Customer asking for InDesign files as a Word doc!
I have taken on a freelance project.
I sent in a cover letter to the client saying that I use InDesign and Quark and was offered work by a publisher.
They sent me all the files I required, and detailed instructions on the layout they would like. I spent a few days putting the book together in InDesign and send them a PDF to have a look at.
They are requesting that I send them the Word document of the completed book.
How do I go about telling the publisher that Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves?
If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested.
adobe-indesign client-relations microsoft-word
New contributor
add a comment |
I have taken on a freelance project.
I sent in a cover letter to the client saying that I use InDesign and Quark and was offered work by a publisher.
They sent me all the files I required, and detailed instructions on the layout they would like. I spent a few days putting the book together in InDesign and send them a PDF to have a look at.
They are requesting that I send them the Word document of the completed book.
How do I go about telling the publisher that Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves?
If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested.
adobe-indesign client-relations microsoft-word
New contributor
They can silently plan to exploit your design without paying for future versions and without investing anything to get and learn proper layout software. In future agreements be sure it's defined who can make new versions and what you should give to them. Acrobat Pro edits PDFs and creates editable word documents, if no countermeasures such as text outlining are done. I bet they find it soon by themselves. No use to make anything angry, so negotiate in peace, if there's no written agreement which states the things already exactly. It's normal that the customer wants to get maximum benefit.
– user287001
54 mins ago
add a comment |
I have taken on a freelance project.
I sent in a cover letter to the client saying that I use InDesign and Quark and was offered work by a publisher.
They sent me all the files I required, and detailed instructions on the layout they would like. I spent a few days putting the book together in InDesign and send them a PDF to have a look at.
They are requesting that I send them the Word document of the completed book.
How do I go about telling the publisher that Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves?
If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested.
adobe-indesign client-relations microsoft-word
New contributor
I have taken on a freelance project.
I sent in a cover letter to the client saying that I use InDesign and Quark and was offered work by a publisher.
They sent me all the files I required, and detailed instructions on the layout they would like. I spent a few days putting the book together in InDesign and send them a PDF to have a look at.
They are requesting that I send them the Word document of the completed book.
How do I go about telling the publisher that Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves?
If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested.
adobe-indesign client-relations microsoft-word
adobe-indesign client-relations microsoft-word
New contributor
New contributor
edited 22 mins ago
Scott
145k14199410
145k14199410
New contributor
asked 1 hour ago
Matthew BlurtonMatthew Blurton
212
212
New contributor
New contributor
They can silently plan to exploit your design without paying for future versions and without investing anything to get and learn proper layout software. In future agreements be sure it's defined who can make new versions and what you should give to them. Acrobat Pro edits PDFs and creates editable word documents, if no countermeasures such as text outlining are done. I bet they find it soon by themselves. No use to make anything angry, so negotiate in peace, if there's no written agreement which states the things already exactly. It's normal that the customer wants to get maximum benefit.
– user287001
54 mins ago
add a comment |
They can silently plan to exploit your design without paying for future versions and without investing anything to get and learn proper layout software. In future agreements be sure it's defined who can make new versions and what you should give to them. Acrobat Pro edits PDFs and creates editable word documents, if no countermeasures such as text outlining are done. I bet they find it soon by themselves. No use to make anything angry, so negotiate in peace, if there's no written agreement which states the things already exactly. It's normal that the customer wants to get maximum benefit.
– user287001
54 mins ago
They can silently plan to exploit your design without paying for future versions and without investing anything to get and learn proper layout software. In future agreements be sure it's defined who can make new versions and what you should give to them. Acrobat Pro edits PDFs and creates editable word documents, if no countermeasures such as text outlining are done. I bet they find it soon by themselves. No use to make anything angry, so negotiate in peace, if there's no written agreement which states the things already exactly. It's normal that the customer wants to get maximum benefit.
