Document Generation

Formulr allows you to automatically generate PDF documents from collected data.

Principle

1. Create a template with variables
2. Variables are replaced with actual data
3. A PDF is generated instantly

Create a Template

Access Templates

1. Open your campaign
2. Go to the Documents tab
3. Click New template

Choose Editing Mode

Mode	For Whom	Advantages
WYSIWYG	Everyone	Visual, simple
Liquid	Developers	Flexible, powerful

Learn more about templates →

Available Variables

Response Data

All values entered in the form:

{{ campaignResponse.responses.module_name.value[0] }}

Campaign Information

{{ campaign.title }}
{{ campaign.description }}

User Information

{{ campaignResponse.user.firstName }}
{{ campaignResponse.user.lastName }}
{{ campaignResponse.user.email }}

Dates

{{ "now" | date: "%m/%d/%Y" }}
{{ campaignResponse.createdAt | date: "%B %d, %Y" }}

Company Logo

<img src="{{ company_logo }}" alt="Logo" style="max-height: 50px;">

Generate a Document

Manually

1. Open the response details
2. Click Generate a document
3. Select the template
4. The PDF displays / downloads

Automatically

Via workflows, trigger generation:

• At step completion
• On status change
• Based on a condition

Multi-language

Localized Templates

Create one template version per language:

1. Create the template in French
2. Change the language in the selector
3. Adapt the content

Automatic Selection

The template in the response language is used automatically.

Preview

Before finalizing:

1. Select an existing response
2. Click Preview
3. Check the rendering

Advice

Test with multiple responses to validate all cases (empty fields, long texts...).

Best Practices

Layout

• Use inline styles for compatibility
• Plan margins for printing
• Test rendering with different data sizes

Handling Empty Values

{% if campaignResponse.responses.phone.value[0] %}
  Tel: {{ campaignResponse.responses.phone.value[0] }}
{% endif %}

Data Tables

For table modules:

{% for row in campaignResponse.responses.products.value %}
  <tr>
    <td>{{ row.name }}</td>
    <td>{{ row.quantity }}</td>
  </tr>
{% endfor %}

Storage and Archiving

Generated documents are:

• Securely stored
• Associated with the response
• Downloadable at any time
• Archived according to your retention policy

Next Steps

• PDF Templates - Detailed syntax
• Electronic Signature - Sign documents
• Workflows - Automate generation