Cheers!
I’ve just been tasked with modifying a quote that goes out to our clients, and I apologize in advance as I’m a complete newbie to Suite CRM (the install we have was managed by someone else up until a few days ago).
My goal is to be able to add a working text field and/or a checkbox to our PDF template. The text & the checkbox don’t have to send anything to a db, we simply want clients to either type their names or click on the box in the PDF to confirm they’ve read the document (they’re emailing the PDF back).
I’ve searched the forum as well as some other places online and haven’t found a discussion relating to my situation.
I should add… I tried writing in the markup for both the field and checkbox in the HTML editor, and while it looks great, it’s not interactive once the PDF is rendered… they essentially become static graphic elements.
We’re running Suite CRM version 7.0.2, Sugar v 6.5.16 (Build 1082).
Any assistance or direction would be greatly appreciated!
Thanks Mike!
I’m usd to creating PDF forms inside Acrobat, I was just hoping to find a way to generate them through the CRM.
I’d seen third party add ons (specific to Sugar) for adding/tracking electronic signatures (which was more than we needed), so I assumed that generated PDFs might be able to export with some type of interactivity.
Thanks again, Mike… unfortunately the linked module only seems to apply to webpage-based forms. In our case, we’re hoping to implement a basic form field or checkbox inside the PDF that gets mailed out (no database interaction).
Basically, the goal is for our sales team here to generate the pdf, send it to clients, the client can acknowledge the’ve recieved via a text box or clicking a box/radio button in the document, then email it back.