A quotation PDF file is generated with the drafted content and uploaded to SharePoint Online.
After the order has been confirmed, the contents and results of the quotation are recorded in the Excel Online ledger on SharePoint Online.
Workers (Number of swimlanes: 2)
Sales
Sales Representative
Supervisor
Supervisor of the sales representative
Workflow (Complexity of workflow diagram: 12)
11. Draft Estimate Contents
The sales representative drafts the quotation.
71x. Draft Correction
The sales representative revises the drafting and resubmits it.
62. Approval
The sales representative’s supervisor checks the quotation and returns it if it is incomplete.
83. Submit Quotation
The sales representative submits a quotation and reports the date and time of the quotation.
94. Reporting Lost Orders
The sales representative reports the results of the order/lost order.
16x1. Set PDF File Name
The system generates strings from fixed values and system variables and sets them into data items.
5x2. Generate PDF
The system inserts the values of the specified data items into a template and generates a PDF file.
20x3. Upload to SharePoint Online
The system uploads the quotation file to a designated folder in SharePoint Online.
21x4. Ledger Record
The system provides detailed information on quotations in the Excel Online quotation ledger.
Business process variables to be passed on (number of data items: 35)
▼ Internal Commmunication ▼0
Special Case Notesq_Remarks1
▼ Submission Information ▼2
Company Nameq_Company3
Inserted into the PDF
Representativeq_Representative31
Inserted into the PDF
Department and Titleq_Assignment4
Inserted into the PDF
Addressq_Post_Address32
Telephone Numberq_Phone33
Email Addressq_Email34
▼ Estimate Information ▼5
Estimatorq_Person6
Inserted into the PDF
${processInstance.initQuserId}
(Approving Supervisor)q_Approved35
The processor is set for ‘2. Approval’.
Service Detailsq_Service36
Terms & Conditionsq_Trade7
3
Date Quote Issuedq_Issuance8
Inserted into the PDF
processInstanceStartDatetime.addDays(3)
Quotation Expiry Dateq_Expiration9
processInstanceStartDatetime.addDays(17)
◆ Itemised Tableq_Details10
Total Display 1q_Label126
Inserted into the PDF
Subtotal (excluding tax)
Subtotalq_Subtotal11
Inserted into the PDF
Total Display 2q_Label227
Inserted into the PDF
Discount 2q_Discount30
Inserted into the PDF
Total Display 3q_Label328
Inserted into the PDF
Consumption Tax
Consumption Taxq_Tax12
Inserted into the PDF
Grand Totalq_Label_Total29
Inserted into the PDF
Total Amount Billed
Totalq_Total13
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 characterised by the ability to set up workflows simply by Drag & Drop operations, and even complex workflows such as the ‘Approval Flow’, ‘Order Billing Flow’ and ‘Complaint Handling Flow’ can be systemised under the initiative of the site.
If you would like to incorporate a function for automatic PDF generation of forms, or if you would like us to propose modelling of other operations, please contact us.
If you have any requests, please feel free to contact Questetra.
https://www.questetra.com/contact/
PDF File Nameq_PDF_Name15
The process ID and date are concatenated and stored in “x1. Set PDF File Name” process. Example: “Quote-0001234-202207051120.pdf”.
PDF Fileq_PDF_File16
In the “x2. Generate PDF” process, the automatically generated PDF files are stored.
https://graph.microsoft.com/Sites.ReadWrite.All offline_access ※ Attention ※ https://graph.microsoft.com/Files.ReadWrite offline_access (for OneDrive) does not work
Specify the URL of the folder where the file is to be uploaded
URL when accessing the document library from a SharePoint Online screen. ※ Attention ※ URLs do not work when accessing the document library of a SharePoint Online site from ‘Quick Access’ on the OneDrive screen
The fixed values set should be changed when in use.
Display labels for Select-type data items ‘Service Details’ and ‘Terms & Conditions’
Initial values for data items ‘◆ Footer Message’ and ‘Storage Folder URL’
Fixed part such as company name in the template PDF (add-on)