After entering the estimate details into the form, register the record and table in kintone, create the estimate using the estimate template, send it, and finally mark the record with a flag indicating that the estimate has been sent.
After entering the estimate details into the form, records and tables will be registered in kintone. Then, using the contents of the form, an estimate will be created using a pre-prepared estimate template and sent. Finally, a flag indicating that the estimate has been sent will be attached to the record to complete the process. *Note: This operation involves storing multiple item data in the kintone table by repeating the same process. A spreadsheet is used in between, utilizing functions, so please first try copying and following the contents of the spreadsheet below as is. *The spreadsheet for repeating the same process is here.