This tutorial guides you through enabling email notifications, generating PDFs, and customizing email templates to include a direct PDF download link for recipients.
Follow these steps to email the contract signature form as a PDF:
Step 1- Open the form editor
In Formaloo, go to the editor of the form that includes the contract signature.
Step 2- Enable notifications and PDF generation
In the right-side menu, click on the Notify tab.
Enable both Send email to respondents and Generate PDFs of submission options.
This will create a PDF of each response automatically.
Step 3 - Create or select a custom email template
You have two options to create a new email template:
Option 1: From the dashboard
Go to the app store from your dashboard by clicking your profile icon.
Select Custom email and click + Add new template to customize the email for respondents.
Option 2: From the form editor
Within the Notify tab, click + Add new template to open the customization window.
Step 4 - Send the PDF link inside the form's custom email
In the email body, use @pdf_link to attach the PDF of the submission automatically.
You can also add text like "Download PDF here" and make it a clickable link with the address @pdf_link.
This way, recipients can download the PDF directly from the email.
📝 Additional insights:
Learn more about using form fields in email templates with our guide on How to Use form fields in custom email templates.
How the PDF link appears in the email
After customizing your email template with the @pdf_link variable, the link will appear in the recipient's email, allowing them to download the PDF directly.
You can add text like "Download your signed contract as a PDF here" and hyperlink the word "here" with @pdf_link for easy access.
This example demonstrates how the download link appears in the email, making it simple for recipients to access their signed PDF.
When they click on the link, they can view the contract, including the captured signature, for reference.
