{"id":154437,"date":"2023-11-14T16:19:28","date_gmt":"2023-11-14T07:19:28","guid":{"rendered":"https:\/\/support.questetra.com\/?p=154437"},"modified":"2024-07-23T16:28:41","modified_gmt":"2024-07-23T07:28:41","slug":"estimate-creation-flow-20231106","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20231106\/","title":{"rendered":"Estimate Creation Process, AdobePDF Integration"},"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 Creation Process, AdobePDF Integration 20231106<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:8px;border-bottom-right-radius:8px\">The process manages the drafting of quotations, approval and the recording of orders received\/lost.\nA quotation PDF file is automatically generated based on the draft content (using Adobe PDF Services).\nAfter confirming the order\/unfulfilment, the contents and results of the quotation are automatically recorded in a ledger on Google Sheets.<\/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>Worker (#of Swimlane: 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>Manager<\/strong>\n<ul class=\"wp-block-list\">\n<li>Salesperson&#8217;s manager<\/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 Flow (Complexity of Workflow: 23)<\/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 of quotation contents<\/strong>\n<ul class=\"wp-block-list\">\n<li>The salesperson drafts a 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. Return response<\/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><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 of draft quotations<\/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. Submission of quotation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative submits a quotation and reports the date and time<\/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 of lost orders<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sales representatives report the status of orders\/lost orders<\/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\">15<\/span><\/span><\/span><strong>x1. Set file names, etc.<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system generates strings from fixed values and system variables and sets them in data items.<\/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\">28<\/span><\/span><\/span><strong>x2&#8242;. Clear draft notation<\/strong>\n<ul class=\"wp-block-list\">\n<li>System removes draft notations in form titles<\/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\">26<\/span><\/span><\/span><strong>x2. Draft description<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system adds a draft notation to the form title<\/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. HTML preparation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system creates HTML files for the output of forms<\/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\">29<\/span><\/span><\/span><strong>x4&#8242;. PDF generation (draft)<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system creates PDF (draft) files of forms<\/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\">19<\/span><\/span><\/span><strong>x4. PDF generation<\/strong>\n<ul class=\"wp-block-list\">\n<li>System creates PDF files of forms<\/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\">22<\/span><\/span><\/span><strong>x4. Update ledger<\/strong>\n<ul class=\"wp-block-list\">\n<li>System updates quote forms on Google Sheets<\/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\">30<\/span><\/span><\/span><strong>x5. Draft check cleared<\/strong>\n<ul class=\"wp-block-list\">\n<li>System clears draft checks<\/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 (#of Data Item: 39)<\/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 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>Remarks<\/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 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&#8217;s Department + 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 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>Quotation Submitter (title required)<\/strong> <span style=\"font-style:italic; color:#009900\">q_Representative<\/span> <code>27<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Inserted 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 Address<\/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-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><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Inserted into PDF<\/li>\n\n\n\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 (Search Select Box)\"><\/i><\/span> <strong>(Approving Supervisor)<\/strong> <span style=\"font-style:italic; color:#009900\">q_Approved<\/span> <code>22<\/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>Service Contents<\/strong> <span style=\"font-style:italic; color:#009900\">q_Service<\/span> <code>28<\/code> <span style=\"color:#990000;\">*<\/span><\/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 and 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 Quotation Issued<\/strong> <span style=\"font-style:italic; color:#009900\">q_Issuance<\/span> <code>8<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>3 days after the process start date and time; inserted into the PDF<\/li>\n\n\n\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><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>17 days after the process start date and time.