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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…
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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…
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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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Corp Num Web-API #Organizations: Search Name with ID
Searches the corporate name, furigana, address, history, etc, with the 13-digit identifier, accessing to the Corporate Number System Web-API, about 5 million companies registered by National Tax Agency…
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Corp Num Web-API #Organizations: Search ID with Name
Searches the 13-digit identifier with the corporate name, etc., accessing to the Corporate Number System Web-API, about 5 million companies registered by National Tax Agency Japan. “Application ID”…