Skip to main content
A
Anonymous
August 24, 2017
Question

Best way to capture lead/customer info prior to displaying PDF?

  • August 24, 2017
  • 1 reply
  • 223 views

I am helping a friend who is a dental practice broker with his website.  He has a requirement to capture prospect information (simple name/phone/email type info) prior to display of a Dental Practice Summary Document in PDF.  We are using Weebly for his website.  Does anyone have a good suggestion on how to enable this type of action?

Thanks!

    This topic has been closed for replies.

    1 reply

    try67
    Community Expert
    try67Community Expert
    Community Expert
    August 25, 2017

    It's not very clear what you're trying to achieve... Do you mean that you want the user to enter their details into a web-based form and then use those details in the PDF? If so, it will require a server-side solution that will populate the PDF with that data.

    The easiest way is to use form fields in the PDF and insert the information into them before serving the file to the user.

    Another option is by using an FDF file, or even URL parameters, but that's a bit trickier.

      Terms & ConditionsAccessibility statement
      Using the community Terms of use Privacy Cookie preferences Do not sell or share my personal information ad choicesAdChoices