Intake vs PlatoForms
Intake
dointake.com
PlatoForms
platoforms.comSide by side
| Figure | Intake | PlatoForms |
|---|---|---|
| Price from | $19/mo | $10/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 7 | 5 |
| Spec score · Client Intake Software | 8.9 (#2) | 8.5 (#7) |
| Data retention | The privacy policy says account data is deleted within 30 days after account deletion, uploaded documents are permanently deleted, and backup copies may persist for up to 90 days. | Free and trial accounts have a fixed three-month retention period, while premium plans can choose retention from seven days to forever. |
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | Native connections include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal and Square, while Zapier and Make provide broader app connectivity. |
| Payments | Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment. | Stripe, PayPal, and Square payments can be collected directly in forms, and PlatoForms states it charges no additional transaction fees. |
| REST API | The API uses the hosted base URL https://dointake.com/api/v1 and JSON requests and responses. | The REST API supports form and submission integrations, with quotas and plan eligibility requirements. |
| Security | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. | 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. |
| Support | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. | The contact page says PlatoForms typically responds to support, sales, and pricing inquiries within one business day. |
| What it does | Intake is a document-collection platform where businesses send one link for forms, signed PDFs, uploads and payments. | PlatoForms is a browser-based form and PDF workflow service that converts existing PDFs into online forms and returns completed PDFs in the original layout. |
Plans
Intake
- FreeFree
- FreeFree
- Professional$19 a month
- Professional$19 a month
- Team$49 a month
- Team$49 a month
- EnterprisePriced on request
In their own words
PlatoForms
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission. Its AI can detect fields in PDFs and generate document sections, fields, and signature blocks from a description. Forms can use a classic layout or ask one question at a time in a conversational format. Workflow tools support multi-step approvals, branching, parallel paths, and routing one PDF among several people. PlatoForms offers more than 2,000 form and document templates, integrations with file storage, payment, and automation services, and REST APIs for submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. Forms can collect Stripe, PayPal, or Square payments; PlatoForms says it adds no transaction fees. The listed plans are Free at free, Bronze at $10 a month, Silver at $30 a month, and Gold at $80 a month, with paid-plan billing listed annually. Free and trial accounts retain data for a fixed three months; premium plans can choose a retention period from seven days to forever.