Package Pricing & Scope

Package Pricing & Scope in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Prepare a secure, access-controlled prospect packet for a strategic account so only approved stakeholders can view pricing and scope.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Prepare a secure prospect packet for [client=Meridian] so only approved stakeholders can view…
Prepare a secure prospect packet for [client=Meridian] so only approved stakeholders can view pricing and scope — encrypt the PDF, add a password, and restrict access to the three named approvers.

Improve — make it easier to accept

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Before delivering [client=Meridian]'s prospect packet, reduce exposure risk — encrypt and…
Before delivering [client=Meridian]'s prospect packet, reduce exposure risk — encrypt and password-protect the PDF, restrict viewing to the three named stakeholders, watermark pages with viewer email on open, and save an access-log-enabled copy to our secure folder for audit.

Who does this, and with what

The same task is different work inside a different job.

Account ExecutiveAdobe Acrobat ProSharePointalso: Prepare Secure Prospect Packetalso: Control Access To Materials

Next to this one

Other protect work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.