Jotform Integration
Embed Jotform forms into your AgencyPro client portal. Create custom forms for data collection, submissions, client onboarding, and feedback gathering. Jotform offers powerful form builder with conditional logic and integrations.
Why Connect Jotform with AgencyPro?
Jotform is the most powerful form builder available, perfect for agencies that need complex forms with advanced logic, file uploads, and even payment collection. Unlike Typeform's conversational style, Jotform excels at traditional forms that need to handle multiple field types, conditional branching, and integrations. When embedded in your AgencyPro client portal, Jotform becomes your Swiss Army knife for data collection — whether it's detailed project briefs, invoice approval workflows, or client intake forms. If your agency needs forms that do more than just collect text (like accepting file uploads, processing payments, or triggering complex workflows), Jotform's flexibility makes it the right choice.
Key Features
Benefits for Your Agency
How Agencies Use Jotform with AgencyPro
Complex project brief forms with file uploads
Create a detailed project brief form that collects text, allows clients to upload brand assets and reference files, and uses conditional logic to show relevant questions based on project type. All submissions are organized in Jotform's dashboard.
Invoice approval workflows with e-signatures
Build a form that requires clients to approve invoices with an e-signature before work proceeds. Jotform can send the form to multiple stakeholders and require all signatures before marking as complete.
Client intake forms with payment collection
Create an intake form that collects client information and accepts a deposit payment via Stripe or PayPal directly in the form. One form handles both data collection and payment processing.
How to Set Up Jotform
- Create a free Jotform account at jotform.com and start building your form
- Use Jotform's drag-and-drop builder to add fields, set up conditional logic, and configure file upload limits
- In Jotform, go to Publish → Embed and copy the embed code or iframe URL
- In AgencyPro, navigate to Settings → Integrations → Jotform
- Paste the embed code and configure form settings (e.g., which clients should see it, where it appears in the portal)
Frequently Asked Questions
How much does Jotform cost?
Jotform's free plan includes unlimited forms, 100 submissions/month, and basic features. Paid plans start at $34/month (billed annually) and add unlimited submissions, larger file uploads, e-signatures, and advanced features. Most agencies can start with free.
Can Jotform handle file uploads?
Yes. Jotform supports file uploads up to 100MB on free plans and up to 1GB on paid plans. This makes it perfect for collecting brand assets, documents, or reference materials directly in forms.
How does Jotform compare to Typeform?
Jotform is more powerful and flexible but less visually engaging. Typeform's conversational format gets higher completion rates, while Jotform handles complex forms with multiple field types better. Choose Jotform if you need advanced features; choose Typeform if you want better UX.
Can I integrate Jotform with payment processors?
Yes. Jotform integrates with Stripe, PayPal, Square, and other payment processors. You can collect payments directly in forms, making it perfect for deposits, retainer payments, or one-time fees without leaving the client portal.
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Ready to Get Started?
Connect Jotform with AgencyPro and streamline your workflow today.