Submit form data in pdf

HubSpot Ideas

Status: Idea Submitted

1

Hey,

we would like to have form submissions in hubspot directly submittet into a PDF.
I have seen there is a third party integration doing it, however i would like to upload my own styled PDF (e.g. a contract) and just declare the fields that the form should submit the data into.
It would be great to have the ability to do that within hubspot as it opens a lot of new areas of operation. Moreover the switch from online --> offline would be way easier and we all know some people just like having paper in their hands :wink:

Thanks,
Antonia

2

Hello @antonia_kraft, You can try PDF CreateMate for this purpose.

  • Upload customized Word document template on PDF CreateMate.
  • Set up a trigger for pre-configured workflow upon form submission.
  • CreateMate will generate a dynamic PDF for triggered contacts and sync it back to HubSpot.

You have the flexibility to use any format and styling for PDF using a Word template. Let me know if you need any support or have any further questions. :slightly_smiling_face: