Blog

Turn HTML Form Responses into PDF Documents

Blog

Turn HTML Form Responses into PDF Documents

Blog

Turn HTML Form Responses into PDF Documents

Blog

Turn HTML Form Responses into PDF Documents

Blog

Turn HTML Form Responses into PDF Documents

Blog

Turn HTML Form Responses into PDF Documents

Download PDFDownload PDF
Blog

Turn HTML Form Responses into PDF Documents

Formstack
/
July 30, 2014
Blog

Turn HTML Form Responses into PDF Documents

MIN
/
July 30, 2014
About the Episode
Episode Highlights
Meet our Guest

Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.
Blog

Turn HTML Form Responses into PDF Documents

Blog

Turn HTML Form Responses into PDF Documents

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Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.
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Infographic

Turn HTML Form Responses into PDF Documents

Check out this tutorial for a quick overview on turning HTML form submissions into PDFs.
Download InfographicDownload Infographic

Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.

Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.

Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.

Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.

Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.

Want to create a PDF document from information you collect through an HTML form? With Formstack Documents, it's easy!

Today, we're going to show you how to get started with this workflow. All you'll need is your HTML form and a template document with merge fields. When people fill out the form, their data would automatically populate the template, providing you with a customized document, ready for delivery. If you collect an email address, Formstack Documents can even deliver your documents directly from our application.

In this example, we will go through the process of creating an HTML form that collects contract information and automatically maps to a document in Formstack Documents.


Step 1: Create your template.


Our first step is to create our template document. We'll add merge fields where we want form data to populate in our document. You can create your template using our Document Builder or upload a Word Doc or PDF template.Â

Learn More: If you're looking for an in-depth overview of adding merge fields to your Formstack Documents templates, check out this blog post.

Here's a look at our contract template for reference.Â


Step 2: Establish your delivery.


After we've built our template document, we need to specify a delivery option. For example, you may want to email the completed document to your customer, send to Formstack Sign for a customer signature, or upload to a document storage app, such as Dropbox or . In this example, we're just going to send the completed document to customers in an email. Select the "Deliver" tab and choose "New Delivery." Select "Email." Here, you can add any relevant details to the subject line and body of your email.



Learn More: Learn how you could easily send this document for a signature with Formstack Sign.

Step 3: Create your HTML form.

Once we've made our template and it's ready for delivery, we'll create our HTML form. We have two options here. We can do this with a form we've created and hosted on our website, or we can use a form created and hosted through Formstack Documents. Let's start with a form we want to create and host on a website of our own.

OPTION 1
Build the form with the input names as the names of the merge URLs. In this example, we're using Date, MemberName1 and EmailAddress. We should also include a redirect URL, so that once the form is submitted to Formstack Documents, we can redirect the member to a "Thank You" page. Here's an example of the HTML:

WebMerge Custom HTML Form Hosted on Your Website



Notice the action of the form should be set to the Merge URL. This can be found under the "Merge" tab in the "Document" section of your Formstack Documents account. Set the method to POST. When someone goes to your website and submits the form, the data will be merged and delivered!


Step 4: Run a test.

Populate your form with test data to ensure your form and documents are working properly. When you get responses to on your form, response data will automatically be merged with your template document and emailed to the email address provided by the responder. And that's it! Now, you can collect responses from customers using your HTML forms.


If you're tired of building your own HTML forms and you're looking for an easier solution, try Formstack Forms. Formstack Forms integrate seamlessly with your Formstack Documents account, and you'll never have to write another line of code. You can get started with Formstack Forms and Formstack Documents today with a 14-day free trial.
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