Eliminate manual handoffs, speed up approvals, and keep deals moving
Sell More with Online Forms for Sales
How can clients fill out and sign our existing sales PDFs online?
Upload your quote, order form, or contract PDF to PlatoForms, review the fields and signature areas detected by AI, and send clients the link. PlatoForms returns their responses in your original document layout, so sales and operations receive the paperwork they need to process the order.
Pre-fill deal details and route documents through internal approvals and client signatures without rebuilding your sales forms.
Elevate Your Sales Game
Faster approvals, cleaner handoffs, higher close rates
From quote to closed deal—without delays
End-to-End Sales Approvals & Signatures
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.
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.
Engage Leads with Conversational Forms
Enhance the Customer Experience
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.
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.
Draft quotes, proposals, and agreements without an existing PDF
Create Sales Documents from Scratch
Need a new sales document? Use PDF Document Creator to build a complete, editable quote, proposal, order confirmation, or sales agreement from a blank page or an AI prompt.
Customize the layout with your branding, tables, pricing details, terms, and signature fields. Then export a print-ready PDF or convert the same design into a fillable form. You can also browse ready-made PDF templates for a faster starting point.
Customize the layout with your branding, tables, pricing details, terms, and signature fields. Then export a print-ready PDF or convert the same design into a fillable form. You can also browse ready-made PDF templates for a faster starting point.
Match the format to your sales workflow
PDF or Web—Your Choice
Sales teams need flexibility. Use convert PDF to fillable form to preserve exact layouts for contracts and agreements, or convert pdf to web form for mobile-friendly lead capture and surveys.
Choose what fits each scenario—both support e-signatures and automation to speed up your sales process.
Choose what fits each scenario—both support e-signatures and automation to speed up your sales process.
Enter customer details once. Generate every sales document instantly
One Form. Every Sales Document. Closed Faster
Sales teams juggle multiple docs—but customers shouldn’t repeat info. With Master Form, collect data once and auto-fill all sales documents.
PlatoForms instantly generates completed files in one ZIP package, reducing errors and helping you close deals faster.
PlatoForms instantly generates completed files in one ZIP package, reducing errors and helping you close deals faster.
Connect forms to your CRM and revenue stack
Sales Integrations That Actually Work
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, PayPal, or Square, 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.
Sync submissions to Google Drive, Dropbox, OneDrive, or Box, collect payments via Stripe, PayPal, or Square, 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.
Show relevant questions and protect sensitive deals
Smart Forms with Adaptive Logic and Secure Access
Sales forms should adapt and stay secure. PlatoForms’ conditional logic shows only relevant fields, while passcodes protect sensitive proposals and pricing.
You can also send emails using your own custom domain (CNAME) to deliver secure, branded communications that build trust with prospects.
You can also send emails using your own custom domain (CNAME) to deliver secure, branded communications that build trust with prospects.
FAQ’S
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Can we send pre-filled forms to clients?
Yes, absolutely! With PlatoForms’ Invitation feature, sales teams can send pre-filled proposals, contracts, or quote forms to clients in bulk. Pre-fill known details like company name, contact information, or product selections to avoid repetitive data entry, reduce errors, and speed up completion. You can track email delivery and submissions in real time, and control fields by hiding them or setting them as read-only to keep sensitive information consistent. -
Can I create a sales document if I do not already have a PDF?
Yes. With PDF Document Creator, you can start with a blank page or describe the quote, proposal, order confirmation, or sales agreement you need. Edit the generated document, apply your branding, and add tables, terms, and signature fields. When it is ready, export it as a PDF or convert it into a fillable form. You can also start with a PDF document template. -
Can we customize the forms with our sales branding?
Absolutely. You can customize your online forms with your company’s logo, color scheme, and custom domain (CNAME). This ensures a consistent, professional experience for prospects and customers—helping build trust and close deals faster. -
Can I generate multiple sales documents from one form submission?
Yes, absolutely! This is our Master Form feature. You can create a single internal data entry form that, when submitted, populates multiple distinct PDFs (like a Sales Contract, an NDA, and a Service Order) simultaneously. -
How does the approval workflow work for sales quotes?
You can set up a sequential workflow where a sales rep submits a quote, which is then automatically emailed to a manager for approval. Once the manager approves it, the form is sent to the client for the final signature. Everyone is notified at each step. -
Are the electronic signatures legally binding?
Yes. PlatoForms provides signature certificates that record the IP address, time, and email associated with the signature, ensuring the document’s legal validity and credibility for your contracts. -
Can I integrate these forms with my CRM like Salesforce or HubSpot?
Yes! You can use Zapier, Make, or Pabbly to connect PlatoForms to thousands of apps, including major CRMs like Salesforce, HubSpot, and Pipedrive. This allows you to automatically update deal stages or create new contacts upon form submission. -
Can I collect payments or deposits with the contract?
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Does this work on mobile for clients?
Yes. Even if your original PDF is complex, PlatoForms converts it into a responsive web form. Clients can easily read and sign the contract on their smartphones without having to pinch, zoom, or download special apps. -
Is my client’s data secure?
Security is a priority. We offer encryption, GDPR compliance, and access controls to ensure sensitive contract data is protected. You can also enable two-factor authentication for your team accounts. -
What kind of support and training is available for sales teams to effectively use online form solutions?
PlatoForms simplifies online form use for sales teams with user-friendly interfaces, no coding required. We offer ample support options like video tutorials, guides, FAQs, and a responsive support team. Sales professionals find the platform intuitive, typically becoming proficient within days.
