PlatoForms is an online form builder and PDF document automation platform that helps businesses collect information, capture signatures, and manage document workflows. Teams can turn existing PDFs into online forms, build web forms from scratch, or create new PDF documents with AI assistance.
Its core strength is connecting online form submissions to the documents businesses already use. Respondents complete a form in their browser, and PlatoForms fills the original PDF while preserving its layout. This helps teams reduce printing, scanning, and repeated data entry while keeping their established document formats.
Key features
• PDF-to-online-form conversion: Upload a PDF and use AI field recognition to help identify its fields. Choose a PDF Fillable Form to keep the original document visible during completion, or a Web PDF Form for a responsive, mobile-friendly experience. Both populate the original PDF with submitted answers.
• Web and conversational forms: Create forms from a blank canvas, a ready-made template, or a plain-language prompt. Use a standard layout or guide respondents through one question at a time. Add conditional logic, validation, and save-and-resume options to support more complex forms.
• PDF Document Creator: Design documents with a visual editor or describe what you need to AI. Create applications, agreements, certificates, and other business documents, then export them as PDFs or publish them as online forms.
• Master Form: Collect shared information once and use it to populate multiple connected PDFs. This is useful for onboarding packets, enrollment documents, and applications that require the same details across several files.
• Multi-step workflows: Route forms through different participants so each person can provide information, review entries, or sign. Combine workflows with Master Forms to manage processes involving multiple people and documents.
• Electronic signatures: Collect signatures directly within forms. An optional Signature Certificate records supporting details such as the signing timestamp and document checksum.
• AI-assisted setup: Use AI to help generate forms, recognize PDF fields, create conditional logic, and translate form content. Generated fields, rules, and translations remain editable for review before publishing.
• Sharing and prefilled invitations: Share forms by link or embed them on a website. Send invitations with known information already filled in, including bulk invitations using CSV data.
• Automated document delivery: Configure notifications and cloud integrations to deliver and organize completed PDFs, helping teams move submissions into their filing processes.
• Reporting and integrations: Review submissions and explore response data with Insights. Use the REST API to connect form and document operations with existing systems, or connect supported AI assistants through MCP with authorized access.
Who uses PlatoForms?
PlatoForms supports recurring paperwork processes across legal services, healthcare, education, childcare, human resources, nonprofits, and other administrative teams. Common uses include client intake, patient consent, employee onboarding, student enrollment, applications, and internal approvals.
It is particularly useful when a process needs to produce completed PDFs in an established format, collect the same information across several documents, or involve multiple people before the paperwork is complete.
HIPAA support
HIPAA compliance is available for eligible teams on Silver and Gold plans with HIPAA enabled and a signed Business Associate Agreement (BAA). External services and AI providers have separate data-handling requirements and are not automatically covered by the PlatoForms BAA.
PlatoForms runs in the browser and offers a limited free plan, a 15-day free trial, and paid subscriptions. Feature availability and usage limits vary by plan.
Average Rating: 5.0/5.0
Total Reviews: 3
How Do G2 Users Rate PlatoForms?
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Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.1/10)
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Design: 10.0/10 (Category avg: 8.7/10)
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Embedded Forms: 10.0/10 (Category avg: 8.9/10)
Who Is the Company Behind PlatoForms?
Who Uses This Product?
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Company Size: 67% Small, 33% Medium
