{"id":318,"date":"2026-01-07T11:00:00","date_gmt":"2026-01-07T11:00:00","guid":{"rendered":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/2026\/01\/07\/how-i-automatically-turn-wordpress-form-entries-into-pdfs-no-manual-work\/"},"modified":"2026-01-07T11:00:00","modified_gmt":"2026-01-07T11:00:00","slug":"how-i-automatically-turn-wordpress-form-entries-into-pdfs-no-manual-work","status":"publish","type":"post","link":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/2026\/01\/07\/how-i-automatically-turn-wordpress-form-entries-into-pdfs-no-manual-work\/","title":{"rendered":"How I Automatically Turn WordPress Form Entries Into PDFs (No Manual Work)"},"content":{"rendered":"<p>If you\u2019re collecting event registrations, payments, or course sign-ups in WordPress, it makes sense to give people something they can download right away. That might be a ticket, a receipt, or a certificate they can save or print right away after submitting your form.<\/p>\n<p>The problem is that WordPress forms don\u2019t generate PDFs by default. Many site owners end up exporting entries, pasting data into documents, and fixing layouts by hand. <\/p>\n<p>That extra work adds up fast, increases the risk of mistakes, and becomes frustrating once submissions start coming in regularly.<\/p>\n<p>In this guide, I\u2019ll show you my tested method for automatically turning WordPress form entries into PDFs using WPForms. I\u2019ll walk you through the setup step by step, so each person receives a clean, professional PDF immediately after submitting your form. \ud83d\udcc4<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"385\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/automatically-generate-pdfs-from-form-entries-in-post.png\" alt=\"Automatically Generate PDFs From Form Entries in WordPress\" class=\"wp-image-382248\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/automatically-generate-pdfs-from-form-entries-in-post.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/automatically-generate-pdfs-from-form-entries-in-post-300x170.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<div class=\"wpb-alert style-yellow\">\n<p><strong>TL;DR:<\/strong> To turn WordPress form entries into PDFs, install <strong><a href=\"https:\/\/wpforms.com\/\" target=\"_blank\" title=\"WPForms - Drag &amp; Drop WordPress Form Builder\">WPForms Pro<\/a><\/strong> and its <strong>PDF Addon<\/strong>, then connect a PDF template to your form so a new PDF is created automatically after each submission. You can also attach that PDF to your form notifications, so you (and the person who filled out the form) get a copy right away.<\/p>\n<\/div>\n<h4 class=\"wp-block-heading\">Why Automatically Generate PDFs From Form Entries? (Benefits + Use Cases)<\/h4>\n<p>Manually converting form entries to PDFs takes longer than it should. You have to <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-export-wordpress-form-entries-to-csv-and-excel\/\" title=\"How to Export WordPress Form Entries to CSV and Excel\">export the entry<\/a>, put it into a document, check that everything looks right, save it as a PDF, and then send it out. Doing this again and again slows you down, and it\u2019s easy to make small mistakes along the way.<\/p>\n<p>Automatically <a href=\"https:\/\/www.wpbeginner.com\/plugins\/best-pdf-plugins-for-wordpress\/\" title=\"Best PDF Plugins for WordPress (Viewer, Embed, &amp; Downloads)\">generating PDFs<\/a> fixes that. Each form submission can instantly become a ready-to-send PDF without you needing to touch anything.<\/p>\n<p>That means less busywork, fewer errors, and documents that always look clean and consistent. It also makes it easier to keep records, since everything is already saved in a clear format.<\/p>\n<p>Here are a few common ways you can use automatic PDF generation from form entries:<\/p>\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<thead>\n<tr>\n<th>Website type<\/th>\n<th>Example PDFs<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Consulting\/services<\/td>\n<td>Quotes, proposals<\/td>\n<\/tr>\n<tr>\n<td>Event websites<\/td>\n<td>Tickets, registration confirmations<\/td>\n<\/tr>\n<tr>\n<td>Online stores<\/td>\n<td><a href=\"https:\/\/www.wpbeginner.com\/showcase\/best-wordpress-invoice-plugins-compared\/\" title=\"Best WordPress Invoice Plugins Compared\">Invoices<\/a>, receipts<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-create-online-course-in-wordpress\/\" title=\"How to Create and Sell Online Courses with WordPress (Step by Step)\">Online courses<\/a><\/td>\n<td>Certificates, enrollments<\/td>\n<\/tr>\n<tr>\n<td>Legal, HR, and admin<\/td>\n<td>Consent forms, waivers, authorization letters<\/td>\n<\/tr>\n<tr>\n<td>Real estate<\/td>\n<td>Property details, book-a-viewing confirmations<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>Overall, automatically generating PDFs helps you spend less time on admin work and more time running your website or business. All while giving visitors a faster and smoother experience.<\/p>\n<p>With that in mind, here\u2019s everything I\u2019ll share in this guide:<\/p>\n<ul>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-1-install-and-activate-wpforms-pro-15\">Step 1: Install and Activate WPForms Pro<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-2-create-your-form-or-select-an-existing-one-28\">Step 2: Create Your Form or Select an Existing One<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-3-configure-the-pdf-settings-47\">Step 3: Set Up Form Notifications and Confirmations (Optional)<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-5-configure-the-pdf-settings-67\">Step 4: Configure the PDF Settings<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-5-customize-and-style-pdf-content-and-fields-99\">Step 5: Customize and Style Your PDF<\/a>\n<ul>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-5-1-customize-the-pdf-content-and-fields-103\">Step 5.1: Personalize the PDF Content<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-5-2-style-the-pdf-looks-and-feel-123\">Step 5.2: Customize the PDF Design<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-6-adjust-advanced-pdf-settings-118\">Step 6: Adjust Advanced PDF Settings<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-7-test-your-pdf-generation-142\">Step 7: Test Your PDF Generation<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-step-8-embed-your-form-in-wordpress-166\">Step 8: Embed Your Form in WordPress<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-faqs-about-automatically-generating-pdfs-from-form-entries-in-wordpress-193\">FAQs About PDFs and Forms in WordPress<\/a><\/li>\n<li><a class=\"aioseo-toc-item\" href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/#aioseo-additional-resources-for-using-forms-in-wordpress-198\">Additional Resources for Using Forms in WordPress<\/a><\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\">Step 1: Install and Activate WPForms Pro<\/h4>\n<p>The first thing you need to do is install <a href=\"https:\/\/wpforms.com\/\" target=\"_blank\" title=\"WPForms - Drag &amp; Drop WordPress Form Builder\">WPForms Pro<\/a> on your WordPress site. I\u2019ve been using WPForms for years, and it\u2019s hands down the <a href=\"https:\/\/www.wpbeginner.com\/plugins\/5-best-contact-form-plugins-for-wordpress-compared\/\" title=\"Best WordPress Contact Form Plugins\">best WordPress form plugin<\/a> I\u2019ve tried out.<\/p>\n<p>It comes with a powerful PDF addon that automatically generates PDFs from your form submissions. Plus, WPForms lets you create all kinds of forms, including contact, payment, survey, and newsletter registration forms. <\/p>\n<p>We use WPForms at WPBeginner for our contact form, site migration request form, and our annual readers\u2019 survey. See our <a href=\"https:\/\/www.wpbeginner.com\/solutions\/wpforms\/\" title=\"WPForms\">detailed WPForms review<\/a> for more insights into the plugin.