Mike D.
MD
Mike D.
Regional Administrator
Enterprise (> 1000 emp.)
"Excellent supplement for organizations (and companies)"
5/5
What do you like best about Jotform Workflows?

I found it incredibly easy to manage, remarkably efficient, and profoundly helpful in daily operations. It is far more than just a form builder; it's a powerful data management tool that utilizes complex conditional logic, secure payment integrations, and automated approvals to dramatically boost my team's efficiency and cut administrative overhead. While it make take a few days, learning jotform is easy. It is easy impleneted on the go with its simple menu boxes. Customer support if quick and fast and the number of features deals with a lot of the common need. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

sometimes, navigating to find a topic, item or function is complex Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Mike,

Thanks for your positive review. We're delighted to hear that our platform has been more than just a form builder for you, helping you manage your, collect payments securely, and automate approvals. We're glad you find it easy to use, simple to implement on the go, and that our support team has been quick and helpful.

If you have any questions or suggestions, feel free to create a Help Center thread from our Contact Us page: https://www.jotform.com/contact. We'll do our best to help.

Bradley N.
BN
Bradley N.
Communications Manager
Mid-Market (51-1000 emp.)
"Powerful Form Logic, Challenging Integration Setup"
4.5/5
What do you like best about Jotform Workflows?

I like that Jotform Workflows is the only form platform I could find that does exactly what I need with Jotform. It has some serious logic, which allows me to restrict the dates that a submitter can select. This feature is very helpful for team planning and resource allocation. Additionally, I appreciate its ability to integrate cleanly with ClickUp. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

It's very technical, so the integration setup was a challenge, but I think I figured it out - just took a while. Better and cleaner instructions. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Bradley,

Thanks for your positive review. We're glad to hear that Jotform Workflows is helping you accomplish exactly what you need, especially when it comes to advanced logic and date restrictions.

If you have any questions or suggestions, feel free to create a Help Center thread from our Contact Us page: https://www.jotform.com/contact. We'll do our best to help.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"User-Friendly Forms That Keep Client Communication Consistent"
4.5/5
What do you like best about Jotform Workflows?

Jotform helps me stay in touch with my clients through my website and across our various sales ads, making it easier to keep communication consistent. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I’ve been using JotForm for over two years now, and so far I haven’t run into any issues or problems. It’s very user-friendly, and I find it straightforward and easy to work with. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi,

Thanks for your positive review. We're glad to hear that our platform is helping you stay connected with your clients across your website and sales channels. We greatly appreciate your positive words.

Reach out to us if you have any questions by creating a thread in our Help Center through our Contact Us page: https://www.jotform.com/contact/. We'll be happy to help.

Robert H M.
RM
Robert H M.
Vice President Operations
Mid-Market (51-1000 emp.)
"Flexible and Robust Workflow Solution"
5/5
What do you like best about Jotform Workflows?

I find Jotform Workflows to be really flexible and robust, which allows us to connect multiple departments seamlessly. The initial setup is pretty simple with their drag-and-drop features. It's ideal for collecting information from people outside the organization like clients and vendors, and routing it through internal workflows efficiently. For example, our Facilities team uses it to handle vendor change order requests smoothly. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

Nothing comes to mind. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Robert,

Thanks for leaving a positive review. We're glad to hear that Jotform Workflows has been flexible and robust enough to support collaboration across teams. It's great to know that drag-and-drop setup made it easy for you to get started and build processes quickly. Your feedback means a lot to us.

Reach out to us if you have any questions by creating a thread in our Help Center through our Contact Us page: https://www.jotform.com/contact/. We'll be happy to help.

AV
Andrew V.
Systems Analyst
Enterprise (> 1000 emp.)
"Many helpful features, needs workarounds for advanced customization"
3.5/5
What do you like best about Jotform Workflows?

With Jotform Workflows, I find that almost everything I need to accomplish is possible. Simple tasks are straightforward and easy to set up. For more complex needs, I can usually achieve my goals by using workarounds, often with assistance from customer support or by referencing answers to similar questions in the forums. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

When I need to handle complex tasks or create intricate workflows and forms, I find the user interface becomes quite cumbersome. I really wish there was an option to edit the raw JSON, particularly for setting up form conditions and managing workflow connections. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Andrew,

Thanks for sharing your experience. We're happy to hear that Jotform Workflows is helping you accomplish both simple and complex tasks and streamline your processes. We appreciate your feedback about editing raw JSON, and we'd love to learn more about your specific needs.

If you have any questions or want to share more, feel free to reach out through our Contact Us page at https://www.jotform.com/contact/. We're here to help.

Denis C.
DC
Denis C.
Director
Small-Business (50 or fewer emp.)
"Streamlined Our Admissions Workflow Effortlessly"
5/5
What do you like best about Jotform Workflows?

I use Jotform Workflows to organize and automate parts of our student admissions and enrollment process. It helps in reducing manual work, keeping student information organized, and ensuring no important steps are missed. What I like most is that it keeps the process simple and organized, and it also helps save time. The initial setup was pretty easy and intuitive, which I appreciate. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

More customization options and an easier editing process would be better. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Denis,

Thanks for your detailed feedback and for sharing how you are using Jotform Workflows in your admissions process. It is great to hear that the automation and organization have helped reduce manual steps, keep information structured, and make sure nothing important is overlooked. We are glad the setup felt intuitive for you and that it has contributed to saving time while keeping everything simple and efficient.

