Zoho CAD Review Workflows

I use Zoho Creator, Analytics, CRM and Books to run my drafting business and now need a purpose-built workflow that lets clients and my team collaborate on AutoCAD drawing revisions without confusion or unpaid-invoice headaches.

Inside Zoho Creator I want a module that lets me upload a new drawing file (normally PDF or DWG export), auto-increments its version, and instantly notifies the assigned client contact. The client—or anyone I flag internally—opens a branded portal, sees only the latest “Current” version, and can leave threaded comments or mark-ups. When I publish the next revision the previous one must flip to an “Obsolete” badge so nobody can comment on it anymore.

Before any portal session is created, the system should call Zoho Books: if that account shows an overdue invoice the user is shown a polite pay-wall message and access is blocked until books.status = “Paid”. I imagine this with Deluge scripting or Books API, but I’m open to your suggestion.

Dashboards in Zoho Analytics will give me a quick view of:
• open comment threads by project, version and due date
• client responsiveness (average turnaround)
• invoices currently blocking access

Activity and comment logs must also sync back to the relevant deal in Zoho CRM so everything stays traceable.

Deliverables I need from you:
• Creator app with versioning, permissions and comment workflow
• Books integration that triggers real-time access control
• Analytics reports & widgets embedded in a summary page
• CRM linkage for history tracking
• Brief hand-off document so I can extend the solution later

If this scope feels clear and technically feasible to you, I’d welcome your proposal along with a rough timeline for each milestone and the Zoho tools you plan to use.