Integrating form data into pdf template > PDF document to automatically generate

I have a PDF version of an RFP my company uses, and I wanted to build a form that someone can fill out, and it would put information into specific slots of the RFP template that I have designated. Is this possible? I built a form yesterday, but all I can get it to do is generate a pdf with those fillable answers, which is not what I want to accomplish. If the question is "project name", I want the response to populate in the RFP section where the project name lives, and then there is text that is part of the template that is static until the next question is answered...does that make sense? Kind of like formswift (link below)

Hi michael.elliott4,

Thanks for reaching out to us for help. Sure, it is possible to put the information on the PDF form that you have designated. Let me show you how to do that:

• Open PDF Editor and click on the Gear icon on the top right side of the page.
• Now, you can Create a Template by adding a Title and clicking on Save as Template.

If you mean prefilling your form using another form, you can do that by clicking on Prefill on Publish:

1. Open your form in Form Builder, then click on Publish in the orange navigation bar at the top of the screen.
2. Now, click on Prefill in the menu on the left side of the screen, and then select Form Prefill.
3. Select the form that you want to prefill from, then choose the fields you want to take data from.
4. Click on Save Settings, and that’s it.

And you can also set this field that is the project name as Require so that it will be static until the next question is answered.

If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

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

I will definitely work on what you've suggested! Thank you! In the meantime, do I have to do that every time or once? Ultimately, what I'd like to see happen is me or my colleague filling out the form and generating the PDF automatically after I've set everything up as you've described in your response.

Hello Michael,

Thanks for reaching out to Jotform Support. Once you edited/customize the elements in the PDF Editor page, you don't need to do it again for all submissions on your form. Additionally, you may add the PDF as attachment to the Notification Email/Autoresponder Email, so you and/or your user will have a copy of the submitted data in PDF document. Let me show you how to do that:

1. In the Form Builder page, in the orange navigation bar at the top-left side of the screen, click on Settings.
2. In the Settings menu, click on Emails tab.
3. Hover your mouse on Notification Email/Autoresponder Email and click the pencil icon to edit.

4. Click on Advanced tab, turn "ON" PDF Attachment option.
5. Click on the PDF Document (make sure it there is a "check" mark).
6. Scroll down and click the Save button.

Related Guide: Explanation of Email Notification and Autoresponder Settings

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