Possibly I am going about this all wrong but I am wanting to choose a template from a value in a column. Is that possible?
I would have 70+ templates for various types of Quotes depending on the product. The majority of information on the quote is already on the template, there are only about 10 variables (all having to do with the customer) that get filled in by values each time the template is used. The challenge I am running into is that I want the template to be determined by a value chosen in the app.
So if the user wants to generate a quote for Product ABC then they would navigate to product ABC in the app, click a button, get to a form to fill out the customer’s information, and upon pressing Submit the quote for ABC product with the customer’s information is emailed.
Any help with this situation would be appreciated.