Task Flow Mickael Rutembya · Flow Atlas

Devis Deposit

/devis/depot/

Atomic steps for an owner to deposit a quote (devis) for a qualified lead.

Task intent

What the user is trying to do

« Create and deposit a formal quote for a lead to initiate the sales process. »

Entry points

ElementDestination
Lead detail Create quote/devis/depot/
Dashboard New quote/devis/depot/
Contracts page New quote/devis/depot/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens devis depot"] --> B["/devis/depot/"] B --> C["Select lead or template"] C --> D["Review scope and pricing"] D --> E["Customize quote"] E --> F["Generate PDF quote"] F --> G["Send to lead"] G --> H["Track quote status"] H --> I["End: quote sent"] click B "https://mickael-umt.com/devis/depot/" "Open Devis Depot" click I "https://mickael-umt.com/devis/" "Open Devis List"

Step inventory

IDStepActionSystem state
S1Open formNavigate to quote creationForm loaded
S2Select contextChoose lead, templateContext bound
S3ReviewVerify scope and pricingNo state change
S4CustomizeAdjust terms if neededDraft updated
S5GenerateCreate PDF and sendQuote created
S6TrackMonitor lead responseStatus updated

Flow scenario

Scenario DD1

Owner deposits a quote for a qualified lead

Trigger

  • Owner clicks create quote from lead detail
  • Lead is qualified and scope is clear

Experience

  1. Devis depot loads with lead context and template.
  2. Owner reviews scope and pricing.
  3. Customizes terms if needed.
  4. Generates PDF and sends to lead.

Trust and safety rules

  • Quote is stored with audit trail.
  • Pricing and scope must match validated estimate.
  • Quote link is time-limited.

Interaction rules

  • Template selection is required.
  • PDF preview before sending.
  • Status transitions: draft, sent, accepted, declined.

Result states

StateWhat the user seesWhat happens next
DraftEditable quote formOwner reviews and sends
SentQuote tracking viewOwner monitors lead response
AcceptedAccepted quoteContract generation starts