In our business we have a manual process of handing a project over where we ask a member of the sales staff to fill in a excel document and send to a member of the project team.
I want that process to be an online form with multiple fields. The fields we would need are listed below.
Invoicing Contact Name:
Invoicing Contact email:
Site Contact Name
Site contact Number:
Then the ability to upload the below documents:
Then a field for Urgency.
Once all that information is fed through a form i want a project to be created with all that information. Then for that to be assigned to another user.
Airtable / Stacker combination seems to be able to facilitate that but i am open to other online software that can assist.
Please send previous examples of similar projects.