Finance Forms FAQ

All your questions about Jotform Finance Forms — answered. Check out our FAQs for answers to common questions, or contact our support team for further information.

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  • Why should I use online forms for my finance department?

    Paper forms are messy, time-consuming, and difficult to organize. By switching from paper forms to online forms, you can create an organized online database of all of your clients’ data — easy for you and your team to access on any device. Online forms give you a faster way to gather data from clients on the go and to collaborate on that data with others. Jotform offers many powerful automation tools to help you save time generating PDFs, building approval flows, creating reports, and performing other crucial actions in your workflow, so you have more time to spend where it counts.

  • What online forms should finance managers use?

  • How can I customize my form?

  • How can I collect signatures on my form?

  • Can I create a report from my submissions?

  • What apps can I integrate with?

  • How do I send my clients confirmation emails?

  • Are my forms secure?

  • Can I move my current forms to Jotform?

  • Can I automatically create an invoice?

  • Can I save my PDF template and send PDFs to my client?

  • How can I reach Jotform if I run into any issues with my forms or account?

  • Do my forms enable HIPAA compliance?