提案書提出管理,宛先自動記載 20211029
顧客向提案書の提出が自動記録されるワークフローです。営業担当者は、リード管理プロセスや提案書作成プロセスから本ワークフローを開始します。提出提案書（Google Slide）・顧客情報の指定だけで宛先付提案書がメールで自動送付されます。提案書ファイルは、サムネイル画像ファイル及びPDFが自動で作成され、メールに添付されます。送付先顧客情報に加え、雛形の流用・スクラッチ作成情報が自動記録されます。提案書種類等の提出傾向を把握することができます。
ワークフロー図 （クリックして開く）
フィールド名, Num, 初期値
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This archive contains the BPMN icons that are not available in the Basic edition.
Notes
- インポート時に組織構造に合わせて、処理担当者設定の関連付けを行います
- 提出提案書の種類「提案書テンプレート」「スクラッチ作成された提案書」に応じて別々のポイントからワークフローが開始されます。リード管理プロセスや提案書レビュープロセスといった別プロセスからメッセージ開始イベント（HTTP）にアクセスされることで開始されます。
- 「提案書テンプレート」を流用した提出の場合： 「From リード管理プロセス」（メッセージ開始イベント（HTTP））
- 「スクラッチ作成された提案書」を提出の場合：「From スクラッチ提案書作成プロセス」（メッセージ開始イベント（HTTP））
- 「提案書テンプレート」「スクラッチ作成された提案書」は、Google Slide を想定しています。
- 「1.基本情報入力」工程 データ項目「提案書タイトル」は、提案書テンプレート台帳（Google シート）から読み込まれ、選択表示されます。
Arrangement Tips
- 提案書ファイルは、HTML メールに添付され送信されます。（メッセージ送信中間イベント（メール））
提案書送付HTMLメール (click to open)
<!DOCTYPE html>
<html>
<head>
<title>#{#q_selected_proposal_title} </title>
<style type="text/css">
table[name="blk_permission"], table[name="blk_footer"] {display:none;}
</style>
<meta name="googlebot" content="noindex" />
<META NAME="ROBOTS" CONTENT="NOINDEX, NOFOLLOW" />
<meta content="width=device-width, initial-scale=1.0" name="viewport">
<style type="text/css">
/*** BMEMBF Start ***/
[name=bmeMainBody]{min-height:1000px;}
@media only screen and (max-width: 480px){table.blk, table.tblText, .bmeHolder, .bmeHolder1, table.bmeMainColumn{width:100% !important;} }
@media only screen and (max-width: 480px){.bmeImageCard table.bmeCaptionTable td.tblCell{padding:0px 20px 20px 20px !important;} }
@media only screen and (max-width: 480px){.bmeImageCard table.bmeCaptionTable.bmeCaptionTableMobileTop td.tblCell{padding:20px 20px 0 20px !important;} }
@media only screen and (max-width: 480px){table.bmeCaptionTable td.tblCell{padding:10px !important;} }
@media only screen and (max-width: 480px){table.tblGtr{ padding-bottom:20px !important;} }
@media only screen and (max-width: 480px){td.blk_container, .blk_parent, .bmeLeftColumn, .bmeRightColumn, .bmeColumn1, .bmeColumn2, .bmeColumn3, .bmeBody{display:table !important;max-width:600px !important;width:100% !important;} }
@media only screen and (max-width: 480px){table.container-table, .bmeheadertext, .container-table { width: 95% !important; } }
@media only screen and (max-width: 480px){.mobile-footer, .mobile-footer a{ font-size: 13px !important; line-height: 18px !important; } .mobile-footer{ text-align: center !important; } table.share-tbl { padding-bottom: 15px; width: 100% !important; } table.share-tbl td { display: block !important; text-align: center !important; width: 100% !important; } }
@media only screen and (max-width: 480px){td.bmeShareTD, td.bmeSocialTD{width: 100% !important; } }
@media only screen and (max-width: 480px){td.tdBoxedTextBorder{width: auto !important;}}
@media only screen and (max-width: 480px){table.blk, table[name=tblText], .bmeHolder, .bmeHolder1, table[name=bmeMainColumn]{width:100% !important;} }
@media only screen and (max-width: 480px){.bmeImageCard table.bmeCaptionTable td[name=tblCell]{padding:0px 20px 20px 20px !important;} }
@media only screen and (max-width: 480px){.bmeImageCard table.bmeCaptionTable.bmeCaptionTableMobileTop td[name=tblCell]{padding:20px 20px 0 20px !important;} }
@media only screen and (max-width: 480px){table.bmeCaptionTable td[name=tblCell]{padding:10px !important;} }
