Custom Letterhead and Contact for each company representative

New Here ,
Feb 20, 2020 Feb 20, 2020

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Hi everyone,

I was tasked to find a way to easily prepare marketing PDF materials for our sales reps to use.

 

Situation: We have a large number of pre-designed print materials. Any sales rep is able to use those materials and replace the placeholder with their name and contact information.

 

Question: I am looking for a solution, where

  • All PDFs (templates) are in a centralized place and can be easily updated by a marketing coordinator
  • Any sales rep is able to print, share with their name and contact info populated (a dropdown list of reps or automatically populated)
  • Sales rep do not have to have an Adobe account

 

Available software:

  • MS Suite + Outlook and Dynamics 365
  • Adobe Acrobat Standard DC
  • Adobe CC (for marketing only)
  • Google Suite

 

Any ideas are welcome! Thank you.

TOPICS
Account management, Activation, CC FAQ, Cloud storage web assets, Collaboration, Creative Cloud, Exchange, Feature request, File sync

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Adobe Community Professional ,
Feb 20, 2020 Feb 20, 2020

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You can certainly create an Acrobat tool for automatically loading the sales rep info (from a popup menu) into any PDF. And if the PDF names and locations are known, you could also have a popup menu for opening documents. That's just with JavaScript inside Acrobat. You can get some ideas on what and how thing are done in Acrobat at these links:

 

https://www.pdfscripting.com/public/Automating-Acrobat.cfm

https://www.pdfscripting.com/public/Form-Data-Handling.cfm

Thom Parker - Software Developer at PDFScripting
Use the Acrobat JavaScript Reference early and often

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