Generate PDFs
Whether you need to save, send or print a PDF copy of your form submissions, or generate entirely new documents containing your form submission data, our advanced PDF functionality can do what you need.
What can you do with PDF templates?
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Generate an exact PDF copy of your filled-in online form with responses included.
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Design a custom PDF document which can contain response data merged in.
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Upload a fillable PDF template that our system can automatically fill in with answers from each form response.
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Attach PDF documents to email notifications and confirmations.
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Download PDF documents when viewing or managing form responses within Advanced Forms.
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Send PDF documents automatically to your other systems and cloud services using one of our integrations.
Set up PDF templates
While editing your form there are a number of places you can choose to attach a PDF document. These include notification emails, workflow emails and some of the integrations.
Start by ticking the box to attach a PDF document in the relevant settings area.
By default the PDF that will be attached looks exactly like your online form. The answers from the relevant form response will be populated in the fields.
If you do not need to customise this, you can leave everything as it is here and the rest of the guide does not apply to you.
Read about PDF templates in the PDF template options section.
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If you need to customise the default PDF, design your own PDF document from scratch or use a pre-made fillable PDF instead, click 'Add/edit PDF templates for this form'.
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A window will appear that will allow you to manage templates for this form. If this is your first time adding templates for this form, your template list will be empty. Click 'Add a template' to get started.
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By default the PDF design matches exactly with your online form. If you wish to make some customisations to the default PDF design choose this template type.
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After you choose a template type the relevant options will appear for that template type.
Read the PDF template options for more information about how you can modify the templates.
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Click SAVE to save your template. Your template list for this form will be refreshed and your new template should appear in the list. Click Go back to form to get back to your form settings.
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Any PDF templates you’ve created for this form will appear in the template drop down list within the Email or Integration settings.
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Select it from the drop down to add it to the documents that will be sent as part of that particular email or integration.
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You may wish to choose a different PDF template to send for every email and integration you have set up in your form. You can also include multiple documents for each email or integration.
Whether you’ve left the 'Default PDF' selected or modified and added your own template, your form will now generate a PDF document each time you receive a form response and the document will be sent as part of the relevant emails or integrations.
You can also download a copy of a PDF document for any form response by visiting the 'View Responses' page, then viewing a particular form response and clicking 'Download PDF'.