Attaching PDF files from form/survey submissions
T
The Team
Can we make it so we can automatically add a pdf version of a form/survey that is submitted to an email/sms workflow?
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B
Bryce Gammill
Desperately needed
K
Krystal Bella
I’d like to have the form or survey upload to a custom field not in the documents section I hate that section
J
Jordi-Lakeem Foster
This is an absolutely necessary feature. I have clients in the tax and salon care industry that would greatly benefit from this feature as their workflow is slowed down as a result.
J
Jake Buchanan
It would also be great if you could use those documents in automations such as triggering an internal notification or sending the document via email as an attachment.
C
Camelia Coconasu
it will be great to have this option.
T
Tony Lozano
It would be nice to have the PDF generated, then added to that contact's documents section. We are manually downloading the PDF from "Surveys > Submissions" and uploading it into the contact because it only attaches the signature field into the document section. This would be great so I can just zap the PDF over to google drive. (Until you have a direct Google Drive integration)
S
Sales & Marketing
Merged in a post:
PDF Emailed
N
Nikki Atkins
Can we get form submissions emailed as a PDF?
S
Sales & Marketing
Merged in a post:
Send pdf for signature
K
Kalon B. Goodrich
Would like to send (not receive) a pdf in a form for the recipient to sign using the signature field. This would permit a solid electronic signature "paper trail" linking the document and the signature.
HIGHLVL-I-2045
S
Sales & Marketing
Merged in a post:
Automation: That creates a .pdf file from a form submission.
S
Shawn Guenther
There should be an automation that will automatically allow for the creation of a .pdf file to a templated document from a form submission that will duplicate the template and rename it appropriately based on text entered and/or chosen value i.e. (document title + custom field or contact field.)
S
Sales & Marketing
Merged in a post:
Save Form Submission as PDF
L
Lisa Le
Please add the ability to save form data as PDF that can be added to contact profile as a document, or sent out via email. Lots of service based businesses need this for consent forms, medical history forms, etc.
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