View and share results as PDFs in our format or yours
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.
Make a PDF using our built-in Table format
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.
Merge Results with a PDF template file
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:
- Use an existing PDF form or create a new one with a PDF editor like Adobe Acrobat
- Upload to your Formsite account and connect the form items to the PDF form fields
- Choose your Results Doc to save to Google Drive, attach to email, or export your custom document
Make a Custom PDF template in your Formsite account
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:
- Use our Results Docs editor to make a template including images, custom text and custom styling
- Add pipe codes to the template to insert answers from the form
- Choose your Results Doc to save to Google Drive, attach to email, or export your custom document
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!
Common Questions
Can I save my results as PDF files?
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.
Can I send the PDF in an email?
Yes, you can choose the Results Doc format in the Notification settings and receive the results as an attached PDF file.
Can I save the PDF in a cloud storage service?
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.
Can I add images and text to the PDF document?
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.
How do I make a PDF template?
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.