PDF Form Submissions

The PDF add-on needs to be installed and activated to see the features mentioned in this this documentation.

Automatically send a PDF copy of the form submission via email

To attach a PDF to your form submission to any email, click the Emails & Actions tab of your form builder and select the email action you want to attach the PDF to. Expand the Advanced settings of the email action, and flip the ATTACH PDF toggle switch to green.

A PDF copy of the form submission will now be sent as an attachment on this email.

Attach PDF toggle

Manually export any form submission as a PDF

To manually export any form submission as a PDF, navigate to Ninja Forms > Submissions and select the form you wish to export from. Hover over the individual submission you need an export of, and select Export to PDF.

Export to PDF option under the submissions

Customizing the PDF

PDF Form Submissions includes easy customization options including a document title, filename, header, PDF body formatting via rich text editor, and footer options. These settings can be found in any form under the Advanced tab.

PDF action selection under the Advanced tab of the Ninja Forms builder

Document Title

Text entered into this setting will appear as the document’s title on the page. The setting supports the use of merge tags.

Body Settings

pdf body customization editor in the pdf action

The PDF body can be customized using the same Summernote rich text editor that is available in the email action. For more on using the Summernote editor, please see here.

Header Settings

These can be defined by you by typing into the field. They can also be populated from fields on the form using the merge tag icon in the individual setting’s field. If left blank, any individual setting will not appear in the PDF, but will not leave blank space, either. These settings include:

  • Header Position (left/center/right)
  • Company Name
  • Company Logo (supports image from Media Library)
  • Address
  • Suite/PO Box
  • City/State/Province
  • Phone
  • Email
  • Date

Footer Settings

  • Footer Position (left/center/right)
  • Pagination on/off (adds a page number in the footer of each PDF page)
  • Additional Info (rich text editor supports disclaimers, etc)

Custom Document File Name

This setting allows for a custom name to be assigned to each PDF generated for each new submission. Placing only static text here will result in each new pdf being assigned that name. This setting supports the use of merge tags to generate unique names for each new pdf generated using data from a field on the form.