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  • Profile Image

    Automatically transfer the value to a PDF template

    Asked by co2boerse on November 05, 2015 at 08:57 AM

    Good day to you all

    since days I am looking for a solution over the internet but haven't found any, maybe you can help me?

    I would like to build a formular that should have following details:

    The client should be able to fill out the Jotform that will automaticley transfer the value to a PDF template and then send it by e-mail (as attachment) to the client.

    We are able to give you the template in any form you wish. The output has to be a PDF version.

    If you don`t have a solution for us maybe you have a idea who could help us or maybe you have a plugin.

     

    Thank you very much in advance.

    Kind regards,

     

    template PDF template JotForm solution
  • Profile Image
    JotForm Support

    Answered by beril on November 05, 2015 at 10:50 AM

    Hi,

    It is possible with Jotform.

    You can set up your notifications by clicking Attach PDF.

    Here is how to to this:

    1) Click on Setup & Embed.

     

    2) Click on Emails.

     

    3) Click on Notifications.

     

    4) Click on Reply-To and Receipt Settings.

     

    5) Please make the arrangements as you see below and heck the Attach PDF and click on Finish.

     

    I hope it will work.

    If you have any question or issues, please do not hesitate contacting us. We will be glad to assist you.

  • Profile Image

    Answered by co2boerse on November 05, 2015 at 11:11 AM

    Dear berli

    Thank you for your reply. The data should be transferred into a template from us. We create from it a certificate. With your way the customer receives only a summary. Do you know a solution?

     

    Thanks from switzerland

  • Profile Image

    Answered by Ben on November 05, 2015 at 01:25 PM

    Unfortunately that would not be possible through JotForm, at least not by itself.

    What I did see that some people used for similar things is a combination of JotForm and WebMerge. You can find more about them here: https://www.webmerge.me/

    To send it there, you can use itDuzzit - through our itDuzzit App.

    It will allow you to capture the needed data (jotform) and pass it over to WebMerge (itDuzzit) and then combine that data with the previously uploaded document template (WebMerge).

    Would that work for you?