Difference between revisions of "Quick start guide to Protemos Freelance edition"

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'''For a brief system overview, please check this video:'''  [[File:2ag.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]
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'''For a brief system overview, please check this video:'''  [[File:2ag.png|40px|link=https://www.youtube.com/watch?v=-vaItQijEwE]]
  
 
'''<I> All the icons are clickable </I>'''
 
'''<I> All the icons are clickable </I>'''
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  |1. " valign="top" align="center" width="300"|<U>[[Create Account|'''1.Create Account''']]</U> <br> <br>[[File:1ag.png|60px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jX-D7EUltyE]]
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  |1. " valign="top" align="center" width="300"|[[Create Account|'''1. Create account''']] <br> <br>[[File:1ag.png|55px|link=Create Account]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/jX-D7EUltyE]]
 
   
 
   
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|2. " valign="top" align="center" width="300"|<U>[[Create/import clients|'''2.Create/import clients''']]</U> <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]]
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|2. " valign="top" align="center" width="300"|[[Create/import clients|'''2. Create/import clients''']] <br> <br> [[File:1ag.png|55px|link=Create/import clients]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/e23OdYfLewc]]
  
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  |3. " valign="top" align="center"|<U>[[Сreate quotes|'''3.Create quotes''']] </U> <br> <br> [[File:1ag.png|60px|link=Сreate quotes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/WRZJHb9njeI]]  
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  |3. " valign="top" align="center"|[[Сreate quotes|'''3. Create quotes''']] <br> <br> [[File:1ag.png|55px|link=Сreate quotes]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/WRZJHb9njeI]]  
  
 
   
 
   
 
  |- style="height:100px"
 
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  |4. " valign="top" align="center"|<U>[[Create project|'''4.Create project''']]</U> <br> <br> [[File:1ag.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/38SpFkjDD9s]]
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  |4. " valign="top" align="center"|[[Create project|'''4. Create project''']] <br> <br> [[File:1ag.png|55px|link=Create project]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/38SpFkjDD9s]]
  
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  |5. " valign="top" align="center" |<U>[[Issue invoices|'''5.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]]
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  |5. " valign="top" align="center" |[[Issue invoices|'''5. Issue invoices''']] <br> <br>[[File:1ag.png|55px|link=Issue invoices]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/z1brFAnfhDI]]
  
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  |6. " valign="top" align="center"|<U>[[Recording payments|'''6.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]]
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  |6. " valign="top" align="center"|[[Recording payments|'''6. Record payments''']] <br> <br>[[File:1ag.png|55px|link=Recording payments]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/QDAQdYh1wPI]]
 
   
 
   
  
 
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  |7. " valign="top" align="center"|<U>[[Generate reports|'''7.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]]
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  |7. " valign="top" align="center"|[[Generate reports|'''7. Generate reports''']] <br> <br>[[File:1ag.png|55px|link=Generate reports]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/ZMyuJySmyys]]
 
   
 
   
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  |8. " valign="top" align="center"|<U>[[Filters and search|'''8.Filters and search''']] </U> <br> <br> [[File:1ag.png|60px|link=Filters and search]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/-7G5FaHQ31Y]]
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  |8. " valign="top" align="center"|[[Filters and search|'''8. Filters and search''']] <br> <br> [[File:1ag.png|55px|link=Filters and search]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/-7G5FaHQ31Y]]
  
  
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  |9. " valign="top" align="center"|<U>[[Export data|'''9.Export data''']] </U> <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/X5e4Raf8IqY]]  
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  |9. " valign="top" align="center"|[[Export data|'''9. Export data''']] <br> <br> [[File:1ag.png|55px|link=Export data]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/X5e4Raf8IqY]]  
 
   
 
   
  
 
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  |10. " valign="top" align="center"|<U>[[Alerts and notifications|'''10.Alerts and notifications''']] </U> <br> <br> [[File:1ag.png|60px|link=Alerts and notifications]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/EFSjwviYtz8]]  
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  |10. " valign="top" align="center"|[[Alerts and notifications|'''10. Alerts and notifications''']] <br> <br> [[File:1ag.png|55px|link=Alerts and notifications]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/EFSjwviYtz8]]  
 