<\/p>\n<p>To get started, head over to the WPForms website, click the \u2018Get WPForms Now\u2019 button, and complete the registration process.<\/p>\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/wpforms.com\/\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"330\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2023\/12\/wpforms-homepage.png\" alt=\"WPForms homepage\" class=\"wp-image-345128\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2023\/12\/wpforms-homepage.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2023\/12\/wpforms-homepage-300x146.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/a><\/figure>\n<div class=\"wpb-alert style-yellow\">\n<p><strong>\ud83d\udca1<\/strong> <strong>Note:<\/strong> The PDF generation feature only works with <a href=\"https:\/\/wpforms.com\/\" target=\"_blank\" title=\"WPForms - Drag &amp; Drop WordPress Form Builder\">WPForms Pro<\/a> or higher plans. The <a href=\"https:\/\/wordpress.org\/plugins\/wpforms-lite\" target=\"_blank\" title=\"Free version of WPForms Contact Form builder plugin\">WPForms Lite<\/a> version doesn\u2019t include this functionality, so you\u2019ll need to upgrade if you\u2019re currently using the free version.<\/p>\n<\/div>\n<p>Once you complete your purchase, you\u2019ll have your own WPForms account dashboard, where you can download your plugin zip file and license key. You\u2019ll need these in a moment, so you might want to keep this tab open or save them somewhere safe \u2013 like a <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/what-is-the-best-way-to-manage-passwords-for-wordpress-beginners\/\" title=\"How We Easily and Securely Manage Passwords (Beginner\u2019s Guide)\">password manager<\/a>.<\/p>\n<p>Now, it\u2019s time to install the WPForms plugin on your WordPress site.<\/p>\n<p>From your WordPress admin dashboard, go to <strong>Plugins \u00bb Add New Plugin<\/strong>.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"315\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/02\/wp-plugins-addnew.png\" alt=\"The Add New Plugin submenu under Plugins in the WordPress admin area\" class=\"wp-image-332530\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/02\/wp-plugins-addnew.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/02\/wp-plugins-addnew-300x139.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Click the \u2018Upload Plugin\u2019 button at the top of the page.<\/p>\n<p>Choose the WPForms plugin file you just downloaded (a .zip file) and install it.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"276\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2020\/02\/wp-plugins-addplugins-uploadplugin-choosefile.png\" alt=\"Select plugin zip file to upload and install in WordPress\" class=\"wp-image-333147\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2020\/02\/wp-plugins-addplugins-uploadplugin-choosefile.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2020\/02\/wp-plugins-addplugins-uploadplugin-choosefile-300x122.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>After installation finishes, click the \u2018Activate Plugin\u2019 button. WPForms will now appear in your admin dashboard.<\/p>\n<p>You can then go to <strong>WPForms <\/strong><strong>\u00bb<\/strong> Settings to activate your license key. Go ahead and paste the key into the box and click \u2018Verify Key.\u2019<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"286\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/07\/wpfroms-pro-license.png\" alt=\"How to add a license key to the premium version of WPForms\" class=\"wp-image-358450\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/07\/wpfroms-pro-license.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/07\/wpfroms-pro-license-300x126.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>This activation step is important because it unlocks all the Pro features, including the PDF Addon we\u2019ll be using. Once your key is verified, you\u2019re ready to start creating <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/the-ultimate-guide-to-using-wordpress-forms\/\" title=\"The Ultimate Guide to Using WordPress Forms (All You Need to Know)\">WordPress forms<\/a> that generate PDFs automatically.<\/p>\n<p>If you need help, check out our guide on <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/step-by-step-guide-to-install-a-wordpress-plugin-for-beginners\/\" title=\"How to Install a WordPress Plugin \u2013 Step by Step for Beginners\">how to install a WordPress plugin<\/a>.<\/p>\n<p>After that, you can navigate to <strong>WPForms <\/strong><strong>\u00bb<\/strong> Addons to install the PDF Addon.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"355\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addons-alladdons.png\" alt=\"Accessing the WPForms Addons page\" class=\"wp-image-381886\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addons-alladdons.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addons-alladdons-300x157.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Inside the Addons panel, you can use the search bar to quickly find the PDF Addon.<\/p>\n<p>In the search result, simply click the \u2018Install Addon\u2019 button to enable it.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"252\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addons-pdf.png\" alt=\"Installing the PDF addon\" class=\"wp-image-381888\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addons-pdf.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addons-pdf-300x111.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<h4 class=\"wp-block-heading\">Step 2: Create Your Form or Select an Existing One<\/h4>\n<p>Now that WPForms and PDF Addon are installed and activated, it\u2019s time to create the form you\u2019ll use for PDF generation. <\/p>\n<p>In this tutorial, I\u2019m going to create a simple <a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-add-terms-of-service-agreement-in-wordpress\/\" title=\"How to Require Terms of Service Agreement in WordPress\">terms of service<\/a> form and set up an automated PDF for demonstration.<\/p>\n<p>From your WordPress dashboard, go to <strong>WPForms \u00bb Add New.<\/strong><\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"271\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2014\/07\/wpforms-add-a-new-form.png\" alt=\"Add a new form\" class=\"wp-image-323391\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2014\/07\/wpforms-add-a-new-form.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2014\/07\/wpforms-add-a-new-form-300x120.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<div class=\"wpb-alert style-orange\">\n<p><strong>\ud83d\udca1 Note: <\/strong>You can either build a new form from scratch or use one of your existing forms. If you want to edit a form, you can go to the \u2018All Forms\u2019 tab in WPFForms and click the \u2018Edit\u2019 button for the form you want to add automated PDF generation.<\/p>\n<\/div>\n<p>This opens the Setup page, where you can name your form.<\/p>\n<p>This is for your reference only, but I recommend using a clear name for easier organization.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"207\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addnew-termsofservice.png\" alt=\"Naming a new form\" class=\"wp-image-382412\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addnew-termsofservice.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-addnew-termsofservice-300x91.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Next, choose how to build your form. <\/p>\n<p>You can start from scratch, use the AI form builder, or pick a template.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"342\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2024\/11\/wpforms-ai-forms-in-action.gif\" alt=\"WPForms AI forms in action\" class=\"wp-image-317125\" \/><\/figure>\n<p>For demonstration, I\u2019ll show you how to do it using a pre-made form template.