It would be great if there was a checkbox that allowed forms to be saved to the contact record that submitted it as a PDF underattachments automatically.
Currently we use manobyte to fill this void, but it is a bit manual when you have 100s of forms submissions to convert to PDFs save and reupload.
Yes, this is such a pain and this solution would save our team so much time.
Couldn’t agree more. This is taking too much time away from my team to manually save and upload each time.
Hubspot needs to implement this ASAP. Would make my team so much more efficient.
Hey @ksalazar - I’ve created a tool that generates a personalized PDF from contact record.
Here is a quick demo:
Let me know if you’d like to try this.
Hey @Denis - this tool looks great, but I have a need to pull Deal information into a PDF. Any estimate on when this connection might be added as a feature?