• Global community
    • Language:
      • Deutsch
      • English
      • Español
      • Français
      • Português
  • 日本語コミュニティ
    Dedicated community for Japanese speakers
  • 한국 커뮤니티
    Dedicated community for Korean speakers
Exit
0

Custom Letterhead and Contact for each company representative

New Here ,
Feb 20, 2020 Feb 20, 2020

Copy link to clipboard

Copied

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.

Views

547

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Community Expert ,
Feb 20, 2020 Feb 20, 2020

Copy link to clipboard

Copied

LATEST

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

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines