Generate Submission Documents - Forms, Surveys & Quizzes
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:
Forms
Surveys
Quizzes
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
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.