If your business collects information through forms, surveys, or quizzes, keeping a clean record of every response can save time and prevent details from slipping through the cracks. This CRM setting lets you automatically create a PDF copy of each new submission, so you have a professional, printable document ready whenever you need it.

📌 Why This Matters

Having submission responses stored as PDFs makes it easier to review customer information, keep organized records, and share details internally when needed. Instead of opening each submission one by one, you can quickly view or download a formatted document that includes the questions, answers, contact details, and submission date. This is especially useful for intake forms, service requests, approvals, and lead qualification.

✨ What’s New

• Automatic PDF creation: Each new form, survey, or quiz submission can generate its own printable PDF document.
• Includes submission details: PDFs contain the full list of questions, submitted answers, contact information, and submission date and time.
• Saved to the contact record: Documents are automatically associated with the person who submitted the response.
• Organized storage: Files are placed into the appropriate document folders for forms, surveys, or quizzes.
• Easy access anywhere: PDFs can be viewed and downloaded from both desktop and mobile.
• Consistent file naming: Documents follow a standard naming format, making them easier to search later.

🛠️ How to Use It

1. Step 1: Open the settings for the form, survey, or quiz you want to use.
2. Step 2: Turn on the Generate submission document setting.
3. Step 3: Save your changes so future submissions create a PDF automatically.
4. Step 4: Check the related contact record to find the saved document in the appropriate documents section.
5. Step 5: View or download the PDF whenever you need a clean copy of the submission.

📌 Helpful Details

• Works per item: You can turn this setting on or off separately for each form, survey, or quiz.
• Applies to new submissions only: Existing responses will not create PDFs retroactively.
• Naming format for forms and surveys: [FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
• Naming format for quizzes: Result_[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]

💡 Pro Tip

If your team handles bookings, estimates, applications, or service requests, keeping every submission as a PDF makes follow-up faster and helps you respond to paying customers with fewer delays.