09-03-2008 09:08 AM
My insurance business is intense with many forms. I have built several custom Word templates. However, I am looking to better what I have so all my brokers and clients can benefit. If you know of a solution or a third party that can accomlish this, please let me know.
I have 2008 Premium and MS Office 2007 and Acrobat Professional.
09-10-2008 11:19 AM
09-11-2008 06:06 AM
Most if not all of what you want to do can be done with the tools you have outlined.
Use ACT to populate and .ADT (Word) template with basic contact info.
Use Word forms tools to create your form fields
Use Adobe integration with Word to create a .pdf and email it.
09-11-2008 07:05 AM
Not sure what controls you have over the PDF (I haven't used this product), but maybe have a look at: