I am building a proposal (job quotation) system which is linked to a Clients list which contains a bunch of data. Proposals are issued to clients via email, and need to be Word documents. For this I thought to use Document Libraries and Workflows. Out of the box SharePoint Online's Document Libraries have a New Document button which when clicked, opens the document in template form in Word Online. I would like to be able to force the user to fill out the required properties (basically enter the client name as a dropdown) before the document opens in Word, so that a workflow fires and populates all the required fields. Is there any way this can be done with a Document Library or custom list?
At the moment I am working around by having a Proposals list and a Get Proposals Document Library, with a Workflow in Proposals that creates a list item in Get Proposals. But this is clunky and may not suit some of the less IT-savvy people in my company.
My thinking so far:
1) Somehow use InfoPath to design a custom form for the Document Library, and replace the New Document link with a link to this custom form.
2) Perhaps it's possible to add a Document column to an ordinary list and in doing so partly replicate the functionality of a Document Library in an ordinary list?
3) Somehow remove the New Document list and have a Quick Action that points to a Workflow with a custom InfoPath form where I would have the Clients dropdown and a Make Document button. The Workflow then runs and creates a new List item in my Document Library with the requisite information filled out.