M H.
MH
M H.
Compliance Manager
Small-Business (50 or fewer emp.)
"Feature-Rich and User-Friendly, But Needs More Workflow Training"
3.5/5
What do you like best about Jotform Workflows?

I like that you don't have to be a programmer to use it and there are a lot of features and options to use in the workflow. It's simple, but it can accomplish a lot if you know how to use it correctly. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I think there needs to be more in-depth training on workflows in JotForm Academy. The details are found under the help button, but it took me awhile to find/notice the help button. It would be nice if help button (by your profile image) were more prominent or if the owl popped up for Chat. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi M,

Thanks for sharing your experience. We're glad to hear that you find Jotform Workflows user-friendly and feature-rich, and that it helps automate your tasks. We have plenty of resources available, including detailed guides on workflows at https://www.jotform.com/help/guide-jotform-workflows/ and video tutorials on our YouTube channel at https://www.youtube.com/@Jotform.

If you encounter any challenges or have questions, our support team is always ready to assist you. Feel free to reach out through our Contact Us page at https://www.jotform.com/contact/. We'll be happy to help.

Verified User in Higher Education
AH
Verified User in Higher Education
Small-Business (50 or fewer emp.)
"Effortless Workflow Automation and Outstanding Support"
4.5/5
What do you like best about Jotform Workflows?

Working in administration for higher education, I’ve used Jotform on a daily bases to build approval workflows, eliminate repetitive emails, and streamline how we share and save documents by automatically triggering emails and storing files in Google Drive. This has significantly reduced manual work and improved overall efficiency.

One of the biggest advantages is the drag-and-drop builder. Since I don’t have a background in coding, this feature has been extremely helpful and makes it easy to design and manage workflows without technical expertise.

Jotform’s customer support is excellent. The team is very responsive and does an outstanding job troubleshooting issues, often providing help that’s specific to our individual workflows.

Overall, Jotform Workflows is a user-friendly automation tool with outstanding support. It was easy to implement Jotform-generated forms with our faculty with minimal training. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

There are a few areas where improvements would be welcome. An undo or restore button would be very helpful, especially when making changes to complex workflows. Additionally, when cloning workflows, some email settings reset and need to be reconfigured, which can be time-consuming. I would also love to see an option to add an approval “stamp” that appears on the finalized document when using an uploaded PDF to create a form, as this would further streamline our approval process. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi,

Thanks for your thoughtful review. We're thrilled to hear how Jotform Workflows has helped streamline approvals, reduce repetitive emails, and improve document management through integrations like Google Drive. We also appreciate your kind words about our customer support team.

Regarding the improvements you mentioned, the Undo and Redo feature is available on the top-left side of the Workflow Builder. Check out this link: https://www.jotform.com/products/workflows/features/undo-redo-actions/. About the approval stamp or flow activity history, we suggest creating a new PDF document and adding the Flow Activity History element to it. You can then include the PDF document as an attachment to the notification or autoresponder email. Here's a helpful guide: https://www.jotform.com/help/503-how-to-include-submissions-as-pdf-attachment-in-the-email-notifications/.

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 assist you.

DS
Dave S.
Accounts Payable/Payroll/IT
Small-Business (50 or fewer emp.)
"Straightforward Setup and Great Customization"
4/5
What do you like best about Jotform Workflows?

Somewhat straightforward to setup and navigate. Cost could be lower, but it allows for customization - which is great. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

Sometimes it is a bit annoying navigating some menus to get to options. A bit tricky to get integrations to work right. Personally I am not in favor of AI as it is not clear what my or my company's information and data is used for. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi Dave,

Thanks for your positive review. We're glad to hear that you find our platform straightforward. We also appreciate your honest thoughts about pricing. While we aim to offer a range of plans to fit different needs, it's great to know that the level of customization adds value to your experience.

Your concern around AI and data usage is completely understandable. Protecting your company's information is a priority for our platform, and our AI features are designed with strict data security and privacy controls. You can review how data is handled and what options are available to you at https://www.jotform.com/security/, which explains our approach in clear terms so you can decide what's right for your organization.

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.

Thomas M.
TM
Thomas M.
Training Director
Mid-Market (51-1000 emp.)
"Streamlined Apprentice Sign-Offs with Easy Electronic Records"
5/5
What do you like best about Jotform Workflows?