<\/p>\n<p>In the search bar, you can type in keywords, such as \u201cContact Form,\u201d \u201cReceipt,\u201d \u201cAgreement,\u201d or anything that fits your needs, to quickly find the perfect template.<\/p>\n<p>When you find the form template you like, hover over it and click the \u2018Use Template\u2019 button. For demonstration, I\u2019m going to choose the Terms of Service Form template.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"375\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-setup-termsofservice.png\" alt=\"Using the Terms of Service form template\" class=\"wp-image-381861\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-setup-termsofservice.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-setup-termsofservice-300x165.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>WPForms will then open the <a href=\"https:\/\/www.wpbeginner.com\/showcase\/best-wordpress-form-builders\/\" title=\"Best Online Form Builders (Expert Picks)\">form builder<\/a> interface.<\/p>\n<p>The Terms of Service form template comes preloaded with fields such as date, receipt number, order details, payer name, and payment information.<\/p>\n<p>You can take a moment to look at the form builder interface. On the left side, you\u2019ll see all the available form fields you can add. The right panel shows the actual fields in your form. <\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"351\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice.png\" alt=\"The Terms of Service template in the form builder\" class=\"wp-image-381864\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice-300x155.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>To customize this form, click on any field in the right panel to edit it.<\/p>\n<p>For example, if you want to change the Email label to <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/how-to-create-a-free-business-email-address-in-5-minutes-step-by-step\/\" title=\"How to Create a Free Business Email Address (in Just 5 Minutes)\">Email Address<\/a>, just click that field and type the new label in the settings panel on the right. You can also make fields required or optional, add a short description, and change their order by dragging them up or down.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"307\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice-emailaddress.png\" alt=\"Customizing the field label\" class=\"wp-image-381866\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice-emailaddress.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice-emailaddress-300x135.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>If you need to add more fields, like a <a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-create-wordpress-forms-with-dropdown-fields-easy-method\/\" title=\"How to Create WordPress Forms With Dropdown Fields (Easy Method)\">dropdown<\/a> for additional options or a <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-create-a-file-upload-form-in-wordpress\/\" title=\"How to Create a File Upload Form in WordPress\">file upload<\/a> field for supporting documents, simply drag them from the left panel into your form.<\/p>\n<p>Since we want this to be a signed legal document, make sure to drag the <strong>Signature<\/strong> field into your form as well. <\/p>\n<p>From here, you can continue tweaking this form template to fit your needs.<\/p>\n<p>One thing that you want to do for sure is to edit the sample text for your Terms of Service checkbox. Simply click on the field and rewrite the text in \u2018Description.\u2019<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"304\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice-description.png\" alt=\"Editing the sample Terms of Service description\" class=\"wp-image-381868\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice-description.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-builder-termsofservice-description-300x134.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Once your form looks exactly how you want it, you\u2019re ready to configure your form settings.<\/p>\n<h4 class=\"wp-block-heading\">Step 3: Set Up Form Notifications and Confirmations (Optional)<\/h4>\n<p>Before we set up the automated PDF generation, it\u2019s a good idea to quickly check the Notifications and Confirmations settings. Do note that this step is optional, but it ensures that both you and your users receive the right follow-up after form submission.<\/p>\n<p>By default, form notifications are sent to the <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/wordpress-user-roles-and-permissions\/\" title=\"Beginner\u2019s Guide to WordPress User Roles and Permissions\">site admin<\/a>. If you also want to send a copy of the PDF to the user, you can add another notification for that.<\/p>\n<p>To do this, open <strong>Settings \u00bb Notifications,<\/strong> and click \u2018Add New Notification.\u2019<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"233\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-notifications-add-new.png\" alt=\"Adding a new notification\" class=\"wp-image-382411\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-notifications-add-new.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-notifications-add-new-300x103.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>In the popup, give your notification a name. <\/p>\n<p>For example, \u201cSend PDF to User\u201d or \u201cUser Notification,\u201d and click \u2018OK.\u2019<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"336\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-notifications-popup-name.png\" alt=\"Naming the user notification setting\" class=\"wp-image-382330\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-notifications-popup-name.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-notifications-popup-name-300x148.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>In the Send To Email Address field, you\u2019ll want to use a Smart Tag so the email is sent to the person who submitted the form. Click the Smart Tag icon at the end of the field and select the Email field from your form.<\/p>\n<p>If your form needs to notify <a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-create-a-contact-form-with-multiple-recipients\/\" title=\"How to Create a Contact Form with Multiple Recipients\">multiple people<\/a>, you can go ahead and add multiple email addresses, separated by commas.<\/p>\n<p>Next, you can fill in the Email Subject, From Name, and From Email fields. You can use Smart Tags here, too, if you want to automatically personalize the message or include form details.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"368\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-user-notifications.png\" alt=\"Setting up user notification\" class=\"wp-image-382332\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-user-notifications.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-user-notifications-300x162.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>After that, you can scroll down to the \u2018Email Message\u2019 field.<\/p>\n<p>By default, WPForms has included the <code>{all_fields}<\/code> smart tag, but you can add more content to make sure your <a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-send-confirmation-emails-after-wordpress-form-submission\/\" title=\"How to Send Confirmation Emails After WordPress Form Submission\">notification email<\/a> looks good. <\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"267\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-user-notifications-email-message.png\" alt=\"Editing the notification email message\" class=\"wp-image-382335\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-user-notifications-email-message.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-user-notifications-email-message-300x118.