PlatoForms
- Android app
- Not listed
- Free plan
- Yes
- Paid plans from
- $10/mo
- Runs on
- api, Web
Summary
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission. Its AI can detect PDF fields and generate document sections, fields, and signature blocks from a description. Forms can use a classic layout or present one question at a time in a conversational format. Workflow features support multi-step approvals, branching, parallel paths, and routing several people through one PDF. The platform offers more than 2,000 templates, integrations with services including Slack, Google Drive, Dropbox, Stripe, PayPal, and Zapier, and REST APIs for submissions, prefilled fields, webhooks, invitations, and form management. Stripe, PayPal, and Square payments can be collected in forms; PlatoForms says it adds no transaction fees. Security details include TLS 1.2 or higher with 256-bit encryption in transit and AES-256 encryption for stored data. The Free plan costs 0.00 USD per month and allows one live form and 100 submissions per month. Paid plans start at $10/mo (annual); Bronze is 10.00 USD per month, billed at $120 / yr. Free and trial accounts retain data for a fixed three months.
Who it is for
PlatoForms suits teams that need to turn PDFs into online forms, collect submissions or payments, and route documents through approvals. The company says it is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations.
What is good
- Returns completed PDFs in their original format.
- Supports branching, parallel paths, and multi-step approvals.
- Includes more than 2,000 templates.
- Collects Stripe, PayPal, and Square payments without additional transaction fees, according to PlatoForms.
What to know first
- Free plan allows one live form.
- Free plan allows 100 submissions per month.
- Free and trial accounts have a fixed three-month retention period.
- SOC 2 Type II certification is on the roadmap.
Verdict
PlatoForms combines PDF-based forms with workflows, integrations, APIs, and payment collection. Check its form and submission limits, annual billing, and retention terms when choosing a plan.
PlatoForms plans and pricing
All plansCompared on client intake software
- Free plan
- Yesplatoforms.com
- Paid from
- $10/moplatoforms.com
- E-signatures
- Yesplatoforms.com
- Document uploads
- Yesplatoforms.com
- Workflow automation
- conditionalplatoforms.com
- Payment collection
- Yesplatoforms.com
- Custom branding
- Yesplatoforms.com
Facts
- Core product
- PlatoForms converts existing PDFs into online forms and returns a completed PDF in the original format after submission.platoforms.com · 1 Oct 2026
- AI capabilities
- Its AI detects PDF fields and can generate document sections, fields, and signature blocks from a description.platoforms.com · 1 Oct 2026
- Form modes
- Forms can use a classic layout or a conversational one-question-at-a-time experience.platoforms.com · 1 Oct 2026
- Templates
- PlatoForms offers more than 2,000 ready-made form and document templates.platoforms.com · 1 Oct 2026
- Integrations
- Integrations include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal, Square, Zapier, Make, Integrately, and Pabbly.platoforms.com · 1 Oct 2026
- API
- Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management.platoforms.com · 1 Oct 2026
- Payments
- Stripe, PayPal, and Square payments can be collected directly in forms, and PlatoForms states it charges no additional transaction fees.platoforms.com · 1 Oct 2026
- Security
- The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption.platoforms.com · 1 Oct 2026
- Compliance
- The Trust Center lists HIPAA, GDPR, CCPA, FERPA, HECVAT, WCAG 2.1 AA, and other compliance or privacy frameworks, with BAAs available for Silver and Gold plans.platoforms.com · 1 Oct 2026
- SOC 2 status
- PlatoForms states that SOC 2 Type II certification is on its roadmap, while its AWS infrastructure maintains SOC 2, ISO 27001, and FedRAMP certifications.platoforms.com · 1 Oct 2026
- Support
- The contact page says PlatoForms typically responds to support, sales, and pricing inquiries within one business day.platoforms.com · 1 Oct 2026
- Audience
- The company says the platform is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations worldwide.platoforms.com · 1 Oct 2026
- Data retention
- Free and trial accounts have a fixed three-month retention period, while premium plans can choose retention from seven days to forever.platoforms.com · 1 Oct 2026
Company
- Headquarters
- Sydney, Australiaplatoforms.com · 28 Sept 2026
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Where it ranks on Everything Xiaomi
- Best Client Intake Software in 2026#4 of 27
- Best PDF Form Software in 2026#11 of 27
Is PlatoForms yours?
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Sources
- platoforms.com· checked 1 Oct 2026
- platoforms.com/about-us/· checked 1 Oct 2026
- platoforms.com/pdf-into-fillable-forms-add-ons/· checked 1 Oct 2026
- platoforms.com/pricing/· checked 1 Oct 2026
- platoforms.com/security/· checked 1 Oct 2026
- platoforms.com/contact/· checked 1 Oct 2026