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 box folder.
BPMN Nodes
  • 1 1. Drafting Quotation The sales personnel drafts a quote.
  • 7 1x. Rework The sales personnel corrects and resubmits the report.
  • 6 2. Approval on Quotation The sales personnel boss checks the quote and returns any deficiencies.
  • 8 3. Submit Quotation The sales personnel submits the quote and reports the date and time.
  • 9 4. Win-loss Report The sales personnel reports the result of win-loss.
  • 17 x1. 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.
  • 18 x2. Post to Open Chat The system posts the value of the specified Data Item to Open Chat.
  • 16 x3. PDF filename set The system generates a string from fixed values and system variables and sets it in a Data Item.
  • 5 x4. PDF generation The system inserts the values of the specified Data Items into the Base PDF and generates a PDF file.
  • 14 x5. Post to stuff Slack The system posts the set string to Slack.
  • 15 x6. 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)
Variables (click to open)
  • = Internal Communication = 0:
  • Special Remarks on Issue q_Remarks 1:
  • = Customer Info = 2:
  • Customer Company name q_Company 3: Inserted in the PDF
  • Customer’s Representative Name q_Representative 26: Inserted in the PDF
  • Customer’s Department and Position q_Assignment 4: 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 Quotation q_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 conditions q_Trade 7: 3
  • Date of Quotation Issuance q_Issuance 8: processInstanceStartDatetime.addDays(3)
  • Quotation Expiration Date q_Expiration 9: processInstanceStartDatetime.addDays(17)
  • = Details Table q_Details 10:
  • Label for Amount 1 q_Label1 32: Inserted in the PDF Subtotal (w/o Tax)
  • Subtotal q_Subtotal 11:
  • Label for Amount 2 q_Label2 33: Inserted in the PDF
  • Discount, etc. q_Discount 36: Inserted in the PDF
  • Label for Amount 3 q_Label3 34: Inserted in the PDF Tax
  • Consumption tax, etc. q_Consumption 12: Inserted in the PDF
  • Label for Total Amount q_Label_Total 35: Inserted in the PDF Total amount
  • Total q_Total 13: Inserted in the PDF
  • = Footer message on Quotation q_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 name q_PDF_Name 15: Automatically set at x3.
  • PDF file q_PDF_File 16:
  • Directory q_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 Sentence q_Open_Chat 24: Automatically set at x1.
  • box file URL q_Box 25: Automatically set at x6.

Download

online-estimate-storage-flow-20161011-229-en.qar

Only available for 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
    • Make 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 the 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 the details of Slack service, 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 are prepared
    • Replace the icon in App edit mode and make the necessary settings

See also

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