Get form results as PDF documents using our Results Docs feature. Export results as PDF files from your Formsite account, save to a connected Google Drive account, or attach result PDFs to Notification emails. Choose either our built-in PDF Table format, a custom PDF template file, or create your own template in your Formsite account.
Pro 2 and higher service levels can receive PDF versions of each form result in the built-in PDF Table format. The PDF Table format is available for PDF exports, saving to Google Drive, and receiving as Notification email attachments. The Table format displays your form items and the result answers in an easy-to-read table, then creates a PDF document for each separate result. In the Table format, only the completed questions and answers are included. To include additional text, images, or other custom formatting requires using a PDF template.
Optionally, Pro 2 and higher service levels can enable the Results Docs Add-on for custom PDF documents. Form owners can use a fillable PDF form as a template file and connect the results data to create custom PDF documents. Templates are made as fillable PDF forms and uploaded to the Formsite account, then the form items are connected to the PDF template fields. Existing PDF forms can be used as a template, like standard tax forms, employment or application forms, invoices, etc.
How it works:
The Results Docs Add-on available for Pro 2 and higher service levels also allows for creating custom templates for PDF documents in the Formsite account. Use a text editor to create a template with placeholders similar to the DOCX template, then connect the form items to the placeholders for a totally custom PDF result. Include formatting elements like header text and images to create custom PDF documents without the need for a separate file.
How it works:
Find more details in our article about using the editor to create Custom PDF templates and tips on adding uploaded images to PDF documents.
See our knowledgebase article for the full story about Results Docs and how to create custom PDF documents. Also, see how to save results as PDF files to your Google Drive account after every successful submission!
Yes, you can export your results either individually by clicking the View link in the Results Table, or in bulk from the Results -> Export page as a PDF file.
Yes, you can choose the Results Doc format in the Notification settings and receive the results as an attached PDF file.
Yes, you can enable one of the cloud storage integrations (Google Drive, Microsoft OneDrive, Box, Dropbox, and Amazon S3) and choose to include the Results Doc.
The built-in Table format does not allow for adding extra content. You can create a PDF template form that includes custom text and images, then use that template as your Results Doc.
Any application that allows you to create a fillable PDF form like Adobe Acrobat or an online service can be used to create a PDF template file, then you upload the file to your Formsite account and complete the field mapping on the Results Docs page.