Online Estimate Storage Flow 20161011
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 box folder.
Business Flow (Complexity of Workflow: 16)
- 11. Drafting Quotation
- The sales personnel drafts a quote.
- 71x. Rework
- The sales personnel corrects and resubmits the report.
- 62. Approval on Quotation
- The sales personnel boss checks the quote and returns any deficiencies.
- 83. Submit Quotation
- The sales personnel submits the quote and reports the date and time.
- 94. Win-loss Report
- The sales personnel reports the result of win-loss.
- 17x1. Open Chat Compose
- The system generates a post body from fixed values, system variables, and Data Item values and sets it in a Data Item.
- 18x2. Post to Open Chat
- The system posts the value of the specified Data Item to Open Chat.
- 16x3. PDF filename set
- The system generates a string from fixed values and system variables and sets it in a Data Item.
- 5x4. PDF generation
- The system inserts the values of the specified Data Items into the Base PDF and generates a PDF file.
- 14x5. Post to stuff Slack
- The system posts the set string to Slack.
- 15x6. Upload to box
- The system uploads the PDF file to the box directory and sets the file URL in the Data Item.
Workflow Diagram (click to open)
Business Process Variables (#of Data Item: 37)
- = Internal Communication =
0
- Special Remarks on Issue q_Remarks
1
- = Customer Info =
2
- Customer Company nameq_Company
3
- Customer’s Representative Nameq_Representative
26
- Customer’s Department and Positionq_Assignment
4
- Customer’s Postal code, address q_Post_Address
27
- Phone number q_Phone
28
- Customer’s Email address q_Email
29
- = Quotation Info =
5
- Person in charge of Quotationq_Person
6
- Inserted in the PDF
- ${processInstance.initQuserId}
- (Approved supervisor)q_Approved
30
- The operator of 2. Approval on Quotation is automatically set
- Service category q_Service
31
- Trade conditionsq_Trade
7
- Date of Quotation Issuanceq_Issuance
8
- processInstanceStartDatetime.addDays(3)
- Quotation Expiration Dateq_Expiration
9
- processInstanceStartDatetime.addDays(17)
- = Details Table q_Details
10
- Label for Amount 1q_Label1
32
- Inserted in the PDF
- Subtotal (w/o Tax)
- Subtotal q_Subtotal
11
- Label for Amount 2q_Label2
33
- Discount, etc.q_Discount
36
- Label for Amount 3q_Label3
34
- Consumption tax, etc.q_Consumption
12
- Label for Total Amount q_Label_Total
35
- Inserted in the PDF
- Total amount
- Totalq_Total
13
- = Footer message on Quotationq_Footer
14
- Questetra BPM Suite is a cloud-based Business Process Management System. (SaaS BPMS)
Business Systems can be developed by drawing workflow diagrams. No coding is required.
Not only will the daily work be digitized it will also be possible to promote unmanned and automated operations.
(DX, Workflow Automation)
https://www.questetra.com/ja/contact/
- PDF file nameq_PDF_Name
15
- PDF file q_PDF_File
16
- Directoryq_Directory
22
- /#{#format(processInstanceStartDatetime, ‘yyyyMM’)}/
- (accessLog) q_Access_Log
23
- = Submission Record =
17
- Date of Submission q_Submission
18
- = Win-loss Result =
19
- Date of Win-loss was found q_Win_Date
20
- Win-loss q_Win
21
- Open Chat Post Sentenceq_Open_Chat
24
- box file URLq_Box
25
Field Name, num, Initial Value
Download
This archive contains the BPMN icons that are only available in the Professional edition.
Notes
- You need to associate the Swimlane settings according to your organizational structure upon import
- Immediately after importing, a settings error will occur
- Update the necessary settings in edit mode
- For practical use, please change the fixed values that have been set
- Display Labels in Select-type Data Items “Service category” and “Trade conditions”
- The Initial Value in the Data Item “= Footer message on Quotation”
- Tax rate set in the Expression in the Data Item “Consumption tax, etc.”
- Fixed part of the company name in the base PDF (add-on) * Acrobat required
- Slack bot token in x5. Post to staff (Slack)
- In the reference article, the upload destination is Dropbox, but in this app it has been changed to Box
- For more information on Slack, visit the Slack website
Arrangement Tips
- In addition to Box, there are other items for storing PDF files such as Google Drive, OneDrive for Business, and kintone
- Replace the icon in App edit mode and make the necessary settings
See also
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