Estimate Quote to an Office
How to estimate Quote to an Office
with CSV File
January 22, 2020
HyperC lets you estimate in effective way for your Quote to an Office with your data from CSV File — no code required.
You have this ...
A list of Qoutes
with their parameters in CSV File
A list of Offices
with parameters in CSV File
automatically do this!
estimate to an Office
Automatically esimate in CSV File table
Workflows with Quote
CSV File workflows
How estimating Quote to an Office with CSV File Works
Step 1: Add CSV File as database connection.30 seconds
Step 2: Create a business rule to take Quote from CSV File and put to an Office table in CSV File.10 minutes
- Create more rules as needed, like completing an order by an employee.
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
Step 4: Click “Create a new Process” to connect your data from CSV File (and/or other sources) with rules you just wrote.15 seconds
That’s it! You just saved most of the management work and optimized the process!