PDF Template

PDF Template controls the layout used when Kali Forms generates a PDF for a saved form entry. You can use the automatic table or provide an HTML template with form-field placeholders.

Before you begin

• Enable Save form entries in Settings > General Settings > Entries.
• Give each field used in the template a unique Field name.
• Confirm that the installed Pro plan includes PDF Export.

Use the automatic PDF table

1. In WordPress, go to Kali Forms > Forms and edit a form.
2. Select Settings in the builder navigation.
3. Select PDF Template.
4. Leave Use custom PDF template disabled.

The automatic A4 portrait PDF includes the form title, entry number and date, and a table of submitted field labels and values. Layout-only fields, buttons, hidden fields, page breaks, and captcha fields are omitted. Empty values are not added to the table.

Create a custom PDF template

1. Open Settings > PDF Template.
2. Enable Use custom PDF template.
3. Enter the HTML structure and text for the PDF.
4. Insert field placeholders in the form {field_name}.
5. Select Save.
6. Submit the published form to create a test entry.
7. Open the entry and download its PDF to review the result.

Placeholders use the same field names as notification placeholders. If the form’s email field is named email_address, use {email_address}. Do not use a field’s visible label unless it is also its field name.

Test the template

1. Open a published page containing the form.
2. Enter non-sensitive sample values.
3. Submit the form successfully.
4. In WordPress, open the form’s saved entries.
5. Download the PDF for the new entry.
6. Confirm that each placeholder was replaced and that the content fits the A4 portrait page.