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.
Worker (#of Swimlane: 2)
  • Salesperson
  • Supervisor
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_Company3
    • Inserted in the PDF
  • Customer’s Representative Nameq_Representative26
    • Inserted in the PDF
  • Customer’s Department and Positionq_Assignment4
    • Inserted in the PDF
  • 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_Person6
    • Inserted in the PDF
    • ${processInstance.initQuserId}
  • (Approved supervisor)q_Approved30
    • The operator of 2. Approval on Quotation is automatically set
  • Service category q_Service 31
  • Trade conditionsq_Trade7
    • 3
  • Date of Quotation Issuanceq_Issuance8
    • processInstanceStartDatetime.addDays(3)
  • Quotation Expiration Dateq_Expiration9
    • processInstanceStartDatetime.addDays(17)
  • = Details Table q_Details 10
  • Label for Amount 1q_Label132
    • Inserted in the PDF
    • Subtotal (w/o Tax)
  • Subtotal q_Subtotal 11
  • Label for Amount 2q_Label233
    • Inserted in the PDF
  • Discount, etc.q_Discount36
    • Inserted in the PDF
  • Label for Amount 3q_Label334
    • Inserted in the PDF
    • Tax
  • Consumption tax, etc.q_Consumption12
    • Inserted in the PDF
  • Label for Total Amount q_Label_Total35
    • Inserted in the PDF
    • Total amount
  • Totalq_Total13
    • Inserted in the PDF
  • = Footer message on Quotationq_Footer14
    • 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)
  • PDF file nameq_PDF_Name15
    • Automatically set at x3.
  • PDF file q_PDF_File 16
  • Directoryq_Directory22
    • /#{#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_Chat24
    • Automatically set at x1.
  • box file URLq_Box25
    • Automatically set at x6.

Field Name, num, Initial Value


This archive contains the BPMN icons that are only available in the Professional edition.


  • 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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