{"id":147210,"date":"2023-06-13T17:40:57","date_gmt":"2023-06-13T08:40:57","guid":{"rendered":"https:\/\/support.questetra.com\/?p=147210"},"modified":"2023-06-13T17:41:00","modified_gmt":"2023-06-13T08:41:00","slug":"estimate-approval-flow-20221013","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/templates\/estimate-approval-flow-20221013\/","title":{"rendered":"Quote Approval Process, HubSpot Integration"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#0b6305;border-radius:3px;max-width:none\"><div class=\"su-box-title\" style=\"background-color:#3E9638;color:#FFFFFF;border-top-left-radius:1px;border-top-right-radius:1px\">Quote Approval Process, HubSpot Integration 20221013<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:1px;border-bottom-right-radius:1px\">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.<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"swimlane\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Workers (Number of swimlanes: 3)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><strong>Sales Representative<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sales Representative<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Section Chief<\/strong>\n<ul class=\"wp-block-list\">\n<li>Supervisor of sales representative<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Head of Department<\/strong>\n<ul class=\"wp-block-list\">\n<li>Supervisor of sales representative (head of department)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"nodes\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Workflow (Complexity of workflow diagram: 15)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><strong>1. Drafting of quotation details<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative drafts the quotation.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>1x. Call-back<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative revises and resubmits the report.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>2. Approval of draft quotation (Section Chief)<\/strong>\n<ul class=\"wp-block-list\">\n<li>The section manager checks the quotation and returns it if it is incomplete.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"far fa-rectangle-landscape fa-lg\" style=\"color:#4a86e8;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">24<\/span><\/span><\/span><strong>3. Approval of draft quotation (Director)<\/strong>\n<ul class=\"wp-block-list\">\n<li>The department manager checks the quotation and returns it if it is incomplete.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x1. JSON Data Reception<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system extracts the required data from the JSON data received from HubSpot and sets it into data items.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x2. Set PDF Filename<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system generates strings from fixed values and system variables and sets them into data items.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x3. Generate PDF<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system inserts the values of the specified data items into the mount PDF and generates a PDF file.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x4-1. Approval<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system sets the quote approval result (approved).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x4-2. Withdrawal<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system sets the quote approval result (withdrawn).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x5. Preparation for HubSpot integration<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system generates JSON data to be sent to HubSpot.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"nodes\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Business process variables to be passed on (number of data items: 37)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>(Initial settings\u3000\u203b Please set up in advance)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>45<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Workflow Platform URL<\/strong> <span style=\"font-style:italic; color:#009900\">q_Questetra_Url<\/span> <code>44<\/code>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\"><a href=\"https:\/\/XXXXX-XXXXX-999.questetra.net\/\" rel=\"nofollow\">https:\/\/XXXXX-XXXXX-999.questetra.net\/<\/a><\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25bc Internal Communication \u25bc<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>0<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-comments fa-lg\" style=\"color:#045FB4;\" title=\"Discussion\"><\/i><\/span> <strong>Special Case Notes<\/strong> <span style=\"font-style:italic; color:#009900\">q_Remarks<\/span> <code>1<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25bc Submission Information \u25bc<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>2<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Company Name<\/strong> <span style=\"font-style:italic; color:#009900\">q_Company<\/span> <code>3<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserts into PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Contact Person Department + Title<\/strong> <span style=\"font-style:italic; color:#009900\">q_Assignment<\/span> <code>4<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserts into PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Representative Submitting Quotation<\/strong> <span style=\"font-style:italic; color:#009900\">q_Representative<\/span> <code>27<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserts into PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Postal Code + Address<\/strong> <span style=\"font-style:italic; color:#009900\">q_Post_Address<\/span> <code>26<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span> <strong>Telephone Number<\/strong> <span style=\"font-style:italic; color:#009900\">q_Phone<\/span> <code>24<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span> <strong>Email<\/strong> <span style=\"font-style:italic; color:#009900\">q_Email<\/span> <code>25<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25bc Quotation Information \u25bc<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>5<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span> <strong>Estimator<\/strong> <span style=\"font-style:italic; color:#009900\">q_Person<\/span> <code>36<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-user fa-lg\" style=\"color:#04B45F;\" title=\"User (Search Select Box)\"><\/i><\/span><strong>(Approved by: Section Chief)<\/strong> <span style=\"font-style:italic; color:#009900\">q_Approved1<\/span> <code>6<\/code>\n<ul class=\"wp-block-list\">\n<li>The processor is set for &#8216;2. Approval of draft quotation (Section Chief)&#8217;.