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>While you\u2019re here, click over to the <strong>Settings <\/strong><strong>\u00bb<\/strong> Confirmations tab as well.<\/p>\n<p>WPForms offers three types of confirmations: a message, a redirect, or sending users to a specific URL.<\/p>\n<p>In this tutorial, I\u2019m using the \u2018Message\u2019 confirmation because I want to keep users on the same page after they submit the form. Once that\u2019s set, you\u2019re done with this step.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"316\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-confirmation-message.png\" alt=\"Customizing the form confirmation message\" class=\"wp-image-382337\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-confirmation-message.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-confirmation-message-300x139.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Other than a confirmation message, you can redirect users to another web page or a completely different site. <\/p>\n<p>For more information, you can see our guide on <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-redirect-users-after-form-submission-in-wordpress\/\" title=\"How to Redirect Users After Form Submission in WordPress\">how to redirect users after form submission<\/a>.<\/p>\n<h4 class=\"wp-block-heading\">Step 4: Configure the PDF Settings<\/h4>\n<p>With your form built, it\u2019s time to set up the PDF generation. In this step, you\u2019ll configure WPForms to automatically create a professional PDF every time someone submits your form.<\/p>\n<p>To start, look at the left sidebar under \u2018Settings\u2019 in the form builder and switch to the \u2018PDF\u2019 tab. Then, click the \u2018Add New PDF\u2019 button.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"347\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-addnew.png\" alt=\"Adding a new PDF setting in WPForms\" class=\"wp-image-381872\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-addnew.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-addnew-300x153.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>A popup window will appear asking you to name your PDF.<\/p>\n<p>Go ahead and add a descriptive name that makes sense for your records. You can always change this later if needed, so don\u2019t stress too much about getting it perfect right now.<\/p>\n<p>Click \u2018OK\u2019 to continue.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"272\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-name.png\" alt=\"Naming the new PDF\" class=\"wp-image-381874\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-name.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-name-300x120.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>With your PDF configuration enabled, WPForms will show you several important settings.<\/p>\n<p>The first thing you\u2019ll see is the \u2018File Name\u2019 field. By default, WPForms uses the \u201cEntry for <code>{form-name}<\/code>\u201d format as the PDF filename, but you can customize this.<\/p>\n<p>I personally like to include smart tags here to make each PDF unique. For example, you could use something like <code>{form_name}-{entry_id}<\/code>, which would create files named \u201cTerms-of-Service-123.pdf.\u201d<\/p>\n<p>Using the Entry ID is highly recommended for record-keeping. It ensures every file has a unique name, making it much easier to organize your folders and find specific agreements later without opening every single file.<\/p>\n<p>To use a smart tag, you can click the \u2018Smart Tags\u2019 icon to the right of the field and choose from the available options in the dropdown.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"342\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-filename.png\" alt=\"Customizing the PDF file name\" class=\"wp-image-381877\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-filename.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-filename-300x150.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Right below that, you\u2019ll see the Email Notifications dropdown. This is where you decide which email notifications should include the PDF as an attachment.<\/p>\n<p>If you want to send the PDF to yourself, select \u2018Default Notification.\u2019 If you want users to receive a copy, select \u2018User Notification.\u2019 You can even select both options if you want everyone to get a copy.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"324\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-notification.png\" alt=\"Adding User Notification to the PDF setting\" class=\"wp-image-381879\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-notification.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-notification-300x143.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Right below that, you\u2019ll see a <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/ways-to-use-conditional-logic-in-wordpress-forms\/\" title=\"Ways to Use Conditional Logic in WordPress Forms (Top Use Cases)\">conditional logic<\/a> option. This powerful feature lets you control when PDFs are generated.<\/p>\n<p>For example, maybe you only want to create a PDF if someone checks the \u201cI agree to terms\u201d checkbox.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"288\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-conditionallogic.png\" alt=\"Enabling conditional logic for the PDF generation\" class=\"wp-image-381881\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-conditionallogic.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-conditionallogic-300x127.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Next, you\u2019ll choose your PDF template. WPForms offers dozens of professionally designed templates organized into categories.<\/p>\n<p>You\u2019ll see options for Notifications, Documents, Financial forms, and Certificates. Since we\u2019re working with a legal document, click the \u2018Documents\u2019 category.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"350\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-template-category-document.png\" alt=\"Choosing the Document category\" class=\"wp-image-381898\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-template-category-document.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-template-category-document-300x154.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<div class=\"wpb-alert style-blue\">\n<p><strong><\/strong><strong>\ud83e\uddd1\u200d\ud83d\udcbb<\/strong> <strong>Pro Tip<\/strong>: Choose the category that best fits your use case. For example, use \u2018Financial Forms\u2019 for <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-create-invoices-for-clients-using-wordpress\/\" title=\"How to Create Invoices for Clients Using WordPress\">invoices<\/a> or payment records, and \u2018Certificates\u2019 for things like <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-create-online-course-in-wordpress\/\" title=\"How to Create and Sell Online Courses with WordPress (Step by Step)\">online course<\/a> completion or attendance certificates.<\/p>\n<\/div>\n<p>You can then browse through the available templates by clicking on each one. You\u2019ll see a live preview appear on the left side of your screen showing exactly how your PDF will look.<\/p>\n<p>For my form, I\u2019m selecting the \u2018Legal\u2019 style.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"359\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-style-legal.png\" alt=\"Choosing the Legal style\" class=\"wp-image-381896\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-style-legal.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-style-legal-300x158.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Once you\u2019ve chosen a template and style, it\u2019s automatically applied to your PDF. You\u2019ll notice the preview updates immediately to show your form fields populated in the template layout.