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In my Jotform Enterprise in-depth review, I’m sharing the results of my analysis and evaluation from hands-on testing and experimentation. Before we dive in, if you’re just starting your search for the best resource management tools, you should first check out my picks for the best resource management software. Jotform Enterprise is one of the top-rated form builders and resource management tools out there, but to figure out if it's a good match for you, it's important to understand the software’s benefits and drawbacks.

My in-depth Jotform Enterprise review will take you through everything you need to know to make a more informed decision—pros and cons, features and functionality, pricing, and more—to help you to better understand its capabilities and suitability for your needs.

I like how Jotform's Form Designer, shown in this screenshot, allows users to easily create attractive, functional forms—even if they have no design training whatsoever.

Jotform Enterprise Software Product Overview

Jotform Enterprise functions as a robust online form builder, enabling the creation of everything from simple contact forms to complex HIPAA-compliant submissions for a variety of users including small businesses, non-profits, and large enterprises. Professionals using Jotform praise its expansive library of form templates, the flexibility of widgets, and the ability to embed forms directly into websites, with special commendation for its CRM integration and e-signature capabilities. The software excels in providing a seamless experience for managing form fields, form submissions, and receiving notifications, all while offering a free plan alongside its paid plans. Jotform’s support team is verified for its responsiveness, ensuring users have the support they need.

Key pain points addressed include the need for payment integrations, file upload functionality, and mobile app accessibility for form management on the go. Among its best features are the 'My Forms' section for organization, PDF forms for document control, and validation features that ensure data integrity, all found at, where numerous positive reviews reflect user satisfaction.


  • Customization: Enables tailored forms Customization stands as a vital pro; Jotform Enterprise allows teams to craft forms that precisely meet their unique requirements.
  • Integration: Supports multiple systems Integration is seamless, as it connects effortlessly with various platforms, enhancing its utility within diverse tech ecosystems.
  • Compliance: Adheres to strict standards Compliance is a significant advantage, with Jotform Enterprise meeting high-security benchmarks, essential for sensitive data management.


  • Complexity: May overwhelm beginners The array of features, while comprehensive, can be daunting for new users, leading to a steep learning curve.
  • Cost: Higher investment for quality The price point may present a barrier for smaller entities or those with limited budgets for project management solutions.
  • Custom Support: Requires larger scale Custom support is a highlight, but it is most accessible and beneficial to large-scale enterprise environments, possibly excluding smaller teams.

Expert Opinion

In assessing Jotform Enterprise, I weigh its robust feature set, security measures, and the level of support offered. Its interface is intuitive once familiar, and its integrations and specifications are impressive, though onboarding may require a bit more time compared to simpler tools on the market. While it excels in customization and compliance, the investment may not align with every organization's needs.

In my view, it outshines competitors in regulated industries or scenarios where form customization and data security are paramount. I see it best suited for large organizations that prioritize these aspects and have the resources to fully leverage the platform's capabilities.

Jotform Enterprise: The Bottom Line

What sets Jotform Enterprise apart is its ability to offer an exceptionally secure and customizable form solution for large-scale operations. It offers the unique benefit of a dedicated server option, ensuring enhanced data security and privacy. The advanced analytics features are especially good, providing deep insights into form performance and user engagement.

Among its most noteworthy attributes are the advanced conditional logic, offline data collection capabilities, and the option for white labeling, enabling businesses to maintain brand consistency throughout their forms.

Jotform Enterprise Deep Dive

Here's a deep dive into Jotform Enterprise features, best use cases, pricing, customer support, and other purchase factors.

Product Specifications

  1. Task Management - Yes
  2. Scheduling - Yes
  3. Time Tracking - No
  4. File Sharing - Yes
  5. Collaborative Workspace - Yes
  6. Reporting/Analytics - Yes
  7. Budget Tracking - No
  8. Resource Management - No
  9. Risk Management - No
  10. Milestone Tracking - No
  11. Percent-Complete Tracking - No
  12. Gantt Charts - No
  13. Project Templates - Yes
  14. Change Management - No
  15. Document Management - Yes
  16. Issue Management - No
  17. Workflow Automation - Yes
  18. Customizable Dashboard - Yes
  19. Team Collaboration Tools - Yes
  20. Client Portal - Yes
  21. Custom Fields - Yes
  22. Access Controls/Permissions - Yes
  23. Integration Capabilities - Yes
  24. Mobile Access - Yes
  25. Support - Yes

Jotform Enterprise Feature Overview

  • Task Management: Jotform Enterprise provides users with the ability to create tasks within forms, integrating action items into data collection processes. This enables seamless task assignment and management directly tied to form responses.
  • Scheduling: The platform allows for scheduling within forms, making it possible to set appointments or events based on form inputs, streamlining the coordination of activities.
  • File Sharing: Users can easily share files through forms, facilitating the collection of documents and other media necessary for comprehensive project management.
  • Collaborative Workspace: Jotform Enterprise offers a shared space where team members can work on forms simultaneously, enhancing collaboration.
  • Reporting/Analytics: With advanced form analytics, Jotform provides insights into the data collected, helping teams make informed decisions based on real-time information.
  • Project Templates: A variety of pre-built templates are available, allowing teams to quickly deploy forms without starting from scratch, saving time and ensuring consistency.
  • Document Management: The software integrates document collection and management, providing a central location for all project-related files.
  • Workflow Automation: Automation can be set up within Jotform Enterprise to trigger actions based on form responses, reducing manual work and streamlining processes.
  • Customizable Dashboard: The dashboard can be customized to highlight key metrics and forms, giving users a tailored view of their project landscape.
  • Client Portal: Jotform Enterprise allows for the creation of client portals where external stakeholders can interact with forms and view information relevant to them.

