Customise the email when automatically sending a PDF

You’ve completed a report and now it’s time for it to be shared with your customer. In the past, your report would be accompanied by a standard email that was difficult to change. We’re thrilled to equip you with the ability to easily change the accompanying email and even add in specific fields that auto-populate. Let’s jump in. 

Set Up Your PDF Action 

Do you know you can automate your workflow with a set of actions that will keep the wheels in motion? For example, when you complete a form, you can press submit and the report will automatically be sent to the respective customer. This level of automation removes the administrative burden, impresses your customers and gives you the confidence that all your bases are covered. 

Capture the Bottom Line 

Is there a specific piece of information that you know your customer is expecting from this PDF? Imagine this, your form (and its subsequent report) relates to an inspection that either passed or failed. You can use placeholders within the custom email that will auto-populate from the Passed or Failed question in the form, and it will populate within the email your customer receives.

Set and Forget 

Set this custom field up once in your Formitize form actions and it will be there until you choose to change it again. 

Here's How

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Here is a link to the User Guide Article