PlatoForms User Guide
Get started
Tabs
This guide walks you through the three steps to get started: create an account, select a plan, and build your first form.
On this page
- Create a free account and start a 15-day free trial.
- Select a plan that fits your needs.
- Create your first form.
Video tutorial
Choose your starting point
Not sure which form type to use? See Form types for a full comparison, or use the tables below as a quick reference.
🌐 Web Forms — build online forms (no PDF needed)
Choose how to create your form:
| Method | Description |
|---|---|
| AI Generator | Describe what you want — AI builds the form for you |
| From template | Start with a pre-made template and customize |
| From scratch | Build field by field with full control |
Then choose a layout style:
| Style | Description |
|---|---|
| Classic | Traditional form — all questions visible at once |
| Conversational | Chat-style — one question at a time |
📄 PDF Forms — start from an existing PDF
| Option | Description |
|---|---|
| PDF Fillable Form | Keep the original PDF layout, make fields interactive |
| Web PDF Form | Convert your PDF to a mobile-friendly web form |
| Master Form | Reuse fields across multiple PDFs |
| PDF Maker | Design a new PDF from scratch (beta) |
More options
| Feature | Description |
|---|---|
| Workflows | Forms that require team sign-off before finalizing |
| Pre-filled forms | Send forms with data already filled in |
| Integrations | Connect to other apps and automate workflows |
| Import from Google Forms | Bring your existing Google Forms over, no rebuilding |