Standout Functionality

  • Jotform Enterprise stands out with its high level of form customization, surpassing many competitors with its ability to tailor forms extensively to meet very specific project management needs.
  • The platform's advanced form analytics offer deeper insights than typical project management tools, providing detailed data on user interactions and form performance.
  • Jotform review’s unique approach to integrating form creation and management with project management processes sets it apart from traditional project management software that does not offer form builder capabilities.


Jotform Enterprise provides native integrations with a variety of tools such as Google Sheets, Dropbox, and Salesforce, enabling users to connect their form data with other services seamlessly. These integrations allow for automatic data transfer and synchronization, streamlining workflows across platforms. The platform also offers an API for custom integration needs, allowing developers to build and customize connections between Jotform and other systems.

There are numerous add-ons available to extend the functionality of the forms, such as payment processors and email marketing services.

Jotform Enterprise Pricing

  • Pricing upon request

Ease of Use

I find Jotform Enterprise's user interface quite intuitive once initial familiarization occurs. The drag-and-drop form builder simplifies form creation, although the extensive customization options could be overwhelming at first glance. Onboarding includes a variety of resources, but there's a level of complexity in leveraging all the features to their full extent.

Navigation is logical, yet the organization within the tool may take time to master due to the depth of options available.

Customer Support

Jotform Enterprise provides a high level of customer support with dedicated assistance and a comprehensive range of resources like documentation, webinars, and tutorials. Response times are generally swift, with multiple channels available, including live chat. However, some users may find the depth of resources slightly overwhelming when searching for quick fixes to simple issues.

Jotform Enterprise Use Case

Who Would Be A Good Fit For Jotform Enterprise?

Jotform Enterprise thrives in environments where form creation, data collection, and process automation are at the heart of operations. I see organizations in healthcare, education, and marketing using it to its full potential, where the ability to collect and manage large amounts of data securely is crucial.

Companies, both large and small, that require robust form-building capabilities with advanced customization and analytics will find Jotform Enterprise a strong match. Teams of various sizes, especially those with a need to create a client-facing portal, benefit greatly from what it offers.

Who Would Be A Bad Fit For Jotform Enterprise?

Businesses seeking a traditional project management tool with in-built time tracking, risk management, or advanced project planning tools like Gantt charts may find Jotform Enterprise lacking. It may not be the best fit for industries like construction or software development that rely heavily on these features.

Small teams or startups with limited resources might find the platform more complex than needed for straightforward project tracking.

Jotform Enterprise FAQs

What is Jotform Enterprise primarily used for?

Jotform Enterprise is used for creating custom forms, collecting data, automating workflows, and managing submissions on an enterprise scale.

Can Jotform Enterprise be integrated with other software?

Yes, Jotform Enterprise offers various native integrations and an API for custom connections.

Is there mobile support for Jotform Enterprise?

Jotform Enterprise provides mobile access, allowing users to manage forms and data on the go.

What kind of customer support does Jotform Enterprise offer?

Jotform Enterprise offers a range of customer support options including documentation, live chat, and dedicated assistance.

Does Jotform Enterprise have a free trial?

For current free trial availability, you would need to contact Jotform directly as offerings may vary.

Can Jotform Enterprise handle large volumes of data?

Yes, it is designed to accommodate the data management needs of large enterprises efficiently.

Is Jotform Enterprise compliant with data protection regulations?

Jotform places a high priority on security and compliance, but specifics should be confirmed with their team based on current standards.

Are there any customization limits with Jotform Enterprise?

While Jotform Enterprise boasts extensive customization options, specific limits should be checked with their customer service.

Alternatives to Jotform Enterprise

  • Asana: Better suited for teams looking for a more task and project-centric platform with a focus on collaboration and planning.
  • Trello: Ideal for those who prefer a Kanban-style project management tool for organizing tasks and workflows visually.
  • Offers a more intuitive interface for project tracking and is often chosen for its ease of use and colorful, engaging visuals.

Jotform Enterprise Company Overview & History

Jotform is a web-based form builder and data collection tool used by a range of companies across various sectors. It's an independent company, owned by its founder, Aytekin Tank, with headquarters in San Francisco. The company stands out with a mission to make data collection easy, and they have a history marked by user-driven innovation.

Since its inception in 2006, Jotform has reached several milestones, including the launch of Jotform Enterprise, aiming to cater to the specific needs of larger organizations.


Reflecting on Jotform Enterprise, it stands out in its niche of form-based project management tools. It excels for enterprises where advanced form creation and data collection are essential. While it might not fit all project management needs, particularly where traditional planning tools are required, its specific functionalities make it a powerhouse for the right user.

I encourage readers to weigh these insights against their unique requirements and welcome comments sharing personal experiences with Jotform Enterprise.

Galen Low
By Galen Low

Galen is a digital project manager with over 10 years of experience shaping and delivering human-centered digital transformation initiatives in government, healthcare, transit, and retail. He is a digital project management nerd, a cultivator of highly collaborative teams, and an impulsive sharer of knowledge. He's also the co-founder of The Digital Project Manager and host of The DPM Podcast.