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PlatoForms
Sydney, Australia
What it is
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission. Its AI can detect fields in a PDF and create document sections, fields and signature blocks from a description. Forms can use a classic layout or present one question at a time. Workflow tools support multi-step approvals, branching, parallel paths and routing several people through one PDF. The service offers more than 2,000 templates, integrations including Slack, Google Drive, Dropbox, Stripe, PayPal and Zapier, and REST APIs for submissions, prefilled fields, webhooks, invitations and form management. Stripe, PayPal and Square payments can be collected in forms; PlatoForms says it adds no transaction fees. The Free plan is free and allows one live form and 100 submissions per month. Paid plans start at $10/mo (annual), and the product page lists a 15-day trial. Free and trial accounts retain data for a fixed three months; premium plans can choose retention from seven days to forever. Security details include TLS 1.2 or higher with 256-bit encryption in transit and AES-256 encryption for stored data. PlatoForms is available on web and through an API.
For and against
For
- Returns completed PDFs in their original format.
- Supports approvals, branching and parallel workflow paths.
- Includes more than 2,000 templates.
- Accepts Stripe, PayPal and Square payments.
- Free plan allows 100 submissions per month.
Against
- Free plan is limited to one live form.
- Free and trial data retention is fixed at three months.
- SOC 2 Type II certification is on the roadmap.
The verdict
PlatoForms combines PDF-based form creation with workflow, payment and API features. Review its plan limits and retention terms, especially for free or trial accounts.
Who it suits
PlatoForms suits teams that collect information through existing PDFs and want completed documents returned in their original format. The company names healthcare providers, schools, legal teams, enterprises and public-sector organizations among its users.
Plans and prices
Free
1 live form · 100 submissions/month · 100 MB storage · 2 members
Read 15 Oct 2026 · platoforms.com
Bronze
2 live forms · 1,000 submissions/month · 10 GB storage · 5 members
Read 15 Oct 2026 · platoforms.com
Silver
20 live forms · 10,000 submissions/month · 100 GB storage · 20 members
Read 15 Oct 2026 · platoforms.com
Gold
100 live forms · 100,000 submissions/month · 1,000 GB storage · 50 members
Read 15 Oct 2026 · platoforms.com
On the record
- Account security
- Passkeys and two-factor authentication are available, while SAML 2.0 and OpenID Connect SSO are offered on Gold and higher plans.platoforms.com · read 15 Oct 2026
- AI assistant integration
- An MCP integration lets supported assistants such as ChatGPT and Claude access authorized forms and submissions.platoforms.com · read 15 Oct 2026
- AI capabilities
- Its AI detects PDF fields and can generate document sections, fields, and signature blocks from a description.platoforms.com · read 1 Oct 2026
- AI form generation
- An AI assistant can create an editable form from a plain-language description and suggest fields and input types.platoforms.com · read 15 Oct 2026
- API
- Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management.platoforms.com · read 1 Oct 2026
- API tooling
- Developer resources include a REST reference, API Playground, webhooks, OAuth2 applications and long-lived server-to-server tokens.platoforms.com · read 15 Oct 2026
- Audience
- The company says the platform is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations worldwide.platoforms.com · read 1 Oct 2026
- Company location
- LinkedIn lists headquarters in Ultimo, New South Wales, Australia, at 608 Harris Street.au.linkedin.com · read 15 Oct 2026
- Company size
- LinkedIn lists PlatoForms as a self-owned software-development company with 2–10 employees.au.linkedin.com · read 15 Oct 2026
- Compliance
- The Trust Center lists HIPAA, GDPR, CCPA, FERPA, HECVAT, WCAG 2.1 AA, and other compliance or privacy frameworks, with BAAs available for Silver and Gold plans.platoforms.com · read 1 Oct 2026
- Conversational forms
- Conversational mode presents form questions one at a time and can be enabled without rebuilding the underlying form.platoforms.com · read 15 Oct 2026
- Core product
- PlatoForms converts existing PDFs into online forms and returns a completed PDF in the original format after submission.platoforms.com · read 1 Oct 2026
- Data retention
- Free and trial accounts have a fixed three-month retention period, while premium plans can choose retention from seven days to forever.platoforms.com · read 1 Oct 2026
- Documentation
- The user guide covers account setup, form types, PDF and web builders, fields, logic, publishing, notifications, languages and sharing.platoforms.com · read 15 Oct 2026
- Document requests
- Document Requests collect files after a form, let teams review them and track renewals before expiry.platoforms.com · read 15 Oct 2026
- E-signatures
- The service provides built-in electronic signatures and optional signature certificates containing signer, timestamp and file-checksum evidence.platoforms.com · read 15 Oct 2026
- Fillable PDF forms
- PDF Fillable Forms place interactive fields over the original PDF design; the original-layout view supports classic filling rather than conversational mode.platoforms.com · read 15 Oct 2026
- Form modes
- Forms can use a classic layout or a conversational one-question-at-a-time experience.platoforms.com · read 1 Oct 2026
