PDF is a popular document type used by many people today, especially companies and service providers. It is commonly used to confirm information and send invitations, papers, invoices, and so on, and it can be automatically attached and sent to an email after a user fills out a form. Helps save time and money, and is totally accurate.
This article will help you find a simple way to do it.
1. Install the plugin
We are using this plugin you can refer to, they provide full documents as well as demo videos.
After downloading, go to the WordPress dashboard, navigate to Plugins – Upload, and select the plugin file you downloaded. Click on the Install Now button, and once the installation is complete, click on Activate to activate the plugin.
2. Create a form
After installing the plugin, you need to create a form. Follow these steps:
- Go to your WordPress dashboard and navigate to Page – Add New – Edit with Elementor to create a new form.
- Configure the form fields according to your requirements. Here is our example form.
Preview:
3. Create a template
To customize the PDF appearance and layout, you’ll need to create a template.
- In your WordPress dashboard, go to PDF Template – Add New Template
- Select the desired form from the template menu or design by yourself.
- Customize the template by adding headers, footers, logos, QR Code, Signature…and styling options.
- Save the template once you’re satisfied with the design.
4. Settings to turn Elementor Forms data into a PDF file via email
To configure the settings for sending Elementor Forms as PDF attachments via email, you need to follow:
- Go to the Action After Submit: click on the plus icon to add PDF Creator. Then PDF Settings menu will appear immediately
- Go to the PDF Settings: choose the template, custom file name, set pdf password,…and switch on the button to attach PDF in email.
- Go to the Email: change the email address, subject,..
- Test the form
Once submitted, you will receive this email with an attached PDF file.
Click on the PDF to see and download the file: Export Elementor Forms entries into a PDF
We hope this post helps you find a way to automatically send emails with PDF attachments. This enables you to enhance the presentation and professionalism of your form submissions.