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Mapping a Form to a PDF

🚨 If you haven't created your form questions, read this article first 🚨

Custom PDF Form Mapping can be performed by the Smarter Launch team for $150 per hour with a 3 hour minimum.

Please contact [email protected] for more information.

🗺️ Mapping a Form to a PDF

Step 1: Prepare your PDF

  1. Open the PDF form in a PDF editor such as Adobe Acrobat

  2. Make the your fields, checkboxes, radio buttons, etc... fillable

  3. Name those fields with an easily recognizable name (this helps later)

  4. Choose the correct form field type for the field you are making fillable (text field, checkbox, etc...)

  5. Make any form field property adjustments such as:

    1. Font size

    2. Multi-line

    3. Alignment

IMPORTANT NOTES:

  1. Make sure the field type that you are using when creating your fillable fields matches what you ultimately intend to use it for.

    1. For example, don't use a text field for a checkbox, or don't use a checkbox for a radio button.

  2. Don't use a Date form field, just use a Text form field for any spot you need to add a date

  3. Always double check your work before importing into Smarter Launch. This will help you avoid having to re-do your work if there are form field issues.

Step 2: Map Fields to your PDF

🚨 If you haven't created your form questions, read this article first 🚨

  1. Attach your PDF to the correct Form in Smarter Launch (Settings > Custom Settings > Forms)

  2. Click in to the PDF to get to the document mapping view

  3. Map any variables to fields that you want to auto-populate with customer or company data (e.g. company name, customer address, customer email, current date, etc...)

    1. Use the Variables on the left pane

    2. Switch between Document View or Mapping View as needed

  4. Now map any variables to fields that contain your question responses

    1. Change the variable category to Form

    2. Find your custom form field variables

    3. Add them to the correct fields on the form

    4. Switch between Document View or Mapping View as needed
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  5. When Mapping View, you can click the magnifying glass to see exactly which field on the PDF you are mapping to


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  6. Set any conditions on your mapped fields

    1. Click the Gear on any mapped fields that show it

    2. Configure what should happen when a value selected

      1. In the example below, when Residential is selected it will mark the checkbox as Checked

    3. Click Save Settings
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  7. If you have any fields that display a Comment Box when selected and you need to map the comment to the PDF do the following change the Variable Category to Form Comments to find your comment variable


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  8. Add any customer signatures/initials or team member signatures

    1. Customer signature: click Add Require Signature in the upper left, drag where needed

    2. Customer initials: click Add Require Initials in the upper left, drag where needed

    3. Team member signature: change Variable Category to Team Member > click the Team Member Signature Image variable

  9. Click Save Document in the upper right when complete


Step 3: Add your Form and PDF to a Proposal Template

Go to the proposal template you want to add the form to > click in to it > and click Add Form

Scroll down to the Attached Documents Section in the proposal template and ensure the PDF is in there.

If you would like the Form PDF to be appended or prepended to the proposal PDF, click the button that looks like a down arrow with a check mark

Feel free to adjust the Section Title

Click Save Change to save the template

🎉 You PDF is now mapped with the form questions and ready to be used! 🎉

Related Articles
Creating a Form (Not Mapped to a PDF)
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