Pre-fill out an e-sign document link and then send to client to e-sign

Question

My company uses Adobe Sign to have clients sign legal agreements. The process is:

1. The Sales Rep click on the link to generate an ADobe Sign link to send to the client

2. The Sales Rep then copies and emails the link to the client

3. The client fills out the PDF and e-signs it

4. The compliance department is notified of the signature.

What I would like the Sales Rep to be able to do is: When the link is generated, the Sales Rep is able to fill out most of the available client information, save those changes to the PDF, and then send the link to the client to fill out the information required that the Sales Rep does not know and the client e-sign the document.

Is this possible when using Adobe Sign and the link that is generated? If yes, is there a tutorial out there or a process that needs to be done? When at a previous company where I worked, they used DocuSign, and the Sales Rep was able to fill in the information, send the document, and the client could fill in missing information and sign. So I'd like to be able to do the same using Adobe Sign.

Thanks in advance for your help.

Meenakshi_Negi · Answer

Hi James33369639gvd9,

Thank you for reaching out, and sorry about the delay in response.

If you are looking for a workflow where you can refill the form fields and then send the document to the client to fill the remaining form fields and add a signature, it can be done using Adobe Acrobat Sign.

For more information, refer to the following help document: https://helpx.adobe.com/sign/using/prefill-forms-field-before-sending.html.

Let us know if you have any questions.

Thanks,

Meenakshi

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