<\/p>\n<p>It has a clean, professional look with a formal layout that\u2019s perfect for contracts. The template features a header section for your logo, clearly organized content sections, and a footer with page numbers.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"355\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-template-preview.png\" alt=\"Previewing PDF\" class=\"wp-image-381897\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-template-preview.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-template-preview-300x157.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>At this point, your basic PDF settings are configured. In the next step, we\u2019ll customize the content and design to make sure it looks exactly what you want in the final PDF.<\/p>\n<h4 class=\"wp-block-heading\">Step 5: Customize and Style Your PDF<\/h4>\n<p>Now that you\u2019ve selected a template, it\u2019s time to customize the PDF. This is where you\u2019ll replace placeholder text, adjust your form fields, and add any extra content you want to include in the final document.<\/p>\n<p>Then, I\u2019ll show you how to make your PDF more on-brand with a custom design.<\/p>\n<h5 class=\"wp-block-heading\">Step 5.1: Personalize the PDF Content<\/h5>\n<p>On the left side of the screen, you\u2019ll see a live <a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-add-a-pdf-viewer-in-wordpress\/\" title=\"How to Add a PDF Viewer in WordPress (The Easy Way)\">PDF preview<\/a>. The Legal template includes editable placeholders like \u201cBusiness Address,\u201d \u201cSignature Type,\u201d and \u201cDate.\u201d You can click directly on any of this text in the preview to edit it.<\/p>\n<p>Let\u2019s start with the Content section.<\/p>\n<p>The template already includes all the form fields, but you can add a short explanation to provide context.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"326\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-content.png\" alt=\"Adding PDF content\" class=\"wp-image-382317\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-content.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-content-300x144.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>The editor works like a simple word processor. You can format text, add bullet points, insert headings, and include links to make everything clear and easy to read.<\/p>\n<p>Also, you can paste in your actual legal text, such as your full <a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-add-terms-of-service-agreement-in-wordpress\/\" title=\"How to Require Terms of Service Agreement in WordPress\">terms of service<\/a> or contract language.<\/p>\n<p>Plus, you can use Smart Tags to pull the information dynamically from your form submissions. Using Smart Tags means every PDF will be personalized with the correct information without you doing anything manually.<\/p>\n<div class=\"wpb-alert style-blue\">\n<p><strong>\ud83e\uddd1\u200d\ud83d\udcbb<\/strong> <strong>Pro Tip<\/strong>: You might want to add any <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-automatically-add-a-disclaimer-in-wordpress\/\" title=\"How to Automatically Add a Disclaimer in WordPress (Easy Way)\">disclaimers<\/a> or additional information your users might need. For legal documents, you could include contact information, effective dates, and instructions for next steps.<\/p>\n<\/div>\n<p>Next, you can work on the placeholders with your business contact details, such as your address, email, and <a href=\"https:\/\/www.wpbeginner.com\/showcase\/best-virtual-business-phone-number-apps-free-options\/\" title=\"Best Virtual Business Phone Number Apps (Free &amp; Paid)\">phone number<\/a>. You can also use Smart Tags here.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"299\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-header.png\" alt=\"Adding business details to the PDF header\" class=\"wp-image-382319\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-header.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-header-300x132.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Now, scroll down to find the signature settings.<\/p>\n<p>Here, you can configure how the signature appears. Since we added a Signature field to the form in Step 2, WPForms will automatically pull the form user\u2019s <a href=\"https:\/\/www.wpbeginner.com\/showcase\/best-electronic-signature-software\/\" title=\"5 Best Electronic Signature Software for WordPress\">eSignature<\/a> into this area. You can adjust the size and the heading to ensure it looks official.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"395\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-signature.png\" alt=\"Configuring the signature section for the PDF\" class=\"wp-image-382321\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-signature.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-signature-300x174.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Next, there are the Date fields.<\/p>\n<p>Go ahead and choose your date format, as well as write the subheading.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"203\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-date.png\" alt=\"Configuring the date settings for the PDF\" class=\"wp-image-382323\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-date.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-date-300x90.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>From here, take some time to review each section.<\/p>\n<p>Make sure all your form fields are included and that they\u2019re arranged in a logical order. You want the final PDF to be easy to read and understand.<\/p>\n<h5 class=\"wp-block-heading\">Step 5.2: Customize the PDF Design<\/h5>\n<p>With your content in place, it\u2019s time to make your PDF look on-brand. In this step, you\u2019ll customize colors, <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/how-to-make-a-logo-for-your-website-simple-guide-for-beginners\/\" title=\"How to Make a Logo for Your Website (Simple Guide for Beginners)\">add your logo<\/a>, and adjust the overall design to match your business identity.<\/p>\n<p>Let\u2019s scroll down to \u2018Appearance\u2019 in the PDF settings panel to choose a pre-designed theme. Each theme has its own color scheme and styling. Alternatively, you can edit the theme colors.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"349\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-appearance-theme.png\" alt=\"Choosing the PDF theme\" class=\"wp-image-382325\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-appearance-theme.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-appearance-theme-300x154.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>I like to scroll through a few options to find the one that best matches my brand. The preview on the left updates instantly, so you can see how these themes affect your PDF design.<\/p>\n<p>Once you\u2019ve picked a theme, it\u2019s time to add your <a href=\"https:\/\/www.wpbeginner.com\/showcase\/best-places-to-get-a-custom-logo-for-your-wordpress-website\/\" title=\"Best Places to Get a Custom Logo for Your WordPress Website\">custom logo<\/a>.<\/p>\n<p>If you don\u2019t see the \u2018Upload\u2019 button, click the \u2018Remove Image\u2019 button to remove the current logo placeholder.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"260\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-appearance-logo.png\" alt=\"Customizing the PDF with a custom logo\" class=\"wp-image-382327\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-appearance-logo.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-appearance-logo-300x115.