Would I be able to send an auto reply to a customer inquiry that would be a PDF with pricing and choices of packages for them to choose from? We are s

  • Steve Overholt
    Asked on January 26, 2024 at 11:00 PM

    Would I be able to send an auto reply to a customer inquiry that would be a PDF with pricing and choices of packages for them to choose from?

    We are selling digital marketing display adds and have numerous locations that house our monitors.

    Also looking for automated payment system for customers to enter their credit card info to be billed for the number of months they sign up for, which is typically 3-6 months on average.

  • Aries JotForm Support
    Replied on January 27, 2024 at 12:29 AM

    Hi Steve,

    As a Jotform user, I understand that you would like to have an auto-reply in a PDF with pricing and choices of the packages that the customer chooses from. I would suggest an autoresponder email that could help your needs.

    The Form Builder automatically creates an autoresponder email once you add an Email element to your form.

    Here's how you create an Autoresponder.

    1. In the Form Builder, go to Settings at the top.
    2. Select Emails on the left.
    3. Then select Add email.


    Would I be able to send an auto reply to a customer inquiry that would be a PDF with pricing and choices of packages for them to choose from?
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    • To edit an Autoresponder, select its pencil icon.
    • Customize your autoresponder email in the editor.

    Would I be able to send an auto reply to a customer inquiry that would be a PDF with pricing and choices of packages for them to choose from?
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    Here are the available options:

    Send Email When — Triggers for sending the autoresponder email.

    PDF Attachment — Add PDF documents to your email.

    Attach a File — Attach a file to your email.

    Send Emails Later — Delay or schedule sending the email.

    Hide Empty Fields — Exclude empty fields in your email when turned on.

    Update Email — The email template ignores changes on your form when turned off.

    Sender Email — Send the email using your SMTP server instead of Jotform’s servers. To learn more, see Adding a Custom Sender Address and Setting Up SMTP.

    To learn more about How to Edit the Email Template for Notifications and Autoresponders please follow this guide.

    In addition here's a guide for automated payment please follow this guide How to Set Up a Recurring Payment Option.

    I hope this helps, If you have further questions, please feel free to reach out.