Create tenders for B2B clients using product database

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1

Trying to figure out for my client if I can add a feature to their glide app where they can pick and choose multiple products from the database to conveniently create offers and e-mail/generate PDF of the offer.

Case example. Client is a restaurant. They use glide to manage their menus. B2B clients frequently ask them for prices for package deals (multiple list items). Right now this is made by hand on a A4 with a pencil.

Can this feature be added is something I’m thinking about how to solve. So that they go to Offers tab, see a list of offer history etc. Press Create New Offer button, and on input page add reciever and products, qty and offered price per item and a total?

2

So what you want is the ability to create offers line-by-line, then choose some of those lines, generate a PDF and send it to the restaurant’s clients?

3

Exactly. I am in the process of setting upp a zap to PDFMonkey for the pdf part but the actual configuration in Glide I have not figured out yet.

4

I would get the product data from Product Sheet but basically only name (and perhaps ID), and add individual prices per product per offer which would then be logged in Offers Sheet (as offered prices might vary depending on customer).