question sur rapport PDF

Bonjour,

Je me permets de vous solliciter au sujet de la génération de rapports PDF. Pour vous donner un peu de contexte, je suis en train de créer un formulaire destiné à nos clients pour leur proposer différents services, chacun ayant ses propres conditions générales de vente (CGV).

Mon objectif est qu'à la fin du formulaire, un rapport soit généré en fonction des réponses données. Par exemple, si un client coche la question 1, les CGV 1 apparaissent dans le rapport. Si c'est la question 2 qui est cochée, ce sont les CGV 2 qui apparaissent. Et bien sûr, si les deux questions sont cochées, les deux conditions générales de vente doivent être incluses dans le rapport. Pourriez-vous m'aider à mettre cela en place ?

De plus, j'aimerais savoir s'il est possible de faire en sorte que, une fois le formulaire renseigné, celui-ci soit automatiquement adressé au format PDF au client pour signature (Electronique).

Je vous remercie d'avance pour votre aide précieuse et attends votre retour avec impatience.

Bien à vous.

Hi Actuelburo,

Thanks for reaching out to Jotform Support. Our French Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in French, let us know and we can have them do that. But, it might take a while until they're available again.

Now, coming back to your question, allow me to look into this and I will get back to you with an update as soon as possible.

Thank you for your patience.

Hi Actuelburo,

For your case, you can create three different Autoresponder Emails. One for each case where the user selects either document 1 or document 2, and for when both were selected. Also, you create two different documents in the PDF Editor to be attached to the said Autoresponder Emails. Let me show you how to set that up:

1. In Form Builder, click the Arrow icon.
2. From the menu, click on the PDF Editor.

3. While in the PDF Editor, click on the New PDF button.
4. Click on any option based on your preference. Do changes as needed based on the contents of the document. You can check this guide for that.

Next, add the Autoresponder Emails for each case:

1. In Form Builder, click Settings from the top navigation bar.
2. Select Emails from the left menu.
3. Click on the Add Email button.

4. Select Autoresponder Email, then change the name and click on Save.
5. Go to the Advanced Tab, and turn on the Attach PDF option.
6. Select the First Document, and click on Save.

Create the second Autoresponder Email:

1. Hover your cursor over the Autoresponder Email, then click on the Gear icon and then click Clone.
2. On the newly created email, click the Pencil icon.
3. Change the Name, then go to the Advanced Tab.
4. Change the selected document and click on Save.

Repeat the process for creating the third email, but this time select both documents:

Lastly, set up the conditions to switch between the emails depending on the user's selection:

1. Click on Settings from the top navigation.
2. Select Conditions from the left menu.
3. Click on the Add Condition button.

4. Select Change Email Recipient, and set it as follows:

5. Repeat the process and add another and set it as follows:

6. Finally, add a third one and set it as follows:

Here is my clone form which you can check and clone. We also have a guide about How to Change the Email Address Used for Email Notification that you can check out.

Give it a try and let us know if you need any other help.

Bonjour

Merci pour votre retour en revanche aujourd’hui il y a deux modèles dans mais construction, mais demain il y en aura plus y aurait-il une autre solution ?

Cordialement

Dear Baptiste,

Unfortunately, there is no other solution to send various reports or PDFs depending on the selected choices. You'll need to create as many documents, emails and conditions as needed, following the steps my colleague provided.

Reach out again if you have any other questions.