Documentation › Document generation › Generate PDF from Plumsail Form

Generate PDF from Plumsail Form with Plumsail Documents, MS Power Automate, or Zapier

Generate PDF documents from Plumsail Forms using three approaches:

Note

You can also use JavaScript to save form as PDF for printing or export saved form submissions as PDF files.

Plumsail Documents

Use Plumsail Documents to create PDF files from a template—minimal setup, no need to create flows or zaps.

MS Power Automate

This section covers two ways to generate PDFs with Power Automate:

  • using a Word template and the Word Online (Business) connector,

  • using the Plumsail Documents connector.

Create Word template

To generate a PDF document, the easiest option is to create a Word template file first.

First, activate the Developer tab in the ribbon. Click File → Options, select Customize Ribbon in the dialog and activate the Developer tab in the right column:

Customize Ribbon

Go to the Developer tab. Select any part of your text (for example, the Title) and mark it as a Plain Text content control:

Plain Text content control

Populate these sections via a flow. Upload templates to cloud storage (such as OneDrive) to use them in your processes.

Launch flow

Generate PDF file when someone submits Plumsail Form with MS Power Automate, Word Online (Business) and SharePoint connectors.

Create Word and PDF file from Plumsail Form with Power AutomateCreate Word and PDF file when Plumsail form is submitted

Other options

You can also use Plumsail Documents with Power Automate to create PDF files from a template.

Recommended templates:

Create Word and PDF documents from Plumsail Forms with Power AutomateCreate Word and PDF documents from Plumsail Forms

Examples

Zapier

Generate a PDF file when someone submits a Plumsail Form with Zapier.

Recommended templates: