This tutorial walks you through how to email a PDF copy of submitted contract forms to users. You'll learn how to:
Enable PDF generation
Set up email notifications
Customize the email template to include a PDF download link
Follow these steps to email the contract signature form as a PDF:
Step 1- Open the form editor
Log in to your Formaloo dashboard and open the form that includes the contract signature field.
Click on the form to open it in the editor view.
Step 2- Enable notifications and PDF generation
In the right-side menu of the editor, go to the Notify tab and open the Autoresponder Email section.
Toggle Send email to respondents ON
Toggle Attach PDF copy of the submission ON
This ensures a PDF file of the form submission is generated and attached to the email.
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 - Add the PDF download link to the email body
To include a clickable link to the PDF in the email body:
Use the @pdf_link variable anywhere in your email template
Optional: Add text like “Download your signed contract here” and hyperlink “here” with
@pdf_link
📝 Additional Insights
You can personalize your email further using other form fields via answer piping (e.g.,
@nameor{{name}})To learn more, check out this tutorial:
👉 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.
