It would be incredibly useful if completed forms and surveys could be automatically saved as PDF files in the Documents section of a contact's profile. Currently, contracts are stored there when signed, but forms and surveys are not added to the respective Forms and Surveys folders.

By saving these files as PDFs instead of Excel or other formats, it would ensure consistency, easier access, and better organization for all client-related documents in one place. This improvement would streamline workflow, enhance document management, and make it easier for businesses to reference and archive client information.