- KristinrevealAsked on June 21, 2016 at 08:32 PM
I am trying to create a form that my team can use when they go on property appointments.
We are a home staging company, and prior to a client listing their home, we go out to the property to do what we call a property preview. During this preview, we type up a list of recommendations for items to be completed prior to the day that we move furniture into the home.
My ideal scenario is that my employees have a template to use on-site, and they enter in the recommendations, and then hit "send" at the end of the appointment. I would like for the client (end user) to receive a PDF of this form/survey/report, that includes all of the questions, statements, images, logos, etc.
It is a bit difficult to explain. I would like to speak with someone if possible to work out the details.
Thank you for your time.
- JotForm SupportjonathanAnswered on June 21, 2016 at 10:00 PM
You can easily achieve this by attaching the submission PDF data report to the Autoresponder E-mail. The end-user will be able to receive the PDF document of the survey form.
User guide: Creating-a-Form-Autoresponder
Make sure that PDF attachment is set to ON in the auto email.
Below is also a video guide that demonstrate this feature.
You can also test submit my demo form https://form.jotform.com/61727698349978 .
Make sure you provided your own email address so that you can receive the auto email with attached PDF.
Hope this help. Let us know if you need further assistance.