Sending Data to Customers

Share collected information back with your customers — confirmations, summaries, and documents.

Confirmation Emails

Automatically send customers a copy of their submission:

1. Open the form
2. Go to Settings → Confirmation
3. Enable Send confirmation email
4. Customise the email template:
   • Subject line
   • Message
   • Include submission summary
5. Click Save

Sending Submission Summaries

Manually send a submission summary:

1. Go to Forms → Submissions
2. Open the submission
3. Click Send to Customer
4. Add a personal message (optional)
5. Click Send

The customer receives an email with their form responses.

PDF Export

Create a PDF from a submission:

1. Open the submission
2. Click Download PDF
3. Save or send as needed

Useful for:

• Job briefs
• Customer agreements
• Records

Data in Quotes

When you create a quote from a submission:

1. Form data is linked to the quote
2. Add form responses as line item descriptions
3. Reference the original request

Exporting Submissions

Export all submissions as CSV:

1. Go to Forms → Submissions
2. Filter as needed
3. Click Export
4. Download the CSV file

Use for:

• Reporting
• Analysis
• Backup
• Importing to other systems