pre sales questions regarding number of pdfs

Home Forums Pre-Sale pre sales questions regarding number of pdfs

This topic contains 37 replies, has 2 voices, and was last updated by  admin 9 months, 1 week ago.

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  • #17419 Reply

    corn
    Participant

    Hi,

    I’m considering getting your PDF Plugin paid version and have a few pre-sales questions. Does the plugin have the capability to grab data from a logged in user and pass it to the pdf in merge fields or do they have to fill out a form first? Is there a version that can support 100 PDFS?

    #17421 Reply

    admin
    Keymaster

    Q: “Does the plugin have the capability to grab data from a logged in user and pass it to the pdf in merge fields”
    A: Yes, you’ll need Formidable’s User Registration add-on plugin to capture user meta data.

    Q: “do they have to fill out a form first?”
    A: Well, technically no… however, they must at least click a submit button. You can capture user meta date in hidden fields, and have users click a submit “NEXT, CONTINUE, READ MORE, etc..” button to save an entry in a form, then the PDF can be created/emailed.

    Q: Is there a version that can support 100 PDFS?
    A: Yes, all versions have unlimited PDF form capability. The license form counts are regarding the number of Formidable Forms that are able to map to any number of PDF forms.
    EXAMPLE #1: One Formidable Form can map to any number of PDF forms with the 1-SITE | 2-FORMS version
    EXAMPLE #2: Three Formidable Forms can map to any number of PDF forms with the 1-SITE | 10 FORMS version
    EXAMPLE #3: Eleven Formidable Forms can map to any number of PDF forms with the 1-SITE | 40 FORMS version
    EXAMPLE #4: 41+ Formidable Forms can map to any number of PDF forms with the 1-SITE | UNLIMITED FORMS version

    We remain at your service.

    #17428 Reply

    corn
    Participant

    awesome! i’m putting together a csolution for a client and this is looking very promising 🙂 Can this plugin interface with wpmu dev membership pro?
    https://premium.wpmudev.org/project/membership/

    We’ll be having users sign up through this plugin to access the members only area and then once in the members area there will be able to use the pdf plugin.

    Also just to verify, the user provides their data once and then they can easily select any of the 100 PDFS and it will pre populate them?

    #17429 Reply

    corn
    Participant

    do you know what the pricing is for the user registration plugin?

    #17430 Reply

    admin
    Keymaster

    Our plugin would work with Formidable Form’s “User Registration” module to access the user’s meta data that is collected by wpmu dev membership pro.

    Yes, when the user provides their data once in a Formidable Form, they can easily select any of the 100 PDFS and it will pre populate them using the plugin’s field map layout functionality.

    We remain at your service.

    #17431 Reply

    admin
    Keymaster

    It’s available on Formidable’s site for $29.

    We remain at your service.

    #17432 Reply

    admin
    Keymaster

    Of course, user registration plugin also requires the PRO version of Formidable Forms…

    We remain at your service.

    #17433 Reply

    corn
    Participant

    thanks for letting me know. this is definitely the solution i’m going to recommend 😉 one more thing, since i’d be using the user registration module to gather meta data, will your plugin still need the user to fill out a form?

    #17434 Reply

    admin
    Keymaster

    No, the user would not need to fill out another form. You can set the field map layouts to merge the User Registration form data with the PDF form fields.

    However, if you use wpmu dev membership pro to ‘register’ the user, then the user will need to submit a Formidable form (with user_meta fields) for the PRO2PDF to use.

    We remain at your service.

    #17435 Reply

    admin
    Keymaster

    No, the user would not need to fill out another form. You can set the field map layouts to merge the User Registration form data with the PDF form fields.

    However, if you use wpmu dev membership pro to ‘register’ the user, then the user will need to submit a Formidable form (with user_meta fields) for the PRO2PDF to use.

    We remain at your service.

    #17436 Reply

    corn
    Participant

    perfect! the client already has some pre designed PDFS. Is adding the merge fields just drawing or just point and click?

    #17437 Reply

    corn
    Participant

    btw, to standardize on one system, do you know if formidable has a membership plugin? that way everything can be under one branch of plugins.

    #17438 Reply

    admin
    Keymaster

    Q: Is adding the merge fields just drawing or just point and click?
    A: See the demo video here.

    Formidable Forms does not have a “membership plugin” however, they have a ‘user registration’ plugin to allow users to register…

    We remain at your service.

    #17439 Reply

    corn
    Participant

    also would this work well with the woocommerce membership plugin? would it work the same way as it relates to grabbing that data from logged in users?

    #17442 Reply

    admin
    Keymaster

    Yes, the Formidable ‘user registration’ plugin allows access to the WooCommerce user data.

    We remain at your service.

    #17449 Reply

    corn
    Participant

    in order to demonstrate this to the client today, do I need the premium version of formidable or can I do the demonstration withjust the free version of both formidable and your plugin? I’m not planning to do the user registration demo yet until I get approval.

    #17450 Reply

    corn
    Participant

    are there any plans to add conditional elements to the plugin? meaning that users can answer some questions and based on the answers it sends the users to a specific pre-populated PDF

    #17451 Reply

    corn
    Participant

    also is there a limit to how many members/users can use the plugin at any given time? we’re planning to allow individual members to fill out there info and be able to print the PDFS so they can mail offinformation.

    #17453 Reply

    admin
    Keymaster

    You can use the free versions of Formidable and PRO2PDF for a basic demo.

    Yes, Formidable’s conditional shortcodes and conditional field logic may be used, see this support thread from yesterday which offers several methods of using both at the same time.

    We are unaware of a limit to how many users may use the plugin at any given time, this is likely a local server level concern.

    We remain at your serivce.

    #17456 Reply

    corn
    Participant

    awesome! so using this method, could I show a specific PDF BASED ON WHETHER A CERTAIN QUESTION WAS ANSWERED A SPECIFIC WAY? eXAMPLE: HAVE YOU REQUESTED YOUR CREDIT REPORT THIS YEAR YET? iF YES SEND TO THIS PDF, IF NO, SEND TO THIS pdf.

    #17458 Reply

    admin
    Keymaster

    Yes, correct.

    We remain at your service.

    #17459 Reply

    corn
    Participant

    OOPS SORRY THAT I HAD CAPS ON LOL.

    #17460 Reply

    corn
    Participant

    are there any ewordpress event plugins that work with your plugin? I have another client who is also going to buy your plugin that is going to have us develop a wordpress site that lists gaming tournaments. he wants people to be able to fill out the form and it auto fill out the pdf entry form. this ability would need to be able to be used for all events on the site. Is this possible?

    #17464 Reply

    admin
    Keymaster

    Our plugin currently only works with Formidable Forms, with Formidable Forms you can link to many other plugins and services using the Zapier add-on plugin.

    Our new version will be compatible with many other plugins and is expected to be released March 2018.

    We remain at your service.

    #17469 Reply

    corn
    Participant

    i’ve installed formidable and your plugin and setup a form in formidable and uploaded a pdf into your system. how do I tell formidable to pass the info to your system?

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