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>After that, you can choose your logo file from your computer. WPForms accepts popular <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/webp-vs-png-vs-jpeg\/\" title=\"WebP vs. PNG vs. JPEG: The Best Image Format for WordPress\">image formats<\/a> like PNG and JPG. Your logo will then appear in the PDF preview.<\/p>\n<p>You can then adjust the logo size \u2013 small, medium, or large. You can also position your logo on the left or center. I usually center mine for legal documents because it creates a more formal, balanced appearance. <\/p>\n<p>All these small design touches add up to create a document that looks professionally designed. Your colors match your brand, your logo is prominently displayed, and the overall layout looks clean and organized.<\/p>\n<h4 class=\"wp-block-heading\">Step 6: Adjust Advanced PDF Settings<\/h4>\n<p>Before we test your PDF, there are a few technical settings you should configure. These advanced options give you control over the document format, security, and who can access your PDFs.<\/p>\n<p>Click to expand the \u2018Advanced\u2019 tab by the end of the PDF settings panel.<\/p>\n<p>The first setting you\u2019ll see is Paper Size. Available sizes include Letter (8.5\u2033 x 11\u2033), A4, Legal, and more. The default is Letter, which works great for most business documents in the United States.<\/p>\n<p>If you\u2019re working with international clients or have formatting requirements, you can select A4 or another size from the dropdown.<\/p>\n<p>Right next to that, you\u2019ll find the \u2018Orientation\u2019 setting. You can choose between Portrait (vertical) and Landscape (horizontal) layouts.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"181\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-paper-orientation.png\" alt=\"Paper size and orientation settings \" class=\"wp-image-382347\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-paper-orientation.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-paper-orientation-300x80.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Portrait is the format for most documents, and that\u2019s what I\u2019m using here. Landscape orientation works better if you have wide tables or charts that need more horizontal space.<\/p>\n<p>Now let\u2019s talk about security. You can click to turn on \u2018Access Restrictions.\u2019<\/p>\n<p>This is one of my favorite features because it lets you control exactly who can view and download your PDFs. By default, PDFs are accessible to any visitor, but you can lock them down using several options.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"191\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-userrestriction.png\" alt=\"User restrictions settings \" class=\"wp-image-382349\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-userrestriction.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-userrestriction-300x84.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>If you choose the \u201cLogged-in Users\u201d option, only <a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-restrict-your-wordpress-forms-to-logged-in-users-only\/\" title=\"How to Restrict Your WordPress Forms to Logged-in Users Only\">logged-in WordPress users<\/a> will be able to access the PDF. This is useful if you\u2019re creating documents for members of your website or employees in your organization.<\/p>\n<p>For extra security, WPForms also lets you <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-password-protect-your-wordpress-forms\/\" title=\"How to Password Protect Your WordPress Forms\">password-protect<\/a> your PDFs.<\/p>\n<p>You can use this feature by enabling the \u2018Password Protection option.\u2019 Then simply enter a password that users need to open the document, and re-enter it to confirm.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"267\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-password.png\" alt=\"Password protect your PDF \" class=\"wp-image-382351\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-password.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-settings-pdf-advanced-password-300x118.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>This is perfect for sensitive legal agreements or financial documents.<\/p>\n<div class=\"wpb-alert style-blue\">\n<p><strong>\ud83e\uddd1\u200d\ud83d\udcbb<\/strong> <strong>Pro Tip:<\/strong> One thing to keep in mind with password protection \u2013 you\u2019ll need to communicate the password to your users somehow. I usually include it in a follow-up email to keep things secure.<\/p>\n<\/div>\n<p>Once you\u2019ve configured everything to match your requirements, it\u2019s time to test your PDF generator form. <\/p>\n<h4 class=\"wp-block-heading\">Step 7: Test Your PDF Generation<\/h4>\n<p>Before you <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/how-to-embed-forms-in-wordpress\/\" title=\"How to Embed Forms in WordPress (Ultimate Guide for Beginners)\">publish your form<\/a> and start collecting real submissions, you need to make sure everything works correctly. Testing your PDF generation is a critical step that I never skip, and you shouldn\u2019t either.<\/p>\n<p>The good news is that WPForms makes testing easy with its built-in preview feature. Look at the top right corner of the form builder and click the \u2018Preview\u2019 button.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"344\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-function.png\" alt=\"Previewing forms in WPForms\" class=\"wp-image-382377\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-function.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-function-300x152.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>This opens your form in a new tab exactly as your users will see it. Now you can fill it out just like a real submission and see if the PDF generates correctly.<\/p>\n<p>Go ahead and fill in all the form fields with test information. For the Legal Documents form, I skipped the name field and wrote a typo in the email field to check validation.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"303\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-validation.png\" alt=\"Checking form validation\" class=\"wp-image-382390\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-validation.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-validation-300x134.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Now, let\u2019s make sure to check the \u2018I agree to terms\u2019 checkbox and click the \u2018Submit\u2019 button at the bottom of the form.<\/p>\n<p>After submitting, you\u2019ll see a confirmation message for your form.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"134\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-contirmation.png\" alt=\"Testing form confirmation\" class=\"wp-image-382392\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-contirmation.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-preview-contirmation-300x59.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Now let\u2019s check if the PDF was created properly.<\/p>\n<p>Go back to your WordPress dashboard and navigate to <strong>WPForms \u00bb Entries<\/strong>.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"345\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-tab.png\" alt=\"The Entries tab in WPForms\" class=\"wp-image-382394\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-tab.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-tab-300x152.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>You should see your test submission listed on the next screen.<\/p>\n<p>Click on the \u2018View\u2019 button in the \u2018Actions\u2019 column to see all the details.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"359\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-actions-view.png\" alt=\"Viewing form entry in WPForms\" class=\"wp-image-382395\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-actions-view.