@media only screen and (max-width: 480px){table[name=tblGtr]{ padding-bottom:20px !important;} }
@media only screen and (max-width: 480px){td.blk_container, .blk_parent, [name=bmeLeftColumn], [name=bmeRightColumn], [name=bmeColumn1], [name=bmeColumn2], [name=bmeColumn3], [name=bmeBody]{display:table !important;max-width:600px !important;width:100% !important;} }
@media only screen and (max-width: 480px){table[class=container-table], .bmeheadertext, .container-table { width: 95% !important; } }
@media only screen and (max-width: 480px){.mobile-footer, .mobile-footer a{ font-size: 13px !important; line-height: 18px !important; } .mobile-footer{ text-align: center !important; } table[class="share-tbl"] { padding-bottom: 15px; width: 100% !important; } table[class="share-tbl"] td { display: block !important; text-align: center !important; width: 100% !important; } }
@media only screen and (max-width: 480px){td[name=bmeShareTD], td[name=bmeSocialTD]{width: 100% !important; } }
@media only screen and (max-width: 480px){td[name=tdBoxedTextBorder]{width: auto !important;}}
@media only screen and (max-width: 480px){.bmeImageCard table.bmeImageTable{height: auto !important; width:100% !important; padding:20px !important;clear:both; float:left !important; border-collapse: separate;} }
@media only screen and (max-width: 480px){.bmeMblInline table.bmeImageTable{height: auto !important; width:100% !important; padding:10px !important;clear:both;} }
@media only screen and (max-width: 480px){.bmeMblInline table.bmeCaptionTable{width:100% !important; clear:both;} }
@media only screen and (max-width: 480px){table.bmeImageTable{height: auto !important; width:100% !important; padding:10px !important;clear:both; } }
@media only screen and (max-width: 480px){table.bmeCaptionTable{width:100% !important; clear:both;} }
@media only screen and (max-width: 480px){table.bmeImageContainer{width:100% !important; clear:both; float:left !important;} }
@media only screen and (max-width: 480px){table.bmeImageTable td{padding:0px !important; height: auto; } }
@media only screen and (max-width: 480px){td.bmeImageContainerRow{padding:0px !important;}}
@media only screen and (max-width: 480px){img.mobile-img-large{width:100% !important; height:auto !important;} }
@media only screen and (max-width: 480px){img.bmeRSSImage{max-width:320px; height:auto !important;}}
@media only screen and (min-width: 640px){img.bmeRSSImage{max-width:600px !important; height:auto !important;} }
@media only screen and (max-width: 480px){.trMargin img{height:10px;} }
@media only screen and (max-width: 480px){div.bmefooter, div.bmeheader{ display:block !important;} }
@media only screen and (max-width: 480px){.tdPart{ width:100% !important; clear:both; float:left !important; } }
@media only screen and (max-width: 480px){table.blk_parent1, table.tblPart {width: 100% !important; } }
@media only screen and (max-width: 480px){.tblLine{min-width: 100% !important;}}
@media only screen and (max-width: 480px){.bmeMblCenter img { margin: 0 auto; } }
@media only screen and (max-width: 480px){.bmeMblCenter, .bmeMblCenter div, .bmeMblCenter span { text-align: center !important; text-align: -webkit-center !important; } }
@media only screen and (max-width: 480px){.bmeNoBr br, .bmeImageGutterRow, .bmeMblStackCenter .bmeShareItem .tdMblHide { display: none !important; } }
@media only screen and (max-width: 480px){.bmeMblInline table.bmeImageTable, .bmeMblInline table.bmeCaptionTable, td.bmeMblInline { clear: none !important; width:50% !important; } }
