Jotform Features
Platform (8)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboards
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Registration (5)
Event creation
Process of creating a new event
User registration process
User experience of registering for an event
Payment processing
Ease of use in processing attendee payments
Mobile check-in
Check attendees into events and sessions using a mobile device
On-site tickets and registration
Register attendees and sell tickets on-site
Marketing and Communications (6)
Event website creation
Design and manage a dedicated event website
Email automation
Automate email communications with attendees
Email customization
Design and customize email communications
Contact list management
Organize and manage contact list of attendees
Social media promotion
Advertise and promote event using social media integrations
Lead generation and retrieval
Tools for capture and follow-up of leads generated during an event
Sourcing (5)
Candidate Search
Searches for qualified candidates by integrating with career sites.
Career Page Configuration
Configures branded career page for the users website.
Social Sourcing
Enables the user to share job posting on social channels.
Job Posting
Posts job listings to job boards.
Candidate Sourcing Metrics
Reports where applicants are finding job listings.
Candidate Management - Applicant Tracking System (7)
Candidate Evaluations
Enables users to share feedback on candidates.
Applicant Data Management
Stores applicant data that can be accessed by multiple people on a team.
Hiring Processes Tracking
Tracks a candidates spot in the hiring process.
Automated Resume Parsing
Analyzes resumes and applicant data based on user-selected preferences.
Scheduling
Integrates with calendars and allows the scheduling of phone screens and interviews.
Candidate-Facing Statuses
Enables candidates to view their position in the process.
Workflow Building
Enables the building of custom recruiting workflows.
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (5)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Platform Basics (3)
Performance Benchmarking
Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.
Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Platform Content (4)
Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Platform Additional Functionality (4)
Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Peer Recognition
Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.
Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Lead Monitoring (3)
Features
Provides features to create and manage lists of potential customers
Performance
Monitors form’s performance and contribution to the sales pipeline
Identification
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
Data Capture (4)
Mobile
Records leads using different types of devices
Websites
Captures form submissions from existing forms on websites or landing pages
Social Media
Captures leads across social media channels
Data
Captures measurable, real customer data gathered directly from a website
Analytics (2)
Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (8)
Forms
Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
Personalization
Changes colors, calls to action, or form length to personalize lead capture
Templates
Provides pre-configured templates that can be customized by users
Integration
Integrates with sales and marketing software solutions to transfer lead data between them
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Survey Management (4)
Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
Question Types
Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings
Templates
Offers pre-built templates for creating surveys with different audiences or use cases
Survey Distribution
Provides tools for distributing surveys through email, SMS, social media, etc.
Survey Customization (4)
Branching/Skip Logic
Helps create more intelligent surveys based on respondent's actions and answers
Branding
Allows users to customize survey colors, logos, and URLs to match company branding
Multimedia Support
Ability to embed videos, photos, or other rich media
Multilingual Surveys
Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (4)
Reporting & Analytics
Provides tools to visualize and analyze data
BI Tools Integration
Allows integration with third -party reporting and business intelligence applications
Data Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file
Permissions
Allows administrators to set permissions on viewing, filtering, or sharing survey results
Notifications (3)
Confirmations & Reminders
Ability to send confirmation and reminder emails & texts
Appointment Follow-Up
Ability to send automated follow-up emails/texts upon conclusion of appointment
Scheduling Notifications
Receive a notification whenever a customer schedules an appointment
Settings (3)
Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes
Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times
Blocked Time Settings
Ability to block off additional time between appointments for travel or preparation
Personalization (2)
Branding
Personalize booking page with custom logos and colors to match branding
Links
Personalize a booking link to share with customers
Integrations (5)
Multi- Calendar Integration
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
Website Integration
Provides the ability to be embedded into websites
Payment Acceptance
Integrates with payment processing software to accept payment from customers
Video Conferencing
Integrates with video conferencing tools to allow for virtual appointments
Communication
Integrates with SMS providers or instant messaging platforms to communicate directly with customers
Additional Functionality (5)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Performance reviews (2)
customizable forms
Provides customizable employee review surveys and questionnaires.
360 reviews
Facilitates 360-degree feedback between managers, employees, and peers.
Feedback (2)
requesting feedback
Allows employees or managers to request feedback from other employees.
continuous feedback
Collects continuous feedback, or regular exchanges of feedback between employees.
Data (2)
Dashboard and Reporting
Generates in-depth visual dashboards and reports based on employee performance data.
Historical Analysis
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Generative AI (8)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Applicant Tracking Systems (ATS) (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Event Registration & Ticketing (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
AI - Applicant Tracking Systems (ATS) (3)
Predictive Insights
Admin can use predictive AI analytics to better match candidates to positions.
AI Job Description
Users can generate job descriptions with generative AI.
Chatbot
Provides an AI chatbot to guide users through the hiring process.
Agentic AI - Survey (3)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation





