Item: Jotform
Rating: 10
Author: Alistair Gilfillan

Use Cases and Deployment Scope

We use Jotform for our Purchase Order approvals, team member staff files and basic CRM database. We found that Jotform provides easy to use platforms to help us manage traditional pen and paper admin functions in an efficient electronic format. We started using the basic functions and are now working more with some advanced functions that Jotform has to streamline our administrative work.

Pros and Cons

Electronic staff file - team member database that can fit in with BCE requirements in South Africa
Streamlining basic approval processes for Purchase Orders

Animate the approval process flow so a user can see what actions will take place. The linear diagram does give a great visual representation. I usually have to do a few test runs to check how the approval process works in real time.
If you have multiple pages in a form, you can't preview the pages directly. You need to first enter data on the preview form before going to the next page.

Return on Investment

saves cost and time on traditional pen and paper admin

Key Insights

Do you think Jotform delivers good value for the price?

Yes

Are you happy with Jotform's feature set?

Yes

Did Jotform live up to sales and marketing promises?

Yes

Did implementation of Jotform go as expected?

Yes

Would you buy Jotform again?

Yes

Usability

I haven't used many other programs. Jotform works well for our needs.

Support Rating

Prompt, personalised response from support agents.

Likelihood to Recommend

I still need to see how customer contact information exports or integrates with bulk communication platforms.

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Marijoy A
commented 6 months ago
Hi Alistair, Thank you for sharing your Jotform experience. It's great to hear that it's helped you manage your Purchase Order approvals, staff files, and basic CRM database. The transition from traditional pen and paper methods to an efficient electronic format is indeed a significant step in streamlining your workflow. We understand that you want the option to directly preview the pages on a multiple-page form. If you are using the Classic layout, we recommend adding the Form Tabs widget and setting Allow navigation without validation to Yes. Please view the screenshot at https://link.jotform.com/x7TqPgQpl8 for the setup. This allows you to view the other pages without having to fill out the fields, even the required fields, on previous pages. My sample form is available at https://form.jotform.com/232973264355058. If you are using the Card layout, we suggest setting Show Form Progress to Yes in your Form Settings. Please see https://link.jotform.com/Yz46AaNnt4 for a screenshot. When you preview the form, you'll see the progress bar below the cards. Check the example in the screenshot at https://link.jotform.com/67skHVEEtu. You'll be able to view the pages even without data in the fields when you click on the progress bar. We value your input about animating the approval process. We'd appreciate it if you could share the specific details so that we can look into it and work on the improvements. Feel free to share any information or questions with us through our Contact Us page at https://www.jotform.com/contact/. We'll be glad to assist you.

Jotform gives SME a jolt forward

Overall Satisfaction with Jotform