{"id":6869,"date":"2023-01-27T21:43:00","date_gmt":"2023-01-27T19:43:00","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/es\/?p=6869"},"modified":"2024-04-22T18:45:06","modified_gmt":"2024-04-22T15:45:06","slug":"ideia-para-configurar-o-envio-dos-seus-orcamentos","status":"publish","type":"post","link":"https:\/\/masterbase.com\/pt\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"Ideia para configurar o envio dos seus or\u00e7amentos"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tA cota\u00e7\u00e3o de um produto ou servi\u00e7o \u00e9 talvez uma das ac\u00e7\u00f5es mais frequentes e transversais, na vida pessoal quando precisamos de fazer uma repara\u00e7\u00e3o em casa ou num eletrodom\u00e9stico, ou profissionalmente para contratar um servi\u00e7o.\n\nIsto significa que haver\u00e1 sempre algu\u00e9m que precisa de um or\u00e7amento. Para responder a essa necessidade e qualquer que seja a dimens\u00e3o da sua empresa, deve dispor de um mecanismo r\u00e1pido e eficaz para entregar os or\u00e7amentos de que o seu p\u00fablico necessita.\n\nNo MasterBase\u00ae, pode automatizar o envio e o seguimento dos seus or\u00e7amentos existentes, que pode criar a partir de um modelo. Cada criador pode personalizar o modelo de acordo com os seus objectivos. Vamos analisar uma das muitas op\u00e7\u00f5es abaixo.\n

Uma forma de o configurar em MasterBase\u00ae.<\/h3>\nA primeira coisa a ter em conta \u00e9 que o MasterBase\u00ae possui interfaces denominadas Wizards, que facilitam a configura\u00e7\u00e3o de vistas de formul\u00e1rios, tabelas e pontos de acesso, e possibilitam a utiliza\u00e7\u00e3o de ferramentas em processos automatizados. Desta forma, n\u00e3o \u00e9 necess\u00e1rio ser um especialista digital para configurar as suas Solu\u00e7\u00f5es.\n\nPara este exemplo, vamos assumir que j\u00e1 temos o nosso or\u00e7amento em formato PDF e que o que precisamos de fazer \u00e9 envi\u00e1-lo aos clientes e fazer o acompanhamento.\n\nPortanto, o que precisamos \u00e9 de:\n
    \n \t
  1. Utilizando o assistente FormBuilder, configure um formul\u00e1rio de entrada que nos permita carregar a cota\u00e7\u00e3o e os detalhes dos clientes destinat\u00e1rios. O formul\u00e1rio pode incluir, por exemplo, campos como o n\u00famero da cota\u00e7\u00e3o, o detalhe, a data de envio, o nome, os e-mails dos destinat\u00e1rios, etc.<\/li>\n \t
  2. Ligar o formul\u00e1rio a uma base de dados para armazenar cada transa\u00e7\u00e3o. A liga\u00e7\u00e3o \u00e9 feita atrav\u00e9s da apikey ou password da base de dados.<\/li>\n \t
  3. Configure no assistente GridForm uma tabela para apresentar todas as transac\u00e7\u00f5es, ou seja, cota\u00e7\u00f5es com os campos que definimos no formul\u00e1rio. Com a ajuda do assistente, pode decidir quais os campos que pretende ver e em que ordem. Para manter tudo ligado, a tabela tamb\u00e9m utiliza a apikey da mesma base de dados que foi introduzida no formul\u00e1rio.<\/li>\n \t
  4. Criar pontos de acesso para visualizar o formul\u00e1rio de in\u00edcio de sess\u00e3o e a tabela com todas as transac\u00e7\u00f5es, o que fazemos no assistente de \u00edcones, que nos permite escolher as cores, a imagem e estabelecer a rela\u00e7\u00e3o entre a vista do formul\u00e1rio do ponto 1 e a tabela do ponto 3. Depois, podemos dar acesso \u00e0s pessoas que queremos que utilizem esta Solu\u00e7\u00e3o para enviar or\u00e7amentos. Por exemplo, a toda a equipa de vendas de uma empresa.\n

