Create and auto-populate custom PDF with form responses and email it to your respondent.
For instance, you can:
Generate certificates and assessment reports based on a respondent’s answers
Create contracts and legal documents
Send sales quotes based on a lead’s requirements
Create personalized invitations or cards
Note - Below steps are only required if you need custom PDF otherwise you can use conditional email notification (including standard PDF) available within Formly itself.
What you’ll need
In order to make this solution you’ll need the following tools:
• Formly account
• Google Sheets
• Google Slides
• Document Studio add-on for Google Sheets. The free version allows you to process up to 25 transactions per month. Enterprise plan is $99 per year.
Step 1: Create Form
The first stage is to create a form to collect the details (e.g. Attendee name, score etc) needed to make the certificate.
Step 2: Connect Formly to Google Sheet
Send data to a Google Sheet using the Formly integration.
Step 3: Use the Google Document Studio add-on for Google Sheets to:
Send data from the Google Sheet to a pre-built Google Slide certificate template
Generate a PDF from this template
Send this PDF to the attendee and/or the course organizers
Do this automatically whenever a new response is received
First, you’ll need to install the Document Studio Add-on for Google Sheets from here. Click the blue Install button to download it.
Document Studio - Help videos:
Generate certificates and send by email
Create offer letters and legal documents and send by email