Difference between revisions of "Quick start guide to Protemos"

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==<BIG> '''Quick start guide to Protemos''' </BIG> ==
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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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'''<I> All the icons are clickable </I>'''
  
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{| style="width:900px" border="1" class="wikitable"
  
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{| style="width:900px" border="1" 
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|-style="height:100px"
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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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|-style="height:100px"
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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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|1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:Wiki reference.png|40px|link=Create Account]]   [[File:Youtube reference.jpg|40px|link=]]
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|2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create/import clients]]  [[File:Youtube reference.jpg|40px|link=]]
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  |3. " valign="top" align="center" width="300"|<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/mWKeF5l86NQ]]
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  |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create/import vendors]]   [[File:Youtube reference.jpg|40px|link=]]
 
 
   
 
   
 
  |- style="height:100px"
 
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  |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create project]]   [[File:Youtube reference.jpg|40px|link=]]
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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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  |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U>  <br> <br> [[File:Wiki reference.png|40px|link=Assign jobs]]   [[File:Youtube reference.jpg|40px|link=]]  
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  |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]]   [[File:Youtube reference.jpg|40px|link=]]
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  |5. " valign="top" align="center"|<U>[[Assign jobs|'''5.Assign jobs''']]</U>  <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:1ag.png|60px|link=Assign jobs]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wWAgR_A8-Yc]]  
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 +
  |6. " valign="top" align="center" |<U>[[Issue invoices|'''6.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]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
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  |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Recording payments]] [[File:Youtube reference.jpg|40px|link=]]  
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  |7. " valign="top" align="center"|<U>[[Recording payments|'''7.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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  |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Generate reports]] [[File:Youtube reference.jpg|40px|link=]]  
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  |9. " valign="top" align="center" | <U> [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Сreating quotes]] [[File:Youtube reference.jpg|40px|link=]]  
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  |8. " valign="top" align="center"|<U>[[Generate reports|'''8.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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  |9. " valign="top" align="center"|<U>[[Сreate quotes|'''9.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]]  
 
   
 
   
 
  |- style="height:100px"
 
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  |10. " valign="top" align="center" | <U> [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Filters and search]] [[File:Youtube reference.jpg|40px|link=]]  
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  |10. " valign="top" align="center"|<U>[[Filters and search|'''10.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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  |11. " valign="top" align="center" | <U> [[Export data|'''11.Export data''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Export data]] [[File:Youtube reference.jpg|40px|link=]]  
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  |12. " valign="top" align="center" | <U> [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Alerts and notifications]] [[File:Youtube reference.jpg|40px|link=]]  
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  |11. " valign="top" align="center"|<U>[[Export data|'''11.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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  |12. " valign="top" align="center"|<U>[[Alerts and notifications|'''12.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]]  
 
   
 
   
 
  |- style="height:100px"
 
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  |13. " valign="top" align="center" | <U> [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Users and access]] [[File:Youtube reference.jpg|40px|link=]]
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  |13. " valign="top" align="center"|<U>[[Managers and access|'''13.Managers and access''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Managers and access]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/8bfp3W83-mk]]
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  |14. " valign="top" align="center" | <U> [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Customizations]] [[File:Youtube reference.jpg|40px|link=]]  
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  |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Licenses]] [[File:Youtube reference.jpg|40px|link=]]  
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  |14. " valign="top" align="center"|<U>[[Customization|'''14.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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  |15. " valign="top" align="center"|<U>[[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hONidYnoW7M]]  
 
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== <BIG> '''Vendor quick start guide''' </BIG> == 
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:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]][[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]]
  
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::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]]
  
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{| style="width:900px" border="1"   
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{| style="width:900px" border="1"  class="wikitable"
 
   
 
   
 
  |-style="height:100px"
 
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  |1. " valign="top" align="center" width="300"  | <U>[[How to add the vendor account|'''1.Add Account''']]</U> <br> <br> [[File:Wiki reference.png|40px|link=How to add the vendor account]]   [[File:Youtube reference.jpg|40px|link=]]
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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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|2. " valign="top" align="center" width="300" |  <U>  [[Receiving the jobs|'''2.Receive jobs''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Receiving the jobs]]  [[File:Youtube reference.jpg|40px|link=]]
 
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|3. " valign="top" align="center" width="300" |  <U>  [[Delivering the jobs|'''3.Deliver jobs''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Delivering the jobs]]  [[File:Youtube reference.jpg|40px|link=]]
 
 
   
 
   
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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" 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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  |- style="height:100px"
 
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  |4. " valign="top" align="center" | <U>  [[Vendor finances|'''4.Finances''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Vendor finances]]   [[File:Youtube reference.jpg|40px|link=]]
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  | " valign="top" align="center" | <U>[[Smartcat integration|''' Smartcat integration''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link]]
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  |5. " valign="top" align="center" |<U>  [[Vendor filters|'''5.Filters''']] </U>  <br> <br> [[File:Wiki reference.png|40px|link=Vendor filters]]   [[File:Youtube reference.jpg|40px|link=]]  
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| " valign="top" align="center" | <U>[[MemoQ integration|''' memoQ integration ''']] </U>  <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=MemoQ integration]]
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  |6. " valign="top" align="center" | <U> [[Export data,  Vendor account|'''6.Export data ''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Export data, Vendor account]]   [[File:Youtube reference.jpg|40px|link=]]
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  | " valign="top" align="center" | <U>[[TQAuditor integration|''' TQ Auditor integration''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <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> '''<span style="color:#990000">(for Enterprise version)<span>''' <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" | <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=]]  
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  |}
 
  |}

Latest revision as of 15:48, 11 September 2024

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

All the icons are clickable

1.Create Account

1ag.png Empty square.jpg 2ag.png 		2.Create/import clients

1ag.pngEmpty square.jpg 2ag.png 		3.Create/import vendors
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
4.Create project

1ag.png Empty square.jpg 2ag.png 		5.Assign jobs
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png 		6.Issue invoices

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

1ag.pngEmpty square.jpg2ag.png 		8.Generate reports

1ag.pngEmpty square.jpg2ag.png 		9.Quotes

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

1ag.pngEmpty square.jpg2ag.png 		11.Export data

1ag.png Empty square.jpg2ag.png 		12.Alerts and notifications

1ag.pngEmpty square.jpg 2ag.png
13.Managers and access
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png 		14.Customization

1ag.pngEmpty square.jpg 2ag.png 		15.Licenses
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png


For the Vendor Quick start guide click here..pngFor the Vendor Quick start guide click here. (1).png
For the Vendor Quick start guide click here. (2).png
Taxes

1ag.pngEmpty square.jpg 2ag.png 		Project templates
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png 		Tenders
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
Smartcat integration
(for Enterprise version)
1ag.pngEmpty square.jpg link 		memoQ integration
(for Enterprise version)
1ag.png 		TQ Auditor integration
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png
Import vendors
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png 		Import clients

1ag.pngEmpty square.jpg 2ag.png 		Workflow
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png
PDF templates
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png 		Messages

1ag.png Empty square.jpg 2ag.png 		To-dos
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Dashboard
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png 		Email templates
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png 		Vendor rating
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png


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