Everest Forms – PDF Form Submission is an add-on for the Everest Forms plugin that enables you to automatically generate a PDF document for each form submission. This add-on is ideal for businesses or websites that need to provide users with a downloadable or printable version of their form submissions, such as for contracts, invoices, reports, quotes, registration confirmations, and other similar documents. With this add-on, you can customize the PDF to include all the relevant form data and ensure that users or administrators have a professional document generated upon submission.

Key Features of Everest Forms – PDF Form Submission Add-On:

1. Automatic PDF Generation:
   • After a user submits a form on your website, a PDF document is automatically generated based on the form data. This PDF can then be emailed to the user, downloaded, or stored for future reference.
2. Customizable PDF Template:
   • You can customize the layout and design of the generated PDF document. This includes the ability to change font styles, colors, headers, footers, logos, and more, allowing you to tailor the appearance of the PDF to your brand.
3. Map Form Fields to PDF Content:
   • You can map the form fields to specific areas within the PDF, such as placing the form data into text blocks, tables, or sections in the document. This provides flexibility in how the information is presented.
4. Include Form Data:
   • All submitted form data can be included in the PDF document, such as name, email address, phone number, message, or any other fields that are part of the form. Custom fields and file uploads can also be included in the PDF.
5. Multiple PDF Templates:
   • You can create multiple PDF templates for different forms. For example, if you have different types of forms (e.g., contact forms, quote requests, registration forms), each form can generate its own unique PDF document with a different design and content structure.
6. Download and Email PDF:
   • Once the PDF is generated, it can be emailed to the user or the admin as an attachment. The PDF can also be made available for direct download via a link provided in the confirmation message.
7. Support for Conditional Logic:
   • If you're using conditional logic in your forms (e.g., show or hide fields based on user responses), the generated PDF can reflect those conditions. Only relevant fields will be included in the PDF, depending on the form data.
8. Support for Multi-Page Forms:
   • For longer forms that span multiple pages, the PDF Form Submission Add-On can handle multi-page content and ensure that the data from each page of the form is properly organized and displayed in the final PDF.
9. Save PDF for Later:
   • The add-on allows you to store the generated PDFs within your website or a specified folder. This is particularly useful for keeping records of form submissions and having a backup copy of the generated documents.
10. Custom Field Formatting:
    • You can apply custom formatting to specific form fields when they are included in the PDF. For instance, you might want to apply a specific date format, currency symbol, or number format for certain fields.
11. PDF Watermarking:
    • Add a watermark to the generated PDFs, such as “Confidential,” “Draft,” or your logo. This can be particularly useful for documents that need to be protected or labeled in a certain way.
12. Integration with Other Add-Ons:
    • The PDF Form Submission Add-On works seamlessly with other Everest Forms add-ons, such as payment integrations or email notifications, so you can send a PDF receipt or invoice after a user completes a form and makes a payment.

Use Cases for Everest Forms – PDF Form Submission Add-On:

1. Invoices and Receipts:
   • For e-commerce websites or service-based businesses, this add-on can automatically generate invoices or receipts as PDFs after a customer submits a form and makes a payment. These invoices can include the products purchased, payment details, and the customer's information.
2. Contracts and Agreements:
   • When users submit a form to sign up for a service or agree to terms and conditions, a contract or agreement PDF can be automatically generated and sent to both parties.
3. Registration Confirmations:
   • After a user registers for an event, conference, or webinar, the form submission can trigger the creation of a confirmation letter or ticket in PDF format, which can be emailed to the user.
4. Quotes and Estimates:
   • For businesses that provide quotes or estimates based on user input, the form data can be turned into a professional quote document. This is particularly useful for contractors, service providers, or retailers.
5. Application Forms:
   • Job applications, membership applications, or subscription forms can be automatically turned into PDF documents, confirming submission details and serving as a record for both the applicant and the organization.
6. Reports and Surveys:
   • If you are collecting data via surveys or feedback forms, you can create PDF reports summarizing the responses. This is useful for gathering insights and keeping records of survey results.
7. Certificates:
   • For educational or training purposes, you can automatically generate certificate PDFs upon successful form completion. This is ideal for event organizers or educational platforms offering online courses.
8. Legal Forms:
   • Automatically generate legal documents, such as non-disclosure agreements (NDAs) or terms of service agreements, in PDF format whenever a user submits the corresponding form.
9. Product/Service Requests:
   • If a user submits a request for a product or service (e.g., a quote request, product inquiry, or service subscription), the form can generate a request document summarizing their submission.

Why Use Everest Forms – PDF Form Submission Add-On?

1. Streamlined Documentation Process:
   • This add-on automates the process of generating professional documents, saving time and reducing the need for manual intervention in creating and sending form-based PDFs.
2. Customizable and Professional Documents:
   • The ability to fully customize the PDF design ensures that the generated documents match your brand and look professional, whether it's an invoice, contract, or registration confirmation.
3. Improved User Experience:
   • Automatically sending a PDF confirmation or receipt can enhance the user experience by providing a clear, tangible record of their submission. It also offers users a way to save or print the document for their records.
4. Enhanced Record-Keeping:
   • By generating PDFs for every form submission, you can keep a detailed digital record of all user interactions and transactions on your site. These PDFs can be stored for future reference or auditing purposes.
5. Easy Integration with Other Features:
   • This add-on integrates well with other features like payment gateways, conditional logic, and email notifications, making it a powerful addition to any workflow that requires documents to be generated automatically.
6. Customization and Flexibility:
   • Whether you need to include specific form fields, apply custom formatting, or add a watermark, the PDF Form Submission Add-On provides the flexibility to meet your specific needs.
7. Time-Saving Automation:
   • By automating the PDF generation process, you eliminate the need for manual document creation. This saves time for administrators and allows them to focus on more important tasks.
8. Security and Compliance:
   • The generated PDFs can include watermarks or be saved in secure locations, helping to maintain confidentiality or meet compliance standards, especially for legal or sensitive documents.

Conclusion:

The Everest Forms – PDF Form Submission Add-On is a valuable tool for anyone using Everest Forms who needs to generate and manage PDF documents based on form submissions. It offers an automated, professional solution for generating documents like invoices, contracts, quotes, and registration confirmations, helping to streamline workflows, improve user experience, and maintain accurate records. Whether you’re running an e-commerce site, offering services, or managing an event, this add-on will enhance your forms with customizable and easily distributable PDF documents.