Automatically Save Form as PDF

ksalazar

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件のコメント
MOliver
メンバー

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

LReece
メンバー

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

MMelton
メンバー

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

Denis
投稿者 | Solutions Partner

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
メンバー

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?