PlatoForms

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

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About

PlatoForms is ranked #3 of 27 in client intake software on Inferse. It runs on API, Web. There is a free plan. A free trial is offered. Paid plans start at $10/mo.

Compared on client intake software

Free plan: Yesplatoforms.com
Paid from: $10/moplatoforms.com
E-signatures: Yesplatoforms.com
Document uploads: Yesplatoforms.com
Workflow automation: conditionalplatoforms.com
Payment collection: Yesplatoforms.com
Custom branding: Yesplatoforms.com

Facts

Core product: PlatoForms converts existing PDFs into online forms and returns a completed PDF in the original format after submission.platoforms.com · 1 Oct 2026
AI capabilities: Its AI detects PDF fields and can generate document sections, fields, and signature blocks from a description.platoforms.com · 1 Oct 2026
Form modes: Forms can use a classic layout or a conversational one-question-at-a-time experience.platoforms.com · 1 Oct 2026
Workflow automation: The platform supports multi-step approvals, branching, parallel paths, and routing several people through one PDF.platoforms.com · 1 Oct 2026
Templates: PlatoForms offers more than 2,000 ready-made form and document templates.platoforms.com · 1 Oct 2026
Integrations: Integrations include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal, Square, Zapier, Make, Integrately, and Pabbly.platoforms.com · 1 Oct 2026
API: Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management.platoforms.com · 1 Oct 2026
Payments: Stripe, PayPal, and Square payments can be collected directly in forms, and PlatoForms states it charges no additional transaction fees.platoforms.com · 1 Oct 2026
Security: The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption.platoforms.com · 1 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 · 1 Oct 2026
SOC 2 status: PlatoForms states that SOC 2 Type II certification is on its roadmap, while its AWS infrastructure maintains SOC 2, ISO 27001, and FedRAMP certifications.platoforms.com · 1 Oct 2026
Support: The contact page says PlatoForms typically responds to support, sales, and pricing inquiries within one business day.platoforms.com · 1 Oct 2026
Audience: The company says the platform is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations worldwide.platoforms.com · 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 · 1 Oct 2026