Hey Folks,

Have what I believe to be a simple problem but am having difficulty finding a robust solution. I already reached out to Zoho and they are looking into helping me solve this with a custom function but I wanted to open it up to the community for discussion and best practice guidance. 

Essentially, we have a need to quote each customer with a unique product price. We lease cars to consumers and the same car, say a Honda Accord, will have a different Monthly Payment depending on the deal specifics. So we need a way to allow reps to select a product called a Honda Accord that always has the same Year, Make, Model, Trim, MSRP etc. but has a monthly price, taxes, and VIN, etc. that are unique to the deal. 

The best I could come up with was to create a linking module that collects all these deal specific details. However, I am seeing all over the place in the Zoho docs that getting at this linking module specific info can be difficult.  The main requirement that is throwing me for a loop is that after a rep selects and customizes the cars a customer is interested in by adding the linking module info, I would like to parse through all the cars associated with the deal including the linking module info and create an html table to insert into another field which I can merge into an automated email in lieu of a quote document. We're a B2C business where PDFs of quotes are too formal and customer prefer to see details in the body of the email. 

On top of that, I would then like to be able to select one of these associated cars as the "customer selected" option so we can move on with the sales motion and use the "selected car" to trigger automated emails further down the pipe.

Open to any and all ways to achieve this type of motion. 

Thanks,

Anatoly