PDF Settings | Create PDF copies of form submissions - Zoho Forms

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 your respondents with an option to have a copy of their responses,

  • You can provide a link to download the form responses as a PDF in the Thank You Page.
    PDF of form submission in Thank You page
  • Send the PDF of the form submission as an attachment in the Email Notification triggered to the respondents after submitting an entry.
    PDF of form submission in email notifications
  • Send the PDF of form submission along with the final approval/denial email after the approval process is complete.

PDF copy of form entry in Thank You page   

To provide your respondents a link to download the PDF of form submission in the Thank You Page,

  1. In your form builder, navigate to the Settings tab > General Thank You Page & Redirection.

  2. To provide your respondents a link to download the PDF of form submission in the Thank You Page, select the  Include a link to download PDF of submitted response in the Thank You Page option.

    Send PDF copy of form submission

  3. Click Save.

PDF copy of form entry in email notifications      

To send a PDF copy of form submission as an email attachment,

  1. In your form builder, click the Settings  tab.

  2. Click Email & Notifications > Email and set up an email template.

  3. After composing your email and select Attach form submission as a PDF option.

    Email Template Attachment

  4. Click Save .
The PDF of form submission will only be generated when the form is submitted or a form entry is updated.
To obtain a PDF of previously submitted form entries, use the Email notification for Updated record option in our forms.
To do this,
  1. Go to the Settings tab > Email & Notifications Email.
  2. Configure an email template for Updated Record.
  3. Once configured, navigate to the All Entries section of your form to update the entry. The email notification will then be sent to the configured email address with the updated form submission PDF.

PDF copy of form entry in Final Approval/Denial Email template

The Final Approval Status is the status of the form entry after crossing all the levels of approval in the Approval Process. Whether the Final Approval Status of a record is Approved or Denied, you can trigger an email notification.
To configure the template for the email to be triggered on final approval/denial,
  1. Navigate to the Approvals tab in your form builder Approval Settings and click Final Approval Email or Final Denial Email as required.
  2. Specify the From and To email addresses, Subject, and Message of the email.
    You can select the email address of your org users as the  From address by clicking the Add Sender Email option in the dropdown.
    You can merge values from the form responses in the subject and the message using the Merge Tag.
  3. You can choose to send a PDF copy of the form entry and merged documents as attachments to the email.
  4. Click Save.

By default, the Default Template will be used. To access the PDF Settings, navigate to Settings > PDF & Document Merge PDF Editor where you can customize the PDF.
Know more  about using the Default PDF Template.
Know more about creating your own PDF template.
Note: If you find the Attach form submission as a PDF  option disabled while configuring the email template, check if the Default Template  is disabled under  Settings PDF 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 ...
                                                                                                              • 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 ...
                                                                                                              • Form Availability

                                                                                                                Setting up form availability allows you to control when a form is accessible to users. Here are some real-time scenarios where setting up form availability can help you: Imagine you're organizing an event with limited seats. You want to ensure that ...
                                                                                                              • 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 ...
                                                                                                              • Form Rules

                                                                                                                With the Form Rules, you can choose to trigger different actions upon form submission if the defined conditions are satisfied. You can automatically trigger emails, assign tasks, decide on the Thank You page to be displayed or redirect the ...
                                                                                                                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