly display matching options. This user-friendly element simplifies dropdown interactions, making it quicker and easier for respondents to find and select options, even in long lists. Say goodbye to endless scrolling and hello to efficient form-filling.

Enhance your forms with the Searchable Dropdown for a superior user experience. For more information, visit Make options searchable. If you need assistance, our support team is here to help.

Verify your email domain with SPF and DKIM

You can now verify your custom email domain using SPF and DKIM DNS records. This improves email deliverability by allowing recipient servers to authenticate emails sent from your forms.

Previously, verification was tied to a single email address, which could lead to delivery issues. With domain-level verification, your notifications and invitations are far more reliable.

Have your own domain ready, and follow the step-by-step guide in our FAQ to set it up.

Image thumbnail for uploaded images on your form

We’re excited to introduce thumbnail previews for uploaded images — a simple but powerful upgrade that improves accuracy and speeds up form completion.

Users can now instantly see a preview of the image they upload, helping them confirm the correct file and avoid mistakes before submitting your online PDF form. The thumbnail is also clickable, allowing users to open a larger view for better inspection.

To try it out, just add an Upload Image field to your form and upload any image — a thumbnail will appear automatically.

This enhancement makes image uploads clearer, faster, and more user-friendly. If you have questions or feedback, our support team is happy to help.

Email template for your online PDF form notification or invitation

Tired of rewriting the same email for every form invitation or notification? Our Email Template feature lets you create, save, and reuse email content with ease—saving you time and ensuring consistent communication.

Where you can use templates:

• Form invitation emails
• Submission notification emails

Personal vs. Team Templates

• Create templates inside a single form for personal use.
• Create templates in the team’s default settings to make them visible and reusable by your entire team.

This makes it easy for teams to stay aligned, reuse approved messaging, and speed up communication—no more rewriting from scratch.

Want to learn how to create and reuse templates? Check out the full guide in our FAQ.

Elevate your form with e-signature certificates

More and more organizations are taking advantage of e-signatures today. Because of this, we finally launched an e-signature certificate feature here at PlatoForms!

With this feature, your online forms can now collect e-signatures from your clients.

Although we’ve had signature pads included in our forms ever since the beginning–but with this update, we can now generate a PlatoForms-issued signature certificate along with the signature pad. This signature certificate can ensure that the signature from your forms isn’t altered. This certificate has complete information about the signer:

• Timestamp of the sign
• IP address of the signer
• Email address of the signer

For convenience, you can view and download the signature certificate from PlatoForms’ submission page.

E-signatures are legally bonded to some states in the US, so make sure to consult with your lawyer about their validity to your country.

For detailed instructions about our e-signature certificate, refer to our documentation page.

Stripe Integration

We’re thrilled to announce that PlatoForms now includes Stripe integration!

From small businesses to big companies, everyone uses Stripe to collect and manage payments. As one of the most common online payment processing providers today, you can now integrate your forms with Stripe using PlatoForms. In this update, our forms can now accept payments via Stripe.

The best thing? Aside from Stripe’s usual charge, there is no additional fee! PlatoForms won’t charge on any form payment transaction.

To help you verify the payment integration, we provided a Test Mode integration. Through this, you can check whether the payment works well or not. To start, you can use a test credit card to complete the payment (This won’t cost anything!). Aside from verifying the payment, this amazing feature gives you the confidence to launch any kind of form payment. Once you confirm if the payment completely works as it is, you can enable Live Mode to your form integration for real transactions.

With our Stripe integration, you can now collect card payments, donations, and recurring payments through your online forms—all for free!

For detailed instructions about our Stripe integration, go to our documentation here.

Pre-filled forms for faster form filling

Get ready for easier form filling! With our new pre-populated forms, when people open a form from an invitation, some of the fields are already filled in. This means less work for them and fewer mistakes.

Send these pre-filled forms to your respondents for faster transactions. Whether they’re placing orders, applying for something, signing up, or making reservations, this feature makes everything simpler.

