PDF Templates

Automatically generate personalized PDF documents from data collected in your forms.

Two Editing Modes

Visual Editor (WYSIWYG)

The visual editor allows you to create templates without technical knowledge:

Formatting: bold, italic, underline, lists
Headings: H1, H2, H3
Alignment: left, center, right
Text sizes: small, normal, large, extra large
Page break: to control PDF pagination

Code Editor (Liquid)

For more complex templates, use the Liquid editor with:

HTML/Liquid syntax highlighting
Highlighting of known variables
Automatic detection of signature zones

Inserting Variables

Click the "Variables" button to see all available data:

Campaign information
Response data
Module fields (text, email, dates...)
Company logo

Variables are inserted using Liquid syntax:

liquid

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

Signature Zones

To integrate an electronic signature into your document:

liquid

{% raw %}{{s1|signature|210|130}}{% endraw %}

s1: signature identifier (s1, s2, s3... for multiple signers)
210: width in pixels
130: height in pixels

Multiple Signatures

For multiple signers, use sequential identifiers: s1, s2, s3... The editor alerts you if the sequence is not respected.

Preview

Select an existing response from the dropdown
Click "Save and preview"
The generated PDF displays in the right panel

Multi-language

Each template can have translations:

Create the template in the default language
Use the language selector to add a translation
Adapt the content for each language

The correct template will be automatically used based on the response language.

Template Example

html

<!DOCTYPE html>
<html>
<head>
  <style>
    body { font-family: Arial, sans-serif; }
    .header { text-align: center; margin-bottom: 2rem; }
    .signature-zone { margin-top: 3rem; }
  </style>
</head>
<body>
  <div class="header">
    <img src="{{ company_logo }}" alt="Logo" style="max-height: 50px;">
    <h1>Certificate</h1>
  </div>

  <p>I, the undersigned <strong>{{ campaignResponse.responses.name.value[0] }}</strong>,</p>

  <p>residing at {{ campaignResponse.responses.address.value[0] }},</p>

  <p>hereby certify the accuracy of the information provided.</p>

  <div class="signature-zone">
    <p>Done at _____________, on {{ "now" | date: "%m/%d/%Y" }}</p>
    <p>Signature:</p>
    {% raw %}{{s1|signature|210|130}}{% endraw %}
  </div>
</body>
</html>

Best Practices

Test with multiple responses to verify the template handles all cases
Use inline styles for better PDF compatibility
Plan for empty fields with Liquid conditions
Number signatures sequentially

Next Steps

Electronic Signature - Integrate Yousign
Automatic Generation - Automate document creation

PDF Templates ​

Two Editing Modes ​

Visual Editor (WYSIWYG) ​

Code Editor (Liquid) ​

Inserting Variables ​

Signature Zones ​

Preview ​

Multi-language ​

Template Example ​

Best Practices ​

Next Steps ​