Want to convert a WordPress form to PDF? This post will show you how to do it easily with Formidable Forms.
Standard PDF forms are clunky. They’re confusing to fill out on a computer, and sometimes you’re unsure if you’re filling out the right field.
We get it.
What if you were able to create an engaging WordPress form that automatically generates a PDF when the form is submitted?
Well, now you can!
In this post, we'll show you how to use a WordPress form to PDF generator to do everything you need.
Let’s jump into it.
Why use WordPress to create a PDF from a form?
When you run a business, you probably have forms all over your website. You’re using contact forms, survey forms, payment forms, and maybe more.
And wouldn’t it be nice to have a way to take the information from those forms and put it into a neat and orderly PDF? The PDF can then serve as an easily printable paper trail or as a proof of purchase that you can email customers to confirm their order.
But, that’s just one example of why you might want to have WordPress generate a PDF from a form. You can also:
- Send a PDF quote to a potential client
- Create a PDF invoice for your own records
- Generate a paper receipt for purchases
- Print out a member profile
You could even have the WordPress Form to PDF email option if you want to send a PDF document.
The visitor submits the form, and you get an email with it compiled into a PDF. You can also have it send the customer an email if you’d like.
How cool is that?
And there’s one plugin that surpasses all the others in this task: Formidable Forms.
How do I create a PDF form in WordPress?
To get started, you must download and install the Formidable Forms plugin. Once you get that activated, we’ll dive in.
There are only three easy steps to create a PDF form in WordPress:
Short on time? Try one of these WordPress PDF templates instead!
These practical pre-built solutions come complete with form templates and the PDF View template.
In two clicks, you'll have everything you need to quickly create PDF certificates, PDF contracts, or PDF invoices in WordPress.
Let’s get into it.
Step 1: Create your form
Inside your WordPress admin, we can create a form. Go to Formidable → Forms and click Add New.
Don't have Formidable Forms yet? Click below to get the most powerful WordPress form maker on the market.
Next, choose Blank Form or select one of our many pre-made templates.
Give your form a name, and a description, then click Create.
Now, let’s add some fields to your form. As we mentioned above, you can drag these into the canvas. It’s a user-friendly way to build forms.
Once finished, click Update to save your form. You’re halfway there.
Step 2: Set up PDF settings
Okay, now that we’ve set up our form to collect entries, how do you convert those forms to PDF?
You have three options here:
- Export the entry as a PDF
- Attach the PDF file to an email
- Insert a shortcode for a download link
Before you do any of this, in your WordPress admin, go to Formidable → Add-Ons and click Install on the WordPress PDFs plugin.
Now, we’ll show you how to use the PDF plugin.
Export the entry as a PDF
To export a specific entry, go to your form Entries page, then select View or Edit below the entry on its details page.
In the sidebar, under Entry Actions, select Download as PDF.
Pretty easy, right?
Attach the PDF file to an email
Want to attach it to an email? Easy.
Go to your form’s Settings → Actions & Notifications.
Click on the email notification action to edit it, or you can click the Send Email icon to add a new one.
Scroll down to Attach PDF of entry to email and toggle the switch.
Let’s move on to the last method.
Insert a shortcode for a download link
This is an easier way to download the PDF. You paste the shortcode on a page, post, email, or View. When visitors click it, the document will get open, and they can download it.
To do this, simply put a bit of shortcode into the area:
In this shortcode, simply replace the ‘x’ with the ID of the ID you want to show.
You can find the ID on the entry details page.
For example, you can set up the shortcode like this:
[frm-pdf id=x label="Click to download entry as PDF"]
Three easy ways to take your form entries and export them to a PDF. Simplicity is beautiful, and it’s something we prioritize.
Step 3: Customize the PDF
You'll notice the PDF looks a bit basic.
But it doesn't have to. In fact, you can customize it to look exactly how you want!
To start, go to Views in your form builder. Then, click Add New to create a new View.
You can choose any template you want to get started, but we'll show a Grid view to start.
Next, name the View, then click the Create a view button.
The plugin will take you to the View Builder, where you can click Layout Builder. The Layout Builder is drag and drop like the form builder. So you can drag the different columns based on your preferences.
Then, click Save Layout.
You can click inside the column, and it will open the Visual/Text editor where you can begin customizing your View, which will be your PDF! Add text, images, and more until you get the design you're looking for.
For example, if you're using the PDF editor to create a certificate, you can create something like this:
Once you get your PDF designed, it's a piece of cake to display it on form submission and let users download the PDF easily.
Head to a post or page where you want to show your PDF download.
Then add a bit of shortcode:
[frm-pdf view="*YOUR VIEW ID*" public="1"]
Then, when you update and preview the page, you can click the download link to view your PDF!
For a more detailed guide to customizing your PDF, check out this post explaining how to create custom PDFs in WordPress.
Why use Formidable Forms for your web form to PDF in WordPress
Regardless of your industry, the Formidable Forms PDF add-on makes using a WordPress form to generate a PDF simple and fast.
No matter the form you’re using — survey, payment, or contact form — you can design your PDF form to fit the form fields. To be clear, you can convert a WordPress contact form to PDF or literally any form on your site!
It’s almost like having a fillable PDF (we think it’s better)!
So, look no further if you’re searching for a WordPress contact form to PDF plugin.
With Formidable Forms' drag-and-drop builder, designing forms is effortless and fast.
This form can serve as your PDF template. With the plugin, you can design a form your customers fill out and generate a PDF using the contact form.
With Views, you can create a dashboard where the admin can add information for each customer, then display it on the admin side or your website.
All you need is the Formidable Business plan to get started!
But, you get far more than just the PDF add-on with the Business plan. Here are some more features:
- Drag-and-drop form builder
- 175+ form templates
- Conversational forms
- Formidable Views data visualization features
- Integrations with all the most popular email marketing platforms and CRMs
- Online calculators
- And much more
If you’re unsure, give it a try. You have 14 days to try it out and get a full refund if you don’t like it.
But we’re sure you will ?.
Ready to convert your WordPress forms to PDF?
Don’t you love when things are easy? At Formidable Forms, that’s built into everything we do.
This post taught you how to convert a form to PDF with our fantastic PDF add-on. But don’t stop with just our contact form to PDF WordPress add-on. Formidable can do so much more.
Discover all the features of Formidable Forms.
There’s more you can do with WordPress forms to PDF. Fill out your knowledge completely, so you know all the options available.