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-user fa-lg\" style=\"color:#04B45F;\" title=\"User (Search Select Box)\"><\/i><\/span><strong>(Approved by: Director)<\/strong> <span style=\"font-style:italic; color:#009900\">q_Approved2<\/span> <code>22<\/code>\n<ul class=\"wp-block-list\">\n<li>The processor is set for &#8216;3. Approval of draft quotation (Director)&#8217;.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Select Box)\"><\/i><\/span><strong>Terms &amp; Conditions<\/strong> <span style=\"font-style:italic; color:#009900\">q_Trade<\/span> <code>7<\/code>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\">3<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-calendar-alt fa-lg\" style=\"color:#5FB404;\" title=\"Date (Y\/M\/D)\"><\/i><\/span><strong>Quotation Issue Date<\/strong> <span style=\"font-style:italic; color:#009900\">q_Issuance<\/span> <code>8<\/code><ul style=\"list-style-type:none\"><li>3 days after the process start date and time. Inserted into the PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\">processInstanceStartDatetime.addDays(3)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-calendar-alt fa-lg\" style=\"color:#5FB404;\" title=\"Date (Y\/M\/D)\"><\/i><\/span><strong>Quotation Expiry Date<\/strong> <span style=\"font-style:italic; color:#009900\">q_Expiration<\/span> <code>9<\/code><ul style=\"list-style-type:none\"><li>17 days after the process start date and time.<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\">processInstanceStartDatetime.addDays(17)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-table fa-lg\" style=\"color:#0404B4;\" title=\"Table\"><\/i><\/span> <strong>\u25c6 Itemised Table<\/strong> <span style=\"font-style:italic; color:#009900\">q_Details<\/span> <code>10<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Total Display 1<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label1<\/span> <code>29<\/code><ul style=\"list-style-type:none\"><li>Inserts into PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\">Subtotal (excluding tax)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>Subtotal<\/strong> <span style=\"font-style:italic; color:#009900\">q_Subtotal<\/span> <code>11<\/code>\n<ul class=\"wp-block-list\">\n<li>Total value of the &#8216;Amount&#8217; column in q_Details. Inserts into PDF.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Total Display 2<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label2<\/span> <code>30<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserts into PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>Discount 2<\/strong> <span style=\"font-style:italic; color:#009900\">q_Discount<\/span> <code>32<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserts into PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Total Display 3<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label3<\/span> <code>31<\/code><ul style=\"list-style-type:none\"><li>Inserts into PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\">Consumption tax, etc.<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>Consumption Tax<\/strong> <span style=\"font-style:italic; color:#009900\">q_Tax<\/span> <code>12<\/code>\n<ul class=\"wp-block-list\">\n<li>Automatic calculation of the tax amount from q_Subtotal. Inserts into PDF.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Label Total<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label_Total<\/span> <code>33<\/code><ul style=\"list-style-type:none\"><li>Inserts into PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\">Total amount billed<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>Total<\/strong> <span style=\"font-style:italic; color:#009900\">q_Total<\/span> <code>13<\/code>\n<ul class=\"wp-block-list\">\n<li>#q_Subtotal + #q_Discount + #q_Tax. Results are inserted in the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>\u25c6 Quotation Footer Message<\/strong> <span style=\"font-style:italic; color:#009900\">q_Footer<\/span> <code>14<\/code><ul style=\"list-style-type:none\"><li>Inserts into PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\">(Please edit this text with the initial value of &#8216;q_Footer&#8217;)\n(Please edit this text with the initial value of &#8216;q_Footer&#8217;)\nQuestetra BPM Suite is a workflow product that enables business data to be transferred in the cloud.\nIt is characterised by the ability to set up workflows simply by Drag &amp; Drop operations, and includes such workflows as &#8216;Approval Flow&#8217;, &#8216;Order Billing Flow&#8217;, and &#8216;Claim Handling Flow&#8217;.\nEven complex tasks such as complaint handling flows can be systemised on site.\n\nIf you would like to incorporate a function for automatic PDF generation of forms, or if you would like to propose modelling of other operations, please contact us.\nIf you have any requests, please feel free to contact Questetra. \n\n<a href=\"https:\/\/www.questetra.com\/contact\/\" rel=\"nofollow\">https:\/\/www.questetra.com\/contact\/<\/a><\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>PDF File Name<\/strong> <span style=\"font-style:italic; color:#009900\">q_Pdf_Name<\/span> <code>15<\/code><ul style=\"list-style-type:none\"><li>Automatically generated at x2.