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Best way to capture lead/customer info prior to displaying PDF?

Guest
Aug 24, 2017 Aug 24, 2017

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I am helping a friend who is a dental practice broker with his website.  He has a requirement to capture prospect information (simple name/phone/email type info) prior to display of a Dental Practice Summary Document in PDF.  We are using Weebly for his website.  Does anyone have a good suggestion on how to enable this type of action?

Thanks!

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Community Expert ,
Aug 25, 2017 Aug 25, 2017

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It's not very clear what you're trying to achieve... Do you mean that you want the user to enter their details into a web-based form and then use those details in the PDF? If so, it will require a server-side solution that will populate the PDF with that data.

The easiest way is to use form fields in the PDF and insert the information into them before serving the file to the user.

Another option is by using an FDF file, or even URL parameters, but that's a bit trickier.

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