PlatoForms
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission.
What PlatoForms is
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 nothing and allows one live form and 100 submissions per month. Free and trial accounts retain data for a fixed three months.
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.
Watch out
- 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.
Who it suits
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.
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.
Plans and prices
From PlatoForms's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | 1 live form · 100 submissions/month · 100 MB storage · 2 members · 10,000 AI credits/month · no e-signatures, workflows or API |
| Bronze | $10 a month | 2 live forms · 1,000 submissions/month · 10 GB storage · 5 members · 5,000 API calls/month · 30,000 AI credits/month · $120/year |
| Silver | $30 a month | 20 live forms · 10,000 submissions/month · 100 GB storage · 20 members · 50,000 API calls/month · HIPAA and signed BAA · $360/year |
| Gold | $80 a month | 100 live forms · 100,000 submissions/month · 1,000 GB storage · 50 members · 500,000 API calls/month · SSO · $960/year |
The facts
Each one read from PlatoForms's own pages, with the date it was checked.
What it does
- Account security
- Passkeys and two-factor authentication are available, while SAML 2.0 and OpenID Connect SSO are offered on Gold and higher plans.checked 15 Oct 2026
- AI assistant integration
- An MCP integration lets supported assistants such as ChatGPT and Claude access authorized forms and submissions.checked 15 Oct 2026
- AI capabilities
- Its AI detects PDF fields and can generate document sections, fields, and signature blocks from a description.checked 1 Oct 2026
- AI form generation
- An AI assistant can create an editable form from a plain-language description and suggest fields and input types.checked 15 Oct 2026
- API
- Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management.checked 1 Oct 2026
- API tooling
- Developer resources include a REST reference, API Playground, webhooks, OAuth2 applications and long-lived server-to-server tokens.checked 15 Oct 2026
- Audience
- The company says the platform is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations worldwide.checked 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.checked 1 Oct 2026
- Conversational forms
- Conversational mode presents form questions one at a time and can be enabled without rebuilding the underlying form.checked 15 Oct 2026
- Core product
- PlatoForms converts existing PDFs into online forms and returns a completed PDF in the original format after submission.checked 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.checked 1 Oct 2026
- Documentation
- The user guide covers account setup, form types, PDF and web builders, fields, logic, publishing, notifications, languages and sharing.checked 15 Oct 2026
- Document requests
- Document Requests collect files after a form, let teams review them and track renewals before expiry.checked 15 Oct 2026
- E-signatures
- The service provides built-in electronic signatures and optional signature certificates containing signer, timestamp and file-checksum evidence.checked 15 Oct 2026
- Fillable PDF forms
- PDF Fillable Forms place interactive fields over the original PDF design; the original-layout view supports classic filling rather than conversational mode.checked 15 Oct 2026
- Form modes
- Forms can use a classic layout or a conversational one-question-at-a-time experience.checked 1 Oct 2026
- Google Play privacy
- The Android listing says no data is shared with third parties, data is encrypted in transit and users can request deletion; it lists personal information, photos/videos and files/documents as possible collected data.checked 15 Oct 2026
- HIPAA terms
- HIPAA compliance and a signed business associate agreement are available to Silver and Gold subscribers handling protected health information.checked 15 Oct 2026
- Hosted deployment
- Official product information describes PlatoForms as a hosted service managed through a browser, with link sharing or website embedding.checked 15 Oct 2026
- Integrations
- Native connections include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal and Square, while Zapier and Make provide broader app connectivity.checked 15 Oct 2026
The company
- Company location
- LinkedIn lists headquarters in Ultimo, New South Wales, Australia, at 608 Harris Street.checked 15 Oct 2026
- Company size
- LinkedIn lists PlatoForms as a self-owned software-development company with 2–10 employees.checked 15 Oct 2026
- Headquarters
- Sydney, Australiachecked 28 Sep 2026
Where it runs
- Google Play app
- PlatoForms VF is a companion Android app for voice-filling forms, with offline caching and queued submissions; the opened listing shows no star rating or rating count.checked 15 Oct 2026
