This is a process that manages everything from drafting quotations and their approval to recording whether they are won or lost.
After approval by a supervisor, a PDF file of the quotation with a stamp is automatically generated (using Google Sheets and Google Drive).
After the order is confirmed, the result is automatically posted to the in-house SNS.
This is a process that manages everything from drafting quotations and their approval to recording whether they are won or lost.
After approval by a superior, a PDF file of the quotation with a stamp is automatically generated (using Excel Online and OneDrive).
After the order is confirmed, the result is automatically posted to the in-house SNS.
Retrieves data from the Quotation Process and sends an email with a list of the total number and value of quotes issued in the last week. This is automatically initiated every Monday morning. Uses pre-saved quotation process search criteria.
A quotation PDF file is automatically generated based on the drafted contents.
After submitting the quote, the PDF file is automatically uploaded to OneDrive.
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.
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.
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.
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.
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.
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 Quotation] and [4. Win-loss Report].
When quotes are approved, a folder will be created in Google Drive. The quotes are uploaded to the folder and its browsing URL is emailed to the customer. The created folder is automatically deleted on the deletion date determioned by the sales staff.
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer. The quote file is automatically deleted on the deletion date which is entered by the sales representative.
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer.
Searches the corporate name, furigana, address, history, etc, with the 13-digit identifier, accessing to the Corporate Number System Web-API, about 5 million companies registered by National Tax Agency Japan. “Application ID” is required in advance.
Searches the 13-digit identifier with the corporate name, etc., accessing to the Corporate Number System Web-API, about 5 million companies registered by National Tax Agency Japan. “Application ID” is required in advance.