Blog

Here to Help: How to Create PDF Forms and Reports

Blog

Here to Help: How to Create PDF Forms and Reports

Blog

Here to Help: How to Create PDF Forms and Reports

Blog

Here to Help: How to Create PDF Forms and Reports

Blog

Here to Help: How to Create PDF Forms and Reports

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Blog

Here to Help: How to Create PDF Forms and Reports

Jessica Haas
/
May 4, 2016
Blog

Here to Help: How to Create PDF Forms and Reports

MIN
/
May 4, 2016
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Episode Highlights
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"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

Blog

Here to Help: How to Create PDF Forms and Reports

Blog

Here to Help: How to Create PDF Forms and Reports

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"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

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No items found.
Infographic

Here to Help: How to Create PDF Forms and Reports

Read this post to find out how you can create PDF forms using our integration with Formstack Documents or PDF reports using our export to pdf feature.
Download InfographicDownload Infographic

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
Currencies
11
2
23
140
25
23
25
135+
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

At Formstack, we’re all about giving you an easy way to collect and manage your data online. Our streamlined forms make it a breeze to gather all the information you need from prospects, customers, employees, and more.But sometimes, you still want or need a good old-fashioned PDF version of your form or data. And the good news is, Formstack can help with that, too!If you want to use Formstack to create PDF forms, documents, or reports, stick around. This support post will cover the whys and hows surrounding the creation of these PDFs.

Creating PDF Forms with Formstack Documents

Why?

Formstack integrates with Formstack Documents, an awesome document creation app that allows you to automatically create dynamic PDF documents from your form submission data. This can come in handy if your business needs to create professional-quality invoices, applications, event tickets, contracts, or other documents like this one:

Create PDF Forms with Formstack + WebMerge

Simply connect your form to Formstack Documents, and all the important information you collect can be sent to WebMerge to populate the PDF of your choice.

How?

Setting up a connection between Formstack and Formstack Documents is easy and doesn’t require any coding knowledge! Just follow these steps:

#1: Sign up with Formstack Documents and create your first document template.

#2: Create an API Key under the Account tab in Formstack Documents.

#3: Log in to Formstack and add the Formstack Documents integration to your desired form (go to Settings > Integration Hub > Documents and click Add below Formstack Documents).

Setting up Formstack Integration with WebMerge

#4: Enter your Formstack Documents API Key and API Secret and click Continue.

#5: Select your desired document from the dropdown menu and map the fields on your form to the document fields.

#6: Set up email notifications in Formstack Documents to send the generated PDF document to yourself or other specified people.For more information on setting up and troubleshooting this integration, check out this support doc. And for a closer look at what you can do with Formstack and Formstack Documents, take a look at this WebMerge case study.

Exporting Submissions to PDF

Why?

Formstack has a robust database that houses all the information submitted via your forms. But if you want to share your submissions or specific submissions reports with others, it can be easier to export your submission data to a PDF document that can be passed around and viewed without logging into Formstack.

How?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF. And the second menu lets you select an export option. Simply decide which submissions you want to export (or choose to export all submissions), select PDF in the second menu, and click Go.

Formstack Submissions: Export to PDF

Voila! That’s all there is to it. Once you’ve chosen to export to PDF, here’s how your PDF submissions document will look (Note: Each submission will be on its own page in the PDF.):

Export to PDF Result

Want to learn more about all you can do with our Formstack Documents integration? Click here for a high-level overview.

Jessica Haas
Jessica is the Director of CX & Professional Services at Formstack and has been with the company since 2012. Most of the time, her brain is consumed by thoughts of service design, customer happiness, and creative solutions. She wants to make a difference for people and hopes to someday become a master of zen.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.