{"id":75346,"date":"2022-12-21T16:49:17","date_gmt":"2022-12-21T07:49:17","guid":{"rendered":"https:\/\/support.questetra.com\/developer-blog\/online-estimate-storage-flow-20161011\/"},"modified":"2022-12-22T14:06:16","modified_gmt":"2022-12-22T05:06:16","slug":"online-estimate-storage-flow-20161011","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20161011\/","title":{"rendered":"Online Estimate Storage Flow"},"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\">Online Estimate Storage Flow 20161011<\/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 is automatically stored and shared. After you have entered your details and the total cost in the [1. Drafting Quotation] Task, a PDF quote is automatically generated. After the quote is submitted, the final quote is automatically uploaded to your box folder.<\/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>Salesperson<\/strong> <\/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> <\/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: 16)<\/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. Drafting Quotation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales personnel drafts a quote.<\/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. Rework<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales personnel corrects 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 on Quotation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales personnel boss checks the quote and returns any deficiencies.<\/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 personnel submits the quote 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. Win-loss Report<\/strong>\n<ul class=\"wp-block-list\">\n<li>The sales personnel reports the result of win-loss.<\/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\">17<\/span><\/span><\/span><strong>x1. Open Chat Compose<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system generates a post body from fixed values, system variables, and Data Item values and sets it in a Data Item.<\/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\">18<\/span><\/span><\/span><strong>x2. Post to Open Chat<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system posts the value of the specified Data Item to Open Chat.<\/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>x3. PDF filename set<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system generates a string from fixed values and system variables and sets it in a Data Item.<\/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>x4. PDF generation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system inserts the values of the specified Data Items into the Base PDF 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\">14<\/span><\/span><\/span><strong>x5. Post to stuff Slack<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system posts the set string to Slack.<\/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>x6. Upload to box<\/strong>\n<ul class=\"wp-block-list\">\n<li>The system uploads the PDF file to the box directory and sets the file URL in the Data Item.<\/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-1 su-spoiler-closed\" data-anchor=\"diagram\" 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 Diagram (click to open)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"217\" data-attachment-id=\"101067\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20161011\/attachment\/online-estimate-storage-flow-20161011-218-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/online-estimate-storage-flow-20161011-218-en.png?fit=1344%2C285&amp;ssl=1\" data-orig-size=\"1344,285\" 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-20161011-218-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/online-estimate-storage-flow-20161011-218-en.png?fit=1024%2C217&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/online-estimate-storage-flow-20161011-218-en-1024x217.png?resize=1024%2C217&#038;ssl=1\" alt=\"\" class=\"wp-image-101067\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/online-estimate-storage-flow-20161011-218-en.png?resize=1024%2C217&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/online-estimate-storage-flow-20161011-218-en.png?resize=600%2C127&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/online-estimate-storage-flow-20161011-218-en.png?resize=768%2C163&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/online-estimate-storage-flow-20161011-218-en.png?w=1344&amp;ssl=1 1344w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>BPMN Icons<ul><li>Start Event<\/li><li>End Event<\/li><li>Join Gateway<\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/exclusive-gateway\/\" target=\"_blank\">XOR Gateway<\/a><\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/human-task\/\" target=\"_blank\">Human Task<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/service-task-data-assignment\/\" target=\"_blank\">Update Data<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/service-task-pdf-generation\/\" target=\"_blank\">Generate PDF File<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/addons\/open-chat-post\/\" target=\"_blank\">Open Chat, Post<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/addons\/slack-chat-post-bots\/\" target=\"_blank\">Slack: Post Chat (Bots)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.questetra.com\/en\/addons\/box-upload\/\" target=\"_blank\" rel=\"noreferrer noopener\">Box: Upload File<\/a><\/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: 37)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>= Internal Communication =<\/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 Remarks on Issue<\/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>= Customer Info =<\/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>Customer 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 in the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Customer&#8217;s Representative Name<\/strong><span style=\"font-style:italic; color:#009900\">q_Representative<\/span><code>26<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Customer&#8217;s Department and Position<\/strong><span style=\"font-style:italic; color:#009900\">q_Assignment<\/span><code>4<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Customer&#8217;s