A quotation PDF file is automatically generated based on the drafted contents.
After submitting the quote, the PDF file is automatically uploaded to OneDrive.
Worker (#of Swimlane: 2)
Sales
Sales representative
Supervisor
Sales representative’s supervisor
Business Flow (Complexity of Workflow: 13)
11. Draft Quotation
Salesperson drafts a quote
71x. Revision
The sales representative will revise the draft and resubmit it.
62. Approve Draft Quote
The salesperson’s supervisor will check the quote and send it back if there are any deficiencies.
83. Submit Quotation
The sales representative submits the quotation and reports the date and time.
94. Order Loss Report
Sales representatives report win/loss results.
16x1. Set PDF File Name
The system generates strings from fixed values and system variables and sets them in data items.
5x2. PDF Generation
The system generates a PDF file by inserting the values of the specified data items into the mount PDF.
19x3. Upload to OneDrive
Business Process Variables (#of Data Item: 35)
▼ Internal Communication ▼0
Special Notes on the Projectq_Remarks1
▼ Submission Information ▼2
Company Nameq_Company3
will be inserted into the PDF
Sales Representativeq_Representative31
will be inserted into the PDF
Handler + Departmentq_Assignment4
will be inserted into the PDF
Addressq_Post_Address32
Telephone Numberq_Phone33
Email Addressq_Email34
▼ Quote Information ▼5
Estimatorq_Person6
will be inserted into the PDF
${processInstance.initQuserId}
Approverq_Approved35
The processor for “2. Approve Draft Quote” is set.
Service Contentsq_Service36
Terms and Conditionsq_Trade7
3
Quotation Issue Dateq_Issuance8
will be inserted into the PDF
processInstanceStartDatetime.addDays(3)
Quotation Expiration Dateq_Expiration9
processInstanceStartDatetime.addDays(17)
◆ Details Tableq_Details10
Total 1q_Label126
will be inserted into the PDF
Subtotal (excluding tax)
Subtotalq_Subtotal11
will be inserted into the PDF
Total 2q_Label227
will be inserted into the PDF
Discount 2q_Discount30
will be inserted into the PDF
Total 3q_Label328
will be inserted into the PDF
Consumption tax
Consumption Taxq_Tax12
will be inserted into the PDF
Totalq_Label_Total29
will be inserted into the PDF
Billing total
Grand Totalq_Total13
will be inserted into the PDF
◆ Footer Messageq_Footer14
Questetra BPM Suite is a workflow product that enables business data to be transferred in the cloud. It is characterized by the ability to set up a workflow with a simple drag & drop operation, and even complex workflows such as “Approval Flow”, “Order and Billing Flow,” and “Claim Handling Flow” can be systematized onsite.
If you would like to incorporate an automatic PDF form generation function, or if you would like us to propose modeling of other operations, please feel free to contact us.