Your respondents won’t have to fill in every single field anymore. We’ll fill in some of the info for them, so they can quickly review, sign, and pay without any hassle. Learn more in our user guide or check out our video tutorial for a quick demo.

Email invitation: simplify form management

Upgrade from old sharing methods of static links or embedding forms on website. Welcome our Email Invitation feature for real-time form management.

With this feature, easily monitor invitation status, submissions, and form openings. You have control over settings like expiration dates, password protection, and auto-saving. Tracked invitations provide insights into email delivery, open times, and submissions, including email receipts.

What sets us apart is our focus on personalization. You have the freedom to fully customize your email content, allowing you to tailor the subject and message for a more personalized approach with your clients. Moreover, our feature offers unparalleled flexibility in email distribution. You can opt to send invitations instantly or schedule them for future delivery, with the ability to set any time limit within a 30-day window.

Furthermore, for those seeking to distribute the same form to multiple groups, our new feature streamlines this process by allowing you to duplicate invitations. Whether you opt to enter up to five email addresses manually or upload a contact list that can be saved as a group, our feature makes it easy to extend your outreach to a wider audience.

For more information, visit our documentation.

Form Submission Data Retention Policy

Form submissions often contain sensitive information—names, addresses, birthdays, and more. While PlatoForms provides a secure infrastructure and strict data security measures, you may still prefer not to store this data longer than necessary.

With our Data Retention Policy, you can fully control how long submission data stays in PlatoForms. Choose from multiple retention periods, from 0 days to forever.

By default, submissions are kept for 3 months after the last update. During this time, you can use all data-related features—re-editing forms, revision history, PDF downloads, search, sharing, and more. After the retention period ends, data is permanently deleted.

Special option: 0-day retention

To enable 0-day retention, you must connect at least one Cloud Drive Integration. Once the submission is uploaded to your cloud drive, it is deleted immediately from PlatoForms.
This maximizes data protection, but also disables all data-management features and workflows because the data no longer exists on our system.

For detailed instructions, see our documentation.

Receive instant submission notifications via Slack

Now, you can connect your forms with Slack for immediate submission updates. Get notified every time someone submits a form.

Open the Integration window in your form settings, click Add to Slack, and choose your preferred Slack Channels or direct message recipients to receive PlatoForms notifications.

You can choose which form information to display in your Slack message and add buttons for downloading the PDF or editing the form.

For detailed instructions, refer to our documentation. You can also watch our video tutorial for a quick start.

Fillable PDF Form Submission Summary Report

We’ve added a new Summary Report to the submissions page — making it easier to see how your forms are performing at a glance.

You can now:

• View the number of submissions for each form.
• Use filters to narrow the results, such as date range or keyword search (by form name or folder name).
• Export the summary as a CSV file to share with others or use in your own reports.

This is just the first version of our summary report, and we’d love to improve it further. If you have suggestions or feedback, we’re always happy to hear from you!

Appcues Integration

We’re excited to introduce our integration with Appcues — a platform that helps you create beautiful in-app guides, onboarding flows, and walkthroughs without writing code.

If your form is long or complex, Appcues is a great way to guide users step-by-step and significantly improve completion rates. With this integration, you can:

• Build interactive walkthroughs for your forms
• Reduce confusion and user drop-off
• Provide a smoother, more intuitive user experience

More third-party integrations are coming soon. If you’d like us to integrate PlatoForms with other tools you use, feel free to reach out — we’re always happy to explore new connections to support your business.

Cascading dropdown lists feature

Meet our new Cascading Dropdown Lists — a smarter way to guide users through multi-step selections. With cascading dropdowns, each list updates automatically based on the user’s previous choice.

For example, in a car rental form, choosing a brand like Ford will update the next dropdown to show only relevant models such as Mustang or Focus. You can build multiple levels to create even more precise filtering.

This makes complex forms easier to complete and reduces input errors.
Give it a try in your forms: Set cascading dropdown options

Enhance customer control: preview PDF before submitting

Now, you can offer your customers a more flexible experience.