Postal code, address<\/strong> <span style=\"font-style:italic; color:#009900\">q_Post_Address<\/span> <code>27<\/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>Phone number<\/strong> <span style=\"font-style:italic; color:#009900\">q_Phone<\/span> <code>28<\/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>Customer&#8217;s Email address<\/strong> <span style=\"font-style:italic; color:#009900\">q_Email<\/span> <code>29<\/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>= Quotation Info =<\/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>Person in charge of Quotation<\/strong><span style=\"font-style:italic; color:#009900\">q_Person<\/span><code>6<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in the 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 (Select Box)\"><\/i><\/span><strong>(Approved supervisor)<\/strong><span style=\"font-style:italic; color:#009900\">q_Approved<\/span><code>30<\/code>\n<ul class=\"wp-block-list\">\n<li>The operator of 2. Approval on Quotation is automatically 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 category<\/strong> <span style=\"font-style:italic; color:#009900\">q_Service<\/span> <code>31<\/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>Trade 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 of Quotation Issuance<\/strong><span style=\"font-style:italic; color:#009900\">q_Issuance<\/span><code>8<\/code>\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 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:#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>= 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>Label for Amount 1<\/strong><span style=\"font-style:italic; color:#009900\">q_Label1<\/span><code>32<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in the PDF<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">Subtotal (w\/o 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> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Label for Amount 2<\/strong><span style=\"font-style:italic; color:#009900\">q_Label2<\/span><code>33<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in 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, etc.<\/strong><span style=\"font-style:italic; color:#009900\">q_Discount<\/span><code>36<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Label for Amount 3<\/strong><span style=\"font-style:italic; color:#009900\">q_Label3<\/span><code>34<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in the PDF<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">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_Consumption<\/span><code>12<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Label for Total Amount <\/strong><span style=\"font-style:italic; color:#009900\">q_Label_Total<\/span><code>35<\/code>\n<ul class=\"wp-block-list\">\n<li>Inserted in the PDF<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">Total amount<\/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 in the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>= Footer message on Quotation<\/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 cloud-based Business Process Management System. (SaaS BPMS)\n\nBusiness Systems can be developed by drawing workflow diagrams. No coding is required.\nNot only will the daily work be digitized it will also be possible to promote unmanned and automated operations.\n(DX, Workflow Automation) \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>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 set at x3.<\/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> <\/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>Directory<\/strong><span style=\"font-style:italic; color:#009900\">q_Directory<\/span><code>22<\/code>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">\/#{#format(processInstanceStartDatetime, &#8216;yyyyMM&#8217;)}\/<\/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>(accessLog)<\/strong> <span style=\"font-style:italic; color:#009900\">q_Access_Log<\/span> <code>23<\/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>= Submission Record =<\/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 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>= Win-loss Result =<\/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 Win-loss was found<\/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>Win-loss<\/strong> <span style=\"font-style:italic; color:#009900\">q_Win<\/span> <code>21<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Open Chat Post Sentence<\/strong><span style=\"font-style:italic; color:#009900\">q_Open_Chat<\/span><code>24<\/code>\n<ul class=\"wp-block-list\">\n<li> <span style=\"color:#9DCCE0;\">Automatically set at x1.<\/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>box file URL<\/strong><span style=\"font-style:italic; color:#009900\">q_Box<\/span><code>25<\/code>\n<ul class=\"wp-block-list\">\n<li>Automatically set at x6.<\/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=1GB0Qbz7SBCRZFFxP6arD_1noy6KW5Kju&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">online-estimate-storage-flow-20161011-254-en.qar<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=17LKzrudZ8rXvicltRMSB9JmANVMxYOBn&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">online-estimate-storage-flow-20161011-254-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 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>You need to associate the Swimlane settings according to your organizational structure upon import<\/li>\n\n\n\n<li>Immediately after importing, a settings error will occur\n<ul class=\"wp-block-list\">\n<li>Update the necessary settings in edit mode<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>For practical use, please change the fixed values that have been set\n<ul class=\"wp-block-list\">\n<li>Display Labels in Select-type Data Items &#8220;Service category&#8221; and &#8220;Trade conditions&#8221;<\/li>\n\n\n\n<li>The Initial Value in the Data Item \u201c= Footer message on Quotation\u201d<\/li>\n\n\n\n<li>Tax rate set in the Expression in the Data Item \u201cConsumption tax, etc.