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ksalazar
Mitglied

Automatically Save Form as PDF

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. 

5 Antworten
Denis
Mitwirkender/Mitwirkende | Partner
Mitwirkender/Mitwirkende | Partner

Automatically Save Form as PDF

Hey @ksalazar  - I've created a tool that generates a personalized PDF from contact record.


Here is a quick demo:

https://www.depositfix.com/pdf-generator


Let me know if you'd like to try this.

0 Upvotes
pomps
Teilnehmer/-in

Automatically Save Form as PDF

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?

0 Upvotes
MMelton
Teilnehmer/-in

Automatically Save Form as PDF

Hubspot needs to implement this ASAP. Would make my team so much more efficient.

LReece
Teilnehmer/-in

Automatically Save Form as PDF

Couldn't agree more. This is taking too much time away from my team to manually save and upload each time.

0 Upvotes
MOliver
Teilnehmer/-in

Automatically Save Form as PDF

Yes, this is such a pain and this solution would save our team so much time. 

0 Upvotes