PDF-first form and document automation
Three ways to start.
Three ways to start.
One platform for forms and PDFs.
Start with an existing PDF, build a web form, or create a new document. Collect information online and generate PDFs that are ready to share, file, or archive.
Choose how you want to start
Choose a form type for your existing PDFs
AI field recognition
Reads the PDF, not the other way around
Form fields are detected and mapped automatically, while your original PDF layout stays unchanged.
Scanned your PDF — 12 fields found
01
Live formYour PDF appears as a fillable overlay—same layout, right in the browser.Form is live and ready to fill
02
SubmissionAnswers are checked using the validation rules you configure.Field rules checked—all good
03
Completed PDFA completed PDF with the original layout preserved.PDF generated—original layout preserved
AI field recognition
Reflows the PDF, so it works everywhere
AI detects the fields, then reflows the content into a responsive layout—best when mobile completion matters more than pixel-perfect fidelity.
Scanned your PDF—12 fields found and reflowed for mobile
01
Live formYour PDF content appears as a responsive web form that fits any screen.Form is live and ready to fill
02
SubmissionAnswers are checked using the validation rules you configure.Field rules checked—all good
03
Completed PDFResponses collected in the web layout are mapped back into a completed PDF.PDF generated from your submission
Multi-document setup
Fill once, populate every connected PDF
Create one Master Form, link the PDFs in your document package, and map reusable fields across them.
Connected your form to 3 PDFs
01
One live formPeople enter shared information once instead of repeating it in every document.One form is ready to fill
02
One submissionThe same answers are mapped to matching fields in every connected PDF.Answers mapped across 3 PDFs
03
Completed PDF packageAll connected PDFs are filled and returned together in one ZIP package.3 completed PDFs are ready
Web form builder
Build it your way
Start with a blank form, ask AI to create a draft, or customize a ready-made template. Present it as a classic or conversational form.
Form structure is ready
01
Live formPublish a mobile-friendly form in a classic or conversational layout.Form is live and ready to fill
02
SubmissionAnswers are checked using the validation rules you configure.Field rules checked—all good
03
Completed PDFA formatted PDF is generated from the submission, ready to file, sign, or archive.PDF generated from your submission
Document creation
Design once, choose your output
Use the canvas editor, ask AI to create a draft, or customize a document template. Then export a PDF or convert it into an online form.
Document is ready to export
01
CreateDesign your document with the canvas editor, AI assistance, or a ready-made template.Document design is ready
02
Choose an outputExport the document as a PDF, or turn it into an online form that collects responses.PDF or online form selected
03
Use your documentDownload the PDF directly, or generate a completed PDF from each online submission.Your chosen output is ready
Every path can produce a completed PDF.
Beyond the core flow
Add more when your process needs it
Extend your forms with a multi-person workflow or connect them to the tools your team already uses.
Enhancement layer
consulting-agreement.pdf
3-step approval chain
→ routed to Reviewer 1
Reviewer 1
Approved the terms
✓ signed off
Reviewer 2
Reviewing now
⏳ pendingWorkflow
Send a form through several people in order. Each person completes their step before the process moves forward.
Best for → Multi-person processes
Connection layer
Connect payments, notifications, data, automations, design tools, and AI assistants to your forms and document processes.
Payments
Direct
Collect a payment as part of the form-filling experience.
SStripe
PPayPal
SqSquare
Data and notifications
Direct
Send form data to a spreadsheet and keep your team updated.
GGoogle Sheets
SSlack
Automation
Direct
Connect PlatoForms to thousands of apps without building a custom integration.
ZZapier
MMake
Salesforce · HubSpot · more
Design and AI
Direct
Turn a Canva design into a form, or work with your forms through an AI assistant.
CCanva
AIAI Assistants (MCP)
Still not sure which path fits? Compare all form and document types or talk to us