How to customize the PDF with customer data?

  • Profile Image
    Deinhafen
    Asked on November 09, 2017 at 07:28 AM

    Hello Team JotForm,

    I would like to develop a form for my customers so that my customers automatically receive an offer.

    After submitting the form, my clients should automatically receive a PDF on my business letter layout. The PDF must be generated in my layout. In the PDF the address of the customer, the offer-date, the salutation (for example Dear Mr. Meyer) etc. must be set correctly.

    Here my questions:

    a) How can the PDF be designed in my letter layout?

    b) How to create the form so that all data is set correctly in the PDF?

    Do you have any ideas?

    Thank you very much for your reply.

    Best Regards from Hamburg

    Tobias

  • Profile Image
    ashwin_d
    Answered on November 09, 2017 at 09:48 AM

    a) How can the PDF be designed in my letter layout?

    Yes it is possible to customize the submission PDF template to display it as per your need. You may like to take a look at the following guide which should help you:  https://www.jotform.com/help/384-How-to-Customize-PDF-Submissions-Report 


    b) How to create the form so that all data is set correctly in the PDF?

    Please note that the once you customize your submission PDF template, you do not have to do anything. The data will automatically be displayed in submission PDF. The following guide should help you how to download your form's submission PDF:  https://www.jotform.com/help/73-How-to-Download-Form-Submissions-as-Excel-CSV-PDF 

    Hope this helps.

    Do get back to us if you have any questions.