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I've created a fillable pdf, ready to send for signature (Client agreement) — in the agreement are subscription plans, the client will select one, and I'd like the client to get an automatic email for the payment link based on their selection.
There are 5 radio button choices, each with a distinct payment link url, if selected.
I don't code, but I see that this might be possible to do within Acrobat?
Thanks for any help.
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This will require using a script on your web-server, or setting up a special email account with an auto-reply.
You can dynamically set the email address to which the file is submitted using a script in the PDF file itself.
See here fore more details on that: https://acrobatusers.com/tutorials/dynamically-setting-submit-e-mail-address
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Thanks so much try67 for the quick answer! Not sure I'm smart enough to understand the specifics of your solution — what what I'm trying to do is create a link to a specific url IF the client selects a certain subscription plan within the agreement (Page 3), If "Basic Plan" is selected, then an email goes to the client with this url — does that make sense? I thought I understood that a trigger can be created (if a radio button is selected) and an email could be sent to the client (with a link, for example, in that email).
Thanks at any rate!
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Maybe I misunderstood what you meant originally... I thought you wanted to return an email to the user based on their selection.
If you just want to submit the file to a different email address based on the selection made in the radio-button group (and have a different message body), that would only require a custom-made script. The tutorial I linked to above explains how to do that.
If you're interested I could develop this code for you, for a small fee. You can contact me directly at try6767 at gmail.com to discuss it further.
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Thanks again try67 -- lol, the more I explain, the less clear it becomes.
The client agreement is sent to the client to be accepted, completed, signed, and they also select a subscription plan (radio button). I want an email to go to the client (after they've signed the agreement) with the payment link, based on the plan that they've selected.
Doable?
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Just an email, without the actual PDF file attached to it? If so, that's even more tricky... And at any rate the user will have to manually send that email. The script can't do that for them, only generate the draft version.
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Thank you @try67 — we will create an email reply!
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