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WordPress Gravity Forms PDF, Excel, CSV & Google Sheet
WordPress Plugin

WordPress Gravity Forms PDF, Excel, CSV & Google Sheet

by RedefiningTheWeb

Effortlessly export your Gravity Forms entries into PDF, Excel, and CSV files. This powerful tool also allows seamless integration with Google Sheets for real-time data synchronization. Streamline your data management workflow and make your form submissions more accessible and useful.

Updated: Version: Latest Downloads: 1,000+
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WordPress 4.9.x - 6.8.x

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WordPress Gravity Forms PDF, Excel, CSV & Google Sheet — is an essential add-on for anyone who relies on Gravity Forms to collect data. This plugin bridges the gap between data collection and data utilization by providing a suite of powerful tools to export, share, and analyze your form submissions. Instead of being locked within the WordPress dashboard, your valuable data becomes portable, accessible, and ready for action in formats that your entire team can use.

The core strength of this plugin lies in its versatility. You can generate professional, customizable PDF documents from form entries, perfect for invoices, certificates, or formal records. For data analysis and reporting, one-click exports to Excel (XLSX) and CSV formats allow you to crunch numbers, create charts, and integrate with other business intelligence tools. The standout feature is the real-time synchronization with Google Sheets, which turns your form into a live database, fostering collaboration and enabling automated workflows without manual data entry.

Designed with a user-friendly interface, the plugin makes complex data handling simple. You can create unlimited export templates, apply conditional logic to control what gets exported, and even attach generated PDFs directly to user and admin email notifications. This level of automation saves countless hours of administrative work, reduces human error, and ensures that your data is always where you need it, when you need it.

Why is this important?

Are you tired of manually copying and pasting data from Gravity Forms? Studies show that manual data entry can have an error rate as high as 4%, which can lead to costly mistakes in orders, customer support, and financial reporting. Furthermore, the average employee spends over 3 hours per day on manual, repetitive tasks. This plugin eliminates these pains by automating the entire data export process.

By connecting Gravity Forms directly to Google Sheets, you enable real-time team collaboration, which can boost productivity by up to 30%. Instantly generating PDFs for invoices or contracts not only saves time but also enhances your brand's professionalism. Stop wasting valuable resources on tasks that can be automated and start leveraging your data effectively to make smarter business decisions.

Features

  • Multiple Export Formats: Instantly export Gravity Forms entries to PDF, Excel (XLSX), and CSV files.
  • Google Sheet Integration: Automatically sync new form submissions to a specified Google Sheet in real-time.
  • Customizable PDF Templates: Design beautiful and professional PDF documents with a drag-and-drop builder or custom HTML.
  • Conditional Export Logic: Set up rules to only export entries that meet specific criteria, streamlining your data flow.
  • Bulk Export Options: Export all existing entries from any form with just a few clicks.
  • Automated Email Attachments: Automatically attach the generated PDF of a submission to admin or user email notifications.
  • Frontend Display: Allow users to download a PDF of their own submission directly from the frontend of your site.
  • Unlimited Export Feeds: Create as many unique export configurations (feeds) per form as you need.
  • Advanced Field Selection: Choose exactly which fields to include in your exports and customize their labels.
  • Password Protection for PDFs: Secure sensitive information by adding password protection to your generated PDF files.

Workflow Automation: Before vs. After

Task Manual Workflow (Without Plugin) Automated Workflow (With Plugin)
Create an Invoice Copy details from entry, paste into a Word/Google Doc, save as PDF, manually email. (~5-10 min) PDF is auto-generated and emailed to the user upon submission. (~0 min)
Update Team Spreadsheet Log in to WP, find the entry, copy data, open Google Sheets, paste data. (~3-5 min) Data appears in Google Sheets instantly upon submission. (~0 min)
Generate Weekly Report Manually export all entries to CSV, clean up data, import into Excel. (~15-20 min) Filter and export the required date range directly to a formatted Excel file. (~1 min)
Share Submission with a Colleague Take a screenshot or copy/paste data into an email or chat message. The relevant data is already synced in a shared Google Sheet.
Error Probability High (due to copy/paste errors) Minimal (data is transferred directly)

How to install the plugin?

  1. Download the plugin archive using the button above.
  2. Navigate to Plugins > Add New in your WordPress dashboard.
  3. Click "Upload Plugin" at the top and select the downloaded ZIP file.
  4. Install, activate the plugin, and follow the quick setup wizard instructions.

FAQ

Can I customize the layout and design of the generated PDFs?

Absolutely. The plugin includes a powerful template editor that allows you to fully customize the PDF output. You can add headers, footers, logos, and use custom HTML and CSS to match your brand's styling. You can also control which form fields appear and in what order.

How does the Google Sheets integration work? Is it real-time?

Yes, the integration is designed to be in real-time. Once you connect your Google account and configure a feed for a specific form, any new submission will be instantly and automatically sent as a new row in your designated Google Sheet. This is perfect for live dashboards and collaborative workflows.

Does this plugin support exporting entries from existing forms?

Yes, it does. The plugin provides a bulk export tool that allows you to process and export all previously submitted entries for any of your forms. You can apply filters based on date ranges or other field values to export only the specific data you need into PDF, Excel, or CSV formats.

Is it possible to send different PDFs to the admin and the user?

Yes. The plugin uses a "feeds" system, allowing you to create multiple, independent export configurations for a single form. You can create one PDF template for the admin with all the data, and a separate, simpler template (like a receipt or confirmation) that gets attached to the user notification email.