Q: Is it possible to generate a personalized pdf report (based on the answers provided)
Is it possible to generate a personalized report (based on the answers provided) to the prospect that filled the form?
E.G. I want to create an organization check-in report (assessment) companies would receive a report that tells them how they perform for each of the 5 Pillars (20% each) of their business for total of 100% so the company knows which of the 5 Pillars they should improve... That serve as a lead magnet for them to book a call if they need help to fix their problem.
KirillTereshchenko
Apr 4, 2025A: Hi there,
Currently, you can do this using automation tools like Pabbly, Zapier, or Make. You’ll need to set up a connection so that once a survey is completed, the results are sent to the tool. From there, you can generate a report and also send an email.