We have several documents that we have to go over with the apprentices and have them sign. This allows up to do this all at one time and this gives me an electronic document to add to their profiles. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I can't think of anything that I dislike. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi Thomas,

Thanks for leaving a positive review. We're delighted to hear that you like our platform and the features allowing you to review multiple documents and collect signatures in one place while keeping everything stored electronically within individual profiles. We appreciate you sharing your experience.

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.

Deana L.
DL
Deana L.
Executive Director, President, and Founder
Mid-Market (51-1000 emp.)
"Extremely Easy to Use and Keeps Our Team Organized!"
5/5
What do you like best about Jotform Workflows?

Jotform Workflows is extremely easy to use and it keeps the team organized. I love it!!! Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

There is nothing I dislike about workflows. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi Deana,

Thanks for your positive review. We're delighted to hear that you find Jotform Workflows easy to use and helpful for keeping your team organized. It's great to know it's making a positive impact on your day-to-day work. Your support means a lot to us.

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.

korey k.
KK
korey k.
Partner
Small-Business (50 or fewer emp.)
"Effortless Setup and Streamlined Clinic Operations"
5/5
What do you like best about Jotform Workflows?

I like how Jotform Workflows is easy to use and very user-friendly, which our patients love. It has been great for our clinic, helping to streamline our operations and making it efficient for our providers. The easiest part was setting it up, which took less than five minutes. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I'm still working out the AI feature on making sure AI gathers the info from the actual Jotform and puts it into a soap note without us doing that. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi Korey,

Thanks for your positive review. We're glad our platform helps streamline your operations. We appreciate your feedback.

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 Civil Engineering
UC
Verified User in Civil Engineering
Mid-Market (51-1000 emp.)
"Incredibly Easy AI Workflows with Podo"
4/5
What do you like best about Jotform Workflows?

it is incredibly easy to use AI assistant Podo to create some incredibly helpful business workflows. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I have not found anything that I dislike so far Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi,

Thanks for your review and for sharing your experience with Jotform Workflows. It's great to hear that the AI-powered workflow builder helped you quickly create useful business processes and made it easy to get started without a complicated setup.

If you have any questions or suggestions, you can create a Help Center thread from the Contact Us page: https://www.jotform.com/contact. We'll be happy to help.

Verified User in Warehousing
UW
Verified User in Warehousing
Mid-Market (51-1000 emp.)
"Great Program"
5/5
What do you like best about Jotform Workflows?

This works for me to have one form and multiple people receive it only when required, so basically if someone chooses their name on the form they are the only ones getting the email and have to follow up with it , It works great!! It was implemented in my workplace easily and we use it every day in our work. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

There isnt much I dislike about it honestly ! Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi,

Thanks for your thoughtful review. We’re happy to hear that our platform has been useful in your everyday work, making it easy to send forms to the right people. Your feedback means a lot to us.

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

Romy L.
RL
Romy L.
Director PMO
Small-Business (50 or fewer emp.)
"Streamlined Onboarding with User-Friendly API Integration"
4.5/5
What do you like best about Jotform Workflows?

I find Jotform Workflows very easy to use and navigate. Updating forms is super user-friendly, and I really appreciate the integration capabilities, especially via API. This feature helps avoid double data entry into our system of record, saving a lot of time. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

Maybe integration capabilities. With Outlook, capabilities to sign forms, automations. Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi Romy,

Thanks for your positive review. We're glad to hear that Jotform Workflows is easy to use and navigate. Making a form creation and updates intuitive is a big priority for us, so it's great to know that's been your experience.

Regarding integration capabilities, it's possible to add Outlook integration into your flow. We have a video tutorial here: https://www.youtube.com/watch?v=7TJZstRUQYE.

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.

Logan P.
LP
Logan P.
Senior Logistics and Operations Manager
Small-Business (50 or fewer emp.)
"Customizable Forms with Effortless Setup"
5/5
What do you like best about Jotform Workflows?

I used Jotform Workflows to create a new customer service email submission form for our website. I like having the ability to have conditional fields that only show up when a customer selects specific items from our dropdowns; it's been extremely helpful in presenting information specific to the issues they are having. Being able to customize the form to match our website's branding and colors was also appreciated. The initial setup was super easy to understand and I build out what I was looking for. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

I don't have any complains at this time! Review collected by and hosted on G2.com.

Response from Elton Regs of Jotform Workflows
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Hi Logan,

Thanks for your wonderful review. We're thrilled to hear that Jotform Workflows makes it easy to gather information and helps reduce back-and-forth with customers, saving you time. We appreciate your positive feedback.

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