Capturing responses is great - but having them instantly available as professional, printable documents is even better. We've introduced a new Generate Submission Document setting that automatically creates and stores PDF copies of every submission.
✨ What's New
A new Generate submission document toggle is now available in the Settings panel for:
When enabled, every new submission automatically generates a beautifully formatted PDF document.
🌟 Key Highlights
- Automatically generates a printable PDF for every submission
- Includes all questions and submitted responses
- Captures submission metadata including:
- Submission date & time
- Form, Survey, or Quiz name
- Contact information
- Automatically stores the document under:
- Contacts → Documents → Forms
- Contacts → Documents → Surveys
- Contacts → Documents → Quizzes
- Automatically associates the document with the submitting contact
- PDFs can be viewed, downloaded, and used throughout the CRM
- Fully supported across desktop and mobile experiences
⚙️ How It Works
- Open the settings for a Form, Survey, or Quiz.
- Turn Generate submission document ON.
- Every new submission automatically generates and stores a PDF document.
- Access the document anytime from the contact's Documents section or use it across supported CRM workflows.
- If the toggle is OFF, no PDF documents will be generated.
📄 PDF Naming Convention
Generated documents follow consistent naming formats:
- Forms & Surveys :
[FormName]_[ContactName]_[YYYY-MM-DD_HHMM] - Quizzes :
Result_[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
📝 Notes
- PDF generation is optional and controlled per Form, Survey, or Quiz.
- Documents are automatically organized into their respective folders (Forms, Surveys, or Quizzes).
- Existing submissions are not affected; only new submissions generate documents after the setting is enabled.
