PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Create your account

Sign up for an account

To create your account:

  1. Open the sign-up page.

    Sign up page

  2. Enter your Name, Email, and Password.

  3. Agree to the terms and policy, then click Sign up to create your free account.

  4. Check your registered email for a verification email.

  5. Follow the prompts in the email to verify your account.

Note

If you face any challenges during the account setup, don’t hesitate to contact our support team for assistance.

15-day free trial

New accounts automatically include a 15-day free trial with access to all features. No credit card is required.

Upgrade your plan

To continue after the trial, choose a plan on the pricing page.

When the trial ends without a subscription, your team moves to the Free plan. Only your most recently created published form stays published, published workflows go back to Draft, and cloud drive uploads, webhooks and payment connections (Stripe, PayPal, Square) are switched off. Nothing is deleted.

When you subscribe, the forms (up to your plan’s published-form limit) and workflows that were stopped are published again within a few minutes, and the cloud drive uploads, webhooks and payment connections that were switched off come back on. A connection you disconnected yourself stays off.

Next step

Once your account is set up, see Create your first online form.

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