Data from WordPress form submissions is more readable and sharable when saved as a PDF document. This article shows how to print your WordPress form submissions to PDF.
Have you ever tried sending data from form submissions to a colleague or a customer? Entries from WordPress forms can be exported as CSV files, but this format can be difficult to read.
The easiest way to share form data in a readable format is by saving them as a PDF document. In this article, we’ll learn how to print your WordPress form submissions to PDF.
A PDF version of a form entry can be stored, sent in email, shared, and printed. The PDF file format is readily readable for just about anyone using any desktop or mobile device.
Print a form to PDF from the back-end
The fastest, easiest way to get a PDF of a single form entry, is from the WordPress backend (even in the free version). In the Formidable → Entries list, hover over the entry you want to print and click View.
Click Print Entry in the sidebar, right under Entry Actions.
This will open the print screen, which will look different from one browser to the next. This is the print screen in Google Chrome. Select Save as PDF in the Destination dropdown box. I’ve also selected Portrait mode for the layout. Select the location to save and file and hit Save.
I now have a PDF file of that entry.
Front-end printing to PDF
Let’s look at how to create the PDF from the front-end. This allows the user to print a PDF, save it, and receive it in email.
Install the E2PDF Plugin to export to PDF
Formidable Forms includes more than 30 field types that are compatible with E2PDF so you can include electronic signatures, dynamic fields, and more. The PDF can be included as an attachment in your email notifications.
Create a PDF template
Go to E2PDF → Templates in the WordPress dashboard menu and select Add New. This will open an editor where you can make your template selections.
Fill in the title, size, and font options. Under Extension select Formidable Forms. For Item select the form that you’d like to create a PDF from. Click Auto PDF so it will create the PDF automatically.
For this example, I’ve selected a simple Contact form.
(For more information about creating amazing contact forms that convert, see the article 10 Research Based Tips to Improve Contact Form Conversions.)
This will create a template from the form you’ve chosen. You can customize it if you want.
If you want to change the text of the button that will appear where you add the shortcode, enter a button title in the Template tab in the Settings area in the bottom right of the editor screen. I’ve selected Inline so the PDF will be opened in a new tab, where visitors can save or print it.
Add the shortcode to the form
In the Shortcodes list in the editor, select the shortcodes for the actions you want to perform (attach, download, save, or view).
To show a downloadable PDF right after a form is submitted, go to your form’s settings. In the General tab, go the Messages section and add the E2PDF shortcodes to the On Submit field. You can add extra text in addition to the shortcode. I’ve added the shortcodes to download and view the same PDF.
This is the example form before I hit Submit.
Once the user clicks the submit button and the submission is completed, they’ll see a message that the responses were submitted, the download link, and the open PDF. They can view, download, or print the PDF.
If you’ve chosen Inline, the PDF file will open in a new tab with download and print features.
That’s a look at how to export WordPress forms to PDF. PDF files more portable and usable by more people. They are more user-friendly and easier to read.
Not using Formidable Forms yet? Need a WordPress forms plugin that allows you to download PDF files for free? Get started with Formidable today.