Yearly Archives: 2021

Formsite Release Notes and Payment Updates

See Formsite’s newest completed projects as soon as they happen on the new Release Notes page. Our blog adds articles for new features and updates to the software, and this page documents those changes. Find our new Release Notes page from the link at the bottom of our support pages.

An example of our newest updates includes the updates to our payment process and buttons. The new PayPal Business integration provides PayPal’s newest Smart Buttons and makes it easier than ever to collect payments.

Formsite Release Notes
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Venmo payments with PayPal Business and Formsite

Formsite Venmo online payment forms

Formsite’s PayPal Business integration offers form owners the most recent technology by PayPal. The PayPal smart buttons use your account settings and location to offer payment options to your customers. Among these options is the ability to accept Venmo payments.

Venmo lets customers connect a credit card or bank account to their Venmo accounts, then makes it easy to pay with a mobile device. Paying with a connected account costs no extra fees and credit card fees are competitive with other payment processors.

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New Feature: Reorder Choices with Saved Results

Formsite reorder choices

The Formsite development team proudly presents a new feature for form maintenance. We now support editing multi-select form items to reorder choices. That means Radio Buttons, Dropdowns, and Checkboxes allow reordering without affecting the saved results.

For example, consider a Dropdown list with global country names and many saved results. If one of the countries decides to change its name, the list of choices may need changing for alphabetical order.

Before, form owners needed to take care not to change the choices. Now, choices can move and keep their correct result values intact.

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PayPal Integration Updates With New Payment Features

Formsite PayPal integration updates

PayPal and Formsite have made order forms and online payments easy for many years. Recent updates to the PayPal integration make building online order forms easier than ever. With three options to support any PayPal account, Formsite provides the newest ways for collecting secure payments.

The new payment experience lets PayPal account holders collect payments in all new ways like:

  • PayPal and PayPal Credit
  • Venmo, Giropay, iDeal, Sofort and many other alternative payment methods
  • Major credit and debit cards
  • PayPal Credit with Pay Later and Pay in 4
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Rename Files When Exporting Attachments

Formsite rename files examples

Formsite online forms let form owners collect all kinds of information from form visitors. Whether from registration forms, order forms, or surveys, file attachments are a popular addition to many forms. For example, forms for recording an inspection result can include attached photos for more clarity. Form owners can now rename files when exporting, sending emails, or saving to cloud storage services.

Uploaded files or attachments have several options for form owners including:

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How to Create an Online Form With PayPal

Formsite PayPal online order forms

Custom online forms that accept PayPal payments are easy with Formsite. Choose the PayPal Business integration to accept credit and debit cards, PayPal payments, Venmo, PayPal Credit, Pay in 4, and local processors around the globe. Process secure payments and collect data with forms customized for your organization. Use the PayPal integrations to collect payments with all kinds of forms like order forms, event registrations, and subscriptions, for example.

Best Practices for Creating Online Forms

While every form and survey is different, best practices for usability and easy building apply for all. From college applications to restaurant order forms, these tips help form owners and visitors alike:

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Create a Custom PDF with Images and Text from Results

Formsite Custom PDF Results Doc example

Formsite’s Results Docs lets form owners generate PDF or Word documents from form results. The original format provided the built-in Table format as a PDF file, then expanded to merge results with PDF and Word templates. The newest feature is the Custom PDF format that adds support for including uploaded images and text in the generated PDF file.

There are three fundamental formats for Results Docs:

The differences between Results Docs formats let form owners decide how the final documents appear. The built-in Table PDF format displays the results answers in a table in a PDF document. The Table PDF does not show any images or extra text. Only the answers to the form items show, and the style is not able to change.

The Merged PDF and Merged Word Docx formats allow for creating templates with placeholders. Using the Merged PDF format, form owners create fillable PDFs with form fields that receive text from the form result. The Merged Word Docx format uses placeholder codes that do the same. These formats allow the template documents to contain images, text, and other formatting and style elements. Every document that uses the template contains the template images, text, and style.

The Custom PDF format behaves like the Merged formats but doesn't need the template file. Form owners build the template using the editor on the Results Docs page, then include any custom text and images, too. Along with adding custom images, the Custom PDF format also allows for including images uploaded by the form visitor.

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