@media only screen and (max-width: 480px){.bmeMblInlineHide, .bmeShareItem .trMargin { display: none !important; } }
@media only screen and (max-width: 480px){.bmeMblInline table.bmeImageTable img, .bmeMblShareCenter.tblContainer.mblSocialContain, .bmeMblFollowCenter.tblContainer.mblSocialContain{width: 100% !important; } }
@media only screen and (max-width: 480px){.bmeMblStack> .bmeShareItem{width: 100% !important; clear: both !important;} }
@media only screen and (max-width: 480px){.bmeShareItem{padding-top: 10px !important;} }
@media only screen and (max-width: 480px){.tdPart.bmeMblStackCenter, .bmeMblStackCenter .bmeFollowItemIcon {padding:0px !important; text-align: center !important;} }
@media only screen and (max-width: 480px){.bmeMblStackCenter> .bmeShareItem{width: 100% !important;} }
@media only screen and (max-width: 480px){ td.bmeMblCenter {border: 0 none transparent !important;}}
@media only screen and (max-width: 480px){.bmeLinkTable.tdPart td{padding-left:0px !important; padding-right:0px !important; border:0px none transparent !important;padding-bottom:15px !important;height: auto !important;}}
@media only screen and (max-width: 480px){.tdMblHide{width:10px !important;} }
@media only screen and (max-width: 480px){.bmeShareItemBtn{display:table !important;}}
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@media only screen and (max-width: 480px){.bmeMblStackCenter .bmeFollowItemText{padding-left: 5px !important;}}
@media only screen and (max-width: 480px){.bmeMblStackCenter .bmeFollowItem{clear:both !important;align-self:center; float:none !important; padding-top:10px;margin: 0 auto;}}
@media only screen and (max-width: 480px){
.tdPart> table{width:100% !important;}
}
@media only screen and (max-width: 480px){.tdPart>table.bmeLinkContainer{ width:auto !important; }}
@media only screen and (max-width: 480px){.tdPart.mblStackCenter>table.bmeLinkContainer{ width:100% !important;}}
.blk_parent:first-child, .blk_parent{float:left;}
.blk_parent:last-child{float:right;}
/*** BMEMBF END ***/
table[name="bmeMainBody"], body {background-color:#2f2f2f;}
td[name="bmePreHeader"] {background-color:#00ae54;}
td[name="bmeHeader"] {background:#ffffff;background-color:#00ae54;}
td[name="bmeBody"], table[name="bmeBody"] {background-color:#ffffff;}
td[name="bmePreFooter"] {background-color:#ffffff;}
td[name="bmeFooter"] {background-color:#ffffff;}
td[name="tblCell"], .blk {font-family:initial;font-weight:normal;font-size:initial;}
table[name="blk_blank"] td[name="tblCell"] {font-family:Arial, Helvetica, sans-serif;font-size:14px;}
[name=bmeMainContentParent] {border-color:#666666;border-width:0px;border-style:none;border-radius:0px;border-collapse:separate;border-spacing:0px;overflow:hidden;}
[name=bmeMainColumnParent] {border-color:transparent;border-width:0px;border-style:none;border-radius:0px;}
[name=bmeMainColumn] {border-color:transparent;border-width:0px;border-style:none;border-radius:0px;border-collapse:separate;border-spacing:0px;}
[name=bmeMainContent] {border-color:transparent;border-width:0px;border-style:none;border-radius:0px;border-collapse:separate;border-spacing:0px;}
</style>
</head>
<body marginheight=0 marginwidth=0 topmargin=0 leftmargin=0 style="height: 100% !important; margin: 0; padding: 0; width: 100% !important;min-width: 100%;">
<table width="100%" cellspacing="0" cellpadding="0" border="0" name="bmeMainBody" style="background-color: rgb(47, 47, 47);" bgcolor="#2f2f2f">
