How to send a order confirmation email once form is submitted and send an invoice once order is dispatched/completed?

Hallo, kann ich denn bei einer neuen Bestellung zuerst eine Bestätigung als PDF schicken und anschliessend nach Fertigstellung oder Versand eine PDF Rechnung innerhalb einer Bestellung?

Hi Thomas,

Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

Now, let me help you with your question. I understand your requirement but I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Thanks for your patience and understanding, we appreciate it.

Hi Thomas,

Thanks for your patience and understanding, we appreciate it. Your requirement can be achieved by enabling Approval Flows in your form, wherein you will need to approve each submission's once the order has been confirmed/dispatched. Keep in mind that you will need to remove the Invoice PDF from your autoresponder email and replace it with an Order Confirmation PDF as the Invoice will be attached on the Approval email once approved. It's easy, let me show you how:

1. In Form Builder, click on Settings in the orange navigation bar at the top of the page.
2. Now, click on Approval Flows in the left panel.
3. Next, click on + Create an Approval Flow button.
   
4. You will then be routed to the Approval Builder with a simple Approval Flow. From this page, you can Delete the Deny branches by hovering your mouse on the element and clicking on the Trash Icon and click on Confirm on the pop-up window.
   
5. Now, hover your mouse on Your request has been approved field and click on the Trash Icon, then click Confirm on the pop-up window. Then, click on Add Element + and drag PDF element to the Add Element Here below Approved.
   
6. Next, hover your mouse on PDF field and click on the Gear Icon, click on Form PDF dropdown then on the dropdown click the Open to a New Window icon under Document. This will open the PDF Editor, recreate the invoice in the PDF editor.
   
7. Finally, once you are done recreating the Invoice PDF, go back to Approval Builder and click on Save Button.
   

That's it. Give it a try and let us know if you have any other questions.