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Can Gravity create custom letters?

  1. sdelima
    Member

    Can Gravity create a custom letter based on users answers to a potentially long series of questions? Custom text for the letter is prewritten so Gravity would be used to select which part of which prewritten letter to pull text from to create the final custom letter. Would be nice if we could add client logo, etc. to the custom letter. Thanks.

    Posted 6 years ago on Monday June 3, 2013 | Permalink
  2. David Peralty
    Administrator

    Can you give me more information please? We have Notifications (e-mails) and Confirmations (messages displayed upon submission), which are you looking to do? How many of them are you hoping to create? We do have conditional confirmations and conditional notifications that let you send out/show different content based on user selection.

    Posted 6 years ago on Tuesday June 4, 2013 | Permalink
  3. sdelima
    Member

    Hi David,

    We currntly have about 100 custom Word letters from 1 to 3 pages long. We hope to find a product that will allow us to create a series of questions whose answers will generate the letter the client needs with formating as if it came from MS Word. There may be 50 to 75 questions a client has to answer before the custom letter is created. At the very least, a series of 10 or 20 questions will need to be answered to enable the custom letter to be generated. Most of the custom letter is boiler plate text, but 5 to 10 fields and/or sentences have to be customized based on client answers. In short, we have a manual process that requires a lot of training to use properly. WE are looking to upgrade it to a wizard, Q&A, driven process to create the custom letters by clients with zero to minimal training, which would be a game changer in our niche. Thanks. If you know of a tool that can do this, please let me know in case yours cannot.

    Posted 6 years ago on Tuesday June 4, 2013 | Permalink
  4. David Peralty
    Administrator

    By default, Gravity Forms does not have a way to generate a file based on user selections. It would require a fair bit of custom code to do this, though it could be customized by a developer to do what you ask. I don't know of anything currently in the WordPress world that'll do what you want currently. Sorry.

    Posted 6 years ago on Tuesday June 4, 2013 | Permalink