Oct 23, 2019 10:52 AM
Hi,
I work as a logistics broker & need to provide quotes to my clients.
To obtain the base costs for these quotes I need to contact my network of transport providers to get their best prices (which I then mark up)
I can see I can use Airtable for keeping. a list of my:
And then link the sheets up like the CRM type examples.
But can I take the data from the quote requests sheet to:
Sorry if that’s a bit waffly/vague but wanted to start somewhere.
Thanks
Mark
Oct 23, 2019 11:06 AM
Not vague at all Mark. I see this request all the time.
Unfortunately, Airtable has some external reporting challenges and without an internal scripting model, it’s difficult to assemble a precise PDF report that can be sent, copied, managed, and stored.
I build systems that meet these requirements. If you have budget, give me a shout - bill.french@gmail.com and I’ll share a recent project so you can see. You can also see an example here.