If you need to create professional, branded documents automatically from your form data, FormAssembly’s advanced document generation feature can help you do just that.
By allowing you to bring in your own templates, map form data precisely, and automate document creation and delivery, this tool makes producing personalized PDFs – like receipts, reports, or confirmations – efficient and scalable.
Watch this clip from our annual virtual user conference, FormFest 2025, for a closer look at how it works and why it’s a game-changer for workflows that depend on polished, consistent documents. Or, read on for more information.
Bringing Your Brand into Every Document
FormAssembly empowers you to upload your own document templates, ensuring that every generated file reflects your branding standards perfectly. Whether it’s a letterhead, font, logo placement, or color scheme, you can maintain your organization’s visual identity seamlessly.
Precise Data Mapping for Dynamic Documents
The platform lets you map form responses directly to specific placeholders in your document. By using simple tags (formatted as double curly braces like {{FirstName}}), you specify exactly where each piece of data should appear. You can also apply conditional logic within your documents, showing or hiding sections based on the user’s selections, and include loops to handle repeated fields such as multiple event registrations.
Automating Document Generation and Distribution
Once your form is submitted, the document generation step in your workflow produces a PDF with all the personalized content filled in. From there, you can configure it to:
- Email the completed document directly to the respondent
- Store a copy in Google Drive or other storage solutions
- Update a Google Sheet or other databases for record-keeping
This automation eliminates manual data entry and speeds up communication with your respondents.
Real-World Use Case: Event Registration
Imagine managing registrations for an event with ticket types like General Admission and VIP. Your generated PDF receipt can dynamically include VIP-only perks or a list of chosen sessions, thanks to conditional tags and loops. Attendees get an email with their branded receipt, your team’s attendee list updates automatically, and all data syncs neatly into your systems without extra effort.
Why It Matters
This feature shines in scenarios requiring scalable, personalized documentation such as:
- Invoices and billing statements
- Student or employee records
- Course materials or administrative reports
- Volunteer schedules and appreciation letters
No more juggling multiple tools or manual formatting. FormAssembly streamlines the entire document workflow while preserving your brand’s professional look.
If you want to elevate your form workflows with customized, automated document generation, FormAssembly gives you the control, precision, and scalability to do so efficiently.
