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.
Worker (#of Swimlane: 3)
Sales
Supervisor
System
Business Flow (Complexity of Workflow: 20)
11. Drafting quotation details
The sales representative will prepare a quotation
71x. Return response
The sales representative will revise the report and resubmit it.
62. Approval of quotation proposal
The sales representative's manager will check the quotation and return it if there are any defects.
83. Submit a quote
The sales representative will submit a quote and inform you of the date and time of delivery.
94. Order/Loss Report
Sales representatives report win/loss results
15x1. Set PDF file name, clear data
The system generates a string from the fixed value and the system variables and sets it to the data item.
17x2. Copy template file
18x3. Table cell update
19x4. Cell Update 1
20x5. Cell Update 2
21x6. Create PDF file
22x7. Delete the template file copy
16x8. Post Set
The system generates a string from the fixed value, system variables, and data item values, and sets it to the data item.
14x9. Post to internal social media
The system will post the value of the specified data item to Open Chat.
Business Process Variables (#of Data Item: 38)
▼ Internal Communication ▼0
Special Notes on the Projectq_Remarks1
▼ Submission Information ▼2
Name of company to which quotation was submittedq_Company3
It will be inserted into the PDF
Name of department and title of person in chargeq_Assignment4
It will be inserted into the PDF
Name of person to whom quotation is to be submittedq_Representative27
It will be inserted into the PDF
Address + Zip Codeq_Post_Address26
Phone number for quotation submissionq_Phone24
Estimate Submission Emailq_Email25
▼ Quote Information ▼5
Estimatorq_Person6
It will be inserted into the PDF
processInstanceInitQuser
(Approving Supervisor)q_Approved22
Service Detailsq_Service28
Terms and Conditionsq_Trade7
3
Quotation Issue Dateq_Issuance8
3 days after the process start date and time. Inserted into the PDF
processInstanceStartDatetime.addDays(3)
Quote Expiration Dateq_Expiration9
17 days after the process start date and time.
processInstanceStartDatetime.addDays(17)
◆ Detail Tableq_Table10
Total Display 1q_Label129
It will be inserted into the PDF
Subtotal (excluding tax)
Subtotalq_Subtotal11
The sum of the "Amount" column in q_Details , which will be inserted into the PDF.
Total Display 2q_Label230
It will be inserted into the PDF
Discounts, etc. 2q_Discount32
It will be inserted into the PDF
0
Total Display 3q_Label331
It will be inserted into the PDF
消費税
Consumption Tax, etc.q_Tax12
The tax amount is automatically calculated from q_Subtotal and inserted into the PDF.
Total Displayq_Label_Total33
It will be inserted into the PDF
請求合計
Grand Totalq_Total13
#q_Subtotal + #q_Discount + #q_Tax。The results are inserted into the PDF
◆ Message at Bottom of the Quotationq_Footer14
It will be inserted into the PDF
Questetra BPM Suite is a workflow product that allows you to transfer business data on the cloud.
It has the feature that you can set up the business flow just by dragging and dropping, so even complex business processes such as approval flows, order receipt flows, and complaint handling flows can be systematized on-site.
If you would like to incorporate a PDF automatic report generation function or would like us to propose modeling for other business processes,
please feel free to contact Questetra with any requests.
https://www.questetra.com/ja/contact/
Signature Section – Company nameq_Issuer_Name34
Questetra Inc.
Signature Section – Address and phone numberq_Issuer_Address35
This archive contains the BPMN icons that are not available in the Basic edition.
Notes
You will need to prepare the source file for the quotation PDF in Excel Online.
If you have a Microsoft 365 contract, you can generate PDFs without any additional costs.
This Workflow App has some difficult settings, such as [Microsoft 365 Excel: Multiple Cell Values, Bulk Update (Range Specification)]. We have prepared a detailed manual on the settings, so please contactsales-support@questetra.comif necessary.
