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.