Generate Submission Documents - Forms, Surveys & Quizzes

Modified on Thu, 23 Jul at 3:29 AM

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.