{"id":158540,"date":"2024-02-27T16:58:53","date_gmt":"2024-02-27T07:58:53","guid":{"rendered":"https:\/\/support.questetra.com\/?p=158540"},"modified":"2026-09-24T09:27:43","modified_gmt":"2026-09-24T00:27:43","slug":"online-estimate-storage-flow-20220707","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220707\/","title":{"rendered":"Quotation Creation &#038; Storage Flow, OneDrive Storage"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#0b6305;border-radius:3px;max-width:none\"><div class=\"su-box-title\" style=\"background-color:#3E9638;color:#FFFFFF;border-top-left-radius:1px;border-top-right-radius:1px\">Quotation Creation &amp; Storage Flow, OneDrive Storage 20220707<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:1px;border-bottom-right-radius:1px\">A quotation PDF file is automatically generated based on the drafted contents.\nAfter submitting the quote, the PDF file is automatically uploaded to OneDrive.<\/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=\"wp-block-list fa-ul\">\n<li><strong>Sales<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sales representative<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Supervisor<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sales representative&#8217;s supervisor<\/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: 13)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"wp-block-list fa-ul\">\n<li><strong>1. Draft Quotation<\/strong>\n<ul class=\"wp-block-list\">\n<li>Salesperson drafts a quote<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>1x. Revision<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative will revise the draft and resubmit it.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>2. Approve Draft Quote<\/strong>\n<ul class=\"wp-block-list\">\n<li>The salesperson&#8217;s supervisor will check the quote and send it back if there are any deficiencies.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>3. Submit Quotation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales representative submits the quotation and reports the date and time.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>4. Order Loss Report<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sales representatives report win\/loss results.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><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 in data items.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x2. PDF Generation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system generates a PDF file by inserting the values of the specified data items into the mount PDF.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x3. Upload to OneDrive<\/strong> <\/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: 35)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"wp-block-list fa-ul\">\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25bc Internal Communication \u25bc<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>0<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-comments fa-lg\" style=\"color:#045FB4;\" title=\"Discussion\"><\/i><\/span> <strong>Special Notes on the Project<\/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>will be 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>Sales Representative<\/strong><span style=\"font-style:italic; color:#009900\">q_Representative<\/span><code>31<\/code>\n<ul class=\"wp-block-list\">\n<li>will be 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>Handler + Department<\/strong><span style=\"font-style:italic; color:#009900\">q_Assignment<\/span><code>4<\/code>\n<ul class=\"wp-block-list\">\n<li>will be 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 Quote 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>\n<ul class=\"wp-block-list\">\n<li>will be inserted into the PDF<\/li>\n\n\n\n<li> <span style=\"color:#0693E3;\">${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>Approver<\/strong><span style=\"font-style:italic; color:#009900\">q_Approved<\/span><code>35<\/code>\n<ul class=\"wp-block-list\">\n<li>The processor for &#8220;2. Approve Draft Quote&#8221; is set.<\/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 Contents<\/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 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:#0693E3;\">3<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-calendar-alt fa-lg\" style=\"color:#5FB404;\" title=\"Date (Y\/M\/D)\"><\/i><\/span><strong>Quotation Issue Date<\/strong><span style=\"font-style:italic; color:#009900\">q_Issuance<\/span><code>8<\/code>\n<ul class=\"wp-block-list\">\n<li>will be inserted into the PDF<\/li>\n\n\n\n<li> <span style=\"color:#0693E3;\">processInstanceStartDatetime.addDays(3)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-calendar-alt fa-lg\" style=\"color:#5FB404;\" title=\"Date (Y\/M\/D)\"><\/i><\/span><strong>Quotation Expiration 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:#0693E3;\">processInstanceStartDatetime.addDays(17)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-table fa-lg\" style=\"color:#0404B4;\" title=\"Table\"><\/i><\/span> <strong>\u25c6 Details 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 1<\/strong><span style=\"font-style:italic; color:#009900\">q_Label1<\/span><code>26<\/code>\n<ul class=\"wp-block-list\">\n<li>will be inserted into the PDF<\/li>\n\n\n\n<li> <span style=\"color:#0693E3;\">Subtotal (excluding tax)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>Subtotal<\/strong><span