Can I have more than one Team Admin?

Question I’d like to give another team member full Team Admin access. I’ve granted them every permission on the Team page, but their role still shows as Member — is there a way to make them a Team Admin too?

How can I free up my plan capacity and publish new forms

Question How can I free up my plan capacity and publish new forms? Answer To free up your plan capacity and publish new forms, you have two options:

Where can I find PlatoForms' security and compliance documentation?

Question Does PlatoForms have a security or trust page where I can review compliance certifications, data handling practices, and privacy guidelines?

Does PlatoForms support PayPal payments?

Question Does PlatoForms support PayPal? Can I collect PayPal payments through my form? Answer Yes. PlatoForms has a native PayPal Payment widget that lets you accept payments directly inside your form — no redirect to an external page required.

Can PlatoForms generate different PDFs based on user input?

Question Can PlatoForms automatically generate a different PDF depending on what a user selects in a form? Answer Yes. Using the Master Form feature combined with conditional logic, you can build one form that generates a different PDF based on what each user selects — no coding required.

What is a Master Form in PlatoForms?

Question What is a Master Form, and how does it work with multiple PDFs? Answer A Master Form is a single form that consolidates all fields from multiple PDFs. It typically contains:

Is importing a Google Form into PlatoForms free?

Question Do I need a paid plan or credit card to import a Google Form into PlatoForms? Answer No. The import is free — no paid plan or credit card required. Go to the Google Forms Import page to get started.

Does PlatoForms store my Google credentials when importing?

Question When I connect my Google account to import a form, does PlatoForms store my Google password or credentials? Answer No. PlatoForms connects via Google OAuth — your Google password is never shared with or stored by PlatoForms. OAuth grants PlatoForms read-only access to read your form structure. It cannot modify your Google Forms.

Does importing a Google Form affect my original form?

Question If I import my Google Form into PlatoForms, will my original form be changed or affected? Answer No. The import creates a separate copy in PlatoForms. Your original Google Form keeps running exactly as it was — you can switch over when you’re ready, or run both in parallel.

How do I auto-calculate a total score based on user selections?

Question How do I auto-calculate a total score based on what users select in my form? Answer Yes, this is possible using conditional logic. The steps depend on which field type you use.

Can I charge a dynamic price based on what the customer selects?

Question Can I charge a dynamic price based on what the customer selects in my form? Answer Yes. The Stripe Payment widget supports dynamic pricing — the amount charged can update automatically based on what the customer fills in.

What's the difference between Stripe Checkout and the Stripe Payment widget?

Question PlatoForms offers two ways to collect payments with Stripe — which one should I use, and how are they different?

Do page breaks and section breaks still work in conversational mode?

Question Do page breaks and section breaks still work in conversational mode? Answer In conversational mode, every field appears one at a time on its own screen. Page breaks and section breaks behave differently here:

What is the difference between a page break and a section break?

Question What is the difference between a page break and a section break? Answer PlatoForms gives you two ways to organize a form: page breaks and section breaks. They look similar in the builder but serve different purposes — one controls navigation, the other controls layout.

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Q: Does Insights change my form submissions?

Question Do filters, category cleanup, AI analysis, or data-quality flags in Insights change my original form submissions? Answer No. Insights analyzes and changes how data is displayed in a report; it does not edit the underlying form submissions.

Q: What is PlatoForms Insights?

Question What is PlatoForms Insights, and what can I use it for? Answer PlatoForms Insights is a reporting tool for understanding form submissions and visitor behavior. Every form has a default Insights report with submission totals, changes over time, and charts for supported form fields.

Q: Why is Visitor journey empty or missing data?

Question Why does Visitor journey look empty or show less information in my Insights report? Answer Visitor journey may be empty or show less information for one of these reasons:

Q: Fillable PDF Form vs. Web PDF Form — which one should I use?

Question PlatoForms lets me turn my PDF into either a Fillable PDF Form or a Web PDF Form. What’s the difference, and which one should I pick?

Q: How do I test Square payments? There's no test mode.

Question I set up Square payments on my form but I can’t find a sandbox or test mode. How do I test the payment flow without charging a real card?

