Automatic needs analysis for the Deals module

Automatic needs analysis for the Deals module

Good day,

I need to get the following functionality in the Deals module:

1. add a Analysis of Customer Needs (ACN) to each transaction
2. the ACN must have a unique number, preferably automatic
3. the ACN must link to the Deal
4. the ACN is completed by the CRM operator based on information obtained from the customer
5. the ACN completed by the operator is sent to the customer by email
6. the customer receives the ACN, reviews it and approves it
7. confirmation goes to the CRM Deal.

ACN will be a summary of selected options using checkboxes or picklists.

I'm wondering what functionality to use and how to implement it in CRM. I'm thinking about:
- Forms
- Creator
- Survey
- Sign

It would be ideal if this functionality worked like Zoho Sign. It's about automatically repeating a message if the client doesn't confirm within a specified time.

Would anyone like to help obtain this?