style=\"font-style:italic; color:#009900\">q_Subtotal<\/span><code>11<\/code>\n<ul class=\"wp-block-list\">\n<li>will be 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>27<\/code>\n<ul class=\"wp-block-list\">\n<li>will be 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 2<\/strong><span style=\"font-style:italic; color:#009900\">q_Discount<\/span><code>30<\/code>\n<ul class=\"wp-block-list\">\n<li>will be 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 3<\/strong><span style=\"font-style:italic; color:#009900\">q_Label3<\/span><code>28<\/code>\n<ul class=\"wp-block-list\">\n<li>will be inserted into the PDF<\/li>\n\n\n\n<li> <span style=\"color:#0693E3;\">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>will be 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>29<\/code>\n<ul class=\"wp-block-list\">\n<li>will be inserted into the PDF<\/li>\n\n\n\n<li> <span style=\"color:#0693E3;\">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>will be 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:#0693E3;\">Questetra BPM Suite is a workflow product that enables business data to be transferred in the cloud.<br>It is characterized by the ability to set up a workflow with a simple drag &amp; drop operation, and even complex workflows such as &#8220;Approval Flow&#8221;, &#8220;Order and Billing Flow,&#8221; and &#8220;Claim Handling Flow&#8221; can be systematized onsite.<br><br>If you would like to incorporate an automatic PDF form generation function, or if you would like us to propose modeling of other operations, please feel free to contact us.<br><br><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>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>In the &#8220;x1. Set PDF File Name&#8221; process, the process ID and date are concatenated and stored. 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>The automatically generated PDF file is stored in the &#8220;x2.PDF Generation&#8221; process.<\/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>OneDrive Storage Folder URL<\/strong><span style=\"font-style:italic; color:#009900\">q_folderUrl<\/span><code>22<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the URL of the file storage folder on OneDrive.<\/li>\n\n\n\n<li> <span style=\"color:#0693E3;\"><a href=\"https:\/\/XXXXX.sharepoint.com\/personal\/XXXXX_onmicrosoft_com\/_layouts\/15\/onedrive.aspx?login_hint=XXXXX\" rel=\"nofollow\">https:\/\/XXXXX.sharepoint.com\/personal\/XXXXX_onmicrosoft_com\/_layouts\/15\/onedrive.aspx?login_hint=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 Customer Submission Record \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> <\/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_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 Order<\/strong><span style=\"font-style:italic; color:#009900\">q_Win<\/span><code>21<\/code>\n<ul class=\"wp-block-list\">\n<li>Business negotiation results such as orders won 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>In the &#8220;x3.Upload to OneDrive&#8221; step, the quotation file URL on OneDrive is stored.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-graduation-cap\"><\/i> <span style=\"font-style:italic; color:#009900\">Field Name<\/span>, <code>num<\/code>, <span style=\"color:#0693E3;\">Initial Value<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-cloud-download-alt\"><\/i> Download<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/qbpms-app-archive.s3.ap-northeast-1.amazonaws.com\/online-demo-en-backup\/m78-Quotation_Creation___Storage_Flow__OneDrive_Storage.qar\">Quotation_Creation___Storage_Flow__OneDrive_Storage.qar<\/a> (Latest)<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1pqQSPQTiBfVymDv96_Y9IjR7tOlBe98q&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">online-estimate-storage-flow-20220707-en.qar<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=17N3sCvqsbJQIT3ORe2IQF_pnS13mn52h&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">online-estimate-storage-flow-20220707-en.xml.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>You need to associate the Swimlane settings according to your organizational structure upon import<\/li>\n\n\n\n<li>After importing, you will need to change the settings by editing the application.\n<ul class=\"wp-block-list\">\n<li>(Immediately after import, the settings will be in an error state.)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Please change the fixed value set for use\n<ul class=\"wp-block-list\">\n<li>Display labels for selective data items &#8220;Service Contents&#8221; and &#8220;Terms and Conditions&#8221;.<\/li>\n\n\n\n<li>Initial values for data items &#8220;\u25c6 Footer Message&#8221; and &#8220;OneDrive Storage Folder URL&#8221;<\/li>\n\n\n\n<li>Fixed part of the company name, etc. in the mount 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\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/online-estimate-storage-flow-20220707-capture2-en.jpg?ssl=1\" alt=\"\" class=\"wp-image-123992\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/online-estimate-storage-flow-20220707-capture-en.png?ssl=1\" alt=\"\" class=\"wp-image-123990\"\/><\/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=\"OjvmzQ9Hgr\"><a href=\"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20161011\/\">\u898b\u7a4d\u4f5c\u6210\u30fb\u4fdd\u7ba1\u30d5\u30ed\u30fc, Box\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, Box\u4fdd\u5b58&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/templates\/online-estimate-storage-flow-20161011\/embed\/#?secret=pfd46qgS71#?secret=OjvmzQ9Hgr\" data-secret=\"OjvmzQ9Hgr\" 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=\"FXBn1SUXGr\"><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\/bpmn-icons\/onedrive-file-upload\/embed\/#?secret=fstbhK0hBK#?secret=FXBn1SUXGr\" data-secret=\"FXBn1SUXGr\" 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=\"TPxOzZFz24\"><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\/bpmn-icons\/service-task-pdf-generation\/embed\/#?secret=r5YnNb9oA0#?secret=TPxOzZFz24\" data-secret=\"TPxOzZFz24\" 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 automatically generated based on the drafted contents.