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rjchauhan_
Participant | Diamond Partner
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Participant | Diamond Partner
Member since ‎Apr 19, 2023
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Raviraj Chauhan

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Activity

antonia_kraft on August 25, 2021
Submit form data in pdf
Hey, we would like to have form submissions in hubspot directly submittet into a PDF. I have seen there is a third party integration doing it, however i would like to upload my own styled PDF (e.g. a contract) and just declare the fields that the read more
Reply Idea Forms
2 upvotes
1 Reply
rjchauhan_
Participant | Diamond Partner
August 17, 2023
Hello @antonia_kraft , You can try PDF CreateMate for this purpose. Upload customized Word document template on PDF CreateMate. Set up a...read more
SupportSystony on March 06, 2023
Send PDF to contact who has submitted a survey
Hi, I would like to see an option to send the submitter of a survey a pdf with the filled survey. E.g. I am filling out a survey. When I press "Send" a couple of seconds later I get an email with a pdf with all my answers.
Reply Idea Feedback Surveys
0 upvote
1 Reply
rjchauhan_
Participant | Diamond Partner
August 17, 2023
Hey @SupportSystony , You can try PDF CreateMate for this purpose. Upload customized Word document template on PDF CreateMate. Set up a ...read more
mrw0522 on June 16, 2022
Form PDF
Is there anyway for a form submission to be turned into a PDF and then placed with the same contact that submitted the form?
Reply Idea Forms
3 upvotes
2 Replies
rjchauhan_
Participant | Diamond Partner
August 17, 2023
Hello @mrw0522 , You can try PDF CreateMate for this purpose. Upload customized Word document template on PDF CreateMate. Set up a trigg...read more
DBola on May 01, 2023
Download PDF of Form in Form Format
For auditing purposes, we would like to have a PDF version of our forms with the responses filled out. This would be available to download on Hub and would look exactly like the actual form, just with the answers provided by whoever is filling out t read more
Reply Idea Forms
17 upvotes
9 Replies
rjchauhan_
Participant | Diamond Partner
August 17, 2023
You can try PDF CreateMate for this purpose. Upload customized Word document template on PDF CreateMate. Set up a trigger for pre-configu...read more
rjchauhan_ on August 16, 2023
Generating personalised PDF with Contact properties
Hello everyone, I found multiple posts and questions related to generating dynamic PDFs with Contact properties. Do you wish there was a more efficient way to generate dynamic PDFs from your HubSpot contact properties? Well, we've got fantas read more
Reply Discussion Announcement CRM How-To Quick Tutorial
11 upvotes
2 Replies
rjchauhan_
Participant | Diamond Partner
August 17, 2023
Hey @PamCotton , Yes, PDF CreateMate is published on the HubSpot App marketplace and can connect to HubSpot account upon installing and regis...read more
rjchauhan_ on August 16, 2023
Generating personalised PDF with Contact properties
Hello everyone, I found multiple posts and questions related to generating dynamic PDFs with Contact properties. Do you wish there was a more efficient way to generate dynamic PDFs from your HubSpot contact properties? Well, we've got fantas read more
Reply Discussion Contacts Developer tools Webhooks Workflows
11 upvotes
2 Replies
rjchauhan_
Participant | Diamond Partner
August 16, 2023
Appreciated @coldrickjack . You've captured the essence of PDF CreateMate perfectly. The CreateMate establishes customizable workflows, en...read more
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