<tbody>
<tr>
<td width="100%" valign="top" align="center">
<table cellspacing="0" cellpadding="0" border="0" name="bmeMainColumnParentTable">
<tbody>
<tr>
<td name="bmeMainColumnParent" style="border: 0px none transparent; border-radius: 0px; border-collapse: separate;">
<table name="bmeMainColumn" class="bmeHolder bmeMainColumn" style="max-width: 600px; border-radius: 0px; border-collapse: separate; border-spacing: 0px; overflow: visible;" cellspacing="0" cellpadding="0" border="0" align="center">
<tbody>
<tr>
<td width="100%" class="blk_container bmeHolder" name="bmePreHeader" valign="top" align="center" style="color: rgb(102, 102, 102); border: 0px none transparent; background-color: rgb(0, 174, 84);" bgcolor="#00ae54"></td>
</tr>
<tr>
<td width="100%" class="bmeHolder" valign="top" align="center" name="bmeMainContentParent" style="border: 0px none rgb(102, 102, 102); border-radius: 0px; border-collapse: separate; border-spacing: 0px; overflow: hidden;">
<table name="bmeMainContent" style="border-radius: 0px; border-collapse: separate; border-spacing: 0px; border: 0px none transparent;" width="100%" cellspacing="0" cellpadding="0" border="0" align="center">
<tbody>
<tr>
<td width="100%" class="blk_container bmeHolder" name="bmeHeader" valign="top" align="center" style="color: rgb(56, 56, 56); border: 0px none transparent; background-color: rgb(0, 174, 84);" bgcolor="#00ae54">
<div id="dv_1" class="blk_wrapper" style="">
<table width="600" cellspacing="0" cellpadding="0" border="0" class="blk" name="blk_text">
<tbody>
<tr>
<td>
<table cellpadding="0" cellspacing="0" border="0" width="100%" class="bmeContainerRow">
<tbody>
<tr>
<td class="tdPart" valign="top" align="center">
<table cellspacing="0" cellpadding="0" border="0" width="600" name="tblText" style="float:left; background-color:transparent;" align="left" class="tblText">
<tbody>
<tr>
<td valign="top" align="left" name="tblCell" style="padding: 15px 20px; font-family: Arial, Helvetica, sans-serif; font-size: 14px; font-weight: 400; color: rgb(56, 56, 56); text-align: left;" class="tblCell">
<div style="line-height: 150%; text-align: right;"><span style="font-size: 12px; font-family: 'Courier New', Courier; color: #ffffff; line-height: 150%;"><span style="text-decoration: underline; line-height: 150%;">abc-corp.org</span></span>
</div>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
</td>
</tr>
<tr>
<td width="100%" class="blk_container bmeHolder bmeBody" name="bmeBody" valign="top" align="center" style="color: rgb(56, 56, 56); border: 0px none transparent; background-color: rgb(255, 255, 255);" bgcolor="#ffffff">
<div id="dv_15" class="blk_wrapper" style="">
<table width="600" cellspacing="0" cellpadding="0" border="0" class="blk" name="blk_divider" style="">
<tbody>
<tr>
<td class="tblCellMain" style="padding: 10px 0px;">
<table class="tblLine" cellspacing="0" cellpadding="0" border="0" width="100%" style="border-top-width: 0px; border-top-style: none; min-width: 1px;">
<tbody>
<tr>
<td><span></span></td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<div id="dv_11" class="blk_wrapper" style="">
<table width="600" cellspacing="0" cellpadding="0" border="0" class="blk" name="blk_image">
<tbody>
<tr>
<td>
<table width="100%" cellspacing="0" cellpadding="0" border="0">
<tbody>
<tr>
