How to Display Fixed Terms, Contracts, or Presentations in PDF for Every Customer Who Fills Out the Same Form
Jestor lets you view PDFs directly inside a form, including the option to pin the same document — such as terms, a standard contract, or a sales presentation — for everyone who fills out that form.
How does the PDF block on a form work?
The PDF block on a form can be fed by a specific field on the record, or configured as a fixed file, always the same, regardless of who is filling it out.
When to use a fixed PDF instead of a per-field PDF?
| Scenario | PDF setup |
|---|---|
| Terms and conditions | Fixed file, the same for every submission |
| Standard sales presentation | Fixed file, the same for every public form |
| Customer-specific proposal | Fed by a field on the record itself |
| Reference contract template | Fixed file, used for reference before a step |
What does the PDF viewer let you do?
Besides showing the document without needing to download it, the block lets you zoom in, navigate between pages, and, if applicable, download the file for reference outside the platform — including support for more than one PDF on the same form.
Why choose Jestor for standardized documents?
Jestor keeps the fixed PDF alongside the form's other rules, like conditionals and required fields, letting a standard term or contract be part of the same flow without depending on an external link.
Can the same PDF appear for everyone who fills out the form?
Yes, the PDF block can be configured as a fixed file, the same for every submission.
Can more than one PDF be shown on the same form?
Yes, Jestor supports more than one document, displaying them one below the other.
Can the PDF shown on the form be downloaded?
Yes, besides zooming in, it's possible to download the file for reference outside the platform.
Video Tutorial: Step by Step
Check out more practical tutorials on Jestor's YouTube channel.
Get to know Jestor
With Jestor, fixed documents like terms and proposals stay built into the form, without depending on external links.
Get to know Jestor at jestor.com and see how to take your operation's efficiency to a new level.