PDF Settings | Customize PDFs - Zoho Forms

Using the default PDF template


You can either use the default system generated PDF offered by Zoho Forms which you can customize to your liking or you can create the PDF from scratch with your own template and generate a customized PDF format to meet your requirements.

Customizing the default PDF Template

  1. Navigate to Settings > PDF & Document Merge PDF Editor.

  2. By default, the default template will be enabled. 

  3. To customize the appearance the Default PDF document, click Modify under Default Template.

    Click Modify

  4. In the PDF Editor, you can name your PDF and customize the page orientation under Page settings and how the form fields should appear under Form settings.

  5. Once you have customized the PDF, click Save .

  6. To revert to the default settings, click Restore Default Settings in the top-right corner of the PDF editor.

  7. To download the PDF of a blank form, click Download.

    PDF Editor

Page settings   

  You can modify the following under the Page settings of the PDF editor:

  • Orientation : You can set your page orientation to Portrait or Landscape.

  • Size : You can select the page size of your PDF from the listed options.

  • Margin : You can set margins for your document here. If you wish to remove margins for the PDF, choose the value for the Left and Right margins to be zero.

    Page Settings

Form settings   

You can modify the following under the Form settings of the PDF editor:

  • Form Header : You can choose to display your form header either on all pages of or only on the first page of the PDF.

  • Background : You can stretch the background of your form to your page size.

  • Fields : You can choose to include or exclude empty fields from the PDFs of form entries.

  • Image Size : You can set the size of the images to be displayed in the form.

  • To display an in-line Subform in your form as a card in the PDF copy, select Show as Card.

    Form settings




    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Creating custom PDF Template

                                                                                                                Table of contents Creating your template from the scratch PDF Layout Elements Text Image Horizontal Line Vertical Line Table Summary Table Header and Footer Fields Matrix Choice Image Upload Image Choices Subform My Templates Using the Pre-populated ...
                                                                                                              • Sending PDF copies of form submissions

                                                                                                                Providing PDF copies to respondents When your respondents submit form entries, they might want to keep a record of the data they have filled out such as purchase orders, complaints they have raised, or applications for their reference. To provide ...
                                                                                                              • Viewing Form Entries

                                                                                                                Once you have successfully created and shared a form, the form responses will be listed under All Entries. Here, you can view all entries as a summary, and group them based on certain criteria. You can also change the view, edit the entries, assign ...
                                                                                                              • Storing PDF of form entries and merged documents

                                                                                                                Store Form Submission as PDF After configuring to save the file attachments in a cloud service, you can also choose to store the form submission as a PDF. To do so, Select Store form submission as PDF (Default Template) to store the form entries as ...
                                                                                                              • Exporting Form Entries

                                                                                                                List View You can choose to export form entries as a CSV or PDF file in List view. Export as CSV Exporting form entries in bulk To export all the form entries in bulk as a CSV file, In the All Entries section of your form, click the Export icon as ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources