Of course! Our Workflow features allow you to automate an endless variety of processes, including basic approval workflow, parallel approval workflow, parallel task workflow, serial task workflow, negotiation workflow, and more.
On your form’s Build page, open the Workflow menu to assemble your workflow using a combination of custom actions, statuses, and roles. Not sure where to start? Use one of our pre-built templates (like the Expense Report Form) and customize it to fit your needs.
Learn more about creating automated workflows or get in touch with our support team if you have any questions.
In short – no.
Our pricing plans are limited based on the number of form entries rather than the number of payments. On the Team plan, for example, you can collect up to 10,000 entries per month, which is effectively the same as 10,000 payments per month.
Cognito Forms
| Plan level | Entries per month |
|---|---|
| Individual plan | 500 |
| Pro plan | 2000 |
| Team plan | 10,000 |
| Enterprise plan | Unlimited |
Jotform
| Plan level | Payments per month |
|---|---|
| Starter plan | 10 |
| Bronze plan | 100 |
| Silver plan | 250 |
| Gold plan | 1000 |
Absolutely! All of our paid subscription plans include the ability to invite multiple users:
- Pro plan: 2 users
- Team plan: 5 users
- Enterprise plan: 20 users
You can also add an unlimited number of additional users for just $5/user/month. Learn more about our pricing plans.
Yes! Cognito Forms offers HIPAA compliance to Enterprise level organizations through business associate agreements, making it easy to build medical forms for new patient registrations, appointment scheduling, online bill payment, and more.
Learn more about creating HIPAA-compliant forms.
Yes! New and existing Cognito Forms customers can import forms from Jotform using our handy importer. To get started:
Open the Jotform importer and sign up or log in to your Cognito Forms account.
Enter your Jotform API Key. To find your API key:
- In your Jotform account, select your avatar in the top right corner and then select Settings < API.
- If you don’t have any existing API Keys, select Create New Key. Give your key a name (Ex: Cognito Forms) and set Permissions to Read Access. Please note that Cognito Forms does not transmit or store this API key – it is only used to import forms from your Jotform account.
- If you have a custom API Url that does not contain
api.jotform.com, please contact our support team for further assistance.
Copy/paste your API key and hit Next.
Select the form(s) you want to import and hit Import Forms. This process may take up to a few minutes depending on the number of forms you’re importing.
When the import is complete, hit Continue to open your organization dashboard and access your imported forms.
Importing notes
The importer does not include form entry data from Jotform. If you’re migrating a lot of data, you can upload entry data into Cognito Forms using an Excel template.
The Jotform field types and features listed below will not be imported – refer to the second column for the Cognito Forms alternative. If you have any questions, please get in touch with our support team.
| Jotform | Cognito Forms |
|---|---|
| Appointment | Use our Date/Time field to gather appointment bookings on your forms. |
| Approval flows | Our Workflow features allow you to automate an endless variety of processes, including approvals, tasks, negotiations, and more. |
| Captcha | Our forms use what’s known as a smart captcha. |
| Conditions | Control what fields your users see and when they see them with our easy-to-use conditional logic builder. |
| Custom CSS | Customize your form styles on the Publish page or style your form with your own CSS. |
| Fill in the Blank | Use a Content field to insert values from other fields directly into your message. |
| Jotform Sign | Our Signature field allows you to collect typed or handwritten electronic signatures from your users. |
| Notification emails | Notify the right people at the right time with custom email notifications. |
| Payment | Connect your payment forms to your PayPal, Stripe, or Square account. |
| Widgets | Use a variety of field types from the Add Field menu to display links and images, collect uploaded files, create checklists, enforce quantity limits, and more. |
In many cases, yes. We offer discounted rates on any of our plan levels for non-educational, non-governmental organizations that are tax-exempt under section 501(c)(3) of the Internal Revenue Code.
If you run a non-profit organization and would like to apply for discounted rates, please contact our support team.
To save your entry as a PDF:
- Go to your Entries page and click on the entry you wish to export.
- At the top of the entry view, select the Create Document option.
- Select a template to automatically download a PDF copy of your entry. (Optionally, you can click the Manage Templates to manually edit your PDF’s settings to include or exclude a title, logo, fields, etc.)
To further customize these templates, you can use our advanced document merging feature.
Learn more in our Document Merge tutorial.
At Cognito Forms, the privacy and the security of your form data is of utmost importance to us.
From data encryption and secure transmission to data isolation and other architectural safeguards, we undergo painstaking measures to ensure your data is safe.
These include regular audits and proactive development to help ensure we stay ahead of emerging security threats. Whether in our product, processes or policies, security is always our first priority.
Some of our security measures include:
- PCI-Compliant Payment Processing
- EU-U.S. Privacy Shield Certification
- GDPR Compliance
- CCPA Compliance
- HIPAA Compliance
- TLS 1.2/SSL Encryption
- 256-Bit AES Encryption
- SOC 2 Type II Certification