Currently running a trial of ZOHO creator to evaluate if it is capable of performing the tasks I would like it to. Wondering if the community can help.
Background:
We are a construction company that currently uses ZOHO crm. We generate designs for a customer in a CAD style program, which can export these designs as images (jpg). We then use either a 3rd party program to generate a financial proposal, or an excel worksheet and upload that information to our sales reps in ZOHO CRM as a PDF attachment. They show that proposal to customers as a PDF.
New Use:
1. I would like to use the custom button function in the CRM to generate a URL for a prefilled Creator Form.
2. I would use this form to assemble this information into the proposal details we usually use excel to perform.
3. I would upload the jpg of the design to the form.
4. Then submit the form to store on Creator as a new proposal.
5. After submission, I would like to be sent to a Page that pulls only the information from this newly submitted form to show to the customer. It would need to show the calculations and the uploaded images.
It appears that most of the example pages for creator are summarizing information from multiple forms (using filters) and not showing just a single form information. My use seems to be somewhat unique and I'm unsure if it can be done.
Goal:
For a sales rep to use a custom button in ZOHO CRM to generate a prefilled Creator form. Then submit that form in creator, which then displays a page for them to review with the customer as a proposal.
Any help is appreciated.