Architecture Help

Question

My company has a standard nondisclosure agreement ("NDA"), and we want potential clients to be able to visit our website, fill in a form (e.g., with name, title, company name, etc.), and for an Adobe Sign version of the NDA to be sent to them automatically for signature. We will then countersign once they are done.

What is the best way to achieve this?

We use PipeDrive currently as our CRM. I know I can create a PipeDrive form that collects the appropriate information, but how can I integrate that with a PDF? Is there a fundamentally different approach that might be better?

Any help is greatly appreciated!!

Meenakshi_Negi · Accepted Answer

Hi Lots_of_Questions,

Thank you for reaching out.

We have checked that you are using the Acrobat Sign individual service plan. If you are referring to the document sent automatically to the users adding the information on the portal, it is not possible with your current plan.

However, you may add a form on the website that anyone can fill out. For more information on web forms, refer to the following help document: https://adobe.ly/3C76tWa.

Let us know if you are referring to something else.

Thanks,

Meenakshi

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