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-actions-view-300x158.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>On the entry details page, look for the PDF section \u2013 it should display your configured PDF link.<\/p>\n<p>You can simply click on that link to open your generated PDF.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"369\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-pdf.png\" alt=\"The entry PDF\" class=\"wp-image-382397\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-pdf.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-entries-pdf-300x163.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>The PDF will open in a new browser tab or download to your computer, depending on your browser settings. <\/p>\n<p>Take a good look at it and check everything carefully:<\/p>\n<ul class=\"wp-block-list\">\n<li>Make sure all your form information appears correctly in the PDF. Your test name, <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/how-to-create-a-free-business-email-address-in-5-minutes-step-by-step\/\" title=\"How to Create a Free Business Email Address (in Just 5 Minutes)\">email address<\/a>, and company details should be exactly where you placed them in the template.<\/li>\n<li>Check that the smart tags pulled in the right information. Scroll through the entire document and verify that nothing is cut off or formatting looks weird.<\/li>\n<li>Pay attention to your logo \u2013 does it appear at the right size and in the right position? Are your brand colors showing up correctly?<\/li>\n<li><a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-add-and-improve-readability-score-in-wordpress-posts\/\" title=\"How to Add and Improve Readability Score in WordPress Posts\">Is the text readable<\/a> and properly formatted with the headings, bullet points, and styling you added?<\/li>\n<\/ul>\n<p>This step matters because it affects how professional your document looks.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"425\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-pdf.png\" alt=\"The generated WPForms PDF\" class=\"wp-image-382401\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-pdf.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-pdf-300x188.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>Now, let\u2019s test delivery if you configured notifications to include the PDF.<\/p>\n<p>You should have received an email with the PDF attached. Open that email and verify that the PDF attachment is there and opens correctly.<\/p>\n<p>If you don\u2019t see the email immediately, be sure to check your spam or junk folder, as emails with attachments can sometimes trigger spam filters.<\/p>\n<div class=\"wpb-alert style-yellow\">\n<p><strong>\ud83d\udca1Note:<\/strong>\u00a0If you\u2019re not receiving test emails, your website may have <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-fix-wordpress-not-sending-email-issue\/\" title=\"[SOLVED] How to Fix WordPress Not Sending Email Issue\">email delivery issues<\/a>. I recommend using <a href=\"https:\/\/wpmailsmtp.com\/\" target=\"_blank\" title=\"WP Mail SMTP - Fix WordPress Email Deliverability\">WP Mail SMTP<\/a> to fix it. This plugin ensures your form notifications and PDF attachments actually reach their destination.<\/p>\n<\/div>\n<h4 class=\"wp-block-heading\">Step 8: Embed Your Form in WordPress<\/h4>\n<p>Now, it\u2019s time to publish your form and add it to your WordPress website so people can actually use it.<\/p>\n<p>In the form builder, click the \u2018Save\u2019 button first to ensure all your changes are saved. This is important because you don\u2019t want to lose any of the customizations you just made.<\/p>\n<p>Once your form is saved, click the \u2018Embed\u2019 button right next to it.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"344\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-function.png\" alt=\"Embed button in WPForms\" class=\"wp-image-382378\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-function.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-function-300x152.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>WPForms will show you a popup with a few options for adding your form to your <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/what-is-the-difference-between-posts-vs-pages-in-wordpress\/\" title=\"What Is the Difference Between Posts vs. Pages in WordPress?\">post <\/a>o<a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/what-is-the-difference-between-posts-vs-pages-in-wordpress\/\" title=\"What Is the Difference Between Posts vs. Pages in WordPress?\">r page<\/a>.<\/p>\n<p>The easiest method is to embed it on a new page, so feel free to click the \u2018Create New Page\u2019 option in the popup window.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"336\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-createnewpage.png\" alt=\"Create a new page button\" class=\"wp-image-382380\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-createnewpage.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-createnewpage-300x148.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>In the next popup, go ahead and name your new page.<\/p>\n<p>For my form, I\u2019m calling it \u201cLegal Agreement Form\u201d \u2013 you can name yours whatever makes sense for your website.<\/p>\n<p>After entering the page name, click the \u2018Let\u2019s Go!\u2019 button.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"287\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-newpage-name.png\" alt=\"Naming the new page\" class=\"wp-image-382381\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-newpage-name.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-embed-newpage-name-300x127.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>WPForms automatically creates a new WordPress page and embeds your form on it.<\/p>\n<p>The page opens in the <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/how-to-use-the-new-wordpress-block-editor\/\" title=\"How to Use the WordPress Block Editor (Gutenberg Tutorial)\">WordPress block editor<\/a> so you can see exactly how it looks. Your form is already there, ready to go.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"347\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-newpage.png\" alt=\"Form embedded into the new page\" class=\"wp-image-382382\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-newpage.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-newpage-300x153.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>You can add additional content around the form if you want.<\/p>\n<p>Maybe you need to include instructions above the form explaining how to fill it out. Or perhaps you want to add some introductory text about what the legal document covers. Just click above or below the form block and start typing.<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"379\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-newpage-context-theme.png\" alt=\"Adding context and choosing a form theme\" class=\"wp-image-382383\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-newpage-context-theme.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-newpage-context-theme-300x167.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>You can also choose a theme in the \u2018Form Settings\u2019 on the right to style your form.<\/p>\n<p>If you prefer to add the form to an existing page instead, that\u2019s easy too. Navigate to any page on your site and open it in the editor. <\/p>\n<p>You can also <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-add-a-shortcode-in-wordpress\/\" title=\"How to Add a Shortcode in WordPress (Beginner\u2019s Guide)\">use the shortcode<\/a> method if you\u2019re more comfortable with that. Every WPForms form has a unique shortcode that you can copy and paste anywhere.