Gerar pdf

  • simeuqueroterdinheiro
    Perguntado em 3 de abril de 2024 às 14:21

    É possível gerar um arquivo PDF personalizado para o usuário de acordo com as respostas que ele preencher no formulário?


    -A ideia era um formulário aonde o usuário respondesse e de acordo com suas respostas ele poderia baixar um arquivo pdf no final da entrega.

  • Gaud Jotform Support
    Respondido em 3 de abril de 2024 às 17:02

    Hi Luciana Fiaux,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But keep in mind that you'll have to wait until they're available again.

    Now, let me help you with your question. Yes, it is possible to send the different PDF documents to your form fillers via email based on their answers. Yes, you can send an email that has a personalized PDF attached to it (using conditional logic), and each PDF can have different content based on the submitter's answers. To do that, we'll need to set up the options below:

    1. Create different PDF templates related to each case.
    2. Create several Autoresponder emails related to each type of PDF template that you create.   
    3. Attach those PDF templates to their related Notification emails. 
    4. Send an email when a submission is processed, depending on the score, through conditional logic.

    Now, I'll help you to do each of those steps:

    1.  Creating different PDF templates related to each case is easy. Let's do it:

    •  Click on the Downward Arrow icon in Form Builder.
    •  Select PDF Editor.
    •  In PDf Editor you can create as many PDF documents as you want by clicking on New PDF and then New PDF Document.

    1648675516 6244cabc94530 pdf document Screenshot 20

    Once you have created them, you can customize each PDF document depending on the instructions you want to give.

    2.  Now, let's create several Autoresponder Emails related to each type of PDF template that you created:

    •  In Form Builder, click on Settings.
    •  Select Emails on the left side of the page.
    •  Click on Add an Email.
    •  Select Autoresponder and that's it.

    1648675535 6244cacf6130e form builder ne Screenshot 31

    Now, we have to create an Autoresponder for each type of PDF Document you’ve created.

    3.  We want to attach those PDF templates to their related Notification Emails:

    • Hover over the Notification Email element and click on the Pencil icon.
    • Click on the Advanced tab.
    • Toggle PDF Attachment to the On position, and select the PDF document related to that case.
    • Scroll down the page and click on Save.

    1648675805 6244cbdd19ca5 attach document Screenshot 42

    4.  When a submission is processed, an email will be sent based on the score using conditional logic. Now, let's set the Autoresponder through conditional logic:

    • In Form Builder, in the orange navigation bar at the top of the page, click on the Settings.
    • In the menu on the left side of the page, click on Conditions.
    • In the list that pops up, click on Change E-mail Recipient and set a logical condition, like the ones shown below:

    Gerar pdf Image 1 Screenshot 53

    • Finally, click on Save and you're all done.

    You can also check out our guide explaining how to send emails based on the user's answers.

    Give it a try and let us know how it goes.

 
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