Fintech Automation Blog
Fillable PDFs in Jotform are great, but sometimes you need the additional control that Jotform's powerful PDF editor offers. If you're importing an existing form using the Smart Form builder, it's not readily apparent how you can easily convert it to a Web Form. That's...
Are you frustrated by PreciseFP's lack of robust conditional logic or outdated interface, but don't want to recreate all your forms in Jotform from scratch? Luckily, we've created this step-by-step guide to streamline the process for you:
Step 1: Export Your PreciseFP Form...
Introduction
One of PreciseFP's best features has been their direct integration with eMoney, which allows users to automatically pass data to and from each app to do things like prefill forms and import client data. Now, PreciseFP has teamed up with RightCapital to...