    Vamos automatizar o processo<\/h3>\nJ\u00e1 dispomos dos elementos necess\u00e1rios para montar o processo, em pormenor, para que os aut\u00f3matos possam fazer o trabalho por n\u00f3s.<\/li>\n \t
  5. O processo deve come\u00e7ar com a identifica\u00e7\u00e3o da conta do utilizador, do seu dom\u00ednio e da apikey da base de dados onde todas as transac\u00e7\u00f5es ser\u00e3o armazenadas. Isto \u00e9 conseguido gra\u00e7as \u00e0 ferramenta SmartData.<\/li>\n \t
  6. De seguida, temos de configurar a rece\u00e7\u00e3o de um novo registo, ou seja, a submiss\u00e3o de uma cota\u00e7\u00e3o carregada no nosso formul\u00e1rio. Para o efeito, utilizamos a ferramenta RDS, especialmente concebida para as bases de dados MasterBase\u00ae.<\/li>\n \t
  7. Agora que temos o registo, temos de o enviar com um corpo de correio eletr\u00f3nico personalizado e o or\u00e7amento como anexo. Para o fazer, precisamos de utilizar duas ferramentas. Primeiro, com o Download, vamos procurar o HTML que utilizaremos como corpo do e-mail e, com o UniqueMail, vamos personaliz\u00e1-lo e envi\u00e1-lo com o or\u00e7amento anexado em formato PDF.\n

    Como \u00e9 que esta Solu\u00e7\u00e3o pode crescer?<\/h3>\nGra\u00e7as \u00e0 flexibilidade do MasterBase\u00ae e do Configware, os processos e as solu\u00e7\u00f5es podem crescer, ser melhorados ou modificados sem ter de come\u00e7ar do zero. Com tudo o que foi dito acima, podemos enviar um or\u00e7amento existente a um cliente. Mas poder\u00edamos ir ainda mais longe e automatizar ainda mais, criando a cota\u00e7\u00e3o no mesmo processo e accionando um reenvio se detectarmos que o nosso e-mail n\u00e3o foi aberto.\n

    Prepara\u00e7\u00e3o e acompanhamento das cota\u00e7\u00f5es<\/h3>\n<\/li>\n \t
  8. Podemos pedir a um web designer que crie um modelo HTML com o desenho do nosso or\u00e7amento. Com isso, s\u00f3 falta introduzir no template os caminhos com os campos do formul\u00e1rio para que os aut\u00f3matos fa\u00e7am o trabalho de completar o or\u00e7amento. Os mesmos campos do formul\u00e1rio: n\u00famero da cota\u00e7\u00e3o, detalhe, data de envio, nome, e-mails do destinat\u00e1rio, etc.<\/li>\n \t
  9. Podemos configurar um processo espec\u00edfico para que os aut\u00f3matos atribuam um n\u00famero correlativo a cada nova cota\u00e7\u00e3o.<\/li>\n \t
  10. Para garantir um acompanhamento adequado, podemos configurar um processo para que os aut\u00f3matos reenviem o or\u00e7amento ao terceiro dia, desde que n\u00e3o tenha sido aberto pelo destinat\u00e1rio. O reenvio pode ser configurado tantas vezes quantas considerarmos necess\u00e1rias, mesmo com um HTML diferente do primeiro envio, para que possamos obter um melhor resultado.<\/li>\n<\/ol>\nEsta \u00e9 apenas mais uma ideia, e um exemplo de tudo o que pode criar com o MasterBase\u00ae, as suas ferramentas e os aut\u00f3matos que trabalham para si. Convidamo-lo a dar forma digital \u00e0s suas ideias.\n\n \n\n\"\"<\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
    \n\t\t\t\t
    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"criadores\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    A cota\u00e7\u00e3o de um produto ou servi\u00e7o \u00e9 talvez uma das ac\u00e7\u00f5es mais frequentes e transversais, na vida pessoal quando precisamos de fazer uma repara\u00e7\u00e3o em casa ou num eletrodom\u00e9stico, ou profissionalmente para contratar um servi\u00e7o.<\/p>","protected":false},"author":239642484,"featured_media":7204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[1],"tags":[],"class_list":["post-6869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nIdea para configurar el 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