topic Re: Downloading a Form Entry in Lead Capture Tools

Downloading a Form Entry

MM24 — Mon, 21 Nov 2022 20:16:56 GMT

I'm looking to download a submission from a Form as a PDF so that I'm able to share all of the info submitted instead of copying and pasting as text. Is there any way around this? Thanks.

Re: Downloading a Form Entry

SSukys — Mon, 21 Nov 2022 21:13:47 GMT

Hey @MM24!

I would love to help out. There are some interesting ways around this. I have some questions first. Where are you moving the data to that a PDF would be of benefit in the process? How much information is your form generating?

Sincerely,

Sean

Re: Downloading a Form Entry

MM24 — Mon, 21 Nov 2022 23:04:43 GMT

Hi Sean, I want to be able to download all of the data of a submission onto a PDF that I can save to my computer to reference later without having to be on Hubspot, and also share those individual submissions with other external people.

Re: Downloading a Form Entry

karstenkoehler — Tue, 22 Nov 2022 05:54:36 GMT

Hi @MM24,

Happy to help here!

Would an email containing all information from the form submission also be acceptable? You can set up form submission notifications by following these steps. These would land directly in the inbox of the person you would like to notify, as long as they also have a HubSpot user account.

If that's not an option, this feature can be used for the first workaround: If you receive these emails yourself, you can can print them to PDF. (This is often a default printing option: https://zapier.com/blog/create-pdf/)

Another option would be Zapier. You can trigger a Zap from each new form submission and then create a PDF. One example of how this could look is explained here: https://www.process.st/help/docs/create-a-pdf-with-zapier/

Let me know if you have any follow-up questions!

Re: Downloading a Form Entry

MM24 — Tue, 22 Nov 2022 17:25:15 GMT

Hi Karsten - thanks for the tips. With a form of hundreds of entries, setting up email notifications would flood an inbox. I'd be looking to download individual, specific forms that I choose from the list of submissions. Perhaps this is more of a vent than problem-solving, just seems like there's only workarounds for an issue that seems decently straightforward to include.

Re: Downloading a Form Entry

karstenkoehler — Tue, 22 Nov 2022 17:43:52 GMT

Hi @MM24,

In that case, you could set up a Zapier sync that only creates a PDF for contacts from a specific static list. Whenever you need a PDF, you'd move a contact to that list and Zapier would take care of the PDF.

And I agree, it would be nice if there was an easier solution.

I also just noticed that there is an app in the marketplace for this: https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/form-submission-pdf-generator-239645

Hope this helps!

Re: Downloading a Form Entry

RWellsGLT — Wed, 22 Nov 2023 14:41:48 GMT

I'm currently experiencing this issue. As a scenario example, the person that receives the emails is OOO so I need to grab a single submission to send over to the team to process the order. In other platforms I get a little eye icon that will allow me to open up the submission and print to PDF. I can't find anything like that in Hubspot. Is this just an overlooked feature and I have to manually copy and paste information into an email instead of generating proof of the order for the team?