We have a Document Library that contains a handful of version-controlled documents. Two of these are "Request for Quote Form" (a word document) and "Quote Worksheet" (an excel document).
I then would like to create a new site-wide custom content type based on the Document Set type called "Sales Quote". When a new Sales Quote is made, it is populated automatically with the current version of those two documents mentioned above so it always pulls the latest versions of these files.
Finally, I would like to make a second document library that is content controlled. I would like it where "upload a document" was disabled and users could only create New documents which would create a new "Sales Quote" document set pre-populated with copies of the latest version of the above two files.
Is this even possible? I'm at my wits end and getting tired of Sharepoint getting me 90% of the way there on everything I try to do with it.
Thanks