Enable the Preview the PDF before submitting option in Form Settings.

With this feature, your customers can review the PDF at any point, even before submission. It’s all about giving them the confidence and control they deserve!

Customize your PDF forms with your own branding

Make your online PDF forms look and feel like your organization. Once you finish building a fillable PDF form in PlatoForms, you can easily adjust its branding and settings before sharing it.

Here’s what you can customize:

Custom domain
Replace the default https://forms.platoforms.com link with your own domain for a more professional, branded experience.

Sender email address
By default, notification emails are sent from mailer@platoforms.com (unmonitored). Set your own sender email so replies from users go directly to your inbox.

Logo & theme
Match your organization’s design by editing colors, fonts, and backgrounds in Form Designer. You can also upload your logo so your form fits seamlessly into your website.

API & Webhooks
For advanced customization, use our API to submit forms, fetch submission data, download generated PDFs, and more—nearly every feature can be automated or integrated.

With these tools, you can build fully branded, professional online PDF forms that feel like an extension of your organization while ensuring every user reply reaches you.

Save for Later PDF Form

Long or multi-page PDF forms can take time to complete—especially when they include many fields or file uploads. Instead of forcing users to finish everything in one session, you can now enable the Save for Later feature.

When this option is turned on in Form Settings, a Save for Later button appears on the form. Once clicked, the user receives a unique URL where their progress is saved. They can return to this link anytime within the retention period and continue exactly where they left off.

This feature isn’t only useful for lengthy forms—it can also support simple workflows. For example:
One team member fills in their section, clicks Save for Later, and shares the generated link with the next person to complete the remaining fields before submitting.

The Save for Later feature is available to all trial and paid users. Learn more in our help documentation.

Collect sensitive info securely with HIPAA-compliant forms

Handling personal or medical information requires strong security and strict compliance. With PlatoForms, you can now collect sensitive data using HIPAA-compliant online forms—perfect for healthcare, insurance, and any business handling protected health information (PHI).

Stay compliant with ease

Upgrade to our Silver or Gold plan and request HIPAA compliance for your team. Once enabled, all your forms automatically meet HIPAA security requirements.

BAA included

We support HIPAA compliance end-to-end. PlatoForms can sign a Business Associate Agreement (BAA) upon request to ensure your organization stays fully compliant.

Build secure forms in minutes
Creating a HIPAA-compliant form is just as simple as building any other form—upload your PDF, customize it, and publish. The form will automatically follow strict HIPAA data protection standards.

Want the full details? Visit our HIPAA compliance documentation.

Send a form in multiple languages

Internationalization PDF form i18n form

Want to connect with customers globally? Our multi-lingual form feature lets you easily create one form in multiple languages!

What are the benefits:

• Each language version gets its own unique URL to share.
• A cool language selector drop-down right, allowing users to switch between languages.

Translating content is a breeze:

• Edit the translations right in your browser as you go.
• Or, if you prefer, import/export translations using an Excel file.

This multi-lingual magic is available on ALL our plans, even the free one! So you can engage audiences worldwide without any extra costs.

Interested in setting it up? Just check out our quick user guide or video tutorial. With multi-lingual forms, the world is truly your audience!

Reuse the submission content on PDF

Some PDFs require the same information on multiple pages—like signatures, names, or checkboxes. Before, you had to create a Master Form to repeat those fields across linked PDFs. Customers signed once, and the master form filled in the rest.

Now you can do this directly in the Web PDF Form builder.

Open the Field Properties panel and click “Reuse Content on PDF”. This creates a copy of the field on your PDF, and you can drag it to any page and any position. It works for any field type—signatures, text fields, checkboxes, and more.

For classic PDF fillable forms, the method is slightly different: you’ll use form logic to copy a field’s value to another field. The result is still the same—one input, reused wherever you need it.

