Difference between revisions of "Quick start guide to Protemos Freelance edition"
From Protemos Wiki
| Line 49: | Line 49: | ||
| " 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]] | | " 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]] | ||
| − | | " valign="top" align="center | + | | " 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]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | <U>[[ | + | | " 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]] |
| " valign="top" align="center" | <U>[[MemoQ integration|''' memoQ integration ''']] </U> <br><br> [[File:1ag.png|60px|link=MemoQ integration]] | | " valign="top" align="center" | <U>[[MemoQ integration|''' memoQ integration ''']] </U> <br><br> [[File:1ag.png|60px|link=MemoQ integration]] | ||
| " 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]] | | " 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]] | ||
Revision as of 10:51, 22 January 2024
For a brief system overview, please check this video: 
All the icons are clickable
.png){kind=small}
Taxes   
|
Import clients
|
PDF templates (for Enterprise version) 
|
| Messages
|
memoQ integration
|
TQ Auditor integration
|
| Import vendors
|
Import clients
|
Workflow (for Enterprise version)
|
| PDF templates (for Enterprise version)
|
Messages
|
To-dos (for Enterprise version)
|
| Dashboard (for Enterprise version)
|
Email templates (for Enterprise version)
|
Vendor rating (for Enterprise version)
|