– user287001
54 mins ago
They can silently plan to exploit your design without paying for future versions and without investing anything to get and learn proper layout software. In future agreements be sure it's defined who can make new versions and what you should give to them. Acrobat Pro edits PDFs and creates editable word documents, if no countermeasures such as text outlining are done. I bet they find it soon by themselves. No use to make anything angry, so negotiate in peace, if there's no written agreement which states the things already exactly. It's normal that the customer wants to get maximum benefit.
– user287001
54 mins ago
add a comment |
2 Answers
2
active
oldest
votes
Sounds like you already know...
"Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves. If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested."*
I mean.. that's essentially what I would tell them.
"If you want a Word file, I can give you one, but it will not be a designed layout. It will be a text file. Word is unsuitable for professional printing and can not maintain design in many instances. I'm happy to send a Word file. However, you should be aware, at this stage if you were to make changes to a Word file and send it back, it may require me to restart the design processes from the beginning."
Beyond just spitting out a text file from InDesign you can use Acrobat and a PDF to save as a Word file, some type sizing, color, etc. can be retained that way. It still won't be a "great" Word file, but it may be slightly more aesthetically altered than simple plain text. (Generate the PDF from INDD, Open PDF in Acrobat, Save as Word)
Either way, you'll need to educate the client. Like many, they probably just assume everyone uses Word since that's what they use. Most often they are accustomed to editing Word files so that's why they are requesting a Word file. If you take the time to explain that they can mark up a PDF with edits/corrections they may be fine with that.
What you can do .... and keep them happy
I've done this in the past for some client that fail to grasp the breakpoint between a designed layout (Indesign) and a text file (Word)....
- Send them a Word file, and retain a copy yourself.
- Preferably as "plain text" as possible. I like to strip all color and styling if possible. I may leave type size variations so headers pop out a bit more, but I convert everything to one font (Calibri for Word).
- Request that they keep Word's Tracking feature on when editing.
- Let them edit it and sent it back to you.
- When you get a revised file back.. you can check the Tracking feature to see all their changes and then merely implement those in your layout file.
- Should they failed to turn on Word's Tracking.. merely compare documents between what you sent them and they sent back.
You should easily find all the changes and be able to implement them without any need to break your existing layout and start over.
Lastly. some clients may request a Word file because to them, that means they have a copy of your work and they can then use it in the future rather than paying you or someone else to rework things. They may be ignorant to the fact that Word is never used for commercial reproduction. (Well nearly never - realize there's always an exception to every rule). So...
Send them the raw, untouched, spit out, Word file from a PDF. The more elaborate your InDesign layout, the more "wonky" the Word file is going to be. In almost every single case page breaks will be horrible, object positions will be shifted... etc. If they complain, well, there's the opportunity to explain that Word isn't used as tool by professional designers and it fails to support object positioning, CMYK, etc....
If no part of your agreement stated that the client is o receive final deliverables as native files.. then don't provide such files. Any contract/agreement should clearly state what the final deliverables are. In my case, it's always simply a PDF and explicitly never "native" or "working" files.. (relevant question)
1
oh gods I'm having flashbacks to the nightmare clients at my old shop. We used to get this kind of request all. the. time. This^^ answer is exactly right. The client wants the ability to update the files in-house and not pay you, and they don't understand that it won't work.
– Lauren Ipsum
32 mins ago
add a comment |
You should always mention deliverables in writing when taking on such a job, some clients and especially many inexperienced clients who go around on sites like Upwork, will just have no idea of how things work and will assume the wrong things. Before you take a job like this, they need to be explained in writing "i am going to deliver this in PDF" and they need to agree to that, otherwise you end up where you are now.
InDesign comes with a basic text exporting plugin which can dump the raw text content into TXT format, with all design elements removed. Then, there's a few paid plugins out there (google Rorohiko Text Exporter) that can somehow keep some of the design and export to RTF format, but generally speaking, everybody in the field knows there's no perfect INDD to DOCX conversion.
Your client needs to understand this. Otherwise, i guess you can just show a screenshot of InDesign's export panel with all the available formats :)
More recent INDD versions may have an export to DOCX (i don't have access to the latest INDD CC), but again if such an option exists, they need to understand what the limitations are.
add a comment |
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2 Answers
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2 Answers
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Sounds like you already know...
"Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves. If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested."*
I mean.. that's essentially what I would tell them.
"If you want a Word file, I can give you one, but it will not be a designed layout. It will be a text file. Word is unsuitable for professional printing and can not maintain design in many instances. I'm happy to send a Word file. However, you should be aware, at this stage if you were to make changes to a Word file and send it back, it may require me to restart the design processes from the beginning."
Beyond just spitting out a text file from InDesign you can use Acrobat and a PDF to save as a Word file, some type sizing, color, etc. can be retained that way. It still won't be a "great" Word file, but it may be slightly more aesthetically altered than simple plain text. (Generate the PDF from INDD, Open PDF in Acrobat, Save as Word)
Either way, you'll need to educate the client. Like many, they probably just assume everyone uses Word since that's what they use. Most often they are accustomed to editing Word files so that's why they are requesting a Word file. If you take the time to explain that they can mark up a PDF with edits/corrections they may be fine with that.
What you can do .... and keep them happy
I've done this in the past for some client that fail to grasp the breakpoint between a designed layout (Indesign) and a text file (Word)....
- Send them a Word file, and retain a copy yourself.
- Preferably as "plain text" as possible. I like to strip all color and styling if possible. I may leave type size variations so headers pop out a bit more, but I convert everything to one font (Calibri for Word).
- Request that they keep Word's Tracking feature on when editing.
- Let them edit it and sent it back to you.
- When you get a revised file back.. you can check the Tracking feature to see all their changes and then merely implement those in your layout file.
- Should they failed to turn on Word's Tracking.. merely compare documents between what you sent them and they sent back.
You should easily find all the changes and be able to implement them without any need to break your existing layout and start over.
Lastly. some clients may request a Word file because to them, that means they have a copy of your work and they can then use it in the future rather than paying you or someone else to rework things. They may be ignorant to the fact that Word is never used for commercial reproduction. (Well nearly never - realize there's always an exception to every rule). So...
Send them the raw, untouched, spit out, Word file from a PDF. The more elaborate your InDesign layout, the more "wonky" the Word file is going to be. In almost every single case page breaks will be horrible, object positions will be shifted... etc. If they complain, well, there's the opportunity to explain that Word isn't used as tool by professional designers and it fails to support object positioning, CMYK, etc....
If no part of your agreement stated that the client is o receive final deliverables as native files.. then don't provide such files. Any contract/agreement should clearly state what the final deliverables are. In my case, it's always simply a PDF and explicitly never "native" or "working" files.. (relevant question)
1
oh gods I'm having flashbacks to the nightmare clients at my old shop. We used to get this kind of request all. the. time. This^^ answer is exactly right. The client wants the ability to update the files in-house and not pay you, and they don't understand that it won't work.
– Lauren Ipsum
32 mins ago
add a comment |
Sounds like you already know...
"Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves. If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested."*
I mean.. that's essentially what I would tell them.
"If you want a Word file, I can give you one, but it will not be a designed layout. It will be a text file. Word is unsuitable for professional printing and can not maintain design in many instances. I'm happy to send a Word file. However, you should be aware, at this stage if you were to make changes to a Word file and send it back, it may require me to restart the design processes from the beginning."
Beyond just spitting out a text file from InDesign you can use Acrobat and a PDF to save as a Word file, some type sizing, color, etc. can be retained that way. It still won't be a "great" Word file, but it may be slightly more aesthetically altered than simple plain text. (Generate the PDF from INDD, Open PDF in Acrobat, Save as Word)
Either way, you'll need to educate the client. Like many, they probably just assume everyone uses Word since that's what they use. Most often they are accustomed to editing Word files so that's why they are requesting a Word file. If you take the time to explain that they can mark up a PDF with edits/corrections they may be fine with that.
What you can do .... and keep them happy
I've done this in the past for some client that fail to grasp the breakpoint between a designed layout (Indesign) and a text file (Word)....
- Send them a Word file, and retain a copy yourself.
