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Clare_wants_to_know
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How do you make an editable pdf for a client so they can send it out as an invoice / quote etc.?

Mar 12, 2012 10:36 AM

Categories: Macintosh Tags: #acrobat #indesign #letterheads

HI

 

I would like to know how to create a pdf from InDesign CS5 that can then be sent to a client as a 'letterhead' for them to then fill in the relevant parts as they wish and send out digitally as a pdf quote or invoice or letter etc.

 

I am not talking about filling in a form with text fields for groups and for getting replies ...

 

and, I am not talking aout simply placing a header and/or footer with space inbetween ...

 

and I do not want to use word!!!

... I have tried various things in word and nothing worked, even saving to template.

Saving a background jpeg of 300dpi  also displayed at low quality

 

I need to save a total page with various locked, but editable text fields that a client can then just fill in as they wish and save as a pdf to send out.

 

Please help. I thought this would be simple, but have been struggling with it for some time now and can not find a solution. There must be one!

Much appreciated.

 

Clare

5830 Views   2 Replies   Latest reply: ~graffiti, Mar 12, 2012 1:18 PM
 
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  • Sabian Zildjian
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    1. Sabian Zildjian,
    Mar 12, 2012 12:47 PM   in reply to Clare_wants_to_know
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    So you need for your users to be able to SAVE the PDF after they have filled in the quote text field?  If so, just create the form with the appropriate Text Field(s) and Save it from Adobe LiveCycle Designer.  Then in Adobe Acrobat Reader-extend the form for those users who do not have Acrobat and save it locally.  Then send it out as you will.  Note there is a 500 user limit per PDF form.

     
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  • ~graffiti
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    2. ~graffiti,
    Mar 12, 2012 1:18 PM   in reply to Clare_wants_to_know
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    You haven't mentioned that you have an Adobe product that can create forms but if you have Acrobat, you would save it as a Reader extended PDF (you may or may not want t use Designer as mentioned above. That creates a certain type of form which it sounds like you don't need).

     

    As far as the usage limit, if only a few people will be filling it in, they can do it an unlimited amount of times. The 500 limit only comes to play if you have sent the form to an unspecified amount of people (such as a form for customers that is available on a web site). Then you could only collect the data from that form 500 times.

     

    But, let's talk a little more about what software you have. Acrobat? If so, what version (saving the extended file for Reader users is different between versions.)?

     
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