Convert a completed form response to PDF
How to use the Convert to PDF panel on a completed form submission to render and file the responses as a document.
Once a recipient completes a form, you can render their responses to PDF directly from the submission detail page. The PDF is filed in your Documents library and attached to the linked opportunity. No download required.
Opening the submission detail page
Go to https://app.trustpager.com/operations/forms, click the Sent tab, find the form you want, and click through to the specific submission. The submission detail page opens.
The Convert to PDF panel
On completed submissions, the right-hand panel shows a Convert to PDF section. It pre-fills the folder and document type from your form template settings, but you can change them here before converting. The template defaults are not changed.
Folder
Where the PDF will be filed in your Documents library. Pick any existing folder, or click New to create a new one. Defaults to the folder set on the form template (usually Client Forms).
Document Type
The document type tag applied to the PDF. Choose from Other, Invoice, Proposal, Agreement, or Report. Defaults to the type set on the form template.
Filename
The filename is fixed and shown as a preview: <recipient> - <form>.pdf. You cannot change it from this panel.
What the PDF includes
The PDF shows the form the way the recipient saw it:
- Text blocks print their heading and full wording, with line breaks kept. On a signed form these are usually the terms, so the PDF is a complete record of what was agreed.
- Tick boxes print as a ticked or empty box next to the exact sentence the recipient agreed to.
- Signatures print as the drawn or typed signature, with the date it was signed.
- Hidden fields are left out. A field switched off in the form builder, or hidden by its show/hide rules, is not printed, because the recipient never saw it.
The wording is saved when the form is submitted. If you edit or remove a clause on the form later, a PDF made from an earlier submission still shows the wording that submission agreed to, not the new wording.
Converting
Click Convert to PDF. The button shows a spinner while the PDF is rendering. Cost is 1 credit per page. Most form submissions render to 1 to 5 pages.
When complete, the panel shows a result card with the filename, page count, credits charged, and the folder it was filed in, plus a direct link to the document in your Documents library.
Viewing the result
The PDF appears in your Documents library at https://app.trustpager.com/content/documents inside the folder you chose. If the submission had a linked opportunity, the document is also attached there automatically. You can see it in the Documents tab on that opportunity.
Panel not showing?
The Convert to PDF panel only appears on submissions with a Completed status. If the recipient has not submitted yet, the panel shows a placeholder explaining it will be available once they finish.