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How to Generate Submission Documents for Forms, Surveys & Quizzes

Automatically create & store PDF documents of form, survey, and quiz submissions in GHL Customer Care. Learn how to enable submission document generation & access PDFs.

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On this page
  1. What is Generating Submission Documents?
  2. Key Benefits of Generating Submission Documents
  3. How to Enable Submission Document Generation
  4. PDF Naming Convention
  5. Accessing Generated Documents
  6. Frequently Asked Questions
  7. Related Articles
Forms & Lead Generation

Generate Submission Documents for Forms, Surveys & Quizzes

Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records.
What You'll Learn

This article explains how to enable automatic PDF document generation for form, survey, and quiz submissions in GHL Customer Care. You'll learn how to configure the setting, understand the PDF naming convention, and access generated documents from contact records.

Submission documents provide printable, professional records of responses that are automatically stored and associated with contacts for easy access throughout your CRM workflows.

1What is Generating Submission Documents?

The Generate Submission Document setting allows you to automatically create and store professional PDF copies of every form, survey, or quiz submission. When enabled, GHL Customer Care generates a beautifully formatted document containing all questions and responses, complete with submission metadata.

Each PDF is automatically associated with the submitting contact and stored in their Documents section, making it easy to view, download, share, or use throughout your CRM workflows. This feature is available for Forms, Surveys, and Quizzes across both desktop and mobile experiences.

2Key Benefits of Generating Submission Documents

Automatic PDF Generation — Every submission creates a printable, professionally formatted PDF document without manual intervention.
Complete Response Capture — PDFs include all questions, submitted responses, submission date and time, and contact information.
Organized Storage — Documents are automatically stored under Contacts → Documents in dedicated folders (Forms, Surveys, or Quizzes) based on submission type.
Contact Association — Each PDF is automatically linked to the submitting contact for easy reference and retrieval.
CRM Integration — PDFs can be viewed, downloaded, shared via client portal, printed, and used throughout supported CRM workflows.
Cross-Platform Support — Submission documents work seamlessly across desktop and mobile experiences.

3How to Enable Submission Document Generation

Follow these steps to enable automatic PDF generation for form, survey, or quiz submissions:

Step 1
Navigate to Sites

Log into your GHL Customer Care account and click on Sites in the main navigation.

How to Enable Submission Document Generation (image 1 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 1 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Step 2
Select Form/Surveys/Quiz

Choose whether you want to enable the setting for a Form, Survey, or Quiz. Click the appropriate option from the Sites menu.

How to Enable Submission Document Generation (image 2 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 2 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Step 3
Edit or Create a Form/Survey/Quiz

Either select an existing form, survey, or quiz from the list, or create a new one by clicking the + Create Form button (or equivalent for surveys/quizzes). You can start from scratch or use a template.

How to Enable Submission Document Generation (image 3 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 3 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Step 4
Access Settings

Once the form, survey, or quiz builder loads, click on Settings in the top navigation or side panel.

How to Enable Submission Document Generation (image 4 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 4 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Step 5
Enable Generate Submission Document

Scroll down to the Form Settings (or Survey/Quiz Settings) section. Locate the Generate Submission Document toggle and switch it to ON.

How to Enable Submission Document Generation (image 5 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 5 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Step 6
Save Your Changes

Click Save to apply the setting. Every new submission from this point forward will automatically generate a PDF document.

How to Enable Submission Document Generation (image 6 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "How to Enable Submission Document Generation" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 6 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Important

The Generate Submission Document setting is configured individually for each form, survey, or quiz. Enabling it on one does not automatically enable it for others. If you want submission documents for multiple forms, you must enable the setting for each one separately.

4PDF Naming Convention

Generated documents follow consistent naming formats to ensure easy identification and organization. The naming convention differs slightly between Forms/Surveys and Quizzes:

Submission TypePDF Naming Format
Forms & Surveys[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
QuizzesResult_[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
Example

Form/Survey: ContactForm_JohnDoe_2024-03-15_1430.pdf

Quiz: Result_ProductKnowledgeQuiz_JaneSmith_2024-03-15_0920.pdf

This standardized naming convention ensures that PDFs are easily searchable and identifiable within contact records and throughout your CRM.

