{"id":147584,"date":"2023-06-26T16:18:04","date_gmt":"2023-06-26T07:18:04","guid":{"rendered":"https:\/\/support.questetra.com\/?p=147584"},"modified":"2023-06-26T16:59:58","modified_gmt":"2023-06-26T07:59:58","slug":"online-estimate-storage-flow-20220912","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220912\/","title":{"rendered":"Estimate Storage Flow, Excel Online Ledger Update"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#44bbbb;border-radius:10px;max-width:none\"><div class=\"su-box-title\" style=\"background-color:#77eeee;color:#000000;border-top-left-radius:8px;border-top-right-radius:8px\">Estimate Storage Flow, Excel Online Ledger Update 20220912<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:8px;border-bottom-right-radius:8px\">A quotation PDF file is generated with the drafted content and uploaded to SharePoint Online.\nAfter the order has been confirmed, the contents and results of the quotation are recorded in the Excel Online ledger on SharePoint Online.<\/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: 2)<\/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\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span><strong>Sales<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sales Representative<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span><strong>Supervisor<\/strong>\n<ul class=\"wp-block-list\">\n<li>Supervisor of the sales representative<\/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: 12)<\/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\"><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\">1<\/span><\/span><\/span><strong>1. Draft Estimate Contents<\/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><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\">7<\/span><\/span><\/span><strong>1x. Draft Correction<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative revises the drafting and resubmits it.<\/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\">6<\/span><\/span><\/span><strong>2. Approval<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative&#8217;s supervisor 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\">8<\/span><\/span><\/span><strong>3. Submit Quotation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative submits a quotation and reports the date and time of the quotation.<\/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\">9<\/span><\/span><\/span><strong>4. Reporting Lost Orders<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative reports the results of the order\/lost order.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">16<\/span><\/span><\/span><strong>x1. Set PDF File Name<\/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.\u3000<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">5<\/span><\/span><\/span><strong>x2. Generate PDF<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system inserts the values of the specified data items into a template and generates a PDF file.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">20<\/span><\/span><\/span><strong>x3. Upload to SharePoint Online<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system uploads the quotation file to a designated folder in SharePoint Online.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">21<\/span><\/span><\/span><strong>x4. Ledger Record<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system provides detailed information on quotations in the Excel Online quotation ledger.<\/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: 35)<\/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>\u25bc Internal Commmunication \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>Inserted into 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 single line)\"><\/i><\/span><strong>Representative<\/strong> <span style=\"font-style:italic; color:#009900\">q_Representative<\/span> <code>31<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into 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>Department and Title<\/strong> <span style=\"font-style:italic; color:#009900\">q_Assignment<\/span> <code>4<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into 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>Address<\/strong> <span style=\"font-style:italic; color:#009900\">q_Post_Address<\/span> <code>32<\/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>33<\/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 Address<\/strong> <span style=\"font-style:italic; color:#009900\">q_Email<\/span> <code>34<\/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 Estimate 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-user fa-lg\" style=\"color:#04B45F;\" title=\"User (Search Select Box)\"><\/i><\/span><strong>Estimator<\/strong> <span style=\"font-style:italic; color:#009900\">q_Person<\/span> <code>6<\/code><ul style=\"list-style-type:none\"><li>Inserted into the PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">${processInstance.initQuserId}<\/span><\/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 (Select Box)\"><\/i><\/span><strong>(Approving Supervisor)<\/strong> <span style=\"font-style:italic; color:#009900\">q_Approved<\/span> <code>35<\/code>\n<ul class=\"wp-block-list\">\n<li>The processor is set for &#8216;2. Approval&#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 (Radio Button)\"><\/i><\/span> <strong>Service Details<\/strong> <span style=\"font-style:italic; color:#009900\">q_Service<\/span> <code>36<\/code> <\/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:#9DCCE0;\">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>Date Quote Issued<\/strong> <span style=\"font-style:italic; color:#009900\">q_Issuance<\/span> <code>8<\/code><ul style=\"list-style-type:none\"><li>Inserted into the PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">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>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">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>26<\/code><ul style=\"list-style-type:none\"><li>Inserted into the PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">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>Inserted into 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 single line)\"><\/i><\/span><strong>Total Display 2<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label2<\/span> <code>27<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into the 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 \uff12<\/strong> <span style=\"font-style:italic; color:#009900\">q_Discount<\/span> <code>30<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into 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 single line)\"><\/i><\/span><strong>Total Display \uff13<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label3<\/span> <code>28<\/code><ul style=\"list-style-type:none\"><li>Inserted into the PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">Consumption 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>Consumption Tax<\/strong> <span style=\"font-style:italic; color:#009900\">q_Tax<\/span> <code>12<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into 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 single line)\"><\/i><\/span><strong>Grand Total<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label_Total<\/span> <code>29<\/code><ul style=\"list-style-type:none\"><li>Inserted into the PDF<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">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>Inserted into 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 Footer Message<\/strong> <span style=\"font-style:italic; color:#009900\">q_Footer<\/span> <code>14<\/code>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">Questetra 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 even complex workflows such as the &#8216;Approval Flow&#8217;, &#8216;Order Billing Flow&#8217; and &#8216;Complaint Handling Flow&#8217; can be systemised under the initiative of the site.\n\nIf you would like to incorporate a function for automatic PDF generation of forms, or if you would like us 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>\n<ul class=\"wp-block-list\">\n<li>The process ID and date are concatenated and stored in &#8220;x1. Set PDF File Name&#8221; process. Example: &#8220;Quote-0001234-202207051120.pdf&#8221;.<\/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>In the &#8220;x2. Generate PDF&#8221; process, the automatically generated PDF files 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>Storage Folder URL<\/strong> <span style=\"font-style:italic; color:#009900\">q_folderUrl<\/span> <code>22<\/code><ul style=\"list-style-type:none\"><li>The URL of the folder where the files are stored on SharePoint Online is stored.\n<a href=\"https:\/\/XXXXX.sharepoint.com\/sites\/XXXXX\/Shared%20Documents\/Forms\/AllItems.aspx?newTargetListUrl=%2Fsites%2FXXXXX&#038;viewpath=%2Fsites%2FXXXXX&#038;viewid=XXXXX\" rel=\"nofollow\">https:\/\/XXXXX.sharepoint.com\/sites\/XXXXX\/Shared%20Documents\/Forms\/AllItems.aspx?newTargetListUrl=%2Fsites%2FXXXXX&#038;viewpath=%2Fsites%2FXXXXX&#038;viewid=XXXXX<\/a><\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\"><a href=\"https:\/\/XXXXX.sharepoint.com\/sites\/XXXXX\/Shared%20Documents\/Forms\/AllItems.aspx?newTargetListUrl=%2Fsites%2FXXXXX&#038;viewpath=%2Fsites%2FXXXXX&#038;viewid=XXXXX\" rel=\"nofollow\">https:\/\/XXXXX.sharepoint.com\/sites\/XXXXX\/Shared%20Documents\/Forms\/AllItems.aspx?newTargetListUrl=%2Fsites%2FXXXXX&#038;viewpath=%2Fsites%2FXXXXX&#038;viewid=XXXXX<\/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 Client&#8217;s Notes \u25bc<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>17<\/code> <\/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>Date of Quote Submission<\/strong> <span style=\"font-style:italic; color:#009900\">q_Submission<\/span> <code>18<\/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 Results of Business Negotiations \u25bc<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>19<\/code> <\/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>Date of Results<\/strong> <span style=\"font-style:italic; color:#009900\">q_Win_Date<\/span> <code>20<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Lost Orders<\/strong> <span style=\"font-style:italic; color:#009900\">q_Win<\/span> <code>21<\/code>\n<ul class=\"wp-block-list\">\n<li>The results of business negotiations, such as orders received and lost orders, 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>File URL<\/strong> <span style=\"font-style:italic; color:#009900\">q_fileUrl<\/span> <code>25<\/code>\n<ul class=\"wp-block-list\">\n<li>The &#8220;x3.Upload to SharePoint Online&#8221; step stores the quotation file URL on SharePoint Online.<\/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:#9DCCE0;\">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=\"online-estimate-storage-flow-20220912\" target=\"_blank\" rel=\"noreferrer noopener\">online-estimate-storage-flow-20220912-en.qar<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1PyWWFv-fWWK-bMNZTr4owb1wqD2dk-NZ&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">online-estimate-storage-flow-20220912-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> This archive contains the BPMN icon, which is only available in the Professional 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>When importing, the processing person settings are associated with the organisational structure.<\/li>\n\n\n\n<li>After importing, the settings need to be changed in the Edit mode.