<\/li>\n\n\n\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_Table<\/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 1<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label1<\/span> <code>29<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into PDF<\/li>\n\n\n\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>Total value of the &#8216;Amount&#8217; column in q_Details, 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 2<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label2<\/span> <code>30<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted 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>Discounts, etc. 2<\/strong> <span style=\"font-style:italic; color:#009900\">q_Discount<\/span> <code>32<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted 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 3<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label3<\/span> <code>31<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into PDF<\/li>\n\n\n\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, etc.<\/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; 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<\/strong> <span style=\"font-style:italic; color:#009900\">q_Label_Total<\/span> <code>33<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into PDF<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">Billing total<\/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>Grand 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\u3002Inserted 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 Message at the bottom of the quote<\/strong> <span style=\"font-style:italic; color:#009900\">q_Footer<\/span> <code>14<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted into PDF<\/li>\n\n\n\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 using only Drag &amp; Drop operations, and even complex workflows such as approval flows, order and invoice flows, and complaint handling flows can be systematised onsite.\n\nIf you would like to incorporate a function for automatically generating PDF 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\/ja\/contact\/\" rel=\"nofollow\">https:\/\/www.questetra.com\/ja\/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>Signature Line &#8211; Company Name<\/strong> <span style=\"font-style:italic; color:#009900\">q_Issuer_Name<\/span> <code>34<\/code>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">Questetra Inc.<\/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 multiple lines)\"><\/i><\/span><strong>Signature Line &#8211; Address and Telephone No.<\/strong> <span style=\"font-style:italic; color:#009900\">q_Issuer_Address<\/span> <code>35<\/code>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">\u3012604-0835\n206 Takamiya-cho, Oike-dori, Manomachi Higashi-iru, Nakagyo-ku, Kyoto\ntel: 075-000-0000 \/ fax: 075-000-0001<\/span><\/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 (Check Box)\"><\/i><\/span> <strong>Do you want to draft a quotation?<\/strong> <span style=\"font-style:italic; color:#009900\">q_Draft_flag<\/span> <code>38<\/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>Draft Notation<\/strong> <span style=\"font-style:italic; color:#009900\">q_Draft_mark<\/span> <code>39<\/code> <\/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 x4.<\/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 (Draft)<\/strong> <span style=\"font-style:italic; color:#009900\">q_PDF_File2<\/span> <code>40<\/code>\n<ul class=\"wp-block-list\">\n<li>Automatically generated at x4&#8242;.<\/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>Automatically generated at x1.<\/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>HTML<\/strong> <span style=\"font-style:italic; color:#009900\">q_HTML<\/span> <code>37<\/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>\u25bc Customer Records \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>Quotation Submission Date<\/strong> <span style=\"font-style:italic; color:#009900\">q_Submission<\/span> <code>18<\/code> <span style=\"color:#990000;\">*<\/span><\/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 Negotiation Results \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>Results Date<\/strong> <span style=\"font-style:italic; color:#009900\">q_Date<\/span> <code>20<\/code> <span style=\"color:#990000;\">*<\/span><\/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><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Downstream processes vary depending on the selected value<\/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=\"https:\/\/drive.google.com\/uc?id=1M4fjXsbVwlcrn1JgI0KdnXVF0kRAQob2&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">estimate-creation-flow-20231106-en.qar<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1BeHLxWuJSmfI7mAIRvhac9jGX0qf6Bmp&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">estimate-creation-flow-20231106-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 icons that are not available in the Basic 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>For more information on configuring Adobe PDF, see <a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/service-task-adobe-html-to-pdf\/\" target=\"_blank\" rel=\"noopener\">Adobe: Generate PDF (HTML to PDF)<\/a><\/li>\n\n\n\n<li>For more information on setting up Google Sheet output, see <a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/googlesheets-appendcells\/\" target=\"_blank\" rel=\"noopener\">Google Sheets: Append New Row<\/a><\/li>\n\n\n\n<li>The procedure for creating HTML for forms will be compiled separately, so please wait for this.