Feel free to reach out if you have any questions by creating a thread in our Help Center through our Contact Us page: https://www.jotform.com/contact/. We'll be happy to help.

Jimmy v.
JV
Jimmy v.
GM
Small-Business (50 or fewer emp.)
"Flexible, Automated, and User-Friendly"
5/5
What do you like best about Jotform Workflows?

I truly appreciate how Jotform Workflows has transformed my workflow processes over the past five years. It significantly minimizes tedious manual tasks through seamless automation, which not only saves me a great deal of time but also enhances accuracy and improves record-keeping. The flexibility it offers is invaluable, allowing me to tailor workflows to suit a variety of tasks such as gym memberships, invoicing, and approvals for expenses and annual leave. I can effortlessly construct large and complex workflows, accommodating the real-world flexibility required for handling intricate processes, like following up on unpaid invoices. The fact that Jotform Workflows is a no-code platform makes it incredibly accessible and easy to use, even for those with no technical background, despite a minor learning curve initially. Its simple setup and the ability to easily integrate with tools like Stripe and Gmail enhance its appeal. Additionally, the platform's upgrades have addressed previous feature gaps, like the delay feature, further enhancing its functionality. The time-saving benefits combined with its ease of use make Jotform Workflows a reliable and efficient tool, deserving of a solid recommendation score of 10 out of 10 from me. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I could not think of anything to critique. There have been major upgrades recently that solved slight issues I did have. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Jimmy,

Thanks for your wonderful review. We're thrilled to hear how our platform has become a valuable tool for automating processes, streamlining tasks, and saving you time. We also appreciate your feedback regarding the ability to manually select a date for sending emails and using the same form in two different flows within a workflow . While the features you’re looking for aren’t currently available at Jotform right now, we've gone ahead and escalated your requests to our Developers. Exactly when or if they're developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we'll let you know at https://www.jotform.com/answers/21583101-jotform-workflows-ability-to-select-a-specific-date-to-send-the-email and https://www.jotform.com/answers/21581131-jotform-workflows-using-a-form-in-two-different-flows-within-a-workflow.

If you have any questions or suggestions, feel free to share them with us through our Contact Us page at https://www.jotform.com/contact/. We'll be happy to help.

Mark B.
MB
Mark B.
Salesforce consultant
Mid-Market (51-1000 emp.)
"Fast, No-Code Automation for Business Processes"
5/5
What do you like best about Jotform Workflows?

What I like most about Jotform Workflows is how quickly it lets us automate our business processes, without requiring a heavy development effort. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I’d like to see tighter enterprise-level controls and more flexibility around permissions, versioning, and large-scale workflow administration. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Mark,

Thanks for your positive review. We're glad to hear that Jotform Workflows is helping you automate your business processes quickly and efficiently, without the need for complex development.

If you want to find out more about Jotform Enterprise, you can check out this page: https://www.jotform.com/enterprise.

Reach out to us if you have any questions by creating a thread in our Help Center through our Contact Us page: https://www.jotform.com/contact/. We'll be happy to help.

Dylan  A.
DA
Dylan A.
Mid-Market (51-1000 emp.)
"Seamless Integration and Effortless Setup"
5/5
What do you like best about Jotform Workflows?

I love the integration with Google Drive and the ability to add completed PDFs right to a drive folder. It's very useful that we can create a purchase order workflow, and once a purchase order is approved, it automatically uploads to Google Drive, sorting into separate folders based on the department it's coded to. The initial setup of Jotform Workflows was very easy; the AI assistant walked me through everything, which was really helpful. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

The only thing I would like to see improvements on is the ability to auto calculate and auto populate dollar amounts. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Dylan,

Thanks for your excellent review. We're thrilled to hear that Jotform Workflows is helping streamline your school’s processes and integrate seamlessly with Google Drive. For auto-calculating and populating dollar amounts, we recommend checking the Form Calculation widget. You can learn more about it here: https://www.jotform.com/help/259-how-to-perform-form-calculation-using-a-widget/.

If you have any questions or need help, feel free to create a Help Center thread from the Contact Us page at https://www.jotform.com/contact/. We’ll be happy to assist you.

Malissa P.
MP
Malissa P.
Pediatric Clinic Manager
"Streamlined Form Management with Ease"
5/5
What do you like best about Jotform Workflows?

I like the convenience of sharing the paperwork form link with patients, and that it can be completed in advance, saving time and providing insights before appointments. The ability to download and upload forms directly to patient charts is a huge time-saver. Jotform Workflows is user-friendly, allowing me to create forms without needing coding or specialized experience. I can select the features to build a form, and it only takes 5-10 minutes. The platform offers lots of customizing features, including adding business logos and brand colors. The initial setup was very simple, and I love the ability to automate the submission process, eliminating forgotten paperwork. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I would like if there was a discount for non-profits but even without it, the price is reasonable nonetheless. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows

Hi Malissa,

Thanks for your thoughtful review. We're glad to hear that Jotform Workflows is helping automate your submission process. It's great to know that the platform's ease of use, customization options, and quick setup are making a real difference in your workflow. We do offer discounts for nonprofit organizations, and you can check our nonprofit pricing here: https://www.jotform.com/nonprofit/pricing/.

If you have any questions, let us know through our Contact Us page at https://www.jotform.com/contact/. We'll be happy to help.