Automating PDFs is one of the fastest ways to remove busywork from your ops—especially when your documents need to look polished, include real data, and reach the right person automatically.
In this webinar recording, we walk through an end-to-end setup in Formaloo, including:
What you’ll see in the demo
- How to create a custom PDF template once and reuse it across your forms and workflows
- How to auto-fill PDFs with form responses (names, dates, fields, and more)
- How to capture a user’s signature in the form and include it in the generated PDF
- How to trigger automation using a simple status update (instead of manual “signing” steps)
- How to automatically send an email with the completed PDF attached
About the signature approach (important note)
In the showcased workflow, one party’s “signature” can be added as a signature image. This is a great option for lightweight approvals and operational documents, but it may not meet strict requirements for legally-binding contract signing depending on your context and jurisdiction.
Examples we cover
The same flow can be adapted to many document types, such as:
- Proposals & quotes
- Invoices
- Certificates
- Confirmation letters
- Lab results
Who this is for
Teams who want to generate and deliver documents faster—without manual document prep—especially in operations, customer success, sales, HR, education, and service workflows.
What you’ll leave with
A clear, repeatable blueprint for turning form submissions into ready-to-send PDFs using templates + automation, plus practical tips to adapt it to your own use case.
