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Formidable: Streamline Your Workflow with WordPress Form to PDF Generation and Automation

A key migration I encourage with all of our WordPress clients has been integrating a superior form creation platform. Formidable has, by far, been the best solution that we’ve implemented for our clients for several reasons:

  • Speed – Other form plugins added script and CSS overhead to every page on the site rather than simply loading the assets when a form was present. This slowed pages that didn’t have a form on them unnecessarily.
  • Integration – Formidable’s productized integrations cover virtually every platform and continue to grow additional ones without the need for complex integrations or custom code. And, of course, they offer webhooks to push to other tools like Zapier.
  • Calculated Fields – Building interactive assessments on your site is a snap with Formidable’s built-in calculated fields capabilities.
  • Branched Logic and Pagination – With Formidable, you can build a superior user experience (UX) that reduces form abandonment and drives more form completions. You can also save partial entries and even push a reminder to a visitor who may have abandoned them.

Forms-To-PDF Automation

Formidable’s Forms to PDF automation tool allows businesses to streamline workflows and improve document management. This innovative solution allows the seamless conversion of online forms into well-structured PDFs, making it an invaluable asset for various operational needs. Here are some use cases:

  1. Calculated Assessments: Automatically convert complex calculations and data entries from forms into PDFs for easy analysis and record-keeping.
  2. Audits: Generate detailed audit reports by transforming form responses into PDFs, ensuring consistency and ease of review.
  3. Statements of Work (SOWs): Quickly turn project details and requirements captured in forms into formal SOWs in PDF format, ready for distribution.
  4. Master Service Agreements (MSAs): Convert filled-out forms into MSAs, facilitating a faster contract creation process.
  5. Contracts with Signature Add-On: Utilize Formidable’s signature add-on to create legally binding agreements from form inputs converted into secure PDFs.
  6. Customer Feedback and Surveys: Easily compile and present customer feedback or survey results in a professional PDF format for stakeholders.
  7. Invoices and Billing Documents: Streamline billing by converting order forms and payment details into clear, concise invoices in PDF format.
  8. Event Registrations and Ticketing: Turn registration forms into tickets or confirmation documents in PDF format, simplifying event management.
  9. Onboarding Documents: Efficiently process forms for new hires or new clients, transforming them into organized PDF documents.
  10. Certificates: Design and build certificates with on the fly that your visitors can automatically download.

How to Use Formidable’s Forms to PDF Automation

  1. Set Up Your Form: Create a form using Formidable’s intuitive form builder. This form will be the source of the data for your PDF.
  2. Customize Form Fields: Ensure that all necessary fields are included in your form. This might include text inputs, date selectors, checkboxes, and more.
  3. Configure PDF Settings: In the Formidable interface, navigate to the PDF settings. Here, you can choose the layout of your PDF, define which fields are included, and set up other preferences.
  4. Design Your PDF Template: Use Formidable’s tools to design the PDF template or choose from a selection of templates in their repository. You can decide on the formatting, add branding elements, and ensure that the PDF aligns with your company’s aesthetic.
Formidable PDF Layout Editor
  1. Enable Automation: Set the conditions for the form responses to convert into a PDF automatically. This could be upon form submission, at a scheduled time, or based on specific triggers.
  2. Test and Deploy: Conduct a few tests before fully implementing to ensure your form inputs correctly translate into the desired PDF format.
  3. Monitor and Adjust: Once deployed, monitor the process for any issues and make adjustments as necessary.

Formidable Forms PDF Generator even supports WPML and RTL languages.

Incorporating Formidable’s Forms to PDF automation into your operational toolkit can significantly enhance efficiency, reduce manual errors, and improve documentation processes, ultimately contributing to better business outcomes.

Sign Up For Formidable Forms

Formidable is listed on our recommendations for WordPress Plugins for business.

Douglas Karr

Douglas Karr is CMO of OpenINSIGHTS and the founder of the Martech Zone. Douglas has helped dozens of successful MarTech startups, has assisted in the due diligence of over $5 bil in Martech acquisitions and investments, and continues to assist companies in implementing and automating their sales and marketing strategies. Douglas is an internationally recognized digital transformation and MarTech expert and speaker. Douglas is also a published author of a Dummie's guide and a business leadership book.

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