Automatically turn form submissions into PDFs with our new PDF feature

Picture this: A customer submits a service request, reports an issue, or signs up for an event on your website. After clicking “Submit”, they may want a clear copy of their submission for their records. Meanwhile, your team needs to document the submitted data, ideally without any manual work.

Without an automated workflow, this often means copying data, pasting it into templates, or using third-party tools to turn form submissions into PDFs.

Our new PDF feature simplifies the process. It automatically generates clear, professional PDF documents from form submissions, tailored to your corporate design and without any coding required.

Quick to set up: key benefits of the new PDF feature

Online forms make data collection fast and easy. But for many workflows across businesses, public sector organisations and non-profits, the submitted data alone isn’t enough. You may also need a structured document for internal processing, record-keeping or customer communication.

That’s where automated PDF generation comes in.

1. No coding required: Configure PDF generation directly in Formcentric, without custom development or third-party tools.
2. No manual data entry: Form responses are automatically transferred to the PDF, eliminating repetitive copy-and-paste work and reducing the risk of manual errors.
3. Instant confirmation for users: Applicants and customers can receive a PDF summary immediately after submitting their form, either via a download link or as an email attachment. This provides transparency and can reduce follow-up enquiries.
4. On-Brand design: Customise your PDFs with your logo, brand colours and other design elements. Depending on your requirements, you can also add information such as timestamps or page numbers.
5. Clear, focused documents: With the “Hide empty elements” option, unanswered optional fields can be omitted from the PDF. This keeps the final document concise and easy to read.

Common use cases for automated PDFs

Automated PDF generation is useful wherever online form submissions need to be turned into structured documents:

1. Government & Public Sector: Citizens can submit online applications and receive a clear summary of their information for their records.
2. Customer Service & Complaints: Service requests, complaints or incident reports can automatically be documented as structured PDFs for further processing or archiving.
3. B2B Enquiries & Registrations: Complex enquiries, requirements or registration data can be automatically compiled into a structured PDF, for example, for handover to sales or consulting teams.

How it works: setting up PDFs in Formcentric

Setting up automated PDFs in Formcentric takes just a few steps, no developer resources required:

1. Choose a template & style: Select a suitable PDF template in the Admin Centre and customise its appearance with your logo, brand colours and other design elements.
2. Select your content: Use the form editor to specify which fields and additional content – such as introductory text or footers – should appear in the PDF.
3. Set up delivery: Choose how the finished PDF should be provided, for example, as a download link on the confirmation page or as an automated email attachment.
   

That’s all it takes to turn form submissions into ready-to-use PDF documents without manual steps in between.

Need full design control?

The automated PDF layouts cover many common use cases. However, some workflows require an existing PDF form or a highly specific layout, for example, an official form that needs to be completed in a predefined format.

In these cases, Formcentric also allows you to upload your own PDF template and map form fields to it individually.

This gives you the choice between a quickly configured automated PDF and a custom PDF template tailored to a specific requirement.

The bottom line

If your workflows regularly require documents based on online form submissions, automated PDF generation can eliminate repetitive manual tasks and simplify document processing.

With Formcentric’s new PDF feature, you can turn form submissions into clear, branded PDF documents automatically, without additional development work.

Ready to automate your PDF workflows?

Start your free Formcentric trial today or book a demo with our team to see how automated PDFs can simplify your form processes.