Automatically send PDF quotes based on number of participants

  • kensukemitani
    2025年1月8日 5:25に質問
    I would like to automatically send estimates in PDF format based on the number of participants entered
  • Nozomi_K Jotform Support
    2025年1月8日 6:05に返信

    Hi kensuke,

    If you are looking to generate or send a specific PDF template created in the form's PDF Editor based on the responses, you can use the email notification's Attach PDF option to select the PDF template and the Change Email Recipient conditional logic to send emails conditionally. Do note that you will need to create multiple Notification or Autoresponder Emails depending on the number of PDFs. Let me show you how:

    1. In Form Builderin the orange navigation bar at the top of the page, click on the Settings tab.
    2. In the menu on the left side of the page, click on Emails.
    3. Hover your mouse over the Notification or Autoresponder Email and click on the Pencil icon to edit.
    4. Go to the Advanced tab and toggle the Attach PDF option to select the relevant PDF and click on Save.

    Automatically send PDF quotes based on number of participants Image 1 Screenshot 40

    5. in the Conditions tab, select the Change Email Recipient conditional logic.

    Automatically send PDF quotes based on number of participants Image 2 Screenshot 51

    6. Set up the conditional logic to send the Autoresponder Email depending on their selected answer.

    Automatically send PDF quotes based on number of participants Image 3 Screenshot 62If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Let us know if you need any more help.