Zoho CRM - Passing Data into a Proposal

I have a scenario that starts with a form submission from an app called FastFields, the data collected is for fire safety assessments for businesses.

The technician assess a workplace and creates a list of items which I want to send to Zoho as a draft proposal.

The iterators are used to iterate over whats called a “sub-form”, this is where the technician enters each item, qty and description.

Not all items are charged, some a quoted after the fact once its in the draft proposal. But they are still included in the form submission.

Here’s a sample of the proposal template, also there’s a couple of required fields in the template which are single selects for things like company name.

I’m at a stage where I dont know if I have set this up correctly, I used ChatGPT to assist with part of it and it suggested I use a DataStore to store each category e.g Fire Alarms. So the build is a WIP.

Then in another scenario, gather the data from the DataStore and send that as one to Zoho.

I can’t add the blueprints as it contains sensitive data.

Any help would be much appreciated.