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Power Platform Community / Forums / Power Automate / Flow for Quoting System
Power Automate
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Flow for Quoting System

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Posted on by

Could someone please start me off on the right path?

I'm thinking through how to create a flow to replicate our quoting process but I'm having trouble determining where to begin.

 

Typically, we receive a request for quote (RFQ) email from a customer containing some background information and attachments (CAD models, PDFs, etc.). This email is then forwarded to someone internally to provide a quote which they then email back to the customer.

 

What I would like to do is when the RFQ email is received, that person 'somehow' manually triggers a flow which will capture all attachments (and, if possible, the body of the email in the form of a PDF) and stores it somewhere such as a new unique folder in sharepoint.

 

There's more to it, but that's the starting point I'm stuck on. There are too many options with pros/cons to each.

 

If it helps, eventually what I'm hoping to get out of this is:

-a list or spreadsheet to track each quote

-a unique folder or location with all attachments received from the customer pertaining to each quote request (so I can track what files were received and when with revision control)

-a method of controlling who is working on each RFQ as well as something they can "Approve" when they have completed it

 

Thank you in advance!

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