Paperform

Brief Overview of Paperform

Paperform is a versatile online form builder designed to help businesses and creators develop a wide range of solutions, from simple surveys to complex payment and booking systems. The platform's primary purpose is to simplify data collection and automate workflows by combining an intuitive, document-style editor with powerful backend functionality. It solves the problem of needing multiple tools for different tasks by integrating forms, scheduling, payments, and eSignatures into a unified ecosystem. Core to its approach is a focus on both beautiful design and advanced digital intelligence, allowing users to create highly customized, brand-aligned forms that are also functionally robust. A key differentiator is its native AI engine, which assists with form creation, data analysis, and complex calculations, setting it apart as a comprehensive automation tool. The platform includes distinct products like Papersign for document signing and Agency+ for managing forms across multiple clients, making this multistreaming solution suitable for various business needs.

Paperform Key Features for Content Creators

• Native AI Features: Paperform incorporates artificial intelligence directly into its workflow. This includes AI form creation to build complex forms in seconds from a simple prompt, AI Insights to analyze submission data and generate reports, and AI Calculations to create Excel-style functions without manual formula writing.

• Advanced Calculations Function: A unique feature that allows for sophisticated data manipulation directly within forms. Users can transform text, calculate dynamic shipping rates, apply discounts based on real-time user input, and perform other complex computations that go beyond basic form logic.

• Papersign for eSignatures: A dedicated product within the Paperform ecosystem for simplifying document signing. It enables users to manage eSignature workflows, reducing the need for lengthy email chains and separate third-party services for contracts and agreements.

• Scheduling and Booking Management: The platform includes a native scheduling tool that automates appointment booking. Users can set their availability, connect their personal calendars, and allow respondents to book meetings directly through a form, which helps manage schedules without manual intervention.

• Integrated Payment Processing: Paperform facilitates online sales of services, subscriptions, and physical goods. It integrates directly with major payment gateways like Stripe, Square, and Paypal, allowing users to build custom storefronts and accept payments in minutes.

• Extensive Customization and Theming: The tool offers robust design options that allow forms to seamlessly match a brand's existing look and feel. Forms can be customized to blend into a website, creating a native appearance rather than a visibly embedded element.

• Conditional Logic: Users can create dynamic forms that adapt based on user input. This feature allows questions or entire sections to be shown or hidden based on previous answers, tailoring the form-filling experience for each respondent and improving data quality.

• Partial Submission Capture: On select pricing plans, Paperform captures data from forms that are started but not completed. This allows creators to view answers from abandoned forms, providing valuable insights into user behavior. This data is stored for 30 days, and webhooks can be triggered for new partial submissions.

• Agency+ for Client Management: A specialized product designed for agencies and freelancers who manage forms for multiple clients. It provides a centralized dashboard to set up client portals, manage access permissions, and duplicate templates, streamlining client-facing workflows.

• Extensive Integrations: The platform connects with over 3,000 applications either directly or through Zapier. This allows for the automation of workflows by linking form data to tools like Google Sheets, Mailchimp, Slack, Notion, Airtable, and HubSpot.

Paperform Target Users & Use Cases

Paperform is designed for a broad audience, from solo entrepreneurs and small business owners to larger teams and agencies looking to streamline their data collection and automation processes. Its intuitive, doc-style editor makes it accessible for beginners, while advanced features like conditional logic, calculations, and API access cater to more experienced users who require sophisticated functionality.

• Primary Creator Types: The tool is suitable for small business owners, solopreneurs, agencies, marketers, HR professionals, event managers, healthcare providers, and educators.

• Experience Level: It accommodates all experience levels, from novices who can use templates and the AI builder to advanced users who can leverage custom calculations and webhooks.

• Team Size: The platform works for individuals and teams of any size. The core product is ideal for solo users, while the Agency+ plan is specifically built for teams managing multiple client accounts.

• Specific Use Cases:

  • Creating anonymous feedback surveys for employees or customers.
  • Building lead capture forms for marketing campaigns.
  • Setting up scheduling forms for client consultations or appointments.
  • Designing order forms to sell products or services with integrated payments.
  • Developing quizzes and tests for educational or engagement purposes.
  • Managing event registrations and RSVPs.
  • Automating client onboarding with intake forms and eSignature documents.
  • Creating landing pages for promotions or product launches.

• Content Types: Paperform supports the creation of a wide variety of digital assets, including online forms, surveys, polls, quizzes, tests, landing pages, payment pages, booking forms, and eSignature documents through its Papersign product.

How to Get Started with Paperform

Getting started with the platform is a straightforward process designed to get users building quickly. A 14-day free trial is available without requiring a credit card.

1. Sign Up for a Free Trial: Navigate to the Paperform site and register for the free trial to gain full access to the platform's features.
2. Create Your First Form: Once in the dashboard, you can start from a blank slate, choose from a pre-built template, or use the AI form builder by typing a prompt describing your needs.
3. Customize Your Form: Use the intuitive doc-style editor to add questions, text, images, and videos. There are over 25 field types to choose from, including matrix and ranking fields. Apply your brand's colors, fonts, and logos in the Theme settings.
4. Configure Advanced Settings: Navigate to the "Configure" menu to set up features like conditional logic, calculations, or automatic save and resume functionality.
5. Set Up Integrations: Connect your form to other tools by setting up direct integrations or using webhooks to automate data transfer and workflows.
6. Share Your Form: Once complete, share your form via a direct link, embed it on your website, or use a QR code.

Frequently Asked Questions About Paperform

• Is Paperform free? Paperform is a paid service but offers a 7-day or 14-day free trial with full access to its features. A credit card is not required to start the trial.

• What can I create with Paperform? You can create a wide range of solutions, including online forms, surveys, quizzes, polls, tests, booking forms, payment pages, landing pages, and eSignature documents.

• Does Paperform support eSignatures? Yes, Paperform has a dedicated product called Papersign that simplifies document signing workflows, allowing you to collect legally binding eSignatures.

• How many integrations does Paperform have? Paperform supports over 3,000 integrations, available either directly within the platform or through a connection with Zapier. This allows you to connect with popular apps like Google Sheets, Slack, Mailchimp, and HubSpot.

• Can I accept payments with Paperform? Yes, you can accept payments directly through your forms. Paperform integrates with major payment providers, including Stripe, Square, and Paypal.

• Is it possible for respondents to save an incomplete form and finish it later? Yes, this is possible by enabling the "Automatic save and resume later" feature in the form's configuration settings.

• Can I see data from users who don't finish the form? Yes, the Partial Submissions feature, available on select plans, allows you to view data from incomplete forms. This data is stored for 30 days.

Bottom Line: Should Content Creators Choose Paperform?

Paperform is an excellent choice for creators, small business owners, and agencies who need more than just a basic form builder. Its main advantage lies in its unique combination of powerful functionality and deep customization, allowing users to create solutions that are both smart and beautifully on-brand. The platform stands out as a "digital Swiss Army knife," capable of handling everything from simple contact forms to entire e-commerce storefronts, automated booking systems, and client management portals.

The inclusion of native AI for form creation and data analysis, along with the advanced calculations engine, provides a level of automation and intelligence not commonly found in similar tools. For those who manage client work, the Agency+ product offers a streamlined way to handle multiple accounts. While some advanced features like partial submission capture are limited to higher-tier plans, the overall value proposition is strong. For anyone looking to consolidate their tool stack and build sophisticated, automated workflows without writing code, Paperform is a robust and highly capable option.