I'm after running a marekting campaign - that dependant on your answers to the questions you will receive a personalised report. I'm able to do this through smart content emailing. However, it would look better if a company branded PDF was generated with the content that's specific for them.
I noticed that you’re interested in Generating personalized PDFs for HubSpot contacts, and I wanted to suggest trying out “PDF CreateMate”. Our tool is designed to help generate personalized PDFs for HubSpot contacts using custom templates.
If you’re interested in giving our tool a try, we offer a free trial and demo, so you can test it out and see how it works for you. Let me know if you have any questions or would like more information!
Just an idea at this point as I've not implemented this personally but you could perhaps investigate the following:
- Use a workflow and the Google Sheets integration to send unique form responses to a Google Sheet - A Google Add-on tool like Document Studio can then be set up which will take each row in the GSheet to produce the document using a template you've designed - Each doc is then saved in GDrive (for example as a PDF) which can then be emailed to the recipient
Hello @JRowan8, great question! I would like to invite to this conversation some of our top experts to share their ideas @Kevin-C, @webdew@Jonno_Price any recommendations to @JRowan8?