Cost Estimate

見積書作成承認プロセス

見積書PDFが自動生成され、上司が承認します。〔1.見積内容の起案〕の工程で提出先や明細、総計金額が入力された後、「見積書PDF」が自動生成されます。上司の承認後、〔3.見積提出〕および〔4.受注失注報告〕の工程で案件状況が記録されます。

Estimate Creation Flow

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].

Online Estimate Storage Flow

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.