How to send WPForms as a PDF via email?

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.

WPForms PDF buider plugin

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 WPForm. Follow these steps:

  • Go to your WordPress dashboard and navigate to WPForms – Add New to create a new Gravity Form.
  • Configure the form fields according to your requirements. Here is our example form.

Create a wpform

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 collection 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.
create a pdf template for wpforms

4. Settings to send WPForms as a PDF via email

To configure the settings for sending Gravity Forms as PDF attachments via email, you need to follow:

  • Go to the Forms – Settings – Notifications: set up name, email, subject, …
Settings to send WPForms as a PDF via email
  • Go to the Forms – Settings – PDF – Enable PDF
  • Custom PDF notifications

Choose the template you want to link to the form

Click on Default Notification to Send the PDF as an email attachment for the selected notifications.

You can also configure the file name, password, conditional logic…

Custom PDF notifications

  • Test the form

Test the form

Once submitted, you will receive this email with an attached PDF file.

email with an attached PDF file

Click to the PDF to see and download the file

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.

5. Video demo