<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#0693E3;\">#{processInstanceId}-#{processInstanceStartDatetime}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-copy fa-lg\" style=\"color:#04B404;\" title=\"File\"><\/i><\/span><strong>PDF File<\/strong> <span style=\"font-style:italic; color:#009900\">q_Pdf_File<\/span> <code>16<\/code>\n<ul class=\"wp-block-list\">\n<li>Automatically generated at x3.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>(Data on HubSpot transmission and reception)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>46<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>HubSpot Receipt (JSON format)<\/strong> <span style=\"font-style:italic; color:#009900\">q_Hub_Json<\/span> <code>34<\/code>\n<ul class=\"wp-block-list\">\n<li>JSON data received from HubSpot is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>HubSpot Submission (JSON format)<\/strong> <span style=\"font-style:italic; color:#009900\">q_Hub_Json_Send<\/span> <code>37<\/code>\n<ul class=\"wp-block-list\">\n<li>JSON data to be sent to HubSpot is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>HubSpot Send Response<\/strong> <span style=\"font-style:italic; color:#009900\">q_Hub_Send_Response<\/span> <code>39<\/code>\n<ul class=\"wp-block-list\">\n<li>The resulting response sent to HubSpot is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>HubSpot Send Errors<\/strong> <span style=\"font-style:italic; color:#009900\">q_Hub_Send_Error<\/span> <code>40<\/code>\n<ul class=\"wp-block-list\">\n<li>Errors resulting from submissions to HubSpot are stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Transaction ID on the HubSpot Side<\/strong> <span style=\"font-style:italic; color:#009900\">q_Dealid<\/span> <code>42<\/code>\n<ul class=\"wp-block-list\">\n<li>The transaction ID received from HubSpot is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Quote Approval Results for HubSpot<\/strong> <span style=\"font-style:italic; color:#009900\">q_Approval_Result<\/span> <code>38<\/code>\n<ul class=\"wp-block-list\">\n<li>Contains quote approval results to be sent to HubSpot.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-graduation-cap\"><\/i> <span style=\"font-style:italic; color:#009900\">Field name<\/span>, <code>Num<\/code>, <span style=\"color:#0693E3;\">Initial value<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-cloud-download-alt\"><\/i> Download<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1hkgMXB4A1rDaJ0_QpnY_BzxLql3-ytQp&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">estimate-approval-flow-20221013-en.qar<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1L5bOhJxZwHyfGE45NzTARxJBKJLq0uqT&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">estimate-approval-flow-20221013-en.csv<\/a> (for importing data item definitions)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-info-circle\"><\/i> Only available in <span style=\"color:#4a86e8\" class=\"has-inline-color\"><strong>Professional<\/strong><\/span> edition.<\/p>\n\n\n<div class=\"su-divider su-divider-style-dashed\" style=\"margin:30px 0;border-width:8px;border-color:#009900\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-lightbulb-exclamation\"><\/i> Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the HubSpot side, we use an app for Questetra BPM Suite integration (we can provide this if you ask us).<\/li>\n\n\n\n<li>HubSpot Sales Hub, Sales Hub Professional or higher and Oparations Hub Professional or higher plans are required.<\/li>\n\n\n\n<li>For more information on HubSpot, visit the <a rel=\"noopener\" href=\"https:\/\/www.hubspot.com\/\" target=\"_blank\">HubSpot website<\/a>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-images\"><\/i> Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"264\" data-attachment-id=\"147270\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/estimate-approval-flow-20221013\/attachment\/estimate-creation-flow-20221013-capture2-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-creation-flow-20221013-capture2-en.jpg?fit=1282%2C331&amp;ssl=1\" data-orig-size=\"1282,331\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"estimate-creation-flow-20221013-capture2-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-creation-flow-20221013-capture2-en.jpg?fit=1024%2C264&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-creation-flow-20221013-capture2-en-1024x264.jpg?resize=1024%2C264&#038;ssl=1\" alt=\"\" class=\"wp-image-147270\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-creation-flow-20221013-capture2-en.jpg?resize=1024%2C264&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-creation-flow-20221013-capture2-en.jpg?resize=600%2C155&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-creation-flow-20221013-capture2-en.jpg?resize=768%2C198&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-creation-flow-20221013-capture2-en.jpg?w=1282&amp;ssl=1 1282w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" data-attachment-id=\"147272\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/estimate-approval-flow-20221013\/attachment\/estimate-approval-flow-20221013-capture-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-approval-flow-20221013-capture-en.png?fit=960%2C540&amp;ssl=1\" data-orig-size=\"960,540\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"estimate-approval-flow-20221013-capture-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-approval-flow-20221013-capture-en.png?fit=960%2C540&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-approval-flow-20221013-capture-en.png?resize=960%2C540&#038;ssl=1\" alt=\"\" class=\"wp-image-147272\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-approval-flow-20221013-capture-en.png?w=960&amp;ssl=1 