5Accessing Generated Documents

Once a submission is processed, the generated PDF is automatically stored in the contact's Documents section. Here's how to locate and use these documents:

Step 1
Navigate to Contacts

Go to Contacts in your GHL Customer Care account and locate the contact who submitted the form, survey, or quiz.

Accessing Generated Documents (image 7 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "Accessing Generated Documents" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "Accessing Generated Documents" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 7 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Step 2
Open the Contact Record

Click on the contact's name to open their detailed contact record.

Accessing Generated Documents (image 8 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "Accessing Generated Documents" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "Accessing Generated Documents" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 8 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Step 3
Access Documents Section

In the right-hand panel, locate and click on Documents. You'll see organized folders for Forms, Surveys, and Quizzes.

Accessing Generated Documents (image 9 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "Accessing Generated Documents" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "Accessing Generated Documents" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 9 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Step 4
View or Download the PDF

From here, you can preview, download, print, or share the document via the client portal.

Accessing Generated Documents (image 10 of 10) What this shows Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF… What this shows Illustrates the "Accessing Generated Documents" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". This screenshot appears in the "Accessing Generated Documents" section of "How to Generate Submission Documents for Forms, Surveys & Quizzes". For context, this section explains: Forms & Lead Generation Generate Submission Documents for Forms, Surveys & Quizzes Automatically create and store professional PDF documents of every form, survey, and quiz submission in your contact records. What You'll Learn This article explains how to enable automatic PDF document generation…. This part of the guide covers 2 fields, listed below. Image 10 of 10
Fields in this part of the guide How to Access Form Submissions in ConversationsForms, Surveys & Quizzes: Inline Editing
Buttons and menus referenced Automatic PDF GenerationComplete Response CaptureOrganized StorageContact AssociationCRM IntegrationCross-Platform SupportSites+ Create FormSettingsForm SettingsGenerate Submission DocumentON
All 4 steps in this procedure
  1. Create Forms & Surveys Inside the Site Builder
  2. How to use Documents & Contracts?
  3. How to Access Form Submissions in Conversations
  4. Forms, Surveys & Quizzes: Inline Editing
Pro Tip

Submission documents can be used throughout GHL Customer Care workflows, including email attachments, workflow triggers, and client portal sharing. They integrate seamlessly with your existing CRM processes.

6Frequently Asked Questions

Q: Does enabling the setting generate PDFs for existing submissions?
No. The Generate Submission Document setting only applies to new submissions received after the setting is enabled. Existing submissions from before the setting was turned on will not have PDFs automatically generated.
Q: Can I disable PDF generation after enabling it?
Yes. You can turn the Generate Submission Document toggle OFF at any time. When disabled, new submissions will no longer generate PDF documents. Previously generated PDFs will remain in the contact's Documents section.
Q: Where are the PDFs stored?
Generated PDFs are automatically stored under Contacts → Documents in dedicated folders based on submission type: Forms, Surveys, or Quizzes. Each PDF is associated with the specific contact who completed the submission.
Q: What information is included in the generated PDF?
Each PDF includes all questions from the form, survey, or quiz, the responses submitted by the contact, submission date and time, and contact information. The document is professionally formatted for easy reading and printing.
Q: Do I need to enable this setting for every form, survey, or quiz?
Yes. The Generate Submission Document setting is configured individually for each form, survey, or quiz. Enabling it on one does not automatically enable it for others. This allows you to selectively choose which submissions generate PDFs based on your workflow needs.
Q: Can I share the generated PDFs with contacts?
Yes. Generated PDFs can be downloaded, shared via the client portal, attached to emails, or printed. They integrate with your CRM workflows and can be used anywhere you need a formatted record of the submission.
Q: What happens if a contact submits multiple forms?
Each submission generates a separate PDF document with a unique timestamp in the filename. All PDFs are stored in the contact's Documents section under the appropriate folder (Forms, Surveys, or Quizzes), allowing you to maintain a complete history of all submissions from that contact.

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