MachForm Community Forums » MachForm 4

1. dbarish
   Member

   Hi Yuniar,

   is there a way to populate some of the data from a submitted form into a word or excel template each time a form is submitted from my site? Would I need to do this using a Msyql database? When I receive the form info with name, dates, locations for rentals, I currently copy/paste/type the info from the email form submission into an existing word document. I'd like to streamline this more.

   thank you,
   David

   Posted 10 years ago #
2. 

   yuniar

   Hi David,

   I'm afraid there is no built-in functionality to do this. Sorry.
   You'll need to have a script that able to populate the data into your word/excel file and then setup your form to send the data to that script (using the webhook feature).

   ---

   MachForm Founder

   Posted 10 years ago #

3. dbarish
   Member

   ok thanks Yuniar!

   Posted 10 years ago #

4. webmerge
   Member

   If you'd like to generate customized PDF, Word, Excel, or PowerPoint documents from your form entries, you can use a service called WebMerge. Here's an article that outlines how to generate an invoice: https://www.webmerge.me/blog/populate-a-customized-pdf-invoice-from-machform

   Each form you setup can be attached to a unique document/template and it can be emailed, sent to cloud storage like Box or Dropbox, or even sent for e-signature with services like DocuSign or CudaSign.

   Posted 9 years ago #

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