Automatically Save Form as PDF

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Statut : Idea Submitted
ksalazar
Soumis par le ‎mars 23, 2022 2:54 PM

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. 

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5 Commentaires
MOliver
Membre
‎mars 23, 2022 2:57 PM

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

LReece
Membre
‎mars 23, 2022 2:58 PM

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

MMelton
Membre
‎mars 23, 2022 3:03 PM

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

Denis
Contributeur | Partenaire solutions
Contributeur | Partenaire solutions
‎août 5, 2022 3:11 PM

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
Membre
‎mai 15, 2023 11:27 AM

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?