Use Fillable Template for Engagement Questionnaire and attach to CRM Deal Record?

Use Fillable Template for Engagement Questionnaire and attach to CRM Deal Record?

Whenever we engage a new client in a project we have a worksheet that we work with the new client to fill in. This worksheet then forms the basic requirements for the engagement.

I'm wondering if I can use a Writer Fillable template for this. Ideally, I'd like to initiate the request from a CRM Deal, merge in the client's details, and then make that form available to the client to complete; then, once completed, attach it to the CRM Deal.

Is anyone doing anything similar? Is a Fillable template the right way to go or is there a better way to achieve this?  


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