I want to send a .pdf version of a gift certificate with an auto-repsonder

  • mhworkz
    Asked on August 26, 2018 at 2:41 PM

    I am upgrading a form so it is more mobile friendly. If someone wants their gift certificate emailed, I want jotform to build the certificate template automatically using the fields on the form. Also, I want to add a unique number to each form for security. 

    When a gift certificate is ordered, I would like it to flow into another form, that can be saved as a pdf and emailed back as an auto-responder.

    Is this possible? 

    If so, how do I do it. 

    Thanks

  • Mike
    Replied on August 26, 2018 at 3:57 PM

    Thank you for contacting us.

    You can get a unique autoincrement number with a Unique ID widget (see guide) or with a Random Value Generator widget.

    You can also attach a submission PDF to the email autoresponder.

    I want to send a  Screenshot 20

    The submission PDF template is editable, see the next guide:

    How to Customize PDF Submissions Report

    Although, the PDF designer is not super flexible. The PDF might not look like a generic certificate.

  • mhworkz
    Replied on August 26, 2018 at 4:01 PM

    Thank You.

    I have a word template. Is there a way to import the file's fields into word template, save it as a pdf and send it with the autoresponder?

    Or, can the report be sent as part of the autoresponder?

    Does this report have to be sent manually? 

  • David JotForm Support Manager
    Replied on August 26, 2018 at 5:30 PM

    Unfortunately, there is no way to import or show the fields data into a word template.

    Can you explain what you mean by "can the report be sent as part of the autoresponder?"?

  • mhworkz
    Replied on August 26, 2018 at 9:39 PM

    Can I send the report that has been editted and modified as pdf to the recipient of the email 

  • roneet
    Replied on August 27, 2018 at 2:01 AM

    Sorry, If I misunderstood your question.

    If you want to edit your submission and receive those in the Autoresponder/Notification emails then yes you can do it.

    You can include submission PDFs in the EDIT link by enabling the following settings:

    I want to send a .pdf version of a gift certificate with an auto repsonder Image 50

    Guides:

    https://www.jotform.com/help/325-How-to-Edit-Submissions-Made-on-Your-Forms

    https://www.jotform.com/help/503-How-to-include-submissions-as-PDF-attachment-in-the-email-notifications

    If you have existing PDF form and you want to make it fillable PDF Form, then want to attach it in your emails.

    Refer the below process:

    Please go to this page https://www.jotform.com/fillable-pdf-form-creator/:

     

    1. Click the Create PDF Form button.

     

    I want to send a  Screenshot 61

     

    2. Then choose the Convert PDF Form.

     

    I want to send a  Screenshot 72

     

    3. Enter your E-mail address and Upload your PDF Form. You will be notified when the upload process is complete.

     

    I want to send a  Screenshot 83

     

    4. Finally, you can see your PDF form on your My Forms page.

     

    I want to send a  Screenshot 94

     

    If you need further assistance please let us know. We will be happy to help. 

    Thanks.