Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry.

We want the salesperson to fill the customer details only once in Zoho CRM mobile, and have a New Customer Form PDF automatically generated and attached to that record — ready to share or print on-site.

Could you suggest the best and simplest way to achieve this workflow in Zoho CRM or if you think you have a better solution for this problem please share it with me