Workflow Apps
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Quote Approval Process, Google Drive/Sheets Connectivity
This is a process that manages everything from drafting quotations and their approval to recording whether they are won or lost. After approval by a supervisor, a PDF file of the quotation with a stamp is…
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Estimate Creation Process, OneDrive/ExcelOnline Integration
This is a process that manages everything from drafting quotations and their approval to recording whether they are won or lost. After approval by a superior, a PDF file of the quotation with a stamp is…
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Automatic Estimate Aggregation
Retrieves data from the Quotation Process and sends an email with a list of the total number and value of quotes issued in the last week. This is automatically initiated every Monday morning. Uses pre-saved quotation…
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Quotation Creation & Storage Flow, OneDrive Storage
A quotation PDF file is automatically generated based on the drafted contents. After submitting the quote, the PDF file is automatically uploaded to OneDrive.
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Estimate Creation Process, AdobePDF Integration
The process manages the drafting of quotations, approval and the recording of orders received/lost. A quotation PDF file is automatically generated based on the draft content (using Adobe PDF Services). After confirming the order/unfulfilment, the contents…
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Quote Creation and Storage Flow, SharePoint Online Save
A quotation PDF file is generated with the drafted content. After the quotation is submitted, the quotation PDF file is uploaded to SharePoint Online. The quotation results are also recorded in a ledger prepared in Excel…
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Estimate Storage Flow, Excel Online Ledger Update
A quotation PDF file is generated with the drafted content and uploaded to SharePoint Online. After the order has been confirmed, the contents and results of the quotation are recorded in the Excel Online ledger on…
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Quote Approval Process, HubSpot Integration
This process receives quotation data from the HubSpot Sales Hub, automatically generates a quotation PDF, and requests approval and approval. After approval, the quote approval result is sent to the HubSpot Sales Hub.
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Online Estimate Storage Flow
Stores quotation PDF automatically to share. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of “Drafting Quotation”. After the quotation is submitted, the quotation which succeeded…
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Estimate Creation Flow
Generates a quotation PDF to be approved by the superior. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of “Drafting Quotation”. After the approval of the…
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Quote Approval, Google Drive Create Folder
When quotes are approved, a folder will be created in Google Drive. The quotes are uploaded to the folder and its browsing URL is emailed to the customer. The created folder is automatically deleted on the…
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Quote Approval, Google Drive Delete
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer. The quote file is automatically deleted on the deletion date which is entered by the sales…
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Quote Approval, Google Drive Upload
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer.
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Quote Approval Process, Google Drive/Sheets Connectivity
This is a process that manages everything from drafting quotations and their approval to recording whether they are won or…
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Estimate Creation Process, OneDrive/ExcelOnline Integration
This is a process that manages everything from drafting quotations and their approval to recording whether they are won or…
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Automatic Estimate Aggregation
Retrieves data from the Quotation Process and sends an email with a list of the total number and value of…
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Quotation Creation & Storage Flow, OneDrive Storage
A quotation PDF file is automatically generated based on the drafted contents. After submitting the quote, the PDF file is…
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Estimate Creation Process, AdobePDF Integration
The process manages the drafting of quotations, approval and the recording of orders received/lost. A quotation PDF file is automatically…
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Quote Creation and Storage Flow, SharePoint Online Save
A quotation PDF file is generated with the drafted content. After the quotation is submitted, the quotation PDF file is…
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Estimate Storage Flow, Excel Online Ledger Update
A quotation PDF file is generated with the drafted content and uploaded to SharePoint Online. After the order has been…
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Quote Approval Process, HubSpot Integration
This process receives quotation data from the HubSpot Sales Hub, automatically generates a quotation PDF, and requests approval and approval.…
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Online Estimate Storage Flow
Stores quotation PDF automatically to share. A quotation PDF is automatically generated after the submittee, details and total amount are…
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Estimate Creation Flow
Generates a quotation PDF to be approved by the superior. A quotation PDF is automatically generated after the submittee, details…
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Quote Approval, Google Drive Create Folder
When quotes are approved, a folder will be created in Google Drive. The quotes are uploaded to the folder and…
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Quote Approval, Google Drive Delete
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer.…
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Quote Approval, Google Drive Upload
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer.