Sell More with Online Forms for Sales

Discount approvals, contract sign-offs, and internal reviews can often stall deals—but not with PlatoForms.

Our approval workflow routes each deal automatically through the right people—sales manager, finance, legal, and finally the customer. Each step triggers automatic notifications to the responsible person and supports legally valid e-signatures with signature certificates, ensuring compliance while keeping deals moving—no manual follow-ups required.

Capture more leads by making the intake process engaging. Transform standard inquiry PDFs into conversational forms that ask questions one by one, like a chat interface.

Ideal for mobile users, this approach reduces drop-off rates for quote requests and contact forms. You can customize the design to match your brand, ensuring every touchpoint looks professional.

Sales teams often need flexibility: sometimes you must preserve exact document formatting, other times you need a mobile-optimized experience. PlatoForms offers both.

For contracts, legal agreements, or brand-approved templates where design cannot change, convert PDF to fillable form that keep every detail intact—users fill fields directly in their browser while the original PDF layout remains untouched. Perfect for official documents, compliance forms, and pre-approved sales collateral.

When mobile completion rates and user experience matter most, convert pdf to web form that reflow into modern, responsive layouts. Ideal for client intake forms, quote requests, and prospect surveys where flexibility beats pixel-perfect design. Both approaches support AI field detection, e-signatures, and workflow automation—choose the path that fits each sales scenario.

Sales teams often juggle multiple PDFs for quotes, order confirmations, contracts, and approvals — and prospects hate entering the same info over and over. PlatoForms’ Master Form lets you build one reusable form, collect all customer data once, and auto-populate that information across every linked PDF document (e.g., sales agreement, quote sheet, purchase order, NDAs).

When a buyer submits the Master Form, PlatoForms instantly generates all completed files in one ZIP package, saving hours of manual work, eliminating inconsistent entries, and creating a smoother buyer experience. You can design fields once, reuse them across PDFs, enforce validation rules to reduce errors, and share a single link for your entire workflow — no multiple downloads or separate form links required. It’s perfect for closing deals faster with professional, consistent documentation.

PlatoForms pushes sales data exactly where it’s needed—without manual entry.

Sync submissions to Google Drive, Dropbox, OneDrive, or Box, collect payments via Stripe, or automate follow-ups with Zapier, Make, or Pabbly. For deeper integrations, use webhooks and APIs to send structured deal data directly into your CRM or internal systems.

Sales forms often need to adapt to different client scenarios and protect confidential information. PlatoForms’ conditional logic automatically shows or hides questions based on client responses—display enterprise pricing fields only when deal size exceeds thresholds, reveal custom service options based on industry selection, or show contract addendums only when specific terms are selected.

For sensitive proposals, confidential pricing, or partner-only agreements, protect forms with passcodes. Control access at multiple levels: require a passcode to open the form, protect shared submission links, secure save-for-later sessions, or send password-protected invitations to specific clients. Sales teams use passcodes to share pricing with qualified prospects only, protect early-bird offers, and ensure confidential partnership agreements reach the right recipients.