960w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-approval-flow-20221013-capture-en.png?resize=560%2C315&amp;ssl=1 560w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/estimate-approval-flow-20221013-capture-en.png?resize=768%2C432&amp;ssl=1 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-balance-scale\"><\/i> See also<\/h3>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-bpm-suite wp-block-embed-questetra-bpm-suite\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"yMMod6B3JS\"><a href=\"https:\/\/questetra.com\/ja\/customers\/creativehope\/\">\u682a\u5f0f\u4f1a\u793e\u30af\u30ea\u30a8\u30a4\u30c6\u30a3\u30d6\u30db\u30fc\u30d7<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;\u682a\u5f0f\u4f1a\u793e\u30af\u30ea\u30a8\u30a4\u30c6\u30a3\u30d6\u30db\u30fc\u30d7&#8221; &#8212; Questetra BPM Suite\" src=\"https:\/\/questetra.com\/ja\/customers\/creativehope\/embed\/#?secret=9z6Rx37zpw#?secret=yMMod6B3JS\" data-secret=\"yMMod6B3JS\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This process receives quotation data from the HubSpot Sales Hub, automatically generates a quotation PDF, and requests approval and approval.<br \/>\nAfter approval, the quote approval result is sent to the HubSpot Sales Hub.<\/p>\n","protected":false},"author":9,"featured_media":147268,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[156],"tags":[488],"faq_section":[],"class_list":["post-147210","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-cost-estimate"],"jetpack_publicize_connections":[],"uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?fit=960%2C540&ssl=1",960,540,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?fit=960%2C540&ssl=1",960,540,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?fit=960%2C540&ssl=1",960,540,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?fit=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=900%2C540&ssl=1",900,540,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=600%2C450&ssl=1",600,450,true],"newspack-article-block-portrait-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=450%2C540&ssl=1",450,540,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=400%2C300&ssl=1",400,300,true],"newspack-article-block-portrait-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=300%2C400&ssl=1",300,400,true],"newspack-article-block-square-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=400%2C400&ssl=1",400,400,true],"newspack-article-block-landscape-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=200%2C150&ssl=1",200,150,true],"newspack-article-block-portrait-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=150%2C200&ssl=1",150,200,true],"newspack-article-block-square-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?resize=200%2C200&ssl=1",200,200,true],"newspack-article-block-uncropped":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-en.png?fit=960%2C540&ssl=1",960,540,true]},"uagb_author_info":{"display_name":"Tsuyoshi Kusaka","author_link":"https:\/\/support.questetra.com\/en\/author\/kusaka0211\/"},"uagb_comment_info":0,"uagb_excerpt":"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.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-Cim","jetpack-related-posts":[{"id":152697,"url":"https:\/\/support.questetra.com\/en\/templates\/lead-management-process-hubspot-notification-email-import\/","url_meta":{"origin":147210,"position":0},"title":"Lead Management Process, HubSpot Notification Email Import","author":"furuzo","date":"2023-10-02","format":false,"excerpt":"This workflow receives HubSpot notification emails and manages customer outreach. The company name, customer name, etc., mentioned in the notification email are automatically stored as independent data. The results of the approach are also stored according to the sales activity.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-lead-management-process-for-hubspot-mail-20220817-en.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-lead-management-process-for-hubspot-mail-20220817-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-lead-management-process-for-hubspot-mail-20220817-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-lead-management-process-for-hubspot-mail-20220817-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":158540,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220707\/","url_meta":{"origin":147210,"position":1},"title":"Quotation Creation &#038; Storage Flow, OneDrive Storage","author":"Tsuyoshi Kusaka","date":"2024-02-27","format":false,"excerpt":"A quotation PDF file is automatically generated based on the drafted contents. After submitting the quote, the PDF file is automatically uploaded to OneDrive.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":75409,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20170130\/","url_meta":{"origin":147210,"position":2},"title":"Estimate Creation Flow","author":"Hirotaka NISHI","date":"2022-07-06","format":false,"excerpt":"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 superior, the status of the Issue is recorded at the Task of [3. Submit\u2026","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":154437,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20231106\/","url_meta":{"origin":147210,"position":3},"title":"Estimate Creation Process, AdobePDF Integration","author":"Tsuyoshi Kusaka","date":"2023-11-14","format":false,"excerpt":"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 and results of the quotation are automatically recorded in a ledger on Google Sheets.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":168738,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20241120\/","url_meta":{"origin":147210,"position":4},"title":"Quote Approval Process, Google Drive\/Sheets Connectivity","author":"Tsuyoshi Kusaka","date":"2024-12-12","format":false,"excerpt":"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 automatically generated (using Google Sheets and Google Drive). 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