- Preferably as "plain text" as possible. I like to strip all color and styling if possible. I may leave type size variations so headers pop out a bit more, but I convert everything to one font (Calibri for Word).
- Request that they keep Word's Tracking feature on when editing.
- Let them edit it and sent it back to you.
- When you get a revised file back.. you can check the Tracking feature to see all their changes and then merely implement those in your layout file.
- Should they failed to turn on Word's Tracking.. merely compare documents between what you sent them and they sent back.
You should easily find all the changes and be able to implement them without any need to break your existing layout and start over.
Lastly. some clients may request a Word file because to them, that means they have a copy of your work and they can then use it in the future rather than paying you or someone else to rework things. They may be ignorant to the fact that Word is never used for commercial reproduction. (Well nearly never - realize there's always an exception to every rule). So...
Send them the raw, untouched, spit out, Word file from a PDF. The more elaborate your InDesign layout, the more "wonky" the Word file is going to be. In almost every single case page breaks will be horrible, object positions will be shifted... etc. If they complain, well, there's the opportunity to explain that Word isn't used as tool by professional designers and it fails to support object positioning, CMYK, etc....
If no part of your agreement stated that the client is o receive final deliverables as native files.. then don't provide such files. Any contract/agreement should clearly state what the final deliverables are. In my case, it's always simply a PDF and explicitly never "native" or "working" files.. (relevant question)
1
oh gods I'm having flashbacks to the nightmare clients at my old shop. We used to get this kind of request all. the. time. This^^ answer is exactly right. The client wants the ability to update the files in-house and not pay you, and they don't understand that it won't work.
– Lauren Ipsum
32 mins ago
add a comment |
Sounds like you already know...
"Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves. If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested."*
I mean.. that's essentially what I would tell them.
"If you want a Word file, I can give you one, but it will not be a designed layout. It will be a text file. Word is unsuitable for professional printing and can not maintain design in many instances. I'm happy to send a Word file. However, you should be aware, at this stage if you were to make changes to a Word file and send it back, it may require me to restart the design processes from the beginning."
Beyond just spitting out a text file from InDesign you can use Acrobat and a PDF to save as a Word file, some type sizing, color, etc. can be retained that way. It still won't be a "great" Word file, but it may be slightly more aesthetically altered than simple plain text. (Generate the PDF from INDD, Open PDF in Acrobat, Save as Word)
Either way, you'll need to educate the client. Like many, they probably just assume everyone uses Word since that's what they use. Most often they are accustomed to editing Word files so that's why they are requesting a Word file. If you take the time to explain that they can mark up a PDF with edits/corrections they may be fine with that.
What you can do .... and keep them happy
I've done this in the past for some client that fail to grasp the breakpoint between a designed layout (Indesign) and a text file (Word)....
- Send them a Word file, and retain a copy yourself.
- Preferably as "plain text" as possible. I like to strip all color and styling if possible. I may leave type size variations so headers pop out a bit more, but I convert everything to one font (Calibri for Word).
- Request that they keep Word's Tracking feature on when editing.
- Let them edit it and sent it back to you.
- When you get a revised file back.. you can check the Tracking feature to see all their changes and then merely implement those in your layout file.
- Should they failed to turn on Word's Tracking.. merely compare documents between what you sent them and they sent back.
You should easily find all the changes and be able to implement them without any need to break your existing layout and start over.
Lastly. some clients may request a Word file because to them, that means they have a copy of your work and they can then use it in the future rather than paying you or someone else to rework things. They may be ignorant to the fact that Word is never used for commercial reproduction. (Well nearly never - realize there's always an exception to every rule). So...
Send them the raw, untouched, spit out, Word file from a PDF. The more elaborate your InDesign layout, the more "wonky" the Word file is going to be. In almost every single case page breaks will be horrible, object positions will be shifted... etc. If they complain, well, there's the opportunity to explain that Word isn't used as tool by professional designers and it fails to support object positioning, CMYK, etc....
