Hello fellow form builders,
It's another fortnight, and I am back with an exciting new tip. In the previous post, we discussed how to deliver the
PDFs of the submitted form
to your customers. To continue with this process, let's take a look at how to create dynamic documents with the responses that fall in your form.
Receipts upon successful purchases,
Letters to chosen candidates,
Invoices for your customers,
Certificates on course completion, etc, is crucial for your business. Instead of the default process of manually entering in form data into an external document and dealing with the chaos of paper documents, I'll share a useful solution!
Using this tip, you can quickly integrate your document template with the form you create, and automate them as customized documents by merging the form responses. This ensures that there is no room for manual errors during the pre-filling process. Let's take a deep dive to understand how it's done!
Leave your mark
Whether it's an
Invoice or a
Contract, the scenarios require customized solutions. To satisfy this, create custom documents using Zoho Writer or WebMerge by adding your company logo, tables, etc. and design them to reflect your business.
Here's a preview of how a document will look inside Zoho Writer (I've illustrated an
Invoice and an
Invitation here). Include your form responses inside the document by clicking the field labels under
INSERT FIELDS header.
We've learned how to construct various documents as per business needs, and now let's explore the different ways it can be sent to your customers.
Deliver to every submitter
If you want all of your customers to receive the document (say, an
), try setting up an
by configuring the customer's email as the
address and include the merged document as an attachment. This configuration delivers custom documents right away when the customers make a form submission.
Deliver to specific submitters
If you want to analyze all your received form entries and send the documents to a few of the customers (say, a
), you can follow our
. For a Zoho Writer document, configure the email set up in the
tab that appears. You can check the status of the document (if it is successfully merged or sent) by routing to the
column under the
section. You will receive a success message like this.
That's all there is to it! Try this out and get started with the document merge for your forms by learning the set up from our
. And, it's a wrap! What are the different documents you create for your business? Comment below - we'd love to hear from you!
Until next fortnight,