\n<ul class=\"wp-block-list\">\n<li>(Immediately after import, a configuration error occurs.)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>About setting up integration with Microsoft365-based services\n<ul class=\"wp-block-list\">\n<li>How to register applications on the Microsoft365 (Azure Active Directory) side\n<ul class=\"wp-block-list\">\n<li>&#8220;<a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/developer-blog\/office365-app-regist\/\" target=\"_blank\">Application Registration Procedure in Office 365 for Linking Office 365 and Questetra Cloud Workflow with API<\/a>&#8220;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>How to set up HTTP authentication on the Questetra side\n<ul class=\"wp-block-list\">\n<li>&#8220;<a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/developer-blog\/onedrive-questetra\/\" target=\"_blank\">How to Output Files from Cloud-based Workflow Questetra to OneDrive<\/a>&#8221;\n<ul class=\"wp-block-list\">\n<li>2.2: OAuth settings on the Questetra side<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>About the automatic process &#8220;Upload to SharePoint Online&#8221;<ul><li>Changing the scope when acquiring tokens<\/li><\/ul><ul><li>Scope specification (HTTP authentication settings)<ul><li><code>https:\/\/graph.microsoft.com\/<strong>Sites<\/strong>.ReadWrite.All offline_access<\/code><br>\u203b Attention \u203b\u3000<code>https:\/\/graph.microsoft.com\/<strong>Files<\/strong>.ReadWrite offline_access<\/code> (for OneDrive) does not work<\/li><\/ul><\/li><\/ul>\n\n\n<ul class=\"wp-block-list\">\n<li>Specify the URL of the folder where the file is to be uploaded\n\n\n<ul class=\"wp-block-list\">\n<li>URL when accessing the document library from a SharePoint Online screen.<br>\u203b Attention \u203b\u3000URLs do not work when accessing the document library of a SharePoint Online site from &#8216;Quick Access&#8217; on the OneDrive screen<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>The fixed values set should be changed when in use.\n<ul class=\"wp-block-list\">\n<li>Display labels for Select-type data items &#8216;Service Details&#8217; and &#8216;Terms &amp; Conditions&#8217;<\/li>\n\n\n\n<li>Initial values for data items &#8216;\u25c6 Footer Message&#8217; and &#8216;Storage Folder URL&#8217;<\/li>\n\n\n\n<li>Fixed part such as company name in the template PDF (add-on)<\/li>\n<\/ul>\n<\/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 size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"211\" data-attachment-id=\"147694\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220912\/attachment\/online-estimate-storage-flow-20220912-capture2-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture2-en.jpg?fit=1396%2C288&amp;ssl=1\" data-orig-size=\"1396,288\" 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=\"online-estimate-storage-flow-20220912-capture2-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture2-en.jpg?fit=1024%2C211&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture2-en-1024x211.jpg?resize=1024%2C211&#038;ssl=1\" alt=\"\" class=\"wp-image-147694\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture2-en.jpg?resize=1024%2C211&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture2-en.jpg?resize=600%2C124&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture2-en.jpg?resize=768%2C158&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture2-en.jpg?w=1396&amp;ssl=1 1396w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" data-attachment-id=\"147697\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220912\/attachment\/online-estimate-storage-flow-20220912-capture-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-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=\"online-estimate-storage-flow-20220912-capture-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture-en.png?fit=960%2C540&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture-en.png?resize=960%2C540&#038;ssl=1\" alt=\"\" class=\"wp-image-147697\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture-en.png?w=960&amp;ssl=1 960w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-capture-en.png?resize=560%2C315&amp;ssl=1 560w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/online-estimate-storage-flow-20220912-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-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"uTWypxsZyY\"><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/onedrive-file-upload\/\">Microsoft 365 OneDrive for Business: \u30d5\u30a1\u30a4\u30eb\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9<\/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;Microsoft 365 OneDrive for Business: \u30d5\u30a1\u30a4\u30eb\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/bpmn-icons\/onedrive-file-upload\/embed\/#?secret=CUTXMR2flP#?secret=uTWypxsZyY\" data-secret=\"uTWypxsZyY\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"FR5OeCcLk4\"><a href=\"https:\/\/support.questetra.com\/en\/addons\/excel-row-append\/\">Microsoft 365 Excel: \u884c\u8ffd\u52a0<\/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;Microsoft 365 Excel: \u884c\u8ffd\u52a0&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/addons\/excel-row-append\/embed\/#?secret=8s2EKoYrPi#?secret=FR5OeCcLk4\" data-secret=\"FR5OeCcLk4\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"IN7ELFkP8M\"><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/service-task-pdf-generation\/\">PDF \u30d5\u30a1\u30a4\u30eb\u751f\u6210<\/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;PDF \u30d5\u30a1\u30a4\u30eb\u751f\u6210&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/bpmn-icons\/service-task-pdf-generation\/embed\/#?secret=9BVzacPLY8#?secret=IN7ELFkP8M\" data-secret=\"IN7ELFkP8M\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"HrpUCa8B2c\"><a href=\"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220909\/\">\u898b\u7a4d\u4f5c\u6210\u30fb\u4fdd\u7ba1\u30d5\u30ed\u30fc, SharePoint Online \u4fdd\u5b58<\/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;\u898b\u7a4d\u4f5c\u6210\u30fb\u4fdd\u7ba1\u30d5\u30ed\u30fc, SharePoint Online \u4fdd\u5b58&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/templates\/online-estimate-storage-flow-20220909\/embed\/#?secret=5jG8r1PnPj#?secret=HrpUCa8B2c\" data-secret=\"HrpUCa8B2c\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>A quotation PDF file is generated with the drafted content and uploaded to SharePoint Online.