Automatically Save Form as PDF

ksalazar · ‎Mär 23, 2022

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.

MOliver · ‎Mär 23, 2022

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

LReece · ‎Mär 23, 2022

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

MMelton · ‎Mär 23, 2022

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

Denis · ‎Aug 5, 2022

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.

pomps · ‎Mai 15, 2023

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?