Thank you for your post.
Yes, you can have the PDF file named based on the contents of a field. Yes, you can also place a copy of the PDF file in a Container field. You script would look something similar to the following:
Set Variable [ $path ; "file:" & Get (TemporaryPath) & <Customer Field> & " Quotation.pdf" ]
Save Records as PDF [ Restore ; No dialog ; "$path" ; Current record ]
Insert File [ <Container field> ; "$path" ]
That is, we set a variable ($path) equal to the the contents of the Customer Field, add Quotation.pdf to the end, and place that in the Temporary Path. Then, we save the Current record to $path, and then go to the Container field and insert the file stored in $path.
Let me know if you need clarification for any of the above steps.
Keep in mind if you are offering this to both platforms (Mac & PC), the path will vary slightly. You just need to substitute "filewin:" or "filemac:" for "file:" below after checking for OS.
As far as I can tell, using "file:" works fine on both Windows and Mac. On Mac I can save the file correctly without even using "file:" . Another user here (who's on Windows) tells me that "file:" works fine but using nothing doesn't work.