PlatoForms User Guide
Ctrl+K
  • 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:

Form types

When you click Start to build in your dashboard, PlatoForms presents three starting points. Choose what you want to create.

Start to build window

PDF → Online Form

You have a PDF

When to use: You already have a PDF and want to make it fillable online. Collect data with a form, then fill it back into your exact PDF — your layout stays intact.

Highlights: Keeps your layout · No rebuilding · AI field detection

Options:

  • PDF Fillable Form ★ Popular — fields are overlaid on your PDF background. The output looks identical to the original.
  • Web PDF Form — your PDF is converted into a mobile-friendly web form. Submitting it generates a completed PDF.
  • Master Form — one form that maps fields into multiple PDFs at once. Useful when the same information needs to go into several documents.

Upload a PDF. We’ll instantly map your existing fields, or let our AI detect them straight from your layout.

Features:

Related:

→ Start: Upload your PDF and convert it

Web Form

Start online

When to use: You want a modern, browser-based form — no PDF involved. Build a natural online form from scratch, with AI, or from one of our templates.

Highlights: Build with AI chat · 2,000+ templates · Switch style anytime

Options:

  • Classic Web Form — many fields per page, single or multi-page.
  • Conversational Form — one question per page, Typeform-style. Switch between Classic and Conversational at any time without rebuilding.
  • Start with AI chat (AI) — describe your form and AI generates the field structure.
  • Start from a template ★ Popular — browse 2,000+ ready-made forms across industries.

Switch freely between Classic and Conversational at any time — your fields come along.

Features:

  • Drag-and-drop builder with flexible layouts.
  • Add conditional logic, automation, payments, and dynamic fields.
  • Fully responsive — works on all devices.

Related:

→ Start: Build a web form

PDF Document Creator NEW

Design a PDF

When to use: You want to design a new document from scratch — no existing PDF to upload. Design a print-ready PDF in a powerful editor — contracts, letters, certificates and more.

Highlights: Design templates (coming soon) · Instant theme & layout · AI chat agent · Export PDF or online form

Options:

  • Blank document — start from a clean page.
  • Start with AI chat (AI) — tell our AI what you need and it drafts the document for you, styled in real time.
  • Start from a template Coming soon — pick a print-ready starting point.

Design once — then download a fillable PDF or turn it into an online form anytime.

Features:

  • Canvas editor with drag-and-drop fields, tables, section headers, images, and shapes.
  • Theme system with instant live preview on your actual document.
  • Pre-styled widget library for consistent typography and layout.
  • Export as a static PDF, or convert to a fillable online form — layout and fields carry over automatically.

Related:

→ Start: Design a document with AI

Quick selection guide

I want to… Use this
Digitize an existing PDF PDF → Online Form → PDF Fillable Form
Make a PDF mobile-friendly PDF → Online Form → Web PDF Form
Fill multiple PDFs from one form PDF → Online Form → Master Form
Build a survey, sign-up, or data collection form Web Form
Write a new contract, letter, or certificate PDF Document Creator
Import an existing Google Form Google Forms import

Need a hand deciding? Watch the video tutorial or read the full documentation from the Start to build panel.

Not sure which to pick? See Which form type should I use? for a scenario-based guide.

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