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VCprojectsAsked on November 18, 2018 at 3:16 PM
If someone supplies an order form, is there an easy way to turn that into an order confirmation after some manual interaction.
In that case I want to re-use the company details transfer it to a new form and have the confirmation form mailed as pdf.
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MikeReplied on November 18, 2018 at 4:39 PM
This is most likely possible. I would like to suggest checking the next article to get an idea about a possible form configuration:
A General Approach on Building an Approval Process Workflow
It might be easier to keep everything within one form, but if you need to transfer some details to another form, you may check the next workaround:
How to Automatically Pass Form Data to Another Form
We do support confirmation emails with attached submission PDFs. The PDF templates are editable:
https://www.jotform.com/products/pdf-editor/
There is also 3rd party workflow processing option:
New Integration - Create JotForm Workflows with ProcessMaker
If you need any further assistance, please let us know.