Create a form that provides information and requests information

How do I create an order form that goes to vendor and then allows vendor to submit pdf forms to fill the order?

Hi Eliza,

Thanks for reaching out to Jotform Support. You can refer to this guide that explains how you can create a basic order form. If you'd like to order information to be sent to the vendor once your customer fills out the form, you can set up a Notification Email and add the vendor's email address as the recipient. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. In the menu on the left side of the page, click on Emails.
3. Now, click on Add an Email. 

4. Select Notification Email.

5. Click on the Recipients tab.

6. Now, just enter your email address into the Recipient Email field. That's it. You're done.

Now, they'll get a Notification Email every time someone fills out your form. In regards to the PDF form, are you creating a web form for your PDF form in Jotform or do you want the vendor to fill it out outside Jotform?

Let us know if there’s anything else we can help you with. 

Once the vendor has the order ready, they need to be able to respond to the order form with the completed pdf document

Hi Eliza,

Thanks for getting back to us. You can add a File Upload element in your form. The vendor will have to edit the submission to upload the completed PDF document to the form. You can include the Edit link in the email notification so all they have to do is click on it to upload the PDF. Let me show you how to add the Edit link:

• Open your form in Form Builder, and in the orange navigation bar at the top of the page, click on Settings.
• In the Settings menu, click on Emails and hover your mouse over the Notification or Autoresponder Email.
• Click on the Pencil icon, and in the window that opens, click on the Form Fields dropdown menu and select Edit Link.
• After adding the link, click on Save, and you're done.

After submitting the form, the vendor will get an email like the one below:

Give it a try and let us know if you have any other questions.

Once the vendor is done uploading the pdf files, the form needs to automatically send to the return email listed in the form. How do we make this happen?

Hi Eliza,

Thanks for getting back to us. If you set up a Notification Email, and you reply to that email with your PDF, it will be automatically sent to the email address of the form filler as it is the default Reply To field in when creating the Notification Email.

Give it a try and let us know if you have any other questions.

This form has tw steps of notification needing to occur.

1st: Form is completed and vendor is notified

2nd:Vendor edits form adding the ordered pdf files. Now a third party needs to be added to the notification and sent the pdf's provided by the vendor.

The third party will change with each order.

Hi Eliza,

Thanks for getting back to us. If you need the 3rd party to receive a notification email after the 2nd party uploaded the PDF, let me show you how to do it:

• Since the 3rd party changes on every order, you can add an email field where the 2nd party can enter the 3rd party's email address.

• Then, create a separate notification email for the 3rd party.

• You also have to make sure that the email for the 3rd party has a settings that attaches the submission files to the email. So, the 3rd party will receive the email with the upload PDF.

• Add a Change Email Recipient condition to send the notification email to the email address value of the 3rd party email field. Below is an example of conditions. The value between the curly brackets on the condition below is the unique name of the 3rd party email field. You need to add that to capture the dynamic value of the email field. Check our guide on How to Find Field IDs and Unique Names.

Give it a try and let us know if you need any other help.