■Overview
This is a flow to issue a quotation from kintone with one click and send it via Outlook.
■Recommended for
1. Those who utilize kintone in their business
・Those who use it for information accumulation
・Those who register details using sub-tables
2. Those who use Outlook as their main communication tool
・Those who use it as a means of communication with clients
■Benefits of using this template
kintone allows you to manage detailed information related to forms by adding sub-tables to records, which can be useful when creating forms.
However, manually entering registered information from kintone to create quotations can negatively impact the productivity of the entire team.
By utilizing this flow, you can automatically create quotations by referencing information from kintone's sub-tables and send them via Outlook.
By automating most of the tasks related to quotations that were previously done manually, you can allocate time to other tasks, leading to increased productivity.
Additionally, by referencing registered information from kintone, you can create highly accurate forms.
■Notes
・Please integrate both kintone and Outlook with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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