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Question

Getting copies of files to your email

  • July 14, 2025
  • 1 reply
  • 6 views

Maria-prophotobymk

When a client completes a questionnaire and submits it, is there a way to get a copy of it automatically sent over to the email as a pdf attachment? 
Currently is a notification that is filled, log in and view it. But I feel like it would be super helpful to just get a copy attached immediately omitting those extra steps. 

Same process would be fantastic for when all parties sign a contract - id love to get a copy of it as a pdf file attachment right to my mailbox.

 

Does this feature already exists? Thank you!

1 reply

Alicia Bauer
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@Maria-prophotobymk - Great question, and you're definitely not alone in wanting a more streamlined way to receive those completed documents!

📩 Right now, HoneyBook doesn’t automatically send PDF attachments of completed questionnaires or signed contracts directly to your inbox. Instead, you’ll receive a notification that the file is complete, and from there, you’ll need to log in to download the PDF manually.

💡 However, many of us agree this would be a super helpful time-saver! I’d recommend submitting this as a feature request so the product team can consider adding it in a future update. You can share your idea here: https://community.honeybook.com/ideas