We have a website that operates as a portal crm for our clients. We have a pdf template that we want a web form on our portal dashboard to fill.
The workflow process is this
Client logs into portal and goes to Application Form tab --> Client fills in webform (that we want created) --> Webform fills in pdf template (we have a pdf filling script, but if you have your own that you can link to the webform that might be easier) ---> the filled in pdf can be downloaded by us, and viewed by clients (specifics for this last section can be discussed later)
Happy to answer any and all questions you might have; I will pm the portal link and pdf template once you make contact with us. Thanks