Auto-Fill PDFs from Online Forms – Save Time, Reduce Errors & have backups for audits
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Keith Lemay
Jotform has a feature that automatically fills your PDF documents whenever someone submits an online form—no more manual entry, no more errors, and no more wasted time.
JotForm’s Smart PDF Forms: you upload a PDF, and your online form fields are instantly connected to the corresponding sections of your PDF.
Here is a video that shows exactly what I am talking about:
Here is the website for this feature
How It Works:
Instant Document Mapping: Upload your existing PDF and watch as the form fields are automatically converted to an online version that maps directly back to your PDF.
Collect and Automate: When users fill out the online form, their answers are automatically placed into the PDF, just like magic!
Add E-Signatures: Include e-signature fields that will seamlessly appear on your PDF, making the whole process faster and more professional.
Preview and Download: Users can preview the completed PDF and download or share it, ensuring they’re happy with the final document.
Why Your Business Needs This:
Boost Efficiency: Save countless hours by eliminating repetitive tasks.
Reduce Errors: Avoid mistakes from manual data entry by letting the system do it for you.
Professional Presentation: Create perfectly filled, ready-to-use documents every time, enhancing your client’s experience.
Examples of Use Cases:
Client Onboarding: Simplify the process of filling out contracts and forms with auto-populated documents.
Applications and Registrations: Automate submissions for applications, registrations, or any other required paperwork.
Healthcare and Legal Forms: Reduce errors in critical documents and provide a seamless experience for patients or clients.
Please add this feature to GHL. I have asked a bunch of times and need this so badly. I have to pay for Zapier and Jotforms and GHL just because you don't have this must have feature.
PLEASE UNVOTE THIS AND SHARE TO ALL YOUR FRIENDS THAT HAVE A NEED TO HAVE HARD COPIES OF CONTRACTS OR PDF COPIES FILLED OUT FOR AUDITING REASONS.
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Sales & Marketing
Keith Lemay Are you able to use linking them to custom fields and placing those custom fields within text fields to achieve this?
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Keith Besherse
Sales & Marketing custom fields are overwritten every time there is a new submission.
Saving a pdf captures a moment in time.