Capturing responses is useful, and having them available as printable documents can be even more helpful. Leadli now includes a Generate submission document setting that automatically creates and stores PDF copies of every submission.
What’s new
A Generate submission document toggle is available in the Settings panel for:
When enabled, each new submission automatically generates a formatted PDF document.
Key highlights
- Automatically generates a printable PDF for every submission
- Includes all questions and submitted responses
- Captures submission details including:
- Submission date and time
- Form, Survey, or Quiz name
- Contact information
- Automatically stores the document under:
- Contacts → Documents → Forms
- Contacts → Documents → Surveys
- Contacts → Documents → Quizzes
- Automatically associates the document with the submitting contact
- PDFs can be viewed, downloaded, and used throughout the CRM
- Supported across desktop and mobile experiences
How it works
- Open the settings for a Form, Survey, or Quiz.
- Turn Generate submission document on.
- Each new submission generates and stores a PDF document.
- Access the document from the contact’s Documents section or in supported CRM workflows.
PDF naming convention
- Forms and Surveys:
[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
- Quizzes:
Result_[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
Notes
- PDF generation is optional and controlled per Form, Survey, or Quiz.
- Documents are organized into their respective folders (Forms, Surveys, or Quizzes).
- Existing submissions are not affected; only new submissions generate documents after the setting is enabled.
