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Create your own PDFs with whatever content you would like! Please note that this feature is exclusively available with specific pricing plans.
Custom PDFs are generated when a form is submitted. PDFs can then be downloaded manually from the submissions page, accessed via direct integrations, webhooks, or attached to emails.
To add a custom PDF to your form, simply go to After Submission → Custom PDFs, and click the "Add PDF +" button.
This will open the PDF designer.
This will identify the PDF in submission results, email attachments, etc. You can optionally insert answers into the file name (e.g. if you wanted to add the submitter's name, or the date/time the form was submitted). To pipe in an answer, select the quesiton using the grey + icon to the right.
If you would like to change the fonts, font size, color, or line height of any of the text in the PDF, you can do this under the "Theming" section. If you make changes to the theme, be sure to test out what it looks like in the actual PDF using the "Download sample" button.
The PDF editor works just like the form editor; simply click the page and type to enter text, then highlight text to format it or change it into a heading.
When you click on a blank line, you'll see icons to the left of the cursor. You can use these to add answers and other content to the document.
Hover over each icon to see what it does.
When you first create a new PDF, you'll see a Submission Summary in the document by default (the blue box). You can use this, but you're not required to—feel free to delete it and use answer piping instead if you prefer. Or, you can use multiple Summaries to split the answers up and add other content in between each block.
There are a few different types of summaries you can insert into the PDF:
Submission Summaries also give you the option to include or omit unanswered questions, as well as the choice between List or Table format.
The "Download sample" button can be used to see how your PDF would look using data from the most recent submission of the form.
The form must have been submitted at least once already for this button to work.
If new questions have been added since the form was last submitted, or if not all questions are required, consider sending through a test submission yourself before working on the PDF. That way, you'll know exactly what answers you're expecting to see when you download the sample.