I wish there was a way to move data fields from ontraport into a file that can be downloaded by a client... a pdf would be ideal. The end goal would be to create a customized document that a customer could download.
For example... such a feature is highly valuable for online courses hosted within a membership site. The ability to provide a certificate of completion that includes the customer's unique name and date completed would be MASSIVELY valuable.
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Yes! I just asked support about this! This would be amazing to have, especially given the new Dynamic CMS that they are doing. They constantly use the "Veterinary clinic" as an example, so how cool would it be to offer a "Download as PDF" button to "a vet appointment summary notes" for the client in their portal, or even include the PDF in an automated email?