Learn more: 👉 Reuse Content on PDF

Set the initial value on the text field

In earlier versions, you could only set default values for checkboxes and dropdown fields. Now, you can also set an initial value for text fields—making your forms much more flexible.

You can choose from several types of initial values:

• Fixed value
• Current date
• Current time
• Current date and time
• A value pulled directly from the URL

For example, if you open your form with a URL like ?foo=bar and configure the text field to use the URL value for foo, the form will automatically display bar in that text field when it loads.

Make your online forms smarter with conditional logic

Want your forms to feel more dynamic and user-friendly? Conditional logic makes it happen. With this powerful feature, your online form automatically adapts based on each person’s answers—showing only the fields that matter.

With conditional logic, you can:

• Show, hide, enable, or disable specific fields
• Copy values from one field to another
• Auto-populate answers based on user input
• Run calculations directly inside the form
• Jump to specific pages to create smoother form flows
• And much more!

For example: if someone selects “No kids,” all child-related questions disappear. If they enter an email address, you can copy it to another field. If their age is under 18, different follow-up questions appear. Your form becomes smart, responsive, and easy to complete.

Conditional logic lets you build adaptive, efficient, and personalized online forms—no coding required.

Want ideas? Check out common logic examples.
Ready to build? See the full guide here: Set Form Logic.

Flexible e-mail notifications

Previously, PlatoForms only sent submission notifications to the account owner’s email. Now you have much more control.

You can:

• Add up to 10 email addresses to receive form submission notifications
• Send notifications to emails entered inside the form itself—perfect for sending customers a copy of their completed PDF
• Attach the generated PDF automatically so recipients don’t need to log in to download anything

For example: include an email field in your form, have your customer enter their address, and they’ll instantly receive the completed PDF as soon as they submit. Easy, automated, and efficient.

Automate your online forms with Zapier integration

We’ve got some exciting news to share. You know how Zapier lets you connect different apps and automate workflows? Well, now you can integrate your PlatoForms online forms with Zapier too!

This means the power of PlatoForms can extend to over 5,000 apps and services like Gmail, Trello, Salesforce, social media, cloud storage, calendars, and more. It’s like having a super-powered sidekick for your forms!

How it works

Here’s how it works: whenever you receive a new form submission, PlatoForms will generate the submission as a PDF and trigger a “Zap” (that’s Zapier’s term for an automated workflow) that you’ve set up. From there, the possibilities are endless!

Example zaps

Need to notify your team on Slack? Done. Want to import data into a Google Sheet? Easy peasy. How about uploading that PDF to your CRM? You got it!

Get creative

Don’t be shy, use your imagination and create custom Zaps to automate your work in whatever way makes sense for you. We’ve put together a handy guide to walk you through setting up Zaps for uploading to Google Sheets or Amazon S3. And the best part? You can start using all of this for free!

Oh, and one more thing – we’ve updated our API to version 4 with full Swagger compatibility. Check it out if you’re a developer!

Folders for organized management

We’ve made your experience on PlatoForms even better with a more organized approach. We’re excited to introduce our new feature: Folders.

Now, on the Dashboard, you’ll find three tabs: Online Forms, Master Forms, and PDF Files. You can create folders under each of these tabs, allowing you to neatly categorize your content.

You can also keep things tidy by moving forms or files between folders.

We’ve also added sorting options for your convenience. You can sort your forms and files by name, creation date, or update date.

This update is all about making your workspace more organized and user-friendly. Try out the new Folders feature, and for more details, check our documentation.

Update your PDF attributes with more ease

Previously, updating fonts or styles in your PDF form builder meant adjusting each widget one by one. Now you can apply these changes instantly.

All PDF-related builders now include a Style button in the top navigation bar. With it, you can update font family, size, color, and text formatting for your PDF widgets from a single panel.

The panel also includes Advanced Options, letting you choose exactly how the new styles apply:

• Apply to all existing widgets
• Ignore existing widgets and use the new style only for future ones
• Apply only to widgets still using default styles

A faster, more flexible way to keep your PDF form design consistent.

