Difference between revisions of "Protemos add-on to Gmail"
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Using this Gmail add-on, you can quickly convert email messages from your clients into quotes and projects in your Protemos Enterprise account without manual copy-paste work. You can also create client profiles and contact persons based on email messages. | Using this Gmail add-on, you can quickly convert email messages from your clients into quotes and projects in your Protemos Enterprise account without manual copy-paste work. You can also create client profiles and contact persons based on email messages. | ||
| − | =='''How to start using | + | =='''How to start using add-on'''== |
| − | 1. You need to use Gmail as a mail client. So please add your mailbox to Gmail. | + | 1. You need to use Gmail as a browser mail client. So please add your mailbox to Gmail. |
| − | 2. Once logged in, please | + | 2. Once logged in, please click the “+” icon to the right of the message list area: |
[[File:Add-on installation1.png|border|150px]] | [[File:Add-on installation1.png|border|150px]] | ||
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::<span style="color:red">'''Note:'''</span> an account owner is the only manager who has access to API key. | ::<span style="color:red">'''Note:'''</span> an account owner is the only manager who has access to API key. | ||
| − | 7. Enter the key and | + | 7. Enter the key and click Enter: |
[[File:Add-on installation6.png|border|400px]] | [[File:Add-on installation6.png|border|400px]] | ||
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=='''Create new quote'''== | =='''Create new quote'''== | ||
| − | If the contact is already in your Protemos database, you can create a quote for this client using the add-on. To do it, | + | If the contact is already in your Protemos database, you can create a quote for this client using the add-on. To do it, click the “Create Quote” button: |
[[File:Creating quote with addon1.png|border|1000px]] | [[File:Creating quote with addon1.png|border|1000px]] | ||
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=='''Create new project'''== | =='''Create new project'''== | ||
| − | If the contact is already in your Protemos database, you can create a project for this client using the add-on. To do it, | + | If the contact is already in your Protemos database, you can create a project for this client using the add-on. To do it, click the "Create Project" button. |
[[File:Creating project with addon1.png|border|1000px]] | [[File:Creating project with addon1.png|border|1000px]] | ||
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[[File:Creating project with addon3.png|border|300px]] | [[File:Creating project with addon3.png|border|300px]] | ||
| − | Click on the link and it will bring you to the project page | + | Click on the link, and it will bring you to the project page on Protemos. |
==='''Using project templates'''=== | ==='''Using project templates'''=== | ||
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[[File:Selecting project template1.png|border|300px]] | [[File:Selecting project template1.png|border|300px]] | ||
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By default, the system uses the template values, but the corresponding add-on values will override it. For example: | By default, the system uses the template values, but the corresponding add-on values will override it. For example: | ||
| − | + | If the language pairs aren't defined when creating the project with the add-on, then the ones from the selected template will be applied. It applies to all other fields. | |
| − | + | ::<span style="color:orange">'''Note:'''</span> If you specify one or more language pairs and select a template with predefined language pairs, then both the language pairs specified in the add-on and the ones from the template will be applied. | |
=='''Create new client'''== | =='''Create new client'''== | ||
| Line 86: | Line 84: | ||
[[File:Creating new client1.png|border|1000px]] | [[File:Creating new client1.png|border|1000px]] | ||
| − | To create a new client profile | + | To create a new client profile, click the "Create Client" button: |
[[File:Creating new client2.png|border|300px]] | [[File:Creating new client2.png|border|300px]] | ||
| − | Choose a legal entity, fill in information if needed and | + | Choose a legal entity, fill in information if needed and click the "Submit" button: |
[[File:Creating new client3.png|border|300px]] | [[File:Creating new client3.png|border|300px]] | ||
| Line 102: | Line 100: | ||
=='''Create new contact person'''== | =='''Create new contact person'''== | ||
| − | You can create a new contact person for the already existing client. | + | You can create a new contact person for the already existing client. Click the "Create Contact" button to do it: |
[[File:Create new contact1.png|border|300px]] | [[File:Create new contact1.png|border|300px]] | ||
| − | Choose a client, fill in information if needed and | + | Choose a client, fill in information if needed and click the "Submit" button: |
[[File:Create new contact2.png|border|300px]] | [[File:Create new contact2.png|border|300px]] | ||
Latest revision as of 10:27, 12 October 2022
Using this Gmail add-on, you can quickly convert email messages from your clients into quotes and projects in your Protemos Enterprise account without manual copy-paste work. You can also create client profiles and contact persons based on email messages.
Contents
How to start using add-on
1. You need to use Gmail as a browser mail client. So please add your mailbox to Gmail.
2. Once logged in, please click the “+” icon to the right of the message list area:
3. Search for the Protemos add-on:
4. Install it:
5. Now, once the add-on is installed, open an email message that you want to convert into a quote or project, and click the Protemos icon to the right:
6. The system will ask you to enter an API key. You can find it on your account page:
- Note: an account owner is the only manager who has access to API key.
7. Enter the key and click Enter:
Once the API key is entered, you can start using the add-on.
Create new quote
If the contact is already in your Protemos database, you can create a quote for this client using the add-on. To do it, click the “Create Quote” button:
Fill in the compulsory fields that are marked with an asterisk and click “Submit”:
The system will show you the URL of the created quote:
Click on the link, and it will bring you to the quote page on Protemos.
Create new project
If the contact is already in your Protemos database, you can create a project for this client using the add-on. To do it, click the "Create Project" button.
Fill in the compulsory fields that are marked with an asterisk and click "Submit":
The system will show you the URL of the created project:
Click on the link, and it will bring you to the project page on Protemos.
Using project templates
When creating a project with the add-on, you can use a project template. To do it, click on the "Template" field and select the project template from the drop-down list:
By default, the system uses the template values, but the corresponding add-on values will override it. For example:
If the language pairs aren't defined when creating the project with the add-on, then the ones from the selected template will be applied. It applies to all other fields.
- Note: If you specify one or more language pairs and select a template with predefined language pairs, then both the language pairs specified in the add-on and the ones from the template will be applied.
Create new client
If you receive an email message from someone who is not on your Protemos client list, the add-on will suggest you create a new client profile or contact person first:
To create a new client profile, click the "Create Client" button:
Choose a legal entity, fill in information if needed and click the "Submit" button:
The new client profile will be created, and you will see the "Create Project" and "Create Quote" buttons:
Follow instructions for creating the project or quote.
Create new contact person
You can create a new contact person for the already existing client. Click the "Create Contact" button to do it:
Choose a client, fill in information if needed and click the "Submit" button:
The new contact person will be created, and you will see the "Create Project" and "Create Quote" buttons:
Follow instructions for creating the project or quote.