If no part of your agreement stated that the client is o receive final deliverables as native files.. then don't provide such files. Any contract/agreement should clearly state what the final deliverables are. In my case, it's always simply a PDF and explicitly never "native" or "working" files.. (relevant question)
Sounds like you already know...
"Word is not a typesetting/layout program and they cannot have the InDesign files supplied as a Word document so they can make changes themselves. If I try converting the InDesign document to Word then all the margins, running heads/footnotes, images/layout are not kept exactly as requested."*
I mean.. that's essentially what I would tell them.
"If you want a Word file, I can give you one, but it will not be a designed layout. It will be a text file. Word is unsuitable for professional printing and can not maintain design in many instances. I'm happy to send a Word file. However, you should be aware, at this stage if you were to make changes to a Word file and send it back, it may require me to restart the design processes from the beginning."
Beyond just spitting out a text file from InDesign you can use Acrobat and a PDF to save as a Word file, some type sizing, color, etc. can be retained that way. It still won't be a "great" Word file, but it may be slightly more aesthetically altered than simple plain text. (Generate the PDF from INDD, Open PDF in Acrobat, Save as Word)
Either way, you'll need to educate the client. Like many, they probably just assume everyone uses Word since that's what they use. Most often they are accustomed to editing Word files so that's why they are requesting a Word file. If you take the time to explain that they can mark up a PDF with edits/corrections they may be fine with that.
What you can do .... and keep them happy
I've done this in the past for some client that fail to grasp the breakpoint between a designed layout (Indesign) and a text file (Word)....
- Send them a Word file, and retain a copy yourself.
- Preferably as "plain text" as possible. I like to strip all color and styling if possible. I may leave type size variations so headers pop out a bit more, but I convert everything to one font (Calibri for Word).
- Request that they keep Word's Tracking feature on when editing.
- Let them edit it and sent it back to you.
- When you get a revised file back.. you can check the Tracking feature to see all their changes and then merely implement those in your layout file.
- Should they failed to turn on Word's Tracking.. merely compare documents between what you sent them and they sent back.
You should easily find all the changes and be able to implement them without any need to break your existing layout and start over.
Lastly. some clients may request a Word file because to them, that means they have a copy of your work and they can then use it in the future rather than paying you or someone else to rework things. They may be ignorant to the fact that Word is never used for commercial reproduction. (Well nearly never - realize there's always an exception to every rule). So...
Send them the raw, untouched, spit out, Word file from a PDF. The more elaborate your InDesign layout, the more "wonky" the Word file is going to be. In almost every single case page breaks will be horrible, object positions will be shifted... etc. If they complain, well, there's the opportunity to explain that Word isn't used as tool by professional designers and it fails to support object positioning, CMYK, etc....
If no part of your agreement stated that the client is o receive final deliverables as native files.. then don't provide such files. Any contract/agreement should clearly state what the final deliverables are. In my case, it's always simply a PDF and explicitly never "native" or "working" files.. (relevant question)
edited 57 mins ago
answered 1 hour ago
ScottScott
145k14199410
145k14199410
1
oh gods I'm having flashbacks to the nightmare clients at my old shop. We used to get this kind of request all. the. time. This^^ answer is exactly right. The client wants the ability to update the files in-house and not pay you, and they don't understand that it won't work.
– Lauren Ipsum
32 mins ago
add a comment |
1
oh gods I'm having flashbacks to the nightmare clients at my old shop. We used to get this kind of request all. the. time. This^^ answer is exactly right. The client wants the ability to update the files in-house and not pay you, and they don't understand that it won't work.
– Lauren Ipsum
32 mins ago
1
1
oh gods I'm having flashbacks to the nightmare clients at my old shop. We used to get this kind of request all. the. time. This^^ answer is exactly right. The client wants the ability to update the files in-house and not pay you, and they don't understand that it won't work.
– Lauren Ipsum
32 mins ago
oh gods I'm having flashbacks to the nightmare clients at my old shop. We used to get this kind of request all. the. time. This^^ answer is exactly right. The client wants the ability to update the files in-house and not pay you, and they don't understand that it won't work.
