We are an education company that licenses curriculum to schools. We use Accounts, Potentials and a custom module called 'Courses'

Typically, we will have 1 Account -> 1 Potential -> Multiple Courses

I need help with the following:

- When we add 'Courses' from 'Potentials', I'd like the required 'Name' field to be a picklist. If this is not possible, I'd like it to auto populate to a generic value like 'View' since I will add a another picklist field for our sales team to pick what course they are selling

- I would also like to auto generate a word doc using either mail merge or deluge to create a proposal for a customer that contains Account Name, Potential Close Date, and Course Name(s) since there could be multiple courses associated with a Potential.

Thanks in advance for any help