Estimate Creation Flow

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].
https://support.questetra.com/templates/estimate-creation-flow-20170130/
2019 (CC BY-SA 4.0) Questetra, Inc.
Nodes
1. Drafting Quotation 1x. Rework 2. Approval on Quotation 3. Submit Quotation 4. Win-loss Report PDF generation Post to OpenChat Set PDF file name
Data
guide = Internal Communication =
discuss Special Remarks on Issue
guide = Customer Info =
single Customer Company name (for Indication on PDF)
multiple Name of Customer’s Representative and Department (for Indication on PDF)
guide = Quotation Info =
search Person in charge of Quotation
select (Approved supervisor)
select Trade conditions
yyyy-mm-dd Date of Quotation Issuance
yyyy-mm-dd Quotation Expiration Date
table = Details Table
number Subtotal
number Consumption tax, etc.
number Total
multiple = Footer message on Quotation
single PDF file name
files PDF file
guide = Submission Record =
yyyy-mm-dd Date of Submission
guide = Win-loss Result =
yyyy-mm-dd Date of Win-loss was found
radio Win-loss

Download

http://archive.workflow-sample.net/home/en/estimate-creation-flow-20170130-193-en.qar

Process Modeling Story

https://en.workflow-sample.net/2017/01/process-automation-3.html

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