Generate PDF via API
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Hi All,
Thanks in advance.
We have a PDF (&word doc) , that we intend to use as a "template" for our sales team. However before sending out the pdfs to our prospective clients,
it is necessary to fill out details like <PROSPECT NAME> ; <EMAIL > <INDUSTRY> etc.. and generate the PDF specific to the prospect.
As of today, what we do is
- Open the Word template (of the document)
- Manually insert the values (20 fields, 10 custom pages between the customary Introduction page and the Thank you page)
- Save word doc - Prospectname.doc
- Export as pdf - prospectname.pdf
It takes about 2 days to prepare, proofread, and finalise one document
and, we need to sed out atleast 8 pdf a week,
This is extemely timeconsuming (& repetitive to most extent)
Query :
- Can we have our "standard" document as a template in ADC ?
- and insert the values via API at appropriate positions ?
- Generate custom PDFs for each prospect ?
- Send it out as an attachment , and / or , link in email ?
How much of this is possible via Adobe Document Cloud ? What are the limitations ? What are the pre requisites ?
What liscence is required to acomplish thesame.
Thanks in Advance
Best Regards
Deepa Govind
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You can use PDF forms but have you considered using Word form fields? Probably a smaller learning curve.
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I have studied your task again, and it seems a classic task for a mail merge in Word. Using Acrobat Pro you can mail merge direct to PDF (not on a server). If this cannot be done in Word mail merge, please let us know WHY so we can think about whether working in Acrobat (which will be much more demanding) can resolve these issues.