Q: Stripe vs. Square vs. PayPal: which should I use?

Question Stripe, Square, or PayPal — which one should I connect to my form? Answer All three let you collect payments through PlatoForms with no additional transaction fees on our end — the right choice comes down to how you want to test, what your customers already use, and whether you have an existing account with one of them.

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Recently published answers and product guidance.

Why is Visitor journey empty or missing data? Aug 29 What is PlatoForms Insights? Aug 29 Does Insights change my form submissions? Aug 29 Fillable PDF Form vs. Web PDF Form — which one should I use? Aug 13 How do I test Square payments? There's no test mode. Aug 3 Stripe vs. Square vs. PayPal: which should I use? Jul 18

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All 96 FAQs are organized into the eight topics below.

Forms and fields Build forms, configure fields, and choose form layouts. 17 questions Publishing and sharing Publish, embed, protect, and share forms with respondents. 18 questions Submissions and PDFs Review submissions, export data, and manage generated PDFs. 15 questions Workflows and logic Route forms, automate field behavior, and manage workflow steps. 14 questions Notifications and integrations Configure emails and connect forms to other services. 15 questions Payments Collect payments and choose a supported payment provider. 5 questions Account, plans, and security Manage your team, plan, account settings, and data security. 9 questions Insights and reporting Analyze submissions, visitor journeys, and report results. 3 questions

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All questions

Browse every FAQ, newest first, or use a topic above to narrow the list.

Why am I not receiving notification emails

Learn how to troubleshoot missing notification emails in PlatoForms by checking your notification settings, verifying email addresses, and reviewing spam filters.

How to change font style for all fields in a PDF form

Apply a consistent font style across all fields in your PDF form using Universal Field Styles, or set a team-wide default so every new form starts with the same styling.

How to change the current Team Admin or add a new Team Admin

Team Admin, change team admin, replace the team admin, add team admin, replace team admin, account settings, account management, team management.

How to solve 'no valid signature found in this submission'

Can I obtain a signed certificate through a PlatoForms workflow

Can I obtain a Signature Certificate if I edit and resubmit my submission

Obtain signature certificate after resubmit.

Can I add two Signature pads when signing a document first and sending it to my client

Signature pads, pre-filling signatures, multiple signatures, signature certificate, pre filled form, invitation settings, document signing, read-only fields, sign documents.

Can I generate a signature certificate through API

Generate a signature certificate using the PlatoForms Invitation API.

How to reuse fields on PDF

Streamline form filling, efficient data entry, field duplication, data copy, form enhancement, simplified form completion, field copying.

Can the form auto-fill details based on specific input

Automate data entry, data input automation, auto-fill form fields, input automation process, automate form population, form auto-population, data auto-populate, input-triggered automation, input-based data automation, dynamic form, populate fields from input, streamlined data entry, auto-sync form data, form response automation, input-driven form population.

Can I customize my web PDF form's appearance

Customize online form by modifying the background color, adding your logo, changing font styles, applying ready-made themes, and adding custom JavaScript for advanced features.

How to filter multiple logics

Logic filtering, search form logic, form logics, simplified filtering, field ID, field label, efficient logic management, logic search, logic panel, logic streamlining.

How to use "else" condition in logic

Else logic, add else condition, form conditional logic with else, use else logic for form behavior, form logic with alternative conditions, add alternative conditions, form logic else feature, else statements in form behavior, conditional logic with fallback conditions.

How to use my company email for form invitations and notifications

Company email verification, form invitations and notifications, email verification methods, email domain verification, form communication channels, custom email domain, trustworthy email sending, email authentication, premium plan features, custom domain for form.

How to clear field values automatically

Learn how to automatically clear field values in PlatoForms by using conditional logic to set actions that remove a field’s value based on user selections.

How to use my own domain for form sharing

Custom form URL, form sharing with custom domain, premium plan custom form URL, set up custom form link, company domain for form sharing, online fillable form distribution, direct form access with custom URL, share forms through custom link, custom URL for published forms, web link for online fillable form, form distribution using custom domain, share forms with own domain, access forms through company website, unique URL for online forms, set custom form link in premium plan.

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