Save form submissions directly to your cloud drive

Premium plans or trial users exclusive

Tired of dealing with form data scattered across different places? We’ve got a convenient solution - automatically saving form submissions to your preferred cloud storage! With our latest integration, you can now connect PlatoForms to the most popular cloud drives:

• Google Drive
• Dropbox
• Box
• OneDrive

Here’s how it works: When someone submits a form, instead of just getting a PDF attached to an email, the submission can be instantly uploaded as a PDF file to the cloud drive folder of your choice.

This integration works with both new and existing forms. So you can start using it right away to streamline your data collection process. For more details, see our step-by-step guide.

Having submissions automagically waiting for you in the cloud saves so much time and headache. Give it a try and experience the convenience! Let us know if you have any other questions.

Create the PDF by API request

We’re excited to roll out API Version 3—our most flexible API yet!

Here’s what the new version adds:

• Submit form data directly through the API
• Fetch all field definitions for any form
• Support for Non-Expiry Tokens and Session Authentication (OAuth2 remains available in API v2)

What makes API v3 better?

It makes integrating PlatoForms with your in-house system much smoother. Say your team needs to push data into several pre-designed PDF documents. Just upload the PDFs, build the matching web form, and use the API to send your data. PlatoForms takes care of generating the PDFs using your field mapping—no need to build or maintain your own PDF-rendering system.

Want instant delivery? Pair it with Webhooks to receive each generated PDF the moment it’s created.

A quick note: API v2 will be retired on January 1, 2019.

Check out the full details in our latest API documentation.

Form builder enhancement

Our form builder was enhanced so that it can answer to your requirements in a more professional and specific manner.

• Copy and Paste
• Undo and Redo
• Alignment guidance
• Snap between widgets

Allow us to get into more details and present our new PlatoForms features, so you will have a clearer view of what you will enjoy if you choose our services:

• Now, all form widgets can simply be copied and pasted (Windows: CTRL-C, CTRL-V; MacOS: CMD-C, CMD-V), just as simple as that. This is a feature that can be used across any page within the same PDF. In other words, feel free to copy a widget from one PDF page and add it to another PDF page.
• Don’t you enjoy how the form looks after the changes you made? Then do find out that Undo and Redo can be applied for adding, deleting, resizing or moving any widget(Windows: CTRL-Z, CTRL-Y; MacOS: CMD-Z, CMD-SHIFT-Z). You can do this kind of operations on each page separately, so you don’t have to undo the entire form if you realize that one of its pages doesn’t respect your requirements;
• We introduced the alignment guidance feature, which allows you to quickly align the widgets. While dragging or resizing a widget, the alignment lines will indicate if it is aligned with other widgets next to the borders or middle area in a visible manner.
• If you drag and drop a widget in the proximity of another, it will automatically snap in a place that is in the proximity of the closest widget. If you want to disable this feature, just press and hold the SHIFT key when dragging widgets.
• In PDF, you can use keyboard arrow key to move the widget by pixel ad pixel.

It doesn’t matter what form builder you choose to use, as these features are present in all our builders, for example, the Web form builder, PDF form builder, Master from builder and PDF maker. So, have fun at making your own tailored form!

Master Forms: one form to rule them all

Ever had to fill out the same basic info across a bunch of different forms? So tedious, right? Well, say goodbye to that hassle with PlatoForms’ Master Forms!

Here’s how it works in a nutshell:

You build one Master Form with all the common fields like name, address, etc. Then you simply link and map that form to all the different PDFs you need.

Once your client/customer submits that single master form, PlatoForms automagically generates completed versions of every linked PDF using their data. Bam! No more repetitive re-entering.

For example, a lawyer could link 5 different PDFs to one master form. The client fills that out once with their personal details. And in seconds, they’ve got all 5 PDFs ready to go, pre-filled!

It’s like getting 5 forms for the effort of 1. Or 10. Or 20! You can link as many PDFs as needed to that master form.

