Mail Merge into Contracts/Documents
I have a house painting business. I have designed an estimating program
in Excel (though I would like to make a better one in Zoho Creator if
that is possible), and I want to merge fields from this estimating form
into 2 forms: a proposal/contract for the client and a work order for
the crew. This way the notes that I take at the estimate stating the
details of the job, the contract price, and obviously the prospect's
name, address, etc. would be merged into fields in these documents, and
therefore only be entered once, and consistent, verbatim, throughout all
documents. Is this possible? If so, how? Do I need to create this in
zoho creator or can I merge fields into a quote or what? I've looked
into this a lot, but sometimes you just have to ask! Thanks.