<td align="center" class="bmeImage" style="border-collapse: collapse; padding: 20px;"><img src="https://questetra.com/wp-content/uploads/2018/04/qlogo-questetra-bpm-suite-277x23-transparency.png" width="277" style="max-width: 277px; display: block; width: 277px;" alt="" border="0"></td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
<table width="600" cellspacing="0" cellpadding="0" border="0" class="blk" name="blk_image">
<tbody>
<tr>
<td>
<table width="100%" cellspacing="0" cellpadding="0" border="0">
<tbody>
<tr>
<td align="center" class="bmeImage" style="border-collapse: collapse; padding: 20px;"><img src="https://i2.wp.com/questetra.com/wp-content/uploads/2021/04/%E7%89%B9%E9%95%B7%E3%83%9A%E3%83%BC%E3%82%B8%E3%83%98%E3%83%83%E3%83%80%E3%83%BC%E7%94%BB%E5%83%8F-2.png?w=700&ssl=1" width="277" style="max-width: 277px; display: block; width: 277px;" alt="" border="0"></td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<div id="dv_17" class="blk_wrapper" style="">
<table width="600" cellspacing="0" cellpadding="0" border="0" class="blk" name="blk_text">
<tbody>
<tr>
<td>
<table cellpadding="0" cellspacing="0" border="0" width="100%" class="bmeContainerRow">
<tbody>
<tr>
<td class="tdPart" valign="top" align="center">
<table cellspacing="0" cellpadding="0" border="0" width="600" name="tblText" style="float:left; background-color:transparent;" align="left" class="tblText">
<tbody>
<tr>
<td valign="top" align="left" name="tblCell" style="padding: 10px 20px; font-family: Arial, Helvetica, sans-serif; font-size: 14px; font-weight: 400; color: rgb(56, 56, 56); text-align: left;" class="tblCell">
<div style="line-height: 150%; text-align: center;"><span style="font-size: 30px; font-family: 'Courier New', Courier; color: #464646; line-height: 150%;"><strong>課題解決のご提案</strong></span></div>
<hr><br>
<div style="line-height: 150%; text-align: left;"><span style="font-size: 12px; font-family: 'Courier New', Courier; color: #464646; line-height: 150%; text-align: initial;">
ご試用版のお申し込み、誠にありがとうございます。<br/>
円滑なご試用の為に課題解決の一例を提案書にまとめました。<br/>
本メールに添付してございます。ご一読いただければ幸いです。<br/>
<br/>
◆提案書タイトル<br/>
#{#q_selected_proposal_title}<br/><br/>
提案書内で説明しております、ワークフローアプリも準備してございます。合わせてお試しください。<br/>
<br/>
＜ワークフローアプリ紹介ページ＞<br/>
#{#q_support_site_url}<br/>
（こちらのページからインポート用アプリをダウンロードできます）<br/>
<br/>
後ほど、お客様満足度アンケートをご案内いたします。<br/>
何卒、ご協力のほど、よろしくお願い致します。（1分程の回答時間）<br/><br/>
<br/>
</div>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<div id="dv_6" class="blk_wrapper" style="">
<table width="600" cellspacing="0" cellpadding="0" border="0" class="blk" name="blk_image">
<tbody>
<tr>
<td>
<table width="100%" cellspacing="0" cellpadding="0" border="0">
<tbody>
<tr>
<td align="center" class="bmeImage" style="border-collapse: collapse; padding: 20px 0px;"><img src="https://i0.wp.com/questetra.com/wp-content/uploads/2018/04/marketing-qmascot-feature-overview.png?w=1200&ssl=1" class="mobile-img-large" width="600" style="max-width: 1200px; display: block; width: 600px;" alt="" border="0"></td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<div id="dv_8" class="blk_wrapper" style="">
</td>
</tr>
<tr>
<td width="100%"> </td>
</tr>
<tr>
<td width="100%" class="blk_container bmeHolder" name="bmePreFooter" valign="top" align="center" style="color: rgb(56, 56, 56); border: 0px none transparent; background-color: rgb(255, 255, 255);" bgcolor="#ffffff">
<div id="dv_5" class="blk_wrapper" style=""> </div>
<div id="dv_9" class="blk_wrapper" style=""> </div>
<div id="dv_12" class="blk_wrapper" style=""> </div>
<div id="dv_7" class="blk_wrapper" style="">