<\/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=\"244\" data-attachment-id=\"154444\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20231106\/attachment\/estimate-creation-flow-20231106-capture-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/estimate-creation-flow-20231106-capture-en.jpg?fit=1374%2C327&amp;ssl=1\" data-orig-size=\"1374,327\" 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-20231106-capture-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/estimate-creation-flow-20231106-capture-en.jpg?fit=1024%2C244&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/estimate-creation-flow-20231106-capture-en-1024x244.jpg?resize=1024%2C244&#038;ssl=1\" alt=\"\" class=\"wp-image-154444\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/estimate-creation-flow-20231106-capture-en.jpg?resize=1024%2C244&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/estimate-creation-flow-20231106-capture-en.jpg?resize=600%2C143&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/estimate-creation-flow-20231106-capture-en.jpg?resize=768%2C183&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/estimate-creation-flow-20231106-capture-en.jpg?w=1374&amp;ssl=1 1374w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/estimate-creation-flow-20231106-capture2-en.png?ssl=1\" alt=\"\"\/><\/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=\"n7tzu1cZHe\"><a href=\"http:\/\/support.questetra.com\/en\/bpmn-icons\/service-task-adobe-html-to-pdf\/\">Adobe: Generate PDF (HTML to PDF)<\/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;Adobe: Generate PDF (HTML to PDF)&#8221; &#8212; Questetra Support\" src=\"http:\/\/support.questetra.com\/bpmn-icons\/service-task-adobe-html-to-pdf\/embed\/#?secret=vuEBnlP82u#?secret=n7tzu1cZHe\" data-secret=\"n7tzu1cZHe\" 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=\"7jm84LP9DN\"><a href=\"http:\/\/support.questetra.com\/en\/bpmn-icons\/googlesheets-appendcells\/\">Google Sheets: Append New Row<\/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;Google Sheets: Append New Row&#8221; &#8212; Questetra Support\" src=\"http:\/\/support.questetra.com\/bpmn-icons\/googlesheets-appendcells\/embed\/#?secret=uHbY56FcBS#?secret=7jm84LP9DN\" data-secret=\"7jm84LP9DN\" 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=\"SD2QLtvHfI\"><a href=\"http:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220912\/\">Estimate Storage Flow, Excel Online Ledger Update<\/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;Estimate Storage Flow, Excel Online Ledger Update&#8221; &#8212; Questetra Support\" src=\"http:\/\/support.questetra.com\/templates\/online-estimate-storage-flow-20220912\/embed\/#?secret=ZVUb2WH2iX#?secret=SD2QLtvHfI\" data-secret=\"SD2QLtvHfI\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The process manages the drafting of quotations, approval and the recording of orders received\/lost.<br \/>\nA quotation PDF file is automatically generated based on the draft content (using Adobe PDF Services).<br \/>\nAfter confirming the order\/unfulfilment, the contents and results of the quotation are automatically recorded in a ledger on Google Sheets.<\/p>\n","protected":false},"author":9,"featured_media":163412,"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":[3461,488],"class_list":["post-154437","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-adobe-pdf-services-api","tag-cost-estimate"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=960%2C540&ssl=1","uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=960%2C540&ssl=1",960,540,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=960%2C540&ssl=1",960,540,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?fit=960%2C540&ssl=1",960,540,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.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\/11\/eyecatch-estimate-creation-flow-20231106-en1.png?resize=200%2C200&ssl=1",200,200,true],"newspack-article-block-uncropped":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/11\/eyecatch-estimate-creation-flow-20231106-en1.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":"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.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-EaV","jetpack_likes_enabled":true,"jetpack-related-posts":[{"id":158540,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220707\/","url_meta":{"origin":154437,"position":0},"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":147703,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220909\/","url_meta":{"origin":154437,"position":1},"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":168368,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20241119\/","url_meta":{"origin":154437,"position":2},"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":154437,"position":3},"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":147584,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220912\/","url_meta":{"origin":154437,"position":4},"title":"Estimate Storage Flow, Excel Online Ledger Update","author":"Tsuyoshi Kusaka","date":"2023-06-26","format":false,"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.","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-20220912-en-1.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-20220912-en-1.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-20220912-en-1.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-20220912-en-1.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":154437,"position":5},"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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