\u201d<\/li>\n\n\n\n<li>Fixed part of the company name in the base PDF (add-on) * Acrobat required<\/li>\n\n\n\n<li>Slack bot token in x5. Post to staff (Slack)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In the reference article, the upload destination is Dropbox, but in this app it has been changed to Box\n<ul class=\"wp-block-list\">\n<li>For more information on Box, visit the <a href=\"https:\/\/www.box.com\/en-us\/home\">box website<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>For more information on Slack, visit the <a href=\"https:\/\/slack.com\/\">Slack website<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-wrench\"><\/i> Arrangement Tips<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In addition to Box, there are other items for storing PDF files such as Google Drive, OneDrive for Business, and kintone\n<ul class=\"wp-block-list\">\n<li>Replace the icon in App edit mode and make the necessary settings<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-balance-scale\"><\/i> See also<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scenario: <a rel=\"noreferrer noopener\" href=\"https:\/\/en.workflow-sample.net\/2016\/10\/create-quotation-dropbox.html\" target=\"_blank\">Episode 504: Auto-saving of Audit Documents to Dropbox!<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360052780932-Settings-Required-When-Importing-an-Archive\" target=\"_blank\">Settings Required When Importing an Archive<\/a><\/li>\n\n\n\n<li>Manual: <a rel=\"noreferrer noopener\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360002245612-M228\" target=\"_blank\">M228: Auto Generating a PDF File with Business Data Inserted<\/a><\/li>\n\n\n\n<li>Manual: <a rel=\"noreferrer noopener\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360002262731-M411-Auto-starting-a-Billing-Process-Triggered-by-a-Shipping-Process-\" target=\"_blank\">M411: Auto-starting a &#8220;Billing Process&#8221; Triggered by a &#8220;Shipping Process&#8221;<\/a><\/li>\n\n\n\n<li>Manual: <a rel=\"noreferrer noopener\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360002247792-M415-Adding-an-Auto-Step-to-be-Used-in-a-Business-Process-Definition\" target=\"_blank\">M415: Adding an Auto-Step to be Used in a Business Process Definition<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8220;Drafting Quotation&#8221;. After the quotation is submitted, the quotation which succeeded in the contract is automatically uploaded to the Dropbox folder.<\/p>\n","protected":false},"author":3,"featured_media":101074,"comment_status":"open","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":[406,488,488,321],"class_list":["post-75346","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-box-api","tag-cost-estimate","tag-information-control"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"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","uagb_featured_image_src":{"full":["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",1200,675,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?fit=1024%2C576&ssl=1",1024,576,true],"1536x1536":["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",1200,675,true],"2048x2048":["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",1200,675,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=900%2C675&ssl=1",900,675,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=800%2C600&ssl=1",800,600,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=600%2C675&ssl=1",600,675,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=800%2C675&ssl=1",800,675,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-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\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=450%2C600&ssl=1",450,600,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=600%2C600&ssl=1",600,600,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-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\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=300%2C400&ssl=1",300,400,true],"newspack-article-block-square-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=400%2C400&ssl=1",400,400,true],"newspack-article-block-landscape-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=200%2C150&ssl=1",200,150,true],"newspack-article-block-portrait-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=150%2C200&ssl=1",150,200,true],"newspack-article-block-square-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?resize=200%2C200&ssl=1",200,200,true],"newspack-article-block-uncropped":["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",1200,675,true]},"uagb_author_info":{"display_name":"Hirotaka NISHI","author_link":"https:\/\/support.questetra.com\/en\/author\/nishiquestetra\/"},"uagb_comment_info":0,"uagb_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.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-jBg","jetpack_likes_enabled":true,"jetpack-related-posts":[{"id":158540,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220707\/","url_meta":{"origin":75346,"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":75346,"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":154437,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20231106\/","url_meta":{"origin":75346,"position":2},"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":147584,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220912\/","url_meta":{"origin":75346,"position":3},"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":147210,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-approval-flow-20221013\/","url_meta":{"origin":75346,"position":4},"title":"Quote Approval Process, HubSpot Integration","author":"Tsuyoshi Kusaka","date":"2023-06-13","format":false,"excerpt":"This process receives quotation data from the HubSpot Sales Hub, automatically generates a quotation PDF, and requests approval and approval. After approval, the quote approval result is sent to the HubSpot Sales Hub.","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-estimate-approval-flow-20221013-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-estimate-approval-flow-20221013-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/06\/eyecatch-estimate-approval-flow-20221013-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-estimate-approval-flow-20221013-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":75346,"position":5},"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). 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