Create A Website To Fill In A Document

[Paul Kelly ICHYB]

I need to create a website that subscribers can log into and, via a template, create a document.

In its basic form, it would be a simple template with gaps that the subscriber fills out (name, address etc).

Extended, I would also like to give the user the ability to select and add in additional content (paragraphs, pages, addendums etc).

I assume this could be done using a form system or WP and form builder plugin, but does anyone have any thoughts on how it could be built?

 

[Shopclicks]

What is the purpose of the form? Is it going to be displayed publicly or only within the users account? Do you need access to retrieve data from the forms?

 

[Paul Kelly ICHYB]

No, it is a template/document for the subscriber only, saved to the individual account. A copy of the completed form would ideally be saved to their account.

 

[Shopclicks]

I use WP User Frontend Pro for this type of thing. It's complex but I use custom post types and build a user dashboard and registration/login form. The user can edit their own content and you can display their form content as a post within their own dashboard.

I only use this for public display, user generated content so there may be simpler ways to do it.

 

[Paul Kelly ICHYB]

Thanks for the pointer - I never thought about custom post types!

 

[fisicx]

Or…

They enter all the info into a form and on submit it creates a pdf.

 

[Paul Kelly ICHYB]

That's the ideal - ask for the information to be inserted, auto insert, then create the document.

'Traditional' systems show the template (like a Word document) and you fill in the prompted gaps.

 

[HiveMind]

We've used Zoho forms in the past for this kind of thing. Loads of functionality to store links as URLs, email to customers directly or create downloadable PDFs. You'd likely end up paying a subscription but it's not a lot and reliable.

 

[Paul Kelly ICHYB]

We've used Zoho forms

Can you create a system where people pay to access the template with Zoho?

 

[fisicx]

That's the ideal - ask for the information to be inserted, auto insert, then create the document.

'Traditional' systems show the template (like a Word document) and you fill in the prompted gaps.

I’ve already got the code to do this if you want to have a play.

 

[Paul Kelly ICHYB]

No way, Jose?

Love to give it a try.

 

[HiveMind]

Can you create a system where people pay to access the template with Zoho?

Yeah, it would depend on your exact requirements but you could build a Stripe integration that redirects on successful payment. If you are reasonably tech savvy it's fairly easy to set up.

 

[antropy]

No, it is a template/document for the subscriber only, saved to the individual account. A copy of the completed form would ideally be saved to their account.

Should they be able to download a populated Word Document or PDF at the end of it?

Paul.

 

[Paul Kelly ICHYB]

Ideally, pdf.

 

[antropy]

Ideally, pdf.

Well I've written code that does it for our invoicing.

It takes a .odt template and then replaces certain things with any data you want, then uses "odt2pdf" to make the .pdf.

You'll need a developer to do it really IMO.

Paul.

 

[HiveMind]

Ideally, pdf.

Fairly sure it's all possible with Zoho Forms. Worth a try on a free trial, give me a shout if you are stuck with any of the set-up.

 

[nahidislam420g]

You can use phpform. That does the job but it have pretty old fashioned interface.