Difference between revisions of "Protemos add-on to Gmail"

Revision as of 12:37, 21 January 2022

Step-by step instruction on how to start using the add-on

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.

1. You need to use Gmail as mail client. So please add your mailbox to Gmail.

2. Once logged in, please press “+” icon to the right of the message list area:

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3. Search for Protemos add-on:

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4. Install it:

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5. Now, once the add-on is installed, open an email message that you want to convert into a project, and click Protemos icon to the right:

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6. The system will ask you to enter API key:

You can find it on your [[1]]:

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Note: if you cannot access this page, please ask the owner of your company account to send API key to you.

7. Enter the key and press Enter:

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Once API key is entered, you can start using it.

Creating a quote/project for already existing clients

8. If the contact is already in your Protemos database, you can see “Create project” and “Create quote” buttons:

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9. Check the fields, modify if needed, and click “Submit”:

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10. The system will show you the URL of the created project/quote:

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11. Click on it and check the created project.

Creating a quote/project for new clients

If you receive a project from someone who’s not in the database, you’ll see the buttons for creating a client or vendor:

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1. If it’s the new client, click “New client” button. If it’s just a new contact of the existing client, click “Create contact”.

2. In the dialog that opens next, check the fields, modify if needed, and click “Submit”. It will create the client or contact in your Protemos database.

3. Once the client/contact is created, you’ll see “Create project” and “Create quote” buttons:

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4. Follow project/quote instructions above.