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.
Worker (#of Swimlane: 2)
Sales
Sales representative
Manager
Salesperson’s manager
Business Flow (Complexity of Workflow: 23)
11. Draft of quotation contents
The salesperson drafts a quotation
71x. Return response
The sales representative revises and resubmits the report
62. Approval of draft quotations
The sales representative’s supervisor checks the quotation and returns it if it is incomplete.
83. Submission of quotation
The sales representative submits a quotation and reports the date and time
94. Reporting of lost orders
Sales representatives report the status of orders/lost orders
15x1. Set file names, etc.
The system generates strings from fixed values and system variables and sets them in data items.
28x2′. Clear draft notation
System removes draft notations in form titles
26x2. Draft description
The system adds a draft notation to the form title
20x3. HTML preparation
The system creates HTML files for the output of forms
3 days after the process start date and time; inserted into the PDF
processInstanceStartDatetime.addDays(3)
Quotation Expiry Dateq_Expiration9*
17 days after the process start date and time.
processInstanceStartDatetime.addDays(17)
◆ Itemised Tableq_Table10
Total 1q_Label129
Inserted into PDF
Subtotal (excluding tax)
Subtotalq_Subtotal11
Total value of the ‘Amount’ column in q_Details, inserted into the PDF.
Total 2q_Label230
Inserted into PDF
Discounts, etc. 2q_Discount32
Inserted into PDF
Total 3q_Label331
Inserted into PDF
Consumption tax
Consumption tax, etc.q_Tax12
Automatic calculation of the tax amount from q_Subtotal; inserted into the PDF.
Totalq_Label_Total33
Inserted into PDF
Billing total
Grand Totalq_Total13
#q_Subtotal + #q_Discount + #q_Tax。Inserted into the PDF
◆ Message at the bottom of the quoteq_Footer14
Inserted into PDF
Questetra BPM Suite is a workflow product that enables business data to be transferred in the cloud.
It is characterised by the ability to set up workflows using only Drag & Drop operations, and even complex workflows such as approval flows, order and invoice flows, and complaint handling flows can be systematised onsite.
If you would like to incorporate a function for automatically generating PDF forms, or if you would like us to propose modelling of other operations, please contact us.
If you have any requests, please feel free to contact Questetra.
https://www.questetra.com/ja/contact/
Signature Line – Company Nameq_Issuer_Name34
Questetra Inc.
Signature Line – Address and Telephone No.q_Issuer_Address35
