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.
- Form types: Understand the difference between PDF Fillable Forms, Web PDF Forms, Web Forms, and more.
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.
📄 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 |
🌐 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 |
| Classic Web Form | 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 Document Creator — design a new document
Design contracts, letters, certificates, and other print-ready documents from a blank page, AI chat, or a template. See the PDF Document Creator guide to get started.
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 |