   
 
   
  
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  |11. " valign="top" align="center"|<U>[[Customization|'''11.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]]  
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  |11. " valign="top" align="center"|[[Customization|'''11. Customization''']] <br> <br> [[File:1ag.png|55px|link=Customization]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/wbcGrCuF3lE]]  
  
 
   
 
   
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  | " valign="top" align="center" width="300"  | <U>[[Taxes|''' Taxes''']] </U> <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]]
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  | " valign="top" align="center" width="300"  |[[Taxes|''' Taxes''']] <br> <br> [[File:1ag.png|55px|link=Taxes]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/IHAw-yH3jJM]]
 
   
 
   
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| " valign="top" align="center" width="300" | <U>[[Project templates|''' Project templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project templates]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]]
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| " valign="top" align="center" |[[Import clients from Excel|''' Import clients''']] <br> <br> [[File:1ag.png|55px|link=Import clients from Excel]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/9oFngi3mXEc]]
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| " valign="top" align="center" | [[PDF_templates|'''PDF templates''']] <br> <br> [[File:1ag.png|55px|link=PDF templates]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/hCA48afcmR4]]  
  
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| " valign="top" align="center" width="300" | <U>[[Create job tenders|''' Tenders''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
 
  
 
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| " valign="top" align="center" | <U>[[Smartcat integration|''' Smartcat integration''']] </U> <br> <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link]]
 
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| " valign="top" align="center" | <U>[[MemoQ integration|''' memoQ integration ''']] </U>  <br><br> [[File:1ag.png|60px|link=MemoQ integration]]
 
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| " valign="top" align="center" | <U>[[TQAuditor integration|''' TQ Auditor integration''']] </U> <br> <br> [[File:1ag.png|60px|link=TQAuditor integration]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]]
 
  
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|- style="height:100px"
 
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| " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]]
 
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| " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]]
 
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| " valign="top" align="center" | <U>[[Project details, Workflow tab|'''Workflow ''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
 
  
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|- style="height:100px"
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| " valign="top" align="center" | [[Messages|'''Messages''']] <br> <br> [[File:1ag.png|55px|link=Messages]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/DhbznYfEXPI]]
  
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| " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]]
 
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| " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]
 
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| " valign="top" align="center" | <U>[[To-dos|'''To-dos''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]
 
  
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|- style="height:100px"
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| " valign="top" align="center" | <U>[[Dashboard|'''Dashboard''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]
 
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| " valign="top" align="center" | <U>[[Email templates|'''Email templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]
 
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| " valign="top" align="center" | <U>[[Vendor_rating|'''Vendor rating''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Vendor_rating]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]]
 
  
  
 
  |}
 
  |}

Latest revision as of 14:32, 22 January 2024

For a brief system overview, please check this video: 2ag.png

All the icons are clickable

1. Create account

1ag.pngEmpty square.jpg2ag.png 		2. Create/import clients

1ag.pngEmpty square.jpg2ag.png 		3. Create quotes

1ag.pngEmpty square.jpg2ag.png


4. Create project

1ag.pngEmpty square.jpg2ag.png 		5. Issue invoices

1ag.pngEmpty square.jpg2ag.png 		6. Record payments

1ag.pngEmpty square.jpg2ag.png


7. Generate reports

1ag.pngEmpty square.jpg2ag.png 		8. Filters and search

1ag.pngEmpty square.jpg2ag.png


9. Export data

1ag.pngEmpty square.jpg2ag.png


10. Alerts and notifications

1ag.pngEmpty square.jpg2ag.png


11. Customization

1ag.pngEmpty square.jpg2ag.png



For the Vendor Quick start guide click here. (2).png
Taxes

1ag.pngEmpty square.jpg2ag.png 		Import clients

1ag.pngEmpty square.jpg2ag.png 		PDF templates

1ag.pngEmpty square.jpg2ag.png



Messages

1ag.pngEmpty square.jpg2ag.png



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