– Lauren Ipsum
32 mins ago
add a comment |
You should always mention deliverables in writing when taking on such a job, some clients and especially many inexperienced clients who go around on sites like Upwork, will just have no idea of how things work and will assume the wrong things. Before you take a job like this, they need to be explained in writing "i am going to deliver this in PDF" and they need to agree to that, otherwise you end up where you are now.
InDesign comes with a basic text exporting plugin which can dump the raw text content into TXT format, with all design elements removed. Then, there's a few paid plugins out there (google Rorohiko Text Exporter) that can somehow keep some of the design and export to RTF format, but generally speaking, everybody in the field knows there's no perfect INDD to DOCX conversion.
Your client needs to understand this. Otherwise, i guess you can just show a screenshot of InDesign's export panel with all the available formats :)
More recent INDD versions may have an export to DOCX (i don't have access to the latest INDD CC), but again if such an option exists, they need to understand what the limitations are.
add a comment |
You should always mention deliverables in writing when taking on such a job, some clients and especially many inexperienced clients who go around on sites like Upwork, will just have no idea of how things work and will assume the wrong things. Before you take a job like this, they need to be explained in writing "i am going to deliver this in PDF" and they need to agree to that, otherwise you end up where you are now.
InDesign comes with a basic text exporting plugin which can dump the raw text content into TXT format, with all design elements removed. Then, there's a few paid plugins out there (google Rorohiko Text Exporter) that can somehow keep some of the design and export to RTF format, but generally speaking, everybody in the field knows there's no perfect INDD to DOCX conversion.
Your client needs to understand this. Otherwise, i guess you can just show a screenshot of InDesign's export panel with all the available formats :)
More recent INDD versions may have an export to DOCX (i don't have access to the latest INDD CC), but again if such an option exists, they need to understand what the limitations are.
add a comment |
You should always mention deliverables in writing when taking on such a job, some clients and especially many inexperienced clients who go around on sites like Upwork, will just have no idea of how things work and will assume the wrong things. Before you take a job like this, they need to be explained in writing "i am going to deliver this in PDF" and they need to agree to that, otherwise you end up where you are now.
InDesign comes with a basic text exporting plugin which can dump the raw text content into TXT format, with all design elements removed. Then, there's a few paid plugins out there (google Rorohiko Text Exporter) that can somehow keep some of the design and export to RTF format, but generally speaking, everybody in the field knows there's no perfect INDD to DOCX conversion.
Your client needs to understand this. Otherwise, i guess you can just show a screenshot of InDesign's export panel with all the available formats :)
More recent INDD versions may have an export to DOCX (i don't have access to the latest INDD CC), but again if such an option exists, they need to understand what the limitations are.
You should always mention deliverables in writing when taking on such a job, some clients and especially many inexperienced clients who go around on sites like Upwork, will just have no idea of how things work and will assume the wrong things. Before you take a job like this, they need to be explained in writing "i am going to deliver this in PDF" and they need to agree to that, otherwise you end up where you are now.
InDesign comes with a basic text exporting plugin which can dump the raw text content into TXT format, with all design elements removed. Then, there's a few paid plugins out there (google Rorohiko Text Exporter) that can somehow keep some of the design and export to RTF format, but generally speaking, everybody in the field knows there's no perfect INDD to DOCX conversion.
Your client needs to understand this. Otherwise, i guess you can just show a screenshot of InDesign's export panel with all the available formats :)
More recent INDD versions may have an export to DOCX (i don't have access to the latest INDD CC), but again if such an option exists, they need to understand what the limitations are.
edited 1 hour ago
answered 1 hour ago
LucianLucian
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They can silently plan to exploit your design without paying for future versions and without investing anything to get and learn proper layout software. In future agreements be sure it's defined who can make new versions and what you should give to them. Acrobat Pro edits PDFs and creates editable word documents, if no countermeasures such as text outlining are done. I bet they find it soon by themselves. No use to make anything angry, so negotiate in peace, if there's no written agreement which states the things already exactly. It's normal that the customer wants to get maximum benefit.
– user287001
54 mins ago