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:

What's new? API Docs

Integrate with Stripe

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About Stripe integration

PlatoForms seamlessly collaborates with Stripe, a highly regarded payment processing service. This integration empowers you to seamlessly create a payment field within your form, enabling submitters to provide credit card details for payment when submitting the form. The best part? PlatoForms doesn’t charge any fees for your transactions.

Here’s the breakdown:

  • Seamless collaboration: PlatoForms and Stripe work in tandem, ensuring secure and smooth payment handling.

  • Payment field: Integrate a dedicated payment field in your form to specify the payment amount.

  • Submit and pay: Submitters complete the process by entering their credit card details after form submission.

Please note:

  • Stripe integration is available with premium plans.
  • You can test payments using the Stripe integration’s test mode.

Two ways to use Stripe

Integrate with Stripe

  1. Go to the Dashboard.

  2. Hover over the form you want to Integrate with Stripe.

  3. Click the settings button at the top right corner of the form.

  4. From the dropdown menu, select Integrate.

    Integration Button

  5. In the window that opens, select the Stripe logo.

    stripe logo

  6. Select which mode to connect:

    Select from two stripe integration modes

    • To preview your form, select Connect with Stripe (Test Mode). You can input a test credit card number to complete the payment. This mode will help you to verify whether the payment function is working as expected without an actual credit charge.
    • For published form, select Connect with Stripe. This mode accepts the valid credit and processes the payment.

  7. In the pop-up window that opens, follow the prompts to create your free Stripe account.

Use Stripe Payment widget

  1. Open your form in the builder.

  2. In the Widget Panel on the left, click More Widgets (three dots) > Stripe Payment (Under Enhanced Features) to add it to your form.

  3. Click the widget to set:

    • Connect: Link your Stripe account for both Live and Test modes.

    • Amount: Set a Fixed Amount or select Amount from a form field to use a dynamic price (the {{pricing}} tag in the label will show the actual amount).

Enable Apple Pay

To use Apple Pay, you must manually add your form domain to your Stripe account.

  1. Log in to your Stripe Dashboard.

  2. Go to Settings > Payment methods > Payment method domains.

  3. Click Add a new domain and add your form links:

    • Live: form.platoforms.com

    • Preview: design.platoforms.com

    • HIPAA: secure.platoforms.com

    • Custom Domain: e.g., myform.company.com

Payment process

Here’s a screenshot of the payment dialogue when you’re previewing the form:

PDF form accepts stripe payment

  • When you’re in the preview stage: Use a test credit card for form submission.
  • When you published the live form: Payment process is alike, requiring a real credit card.

Review payments: test and live modes

  1. Check Stripe account: Log in to review payments.
  2. Distinguish test/actual payment: Toggle on/off View test data for clarity.

Customize customer info

Integration Settings: Tailor CUSTOMERS info (excluding currency code).

PDF form view payment transitions

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