This is a fairly simple job for any qualified Zoho creator person : we need you to create a xml interface for data entered into ZC, so it can be pulled into excel for treatment and compilation.
Your best bet is probably a view, but I'll let you explain how are envisioning to do that.
The data we need to pull is a "quote", with data from other forms it has relationships with. Maybe tricky : the quote has subforms, wich can have multiple values (=rows). We need to input into excel the "quote" ID so it is specifically queried.
We need you to pull in one query from excel
- the "quote" data, with its subforms
- data from a "client" form, which is attached to the "quote"
The result in excel must be a fixed layout (i.e. data from the subforms always end up in the same place), so it can be queried easily.
PLEASE INCLUDE in your applications how you would do it, with the specific steps. This could lead to a lot repeat tasks if we're happy with the result