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Create quote template for me to fill in then send to client for signature

New Here ,
Feb 18, 2019 Feb 18, 2019

Im having trouble understanding the workflow for creating forms in acrobat DC.

Ive got as far as creating my form with text fields but nowhere during the adobe sign process do i see an option to fill parts of the the form out myself first.

Am i supposed to edit the form, then save it as a pdf then send to the client?

I want to make a quote template that i can fill out myself. Then i want to be able to send this to my clients via adobe sign. However every time I test this myself, I fail to see how to edit my completed form and the quote ends up editable by the client and information such as client name and company arent there.

The adobe help for this isnt helpful.

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PDF forms
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1 ACCEPTED SOLUTION
LEGEND ,
Feb 18, 2019 Feb 18, 2019

When you create a field of an Adobe Sign form, you can set the Participant Role to Prefill.

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Community Expert ,
Feb 18, 2019 Feb 18, 2019

After adding text fields exit the form edit mode. Then you can fill the text fields.

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LEGEND ,
Feb 18, 2019 Feb 18, 2019

When you create a field of an Adobe Sign form, you can set the Participant Role to Prefill.

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New Here ,
Feb 18, 2019 Feb 18, 2019
LATEST

Prefill! Thats what i was missing thank you! I was setting it as sender (Makes sense to me that the sender would fill it in)

Thanks!

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