Dynamic text within a PDF

Community Beginner ,
Jun 27, 2022 Jun 27, 2022

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Hi, my company uses a PDF to pass on our pricing and services to clients. Currently, the document comes to our graphics department to be edited. This happens often and is becoming a bottleneck. The changes are almost always in the pricing. Is it possible to link text/numbers to an outside source (excel spreadsheet) so that, when updated, the corresponding text in the PDF will reflect the changes? We have tried the MS Word/Excel solution, but due to fonts, print drivers, etc... the document does not maintain its brand compliance.

 

Any advice is appreciated.

 

Best,

Joe

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How to , JavaScript , Rich media and 3D

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Adobe Community Professional ,
Jun 27, 2022 Jun 27, 2022

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When you use form fields you can import the data in Adobe Acrobat.

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Adobe Community Professional ,
Jun 28, 2022 Jun 28, 2022

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What programs do you have available? Just Acrobat or also InDesign or AEM Forms Designer? There are a couple of ways creating "dynamic forms". Depending on you software you'll have more or less flexibility.

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Community Beginner ,
Jun 30, 2022 Jun 30, 2022

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Thank you for the reply. I have Creative Cloud with all apps at my disposal. Ideally, the workflow would allow the Sales Team/Ownership to update a common document format (Word, Excel, Plain Text) that would update the branded/designed PDF.

Best,

Joe

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Adobe Community Professional ,
Jun 28, 2022 Jun 28, 2022

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It's possible to import data into form fields, but not from Excel. It will have to be a plain-text file, or an FDF file, or something like that.

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Community Beginner ,
Jun 30, 2022 Jun 30, 2022

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Hi and thank you! Can you point me in the direction of resources for that type of import?

I appreciate the help!

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Adobe Community Professional ,
Jun 30, 2022 Jun 30, 2022

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LEGEND ,
Jun 30, 2022 Jun 30, 2022

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I'm not sure why you are looking to update the PDF. I don't mean it isn't a reasonable wish, but there is almost certainly a better way to do this. Editing PDF is a time waster, a desperate last resort (as you've found).

 

So, what format is the ORIGINAL of this PDF (for example, Word document, InDesign document...) And why not just update that file and re-make the PDF. Not sure what you mean by fonts, print drivers etc. so please give details (there are many real obstacles but usually a way around them).

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