Online Estimate Storage Flow
A quotation PDF is automatically stored and shared. After you have entered your details and the total cost in the [1. Drafting Quotation] Task, a PDF quote is automatically generated. After the quote is submitted, the final quote is automatically uploaded to your Dropbox folder.
https://support.questetra.com/templates/online-estimate-storage-flow-20161011/
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 sales (OpenChat) Post to staff (Slack) Set PDF file name Upload Dropbox
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 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
single Directory
multiple (accessLog)
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/online-estimate-storage-flow-20161011-192-en.qar

Process Modeling Story

https://en.workflow-sample.net/2016/10/create-quotation-dropbox.html

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