<\/p>\n<p>For more information, see our guide on <a href=\"https:\/\/www.wpbeginner.com\/beginners-guide\/how-to-embed-forms-in-wordpress\/\" title=\"How to Embed Forms in WordPress (Ultimate Guide for Beginners)\">how to embed WordPress forms<\/a>.<\/p>\n<p>Before you publish the page, click the \u2018Preview\u2019 button to see how everything looks on the front end of your website. Make sure the form displays correctly and fits well with your page layout.<\/p>\n<p>Check that it\u2019s <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/11-ways-to-create-a-mobile-friendly-wordpress-site\/\" title=\"Ways to Create a Mobile-Friendly WordPress Site (Expert Tips)\">mobile-friendly<\/a> too \u2013 click the mobile preview icon to see how it looks on phones and tablets. WPForms automatically optimizes forms for mobile devices, but it\u2019s always good to double-check.<\/p>\n<p>If everything looks perfect, go ahead and click the \u2018Publish\u2019 button. Your form is now live on your WordPress website!<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"402\" src=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-live-on-a-wordpress-site.png\" alt=\"The WPForms on a live WordPress site\" class=\"wp-image-382415\" srcset=\"https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-live-on-a-wordpress-site.png 680w, https:\/\/www.wpbeginner.com\/wp-content\/uploads\/2025\/12\/wpforms-live-on-a-wordpress-site-300x177.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/figure>\n<p>From now on, whenever someone submits your form, <a href=\"https:\/\/wpforms.com\/\" target=\"_blank\" title=\"WPForms - Drag &amp; Drop WordPress Form Builder\">WPForms<\/a> will automatically generate a professional PDF. Then, it will handle it according to the settings you configured.<\/p>\n<p>You can always go back and make changes to your form or PDF settings later. Just navigate to <strong>WPForms \u00bb All Forms<\/strong>, find your form, and click \u2018Edit.\u2019 Any changes you make will apply to all future submissions.<\/p>\n<h4 class=\"wp-block-heading\">FAQs About PDFs and Forms in WordPress<\/h4>\n<p>Here are some of the most common questions we get about generating PDFs from WordPress forms:<\/p>\n<p><strong>How do I export form entries in WordPress?<\/strong><\/p>\n<p>If you\u2019re using WPForms, go to <strong>WPForms \u00bb Entries<\/strong> in your WordPress dashboard and select the <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-export-wordpress-form-entries-to-csv-and-excel\/\" title=\"How to Export WordPress Form Entries to CSV and Excel\">form you want to export<\/a>. You can download all submissions as a CSV or Excel file. You can then open that file in Excel, Google Sheets, or any spreadsheet program.<\/p>\n<p><strong>Which WordPress form plugin can generate PDF files?<\/strong><\/p>\n<p><a href=\"https:\/\/wpforms.com\/\" target=\"_blank\" title=\"WPForms - Drag &amp; Drop WordPress Form Builder\">WPForms<\/a> is the best WordPress form plugin for generating PDF files. Its <strong>PDF Addon<\/strong> includes 40+ professionally designed templates, design customization options, and the ability to automatically email PDFs to users and site admins.<\/p>\n<p><strong>How can I create a downloadable PDF in WordPress?<\/strong><\/p>\n<p>You can create a PDF on your computer, upload it to your WordPress Media Library, and embed it into your site so visitors can download it. You can even sell your PDF downloads by setting them up as <a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-sell-digital-downloads-on-wordpress-beginners-guide\/\" title=\"How to Sell Digital Downloads on WordPress (Beginner\u2019s Guide)\">digital products<\/a> using <a href=\"https:\/\/easydigitaldownloads.com\/\" target=\"_blank\" title=\"Easy Digital Downloads - WordPress eCommerce plugin\">Easy Digital Downloads<\/a>.<\/p>\n<p><strong>How do I embed a PDF in WordPress?<\/strong><\/p>\n<p>The easiest way is to use WordPress\u2019s built-in File block. Add the block to your page, upload your PDF, and WordPress will display it inline with a download option. If you need extra features like zoom, page navigation, or a better reading experience, use a <a href=\"https:\/\/www.wpbeginner.com\/plugins\/best-pdf-plugins-for-wordpress\/\" title=\"Best PDF Plugins for WordPress (Viewer, Embed, &amp; Downloads)\">PDF viewer<\/a> plugin.<\/p>\n<h4 class=\"wp-block-heading\">Additional Resources for Using Forms in WordPress<\/h4>\n<p>I hope this article has helped you learn how to automatically generate PDFs from form entries in WordPress.<\/p>\n<p>Next, you might want to check out our other WordPress guides on:<\/p>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-limit-the-number-of-wordpress-form-entries\/\" title=\"How to Limit the Number of WordPress Form Entries\">How to limit the number of WordPress form entries<\/a><\/li>\n<li><a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/how-to-connect-any-wordpress-forms-to-google-sheets\/\" title=\"How to Connect Any WordPress Forms to Google Sheets (Easy Way)\">How to connect any WordPress forms to Google Sheets<\/a><\/li>\n<li><a href=\"https:\/\/www.wpbeginner.com\/opinion\/create-more-interactive-forms-in-wordpress\/\" title=\"Tips to Create More Interactive Forms in WordPress and Increase Conversions\">Tips for creating more interactive forms<\/a><\/li>\n<li><a href=\"https:\/\/www.wpbeginner.com\/plugins\/how-to-block-contact-form-spam-in-wordpress\/\" title=\"How We Block Contact Form Spam in WordPress (Proven Ways)\">How to block contact form spam in WordPress<\/a><\/li>\n<li><a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/the-ultimate-guide-to-using-wordpress-forms\/\" title=\"The Ultimate Guide to Using WordPress Forms (All You Need to Know)\">Ultimate guide to using WordPress forms<\/a><\/li>\n<\/ul>\n<p>If you liked this article, then please subscribe to our\u00a0<a href=\"https:\/\/youtube.com\/wpbeginner?sub_confirmation=1\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" title=\"Subscribe to WPBeginner YouTube Channel\">YouTube Channel<\/a>\u00a0for WordPress video tutorials. You can also find us on\u00a0<a href=\"https:\/\/twitter.com\/wpbeginner\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" title=\"Follow WPBeginner on Twitter\">Twitter<\/a>\u00a0and <a href=\"https:\/\/facebook.com\/wpbeginner\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" title=\"Join WPBeginner Community on Facebook\">Facebook<\/a>.<\/p>\n<p>The post <a href=\"https:\/\/www.wpbeginner.com\/wp-tutorials\/automatically-generate-pdfs-from-form-entries-in-wordpress\/\">How I Automatically Turn WordPress Form Entries Into PDFs (No Manual Work)<\/a> first appeared on <a href=\"https:\/\/www.wpbeginner.com\/\">WPBeginner<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>If you\u2019re collecting event registrations, payments, or course sign-ups in WordPress, it makes sense to give people something they can download right away. That might be a ticket, a receipt, or a certificate they can save or print right away after submitting your form. The problem is that WordPress forms don\u2019t generate PDFs by default. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":319,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-318","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"_links":{"self":[{"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/posts\/318","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/comments?post=318"}],"version-history":[{"count":0,"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/posts\/318\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/media\/319"}],"wp:attachment":[{"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/media?parent=318"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/categories?post=318"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/xn--mnchen-3ya.xyz\/index.php\/wp-json\/wp\/v2\/tags?post=318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}