Difference between revisions of "Quick start guide to Protemos Freelance edition"
From Protemos Wiki
(Created page with "'''For a brief system overview, please check this video:''' link=https://youtu.be/rrG6ImhtWHQ '''<I> All the icons are clickable </I>''' {| style="wi...") |
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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]] | |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]] | ||
| