TL;DR - I want to make a printable/emailable document from Knack records. What would be the better approach: modifying CSS of a view (which can then be saved as a PDF from the print button) or having a script written that would make a Google Doc from a template? (WebMerge isn't an option)
I use Knack to maintain a custom CRM / job management system for our company. It works wonderfully for us in general.
One of the aspects that needs improvement for greater usability is quotes (as in sales quotations). Users do an excellent job using the system for tracking jobs, customer information, etc. We aren't doing a good job tracking leads and opportunities in the system, mostly because quotes have to be typed up in a separate, "pretty" (nicely-formatted) document that can be printed and/or emailed. It's not reasonable to ask people to put information in two different places, so opportunities aren't being tracked in the system consistently.
I already have a quote view constructed that, between rich text and data fields, has everything we want from a content perspective. It's just ugly as sin. I figure that editing the page layout via CSS to give an acceptable printed/saved document would be the easiest path forward, but I'm not a coder.
I could also see having a button that activates a script that would take the record's info and create a Google Doc from it (we use Google Apps for Business). That seems to me like it would be significantly more effort, but I'm not a coder.
Any guidance on which approach is better (easier)? Any major drawbacks I'm not considering? Any options (other than expensive WebMerge) I'm not considering but should?