Custom Customer Proposal
Custom Customer Proposal
Hello
I currently have created a Form that collects information for a proposal (Customer Name, Address, Products, Price, etc). I want to create a customized Page that allows me to present that information to the customer. The goal would be to make it so that I can email the proposal to the customer for them to review what we will be doing.
I can easily create a custom Page using either Rich Text or HTML but I am struggling on how to populate it with the information from a single record. Do I:
-Create the Page as a Template then somehow call it after I enter a record in a Form?
-Or is there a look up function I can apply to the Page so that I can lookup the customer record to populate the form?
Or is there another way to do this. Thank you.
Justin