PDF Templates: Generate Custom PDFs from Web Forms
Want to turn your raw web form submissions into professional, ready-to-send documents? 📄
In this video, we introduce the Custom PDF Template feature for PlatoForms. Learn how to move beyond basic data collection and start designing exactly how your data looks when exported. Whether you need official receipts, booking confirmations, or detailed reports, this tutorial shows you how to customize your output to fit your brand's needs.
We’ll walk you through the entire process—from accessing the editor to inserting dynamic data fields and adjusting timezone settings.
👉 Learn more: https://www.platoforms.com/online-fil...
🔍 What you'll learn in this video:
How to access the PDF Template Editor in the form builder.
How to use variables (like {{data.fid}}) to personalize documents.
How to format letters, receipts, and orders automatically.
Tips for ensuring accurate date and time display for recipients.
🚀 Get started with PlatoForms today: https://design.platoforms.com/account...
⏱️ Timestamps:
0:00 - Introduction: Turn Form Data into Professional PDFs
0:12 - Step 1: Create and Submit Your Web Form
0:44 - Step 2: Accessing the PDF Template Editor
0:58 - Step 3: Customizing Your Template (Dynamic Fields)
1:22 - Step 4: Configuring PDF Export Settings (Timezones)
1:37 - Step 5: Saving and Applying to Published Forms
1:48 - Final Result & Try It Yourself
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