The past year brought exciting new product launches, platform updates, feature improvements, and more to Jotform Enterprise customers. As we reflect on 2024, we wanted to review the top enhancements that have expanded Jotform Enterprise’s capabilities this year and set you up for even greater achievements.
Join us in celebrating the milestones that have made this year remarkable for the Jotform Enterprise community. And check out our latest announcement on push notifications for Jotform Apps.
Here are the top 10 advancements for Jotform Enterprise in 2024.
1. New features for the Salesforce + Jotform Enterprise integration
The Salesforce + Jotform integration can help you streamline your data collection and workflows. These five new features can help you make the most of the Jotform Enterprise integration with Salesforce:
- Salesforce Dynamic Prefill: Automatically prefill forms with real-time Salesforce data.
- Prefill link automation: Generate prefill links using Salesforce merge fields to easily distribute personalized forms.
- Integration Logs for advanced error management: Get greater visibility of your Salesforce integration with detailed logs to help you identify and correct errors.
- Send files and PDFs to Salesforce: Flow submitted files and PDFs from Jotform to Salesforce.
- Attach signed documents to Salesforce records: Securely store Jotform Sign e-signature documents in Salesforce records.
2. Integration with Microsoft Teams
Enhance your team’s efficiency and productivity by integrating Microsoft Teams with Jotform Enterprise. The Microsoft Teams integration helps streamline workflows by automatically funneling submission data from your forms to your Teams environment.
For example, you can automatically create Microsoft Teams calendar events from form submissions and easily share submissions in text channels or direct chats within Teams — no copying and pasting needed.
Discover industry-specific examples and how you can consolidate your technology stack in our blog post.
3. Jotform Government
This year, we also launched Jotform Government for organizations that need powerful forms and automation with independently audited security protocols that meet government standards. On top of the no-code form-building and workflow-automation tools Jotform Enterprise offers, your public service organization can now get enhanced security features like data hosting in Google’s FedRAMP-compliant data center.
4. Jotform Enterprise approved for UK government use
Jotform Enterprise has officially become an approved vendor for public sector organizations in the UK. We have received a G-Cloud 14 framework contract and a listing in the UK government’s Digital Marketplace.
With Jotform Enterprise, public sector organizations in the UK can benefit from
- Easy data collection and hosting in the UK
- Powerful, customizable automation for your entire team
- Industry-leading security features
- Access to real-time support in the UK
Check out our blog for more information on using Jotform Enterprise for the UK government.
5. Two-factor authentication
Boost your organization’s security with two-factor authentication (2FA). This industry-leading security measure requires two forms of authentication to log in to Jotform and is available to all Jotform Enterprise users at no additional cost. 2FA is disabled by default, so you can provide your users with instructions before enabling it. You may also opt to use single sign-on (SSO) to provide secure access to your Jotform Enterprise account.
Learn more about how 2FA can safeguard user accounts and sensitive form submission data to protect your organization.
6. Workflows for Jotform Enterprise
Looking to automate tasks, processes, and payments? Check out Workflows for Jotform Enterprise. Formerly Approvals, Workflows offers even more automation tools like conditional integrations, in-flow payment options, and task assignments. Workflows is free for Enterprise customers. Consolidate your organization’s processes in one central platform to optimize your operations.
Highlights of Workflows for Enterprise include
- Conditional integrations with third-party applications within workflows
- Brand consistency with white-labeled approvals and tasks
- Payment collection within workflows
- Streamlined e-signature collection
- Automated emails and notifications
7. Jotform Reseller program
Use your Jotform Enterprise expertise to grow your revenue stream by becoming a partner through the Jotform Reseller program. Access our free resources, video training, and support to set yourself up for success.
As a Reseller Partner, you’ll have access to a Partner Portal to track your deals and find valuable resources. You’ll also get access to qualified leads, market information, sales resources, and product discounts.
8. New PayPal subscription feature
The PayPal Business integration with Jotform allows organizations to collect recurring payments easily through their existing integration. This provides customers with additional payment options such as Pay Later and Venmo, while ensuring the security of payment information with PCI compliance, PSD2 compliance, and advanced fraud protection tools.
By offering these expanded purchasing options, organizations can increase conversion rates on their products and services. Here are some examples of what you can do with the new subscription feature from PayPal Business:
- Sell a curated selection of seasonal products.
- Solicit monthly donations from donors.
- Collect subscription payments for your organization’s publication.
- Receive fees for maintenance and inspection services.
- Create a reliable, consistent revenue stream that makes budgeting and forecasting simple.
9. Square ACH and Afterpay/Clearpay payments for Jotform Enterprise
Looking for an easier and cheaper way to collect payments? Jotform Enterprise has you covered with Square ACH and Afterpay/Clearpay. Both of these payment options are available now to collect payments at scale.
The automated clearing house (ACH) network is the system for transferring electronic payments in the United States. ACH transfers are the cheapest and most secure way to move money between bank accounts. Square Afterpay/Clearpay is a buy now, pay later solution that allows consumers to pay in installments.
Check out our blog post for more in-depth information on both payment methods.
10. Jotform Enterprise for Beginners book
Check out the essential guide for new users, Jotform Enterprise for Beginners: Powerful Forms for Your Team. Learn how to create and distribute your first form, set up automated notification and reminder emails, organize incoming data with Inbox and Tables, and use widgets, integrations, and payment gateway options.
The book includes step-by-step tutorials, firsthand experiences from Jotform users, and a message from Jotform founder and CEO Aytekin Tank. Download Jotform Enterprise for Beginners e-book for free.
We look forward to continuing to work together in the new year and are committed to helping your organization reach its goals. We invite you to try out one of the new Jotform Enterprise features from this list if you haven’t already. You can also check out our Lunch & Learn sessions or book time with the customer success team to learn more about how to optimize Enterprise for your organization.
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