PDF version not correct

  • Profile Image
    welcomehomesefardi
    Asked on February 10, 2021 at 09:19 AM

    Hello,

    https://form.jotform.com/210306193837050

    I have 2 issues with this form:

    In this form, I have a condition that shows the corresponding services depending on the contract type elected.

    1612966388_6023e9f4e365f_

    It works properly in the online form.


    When the contract is completed, signed and approved, its supposed to send a pdf to me and the client.

    Issue 1 - The pdf is showing all of the various services, and not only the elected ones. Here is the most recent contract pdf that I downloaded. The plan type is "Personal Assistance". The pdf should only show the green section but it shows the details for the other two service package types that were not selected (yellow).

    1612966571_6023eaab3fd19_


    Issue 2 - I am not reciving the pdf copy in my email. I have to go into the Jotform inbox and download.


  • Profile Image
    Sigit_W
    Answered on February 10, 2021 at 10:26 AM

    Greetings,

    I cloned the above form and added a test submission data, I can't replicate the issue for the he pdf is showing all of the various services.

    I received the PDF attachment from the notification email

    1612970155_6023f8ab8a17e_

    And the pdf is showing all of the various services

    1612970698_6023facad6627_


    Regarding "Issue 2 - I am not reciving the pdf copy in my email. I have to go into the Jotform inbox and download."

    For now I have cleared your form cache. Kindly select the PDF file name, and on live mode/publish try adding a test submission data.

    1612970387_6023f9931c05f_

    Please give it a try, and let us know how it goes.

    Regarding issue-1, allow me some time to do some tests.

    Regards.

  • Profile Image
    welcomehomesefardi
    Answered on February 10, 2021 at 10:34 AM

    You did recreate the issue. I don't want the pdf to show all of the various services in the final copy of the pdf that I and the client receive. The final form should only show the description of the services that corresponds to the type of assistance package selected. If the pdf. was working properly, it would only show the green and not the red. 1612971203_6023fcc34df99_


    I'll try the suggestion for the 2nd issue and get back to you.

  • Profile Image
    Welvin
    Answered on February 10, 2021 at 01:06 PM

    The headers, texts, and images are displayed in the PDF regardless of the condition in the form. What you can do is create multiple PDFs for each service.

    2020-04-16-012.png

    Next, create an autoresponder for each service. Enable the PDF attachment on these autoresponders and select the corresponding PDF.

    https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email

    Next, set up conditional logic to send the autoresponder based on the chosen service.

    https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    Note that you may need to upgrade your account to paid to create multiple email conditions and email templates.

    Thanks

  • Profile Image
    welcomehomesefardi
    Answered on February 10, 2021 at 01:24 PM

    Thanks!

    Will Jotform know which pdf to use in response to the choices made on the online form?

  • Profile Image
    VincentJay
    Answered on February 10, 2021 at 05:20 PM

    Hi,

    After creating multiple PDF documents, you can choose the correct PDF document you want to send in the Advanced Settings of the email alert based on the user's answer.

    Please check it and let us know if you have any questions. Thank you!

  • Profile Image
    welcomehomesefardi
    Answered on February 10, 2021 at 06:00 PM
    OK, I will work on this tomorrow and let you know how it goes.
    Kind Regards,
    Nichole Martínez Kruse
    Founder & CEO
    Calls, Text & WhatsApp +1 (619) 387-7918
    WelcomeHomeSefardi@gmail.com
    Welcome Home Sefardi

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    ...
  • Profile Image
    welcomehomesefardi
    Answered on February 11, 2021 at 08:25 AM

    I'm so busy with work....... Its taken me too many hours tinkering with these forms to get them right. Its so cumbersome and tedious to figure this out as I'm not an expert on this platform. Is there an way that I can pay to have them my documents set up the way that I want by one of the Jotform experts?

  • Profile Image
    Mike_G
    Answered on February 11, 2021 at 08:49 AM

    We would like to apologize for any inconvenience. However, we can only advise that you hire someone who knows their way with JotForm. You can also try finding freelancers on Upwork that can help you with your form requirements.

    Feel free to let us know if you need any further assistance.