Difference between revisions of "Quick start guide to Protemos"
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Revision as of 11:43, 28 May 2020
For a brief system overview, please check this video: 
All the icons are clickable
1.Create Account  
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2.Create/import clients
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3.Create/import vendors (for Enterprise version)
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| 4.Create project
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5.Assign jobs (for Enterprise version)
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6.Issue invoices
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| 7.Record payments
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8.Generate reports
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9.Quotes
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| 10.Filters and search
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11.Export data
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12.Alerts and notifications
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| 13.Managers and access
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14.Customization
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15.Licenses (for Enterprise version)
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- For the Vendor Quick start guide click here.
- For the Client Quick start guide click here.
- Advanced options -is being edited
| Taxes
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Project templates
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Tenders
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| SmartCat integration
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memoQ integration
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TQ Auditor integration
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| Import vendors
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Import clients
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Workflow
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