How can I have clients fill out a form get put into a pdf and submit without using adobe or other softwares.

  • ritaricha
    Asked on December 10, 2019 at 2:29 PM

    My issue is that our client base is not very tech savy.

    Currently we have forms they have to print then fill out and scan and email back.

    I want this process to be as simple as possible.

    Initially I thought to use Microsoft Forms. While the user interface is friendly, the final results get polled together and are not in a single PDF doc. Additionally the documents need to be secure. They have to be emailed and can not be on our website.

    Best case scenario is:

    1. client gets a link to fill out docs

    2. fills them out and clicks a submit bottom

    3. pdf report gets mailed to an email

    Is there a way to do this without posting it on a public website?

  • KrisLei Jotform Support
    Replied on December 10, 2019 at 7:54 PM

    Hi,

    Thank you for reaching out to us.

    To clarify, you want to include a copy of the PDF submission on the autoresponder for your clients to receive it? If so, on the Autoresponder email, you can attach a copy of the PDF submission so that the client will receive a copy of their submission.

    Here's a detailed guide: How-To-Include-Submissions-As-PDF-Attachment-In-The-Email-Notifications

    Let us know if you are referring to a different query.