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[AppExchange – 123 Form Builder] How to send PDF files as attachments?

This is possible with a very easy setup. Simply create a primary object and then add Attachment as a related object. After you choose it, you’ll see two required Salesforce fields listed in the Field mapping section. Map the Body Salesforce field on the left with PDF submission on the right.

PDF submission

By default, the PDF sent to Salesforce is the Default Template notification. However, you may create a custom one.

Any custom PDF template you build in the Settings → Notifications → Form Owner tab can be sent to the Attachments object in Salesforce. The template can include images, additional text, and field variables that replace the user’s input from the form.

Notifications PDF template

Submit the form and then look for the PDF file in the Notes & Attachments object related to your primary Salesforce object.

Important Note

PDF templates can’t be sent to the Files object.

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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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