Workforms to auto send a copy of submissions to client in PDF form

Feature requests
1

Workforms should have the ability to automatically send an email to the client with their form submissions in PDF form - so its easy to read and to contain fields that they only filled out as most workforms have a lot of forms that are conditional and may or may not be applicable to client.

2

Hi @Ivy-TCT

You can use the app DocExport PDF Generator to create a PDF in your own design including information from a form response. If you combine it with the monday automation “When item created”, you can completely automate the process.

After a form submission, a PDF will be created, automatically attached to a file column and sent to the requester with your own email template.

Here’s a quick video tutorial of how to set it up. It’s for the use case ‘Event Ticket’, but it’s a similar use case with the same logic:

3

Yes, this is possible with The PDF Maker.

You can set up automations so that when a Workform is submitted, The PDF Maker instantly generates a PDF version of the submission. This PDF can be emailed directly to the client and/or stored in a file column in Monday.com for internal reference.

You have full control over what data appears in the PDF — you can exclude optional or irrelevant fields and include only the responses provided. It’s designed to keep communication clear and data organized, especially for client-facing forms.

Every new response triggers PDF generation automatically.

Please view the support article below:

4

Hi @Ivy-TCT
you can achieve exactly this workflow using DocCreate

With DocCreate, you can:

  • Automatically generate a PDF from board data — including from a Workdoc-style layout

  • Attach the generated PDF to a File column — no need to download or re-upload manually

  • Email the PDF to external clients instantly using pre-configured templates :love_letter:

  • Fully customize the layout with logos, headers, footers, and page breaks :artist_palette:

  • Embed images, data from connected boards, and subitems into your PDFs seamlessly :link:

Here’s a quick demo to see it in action: :play_button:
Watch Demo

And if you want to try it out, here’s the install link: :down_arrow:
Install DocCreate