Best part? You can view, download and manage all those generated PDFs right from your Submissions page. Revisions are tracked too.

Talk about a time-saving superpower! One smooth process replaces massive redundancy. Master Forms are definitely the smart way to work smarter. For more details, navigate to Master Form.

Letter Spacing

Many PDF forms—such as driver’s license numbers, passport numbers, or ID fields—use boxes or cells where each character needs to sit perfectly in its own space. Before, achieving this meant creating multiple tiny text fields and forcing users to type one character at a time. Not ideal.

With our Letter Spacing feature, you can now:

• Type the entire value once
• Adjust the spacing
• Automatically spread the characters evenly across the PDF’s cell-style boxes

This makes your fillable PDFs cleaner, more professional, and far easier for users to complete. No more jumping between fields—just smooth input and perfect alignment.

A simple adjustment that dramatically improves both data accuracy and PDF form design.

Use a custom domain name for your forms

You can now share your forms using your own domain name—also known as a Custom Domain or Domain Name Masking.
For example, instead of using the default URL:

https://form.platoforms.com/frcaserswr

you can set it to:

https://sales.yourdomainhere.com/form/frcaserswr

This instantly removes platoforms.com from the URL and gives your form a fully branded, professional look.

To enable this feature, you’ll need to:

• Own a domain name
• Have access to update its DNS settings (specifically adding a CNAME record for your subdomain)

Once you’ve added the CNAME in your DNS provider, PlatoForms will automatically install an SSL certificate for your custom domain. Thanks to Let’s Encrypt, the certificate is completely free, and we handle the entire setup and renewal process for you.

For setup instructions, visit Custom Domain.

A new way to present your PDF Form Online

You’re already able to turn a PDF into a Web PDF Form, which lets people fill it out online just like a normal form. However, creating this type of form can take time, especially when the PDF is long or complicated.

Now there’s a simpler option. With our new Online PDF Form mode, you can drag and drop fields directly onto your PDF to make it fillable. If your PDF already contains form fields, we’ll detect them and build everything for you automatically.

Once finished, you can publish the form as a web page, embed it on your website, or share a link. Your users just open the page, fill it out, and submit—no downloads needed.

Try both methods.

Web PDF Form

A Web PDF Form converts your PDF into a responsive online form. It loads quickly, works on all browsers, and is very mobile-friendly. It takes a bit more setup because you need to configure both the online form and the PDF mapping.

Online PDF Form

This option keeps your original PDF layout exactly as it is. You simply add fields on top. It’s faster to build and great for complex PDFs. It works in all modern browsers (Chrome, Safari, Firefox, Edge) but not Internet Explorer. Very large PDFs with many images may load slightly slower.

One More Thing

Don’t have a PDF yet? You can create one from scratch with our PDF Maker. Add text fields, dropdowns, signatures, and more, then convert it into a Web PDF Form or Online PDF Form with one click.

You’ll still need to map labels to the online form, but the rest is handled for you.

Learn more in Online PDF Form Builder.

Create PDFs from scratch

PlatoForms can now create fillable PDFs from scratch. Our PDF Maker is a drag-and-drop editor that lets you build a PDF layout easily. It supports multiple field types—text inputs, choices, dropdowns, signatures, and more—each with fully customizable properties such as font, size, color, borders, and background.

PDFs created in the editor start as read-only. To make them fillable, simply click Make Online Form in the toolbar. PlatoForms will automatically convert your PDF into an online form, mapping each PDF field to its corresponding web form field. When the conversion is done, you just need to bind labels, help text, or placeholders. To save time, we auto-suggest these values based on text detected inside your PDF.

You can create unlimited PDFs, and this feature is completely free.

Learn more in PDF Maker.

Export Form Submissions

Whenever a customer submits a form, you’ll receive an email with the generated PDF. You can also review submission data, download PDFs, or re-generate them anytime from the Submissions page — and now, you can export all submission data as well.

To export, simply click Export Submissions and choose a date range. Before downloading, the system will show how many submissions fall within that range. Click Export, and a ZIP file will download within seconds.

The ZIP file contains one or more CSV files. If your form has multiple revisions (for example, if you published updated versions over time), each revision will have its own CSV file. Every CSV includes the raw submission data, including the generated PDF URLs — making it a simple alternative to using the API for importing data into your own system.

You can open CSV files with any text editor, Excel, or macOS Numbers.

For more details, see Export Form Submissions.

Web form designer

We’re pleased to announce the release of our Form Designer! With this feature, you can easily customise your form’s colours, fonts, sizes, layout, and more. It also supports embedded CSS if you want full control over your form’s look and feel.

To access it, open the Form Builder and click Preview Form on the top bar. In the preview window, select Form Design in the top-right corner. The designer appears as a sidebar on the left, and any changes you make are instantly reflected in the live preview. When you’re happy with the new design, click Apply to save it. Existing published forms won’t change until you republish, so you can refine the design safely without affecting your users.

The Form Designer has two tabs:

• Design — covers most layout and styling needs.
• CSS — for advanced customisation by adding your own stylesheet. CSS applied here overrides default styles.

For more details, see our full guide on the Form Designer.

Checkbox Vs. Radio Button

In a PDF, you usually need a tick or cross to mark selections. Choice is the proper widget to fit in. There are two kinds of Choice: one is Checkbox, which allows multiple selections, and the other is Radio Button, which allows only one selection. From its properties dialogue, you can turn on/off the Multiple Choices option to switch between easily.

Press Add Choice to add more items. Each item has a draggable square widget in the right-hand side PDF panel, just drag it to the proper location in your PDF. In the web form, each Choice item has a different label to tell what this option is for. Once it is selected in the web form, a tick or cross is rendered into your PDF at the location you dragged.

With the Other Choice option you can add a text box in the web form, which is rendered as text in your PDF.

For more details, please check out Choice Properties.

Clone a form

Save time on form creation! The “Clone” function duplicates existing forms effortlessly, allowing you to make minor changes like adding or removing fields or adjusting the layout without starting from scratch.

Once cloned, your new form inherits all fields, logic, and settings from the original. Need to add a new Text Input field? Simply insert it in the form builder, drag it to the right spot in the PDF, and effortlessly publish the updated version. Form editing made easy!

For more details, please check our user documentation.

Preview with sample data

We’re excited to introduce a time-saving feature in our Form Builder! Now you can effortlessly streamline your preview process by prefilling specific fields with sample data.

For example, when building a form, inputting “John Joe” into the “Text Input” field for the name allows you to automatically fill that field with just one click of the Fill Preview Data button during the form preview. This not only enhances efficiency but also facilitates the swift preview of generated PDFs after form submissions.

Your pre-set sample data seamlessly integrates into the PDF preview when you click Preview PDF, providing a comprehensive snapshot of the submitted information.

Please note that certain fields, such as File Upload or ReCaptcha, require manual completion and cannot be pre-filled.

For more detailed instructions and insights, refer to our user documentation. Upgrade your form-building experience today!

Introduce API Version 1

Say hello to our first-ever PlatoForms API—designed to help you access your data effortlessly and automate workflows with ease.

✨ Highlights:

• Easy Data Access: Retrieve form details and submission data programmatically with simple API calls.

• Real-time Webhooks: Get instant notifications whenever a form is submitted, including direct PDF links.

• Secure OAuth2 Authentication: Protect your data with OAuth2. Generate your Client ID and Client Secret right from your dashboard.

• Customizable Webhook Events: Monitor submission events and tailor Webhook behavior based on your needs.

• Clear Documentation: Visit our API documentation for detailed guides and examples.

• Available on All Plans: API and Webhook access are included in every plans — with volume limits depending on your subscription tier.

• Free for Trial Users: Even trial accounts can start using the API and Webhooks at no extra cost.

Want to learn more about OAuth2? Check out this helpful introduction.