The team has been diligently working on additional features since the launch of Forminator’s new PDF Generator Addon, and we are thrilled to reveal the first of our convenient PDF templates designed to save you time!
Forminator users have been eagerly requesting a PDF receipt/invoice template. In this post, we’ll cover all the details about this new feature and demonstrate how it works.
However, there’s additional news… The latest update of Forminator, version 1.29, includes a new convenient ‘slider’ form field option. This is ideal for forms that need a range selection and can be easily added with just a few clicks!
Here’s what we’re covering:
- Why use the PDF receipt template?
- How the PDF receipt template works
- Check out Forminator’s latest addition – a free slider form field!
Why use the PDF receipt template?
Many Forminator users collect on-site payments directly through their forms via integrated PayPal and Stripe fields.
We recognized the importance of offering a simple and efficient method for generating professional receipts/invoices for your clients.
The new PDF receipt template does exactly this…
You can easily create professional PDF receipts that automatically and accurately output with form data and can be sent to clients after on-site form payment.
Now, everything is simple and automated for you, eliminating the need for manual labor or transmitting receipts through an external payment service.
How the PDF receipt template works
A few PSA’s before we continue…
To utilize the PDF invoice template, you are required to:
- Use Forminator Pro
- Have the Forminator PDF Addon installed.
- Use a form with a Stripe or PayPal payments field.
Cool? Let’s continue!
Once you have set up your on-site payment form, proceed to Edit Form > PDF, and select Create New PDF.
…Give your PDF a name.
Choose the recently introduced Receipt PDF template.
Next, enter the payee and payer data you want included on your receipts.
You will notice you can add dynamic data merge tags, which automatically pulls and outputs data from your forms.
For example, you can dynamically include form fields like Name, Email, or Phone Number, and these will automatically populate in your PDF receipt.
After confirming the details, you’ll be taken back to the Edit PDF screen where you can also edit your PDF header, footer, and add any additional fields if needed.
You can then personalize the look of your PDF by changing the page dimensions and altering the margins.
We’ll be adding more advanced customization options soon. In the meantime, you can manually adjust the appearance of your PDFs with the Custom CSS option.
If you are satisfied with the look, arrangement, and details provided, you have the option to preview your receipt by simply clicking once.
That’s it! Your PDF receipt template is now ready to be sent to your client via email.
To accomplish this task, simply navigate to the Edit Form section and select Email Notifications.
Here you can add and edit email notifications to be sent to admins or form users.
Simply create a new email notification and you’ll see you can add your newly created PDF as an attachment to your confirmation email.
You can also edit more settings, such as the recipients and conditions of the email, depending on your particular form.
Try Forminator’s new free slider form field!
As mentioned earlier, another handy feature Forminator 1.29 introduced was a new slider form field.
This addition, which was in high demand, is now accessible in the free version of Forminator, allowing everyone to take advantage of it.
You can use the slider field for anything from mortgage or loan calculators and donation forms, to price filtering and product customization.
Adding a slider to a form is easy, just go to Edit Form > Fields > Insert Field, and select the Slider field.
…Edit the type of slider you want to display, and label it.
Using the Settings option, you have the ability to modify the size of the slider, its numerical range, and more complex settings such as the initial value and any text that may appear before or after the value.
…You can also choose whether or not to enable calculations, and set your own visibility rules based on your form.
Easy as that! Here’s an example of a simple rating slider in action:
Upgrade your forms with these new game-changing additions
We trust that you found this summary of Forminator’s latest PDF Receipt Template and Slider field capabilities to be informative and enjoyable.
If you’re interested in trying them, they’re both available with Forminator Pro and the Forminator PDF Generator Addon.
Forminator Pro also comes free with any paid WPMU DEV membership, along with a whole lot of other amazing WordPress tools, services, plugins, and 24/7 support from our expert team.
Alternatively, if you’re searching for the easiest way to start, giving the free version of Forminator a try is also an excellent choice. Just be aware that the free version will not include all the features offered with Pro (such as the new PDF Receipt Template).
Want to know what’s coming next for Forminator? Check the WPMU DEV Roadmap, where we add regular progress updates.
Forminator, the popular WordPress form builder plugin, has recently released its latest update, version 1.29. This update introduces two new features that will enhance the user experience and provide more functionality for website owners.
The first new feature is the PDF Receipt Template. This feature allows users to create custom PDF receipts for their forms. This is particularly useful for businesses that need to provide their customers with a receipt for their transactions. With the PDF Receipt Template, users can easily create a professional-looking receipt that can be automatically sent to their customers after they submit a form.
The PDF Receipt Template is fully customizable, allowing users to add their own logo, branding, and other information to the receipt. This feature also supports dynamic fields, which means that users can include information from the form submission in the receipt. For example, if a customer fills out a form to purchase a product, the receipt can include the product name, price, and other relevant information.
The second new feature is the Slider Form Field. This feature allows users to add a slider to their forms, which can be used for a variety of purposes. For example, users can create a slider for a donation form, allowing donors to choose the amount they want to donate by sliding the slider to the desired amount.
The Slider Form Field is highly customizable, with options to set the minimum and maximum values, step increments, and default value. Users can also add labels to the slider to provide more context for the user. For example, a slider for a donation form could have labels such as “Supporter,” “Advocate,” and “Champion” to indicate different levels of donation.
Overall, these new features in Forminator 1.29 provide users with more options for creating custom forms and receipts. The PDF Receipt Template and Slider Form Field are both easy to use and highly customizable, making them valuable additions to the Forminator plugin. Whether you’re a business owner looking to provide professional receipts to your customers or a non-profit organization looking to create a donation form with a slider, Forminator 1.29 has you covered.
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