<br \/>\nAfter submitting the quote, the PDF file is automatically uploaded to OneDrive.<\/p>\n","protected":false},"author":9,"featured_media":158543,"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_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_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":[488,321,3160,3158],"faq_section":[],"class_list":["post-158540","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-cost-estimate","tag-information-control","tag-microsoft-365","tag-microsoft-onedrive"],"jetpack_publicize_connections":[],"uagb_featured_image_src":{"full":["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",960,540,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=768%2C432&ssl=1",768,432,true],"large":["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",960,540,true],"1536x1536":["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",960,540,true],"2048x2048":["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",960,540,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=900%2C540&ssl=1",900,540,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=600%2C450&ssl=1",600,450,true],"newspack-article-block-portrait-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=450%2C540&ssl=1",450,540,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?resize=400%2C300&ssl=1",400,300,true],"newspack-article-block-portrait-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecat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Kusaka","author_link":"https:\/\/support.questetra.com\/en\/author\/kusaka0211\/"},"uagb_comment_info":1,"uagb_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.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-Ff6","jetpack-related-posts":[{"id":75346,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20161011\/","url_meta":{"origin":158540,"position":0},"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":75409,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20170130\/","url_meta":{"origin":158540,"position":1},"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":67575,"url":"https:\/\/support.questetra.com\/en\/pdf\/pdf-quote\/","url_meta":{"origin":158540,"position":2},"title":"Base PDF: Quotation","author":"Hirotaka NISHI","date":"2022-07-13","format":false,"excerpt":"A base PDF file for automatically generating a quotation based on the entered business data. Values such as recipient and issuer information, amounts, and details entered in the workflow are inserted into each field.","rel":"","context":"In &quot;Base PDF&quot;","block_context":{"text":"Base PDF","link":"https:\/\/support.questetra.com\/en\/category\/pdf\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":147703,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220909\/","url_meta":{"origin":158540,"position":3},"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":147584,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220912\/","url_meta":{"origin":158540,"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. 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After checking the contents of the web form entry at the Step of [Confirmation \/ Judgement], a Cover Sheet PDF is automatically generated. Also, the customer information is registered in the database (kintone) after the\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-catalogue-request-correspondence-flow-20160530-209-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-catalogue-request-correspondence-flow-20160530-209-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-catalogue-request-correspondence-flow-20160530-209-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-catalogue-request-correspondence-flow-20160530-209-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-catalogue-request-correspondence-flow-20160530-209-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]}],"jetpack_featured_media_url":"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","_links":{"self":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/158540","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=158540"}],"version-history":[{"count":9,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/158540\/revisions"}],"predecessor-version":[{"id":196064,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/158540\/revisions\/196064"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media\/158543"}],"wp:attachment":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media?parent=158540"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/categories?post=158540"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/tags?post=158540"},{"taxonomy":"faq_section","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/faq_section?post=158540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}