Question 1

Does Insights change my form submissions?

Accepted Answer

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.

Question 2

What is PlatoForms Insights?

Accepted Answer

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.

Question 3

Why is Visitor journey empty or missing data?

Accepted Answer

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:

Question 4

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

Accepted Answer

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?

Question 5

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

Accepted Answer

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?

Question 6

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

Accepted Answer

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.

Question 7

Can I have more than one Team Admin?

Accepted Answer

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?

Question 8

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

Accepted Answer

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:

Question 9

Where can I find PlatoForms' security and compliance documentation?

Accepted Answer

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

Question 10

Does PlatoForms support PayPal payments?

Accepted Answer

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.

Question 11

Can PlatoForms generate different PDFs based on user input?

Accepted Answer

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.

Question 12

What is a Master Form in PlatoForms?

Accepted Answer

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:

Question 13

Is importing a Google Form into PlatoForms free?

Accepted Answer

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.

Question 14

Does PlatoForms store my Google credentials when importing?

Accepted Answer

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.

Question 15

Does importing a Google Form affect my original form?

Accepted Answer

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.

Question 16

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

Accepted Answer

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.

Question 17

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

Accepted Answer

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.

Question 18

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

Accepted Answer

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

Question 19

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

Accepted Answer

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:

Question 20

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

Accepted Answer

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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