PDF Form using embedded excel sheet to use formulas and auto generate sales quotes.
I am trying to figure out how I can create a fillable pdf form to generate quotes to send to customers. We are currently using word with an excel spreadsheet embedded so we can just plug in pricing and it automatically calculates totals, but it is time consuming and inefficient to change around the word document for each customer. Are we able to Convert that to a fillable pdf where we can edit the customers info, pricing, quantity, etc. and then somehow convert the boxes we fill in to read-only for the customer without them being able to convert the boxes back to edit if they have acrobat? We only want them to have a couple lines for their signature and date to fill out. Any tips or direction on this would be appreciated!