<br \/>\nAfter the order has been confirmed, the contents and results of the quotation are recorded in the Excel Online ledger on SharePoint Online.<\/p>\n","protected":false},"author":9,"featured_media":147700,"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":[488,321,3160],"class_list":["post-147584","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-cost-estimate","tag-information-control","tag-microsoft-365"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220912-en-1.png?fit=960%2C540&ssl=1","uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220912-en-1.png?fit=960%2C540&ssl=1",960,540,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220912-en-1.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220912-en-1.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220912-en-1.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220912-en-1.png?fit=960%2C540&ssl=1",960,540,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220912-en-1.png?fit=960%2C540&ssl=1",960,540,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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-online-estimate-storage-flow-20220912-en-1.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":"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 SharePoint Online.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-Coo","jetpack_likes_enabled":true,"jetpack-related-posts":[{"id":147703,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220909\/","url_meta":{"origin":147584,"position":0},"title":"Quote Creation and Storage Flow, SharePoint Online Save","author":"Tsuyoshi Kusaka","date":"2023-06-27","format":false,"excerpt":"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 Online on SharePoint Online.","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\/06\/eyecatch-online-estimate-storage-flow-20220909-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\/06\/eyecatch-online-estimate-storage-flow-20220909-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220909-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-online-estimate-storage-flow-20220909-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":154437,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20231106\/","url_meta":{"origin":147584,"position":1},"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":158540,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220707\/","url_meta":{"origin":147584,"position":2},"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":75346,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20161011\/","url_meta":{"origin":147584,"position":3},"title":"Online Estimate Storage Flow","author":"Hirotaka NISHI","date":"2022-12-21","format":false,"excerpt":"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 in the contract is automatically uploaded to the Dropbox folder.","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-online-estimate-storage-flow-20161011-218-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-online-estimate-storage-flow-20161011-218-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-online-estimate-storage-flow-20161011-218-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-online-estimate-storage-flow-20161011-218-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-online-estimate-storage-flow-20161011-218-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":168368,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20241119\/","url_meta":{"origin":147584,"position":4},"title":"Estimate Creation Process, OneDrive\/ExcelOnline Integration","author":"Tsuyoshi Kusaka","date":"2024-12-02","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 superior, a PDF file of the quotation with a stamp is automatically generated (using Excel Online and OneDrive). After the order is confirmed, the result\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\/2024\/12\/eyecatch-estimate-creation-flow-20241119-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\/12\/eyecatch-estimate-creation-flow-20241119-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/12\/eyecatch-estimate-creation-flow-20241119-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/12\/eyecatch-estimate-creation-flow-20241119-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":147584,"position":5},"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":[]}],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/147584","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/comments?post=147584"}],"version-history":[{"count":16,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/147584\/revisions"}],"predecessor-version":[{"id":147712,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/147584\/revisions\/147712"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media\/147700"}],"wp:attachment":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media?parent=147584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/categories?post=147584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/tags?post=147584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}