Intake, quote and waiver forms whose answers land on a customer profile, with invoices, contracts, booking and email beside them, and your whole team included.
What each one covers for businesses that run on forms. Jotform's side is from its own pages, checked September 26, 2026.
Move one thing at a time. Nothing here asks you to switch the whole business in a day.
Jotform downloads submissions as a spreadsheet, for every entry or a filtered few; choose CSV. Import it into Contacts: names, emails and phones go to profile fields, and any other answer can become a new field. You can undo an import for 7 days if something looks wrong.
CustoDesk cannot import a form, so each is built again in Forms, with its logic, file uploads and signatures. Forms has no payment field: take payment with an invoice, a booking deposit or the store.
Keep Jotform's download for your records. CustoDesk has no importer that turns entries into Forms responses, so new responses start here.
A move only makes sense if CustoDesk does the part you rely on most. These are the cases where it may not.
The people in them, yes. Download your submissions from Jotform as CSV, and CustoDesk's contact import matches names, emails and phones to profile fields and can turn other answers into fields of their own. You can undo an import for 7 days if something looks wrong.
No. Turn on one app and keep the rest where it is until you are ready. Apps switch on and off one at a time, so there is no big day.
Not on the form itself. Send an invoice they pay by card, or let them book and pay a deposit, both through your own Stripe account.
No. There is no charge per person on any app. Everyone on your team is included.
No. A form stops taking responses only when you set it to, on a date or after a number you choose, and no response is deleted to make room.
Free for 14 days. No card to start.
See what each app costsJotform's features and plans were read on Jotform's own pages on September 26, 2026. They change, so check the current version before you decide.
Jotform is a trademark of its owner. CustoDesk is not affiliated with Jotform.