How to Prefill an Acrobat Quote Before Sending for Signature
Question details
The user needs to prefill specific fields in an Acrobat quote template before sending it to a client via Adobe Sign, without allowing the client to edit the sender's information.
- Product
- Adobe Acrobat
- Device & OS
- not provided
- Scenario
- Preparing and sending a quote template for client signature via Adobe Sign.
- Observed behavior
- The sender needs to complete their portion of the form securely so that the client can only view the prefilled data and sign the document without altering the quote details.
Ensure you have the latest version of Adobe Acrobat installed and are signed in to your Adobe Sign account to manage participant roles.
Use the Prefill Participant Role in Adobe Acrobat
Assign the 'Prefill' role to form fields so the sender can enter data before the document is sent for client signature.
By setting specific fields to the Prefill role, Adobe Sign allows the sender to populate these fields during the sending process. Once the document is sent, these fields are locked, preventing the recipient from altering the sender's input.
Open your quote template in Adobe Acrobat and use the Prepare Form tool to add the necessary text fields.
Right-click the fields you want to fill out yourself, select 'Properties', and set their Participant Role to 'Prefill'.
Close the form-editing mode to return to the standard document view.
Click on the designated prefill fields and enter your quote details and sender information.
Use the Adobe Sign tool to send the document to the client. They will be able to review your locked prefilled data and sign the document securely.
Easily Fill and Sign PDF Quotes with WPS PDF
WPS Office provides a comprehensive PDF editor that allows you to effortlessly add text, fill out forms, and securely send documents for signature without navigating complex role assignments.
- 1. Open PDF in WPS: Launch WPS Office and open your quote template using the built-in WPS PDF tool.
- 2. Fill out the quote: Navigate to the 'Edit' tab and select 'Edit Text', or use the 'Fill & Sign' feature to enter your sender information.
- 3. Flatten the document: To prevent the client from editing your filled text, use the print-to-PDF feature to flatten the document and lock the text in place.
- 4. Send for signature: Share the finalized, flattened PDF with your client securely using the built-in sharing options so they can add their signature.
Frequently Asked Questions
Why can my client still edit the fields I filled out?
If you do not assign the 'Prefill' role to those specific fields in Adobe Acrobat, they remain standard editable fields for the recipient. Ensure the role is correctly set to 'Prefill' before sending.
Can I use 'Read Only' instead of 'Prefill' for my fields?
Setting a field to 'Read Only' will prevent anyone, including you as the sender during the setup process, from typing into it. 'Prefill' is designed specifically to allow the sender to enter data before locking it for the recipient.
How do I exit form-editing mode in Acrobat?
In Adobe Acrobat, click the 'Close' button located at the top right of the Prepare Form toolbar to exit editing mode. This returns you to the normal document view where you can interact with and prefill the fields.