<table width="600" cellspacing="0" cellpadding="0" border="0" class="blk" name="blk_text">
<tbody>
<tr>
<td>
<table cellpadding="0" cellspacing="0" border="0" width="100%" class="bmeContainerRow">
<tbody>
<tr>
<td class="tdPart" valign="top" align="center" style="background-color: rgb(96, 84, 72);">
<table cellspacing="0" cellpadding="0" border="0" width="600" name="tblText" style="float: left; background-color: rgb(96, 84, 72);" align="left" class="tblText">
<tbody>
<tr>
<td valign="top" align="left" name="tblCell" style="padding: 20px; font-family: Arial, Helvetica, sans-serif; font-size: 14px; font-weight: 400; color: rgb(56, 56, 56); text-align: left;" class="tblCell">
<div style="line-height: 150%; text-align: center;"><span style="font-size: 20px; font-family: 'Courier New', Courier; color: #ffffff; line-height: 150%;">Questetra なら、<br>“ワークフロー図を描く”そのまま運用できる！</span> <br><span style="font-size: 14px; font-family: 'Courier New', Courier; color: #ffffff; line-height: 150%;">
<br>■発信元：ABC, Corp.<br>
京都市中京区御池通間之町東入高宮町206（〒604-0835）<br>
■本メールに関するお問い合わせ先：<br>
<a href="mailto:sales@abc-corp.org" style="color: #ffffff">sales@abc-corp.org</a><br>
<a href="https://abc-corp.org/ja/contact/" style="color: #ffffff">https://abc-corp.org/ja/contact/</a><br>
</span></div>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<div id="dv_13" class="blk_wrapper" style="">
<table cellspacing="0" cellpadding="0" border="0" name="blk_divider" width="600" class="blk">
<tbody>
<tr>
<td style="padding: 10px 0px;" class="tblCellMain">
<table width="100%" cellspacing="0" cellpadding="0" border="0" style="border-top-width: 0px; border-top-style: none; min-width: 1px;" class="tblLine">
<tbody>
<tr>
<td><span></span></td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<div id="dv_10" class="blk_wrapper" style="">
<table cellspacing="0" cellpadding="0" border="0" name="blk_divider" width="600" class="blk">
<tbody>
<tr>
<td style="padding: 10px 0px;" class="tblCellMain">
<table width="100%" cellspacing="0" cellpadding="0" border="0" style="border-top-width: 0px; border-top-style: none; min-width: 1px;" class="tblLine">
<tbody>
<tr>
<td><span></span></td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
<tr>
<td width="100%" class="blk_container bmeHolder" name="bmeFooter" valign="top" align="center" style="color: rgb(102, 102, 102); border: 0px none transparent; background-color: rgb(255, 255, 255);" bgcolor="#ffffff">
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<table width="600" cellspacing="0" cellpadding="0" border="0" class="blk" name="blk_permission" style="">
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<tr>
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<td name="bmePermissionText" style="text-align:left;" align="left"><span style="font-family: Arial, Helvetica, sans-serif; font-weight: normal; font-size: 11px;line-height: 140%;">
<a style="color: #16a7e0;" target="_new" href="https://abc-corp.org/ja/contact/">もし、本メールを表示できない場合は、ご連絡くださいませ。お手数をおかけし、申し訳ございません。</a>
</span></td>
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</td>
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</tbody>
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</td>
</tr>
</tbody>
</table>
</body>
</html><img src='https://questetra.com/wp-content/uploads/2021/04/blank_image_for_proposal_evaluation.png' alt='' border=0 style="display:none;" height=1 width=1>
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