Need help figure out which function to use

I work with a swimming pool construction company. We build pools in 52 different municipalities, each having their own unique permitting requirements. This causes a lot of delays in the permitting process as our sales reps struggle to figure out what documents are needed to permit their jobs, often using the wrong forms, which delays the process.

I would like to create a form that would use standard customer/site information that would be inputted into a single form and have that information auto-populate the proper PDF documents based on the specific municipality they are permitting in. Some municipalities use the same forms, but most have their own unique documents.

Can someone contact me so they can point me in the right direction. I can create a single PDF for each municipality that has all the proper documents. But I would like one single form to fill out that would then use the zip code and/or city to send the info to the proper PDF.

Also, I would like to be able to send the PDF to the customer for signature because their signature is needed on the permitting application, Notice of Commencement, and a few other documents.

Please help me create this system by getting me started on the right track!!!

You can reach me at 850-977-1967. My name isa Jeremy Ruben. I'm trying to utilize JotForm the best I can. I will also be integrating it with out Constant Contact account for other purposes. Thank you!

Hello Jeremy,

Thanks for reaching out to Jotform Support. Unfortunately, we do not offer phone support at this time. Our main form of communication is through the support forum.  Unfortunately, it is not possible to auto-populate different PDFs based on user responses in a single form; you can only upload one PDF per form.

To achieve your goal, you might consider creating separate forms for each municipality, uploading the corresponding PDF for each one. This way, you can ensure that the correct documents are provided based on the specific permitting requirements.

t. Jotform makes it easy to integrate your PDF files using Smart PDF Forms. Let me walk you through it:

1. On your My Forms page, click on Create Form on the top-left side of the page. 

2. Choose Import Form and then Import PDF Form.

3. Now, upload your PDF file.

4. Add the necessary fields and customize them using the Add Form Element menu on the left side of the page.

Sometimes, the fields that are automatically created in the PDF file will be in the wrong place. If that happens, you'll have to move and resize the fields. Check out the screencast below to see how to do that: 

That's it. The final preview will look like the one below:

Give it a try and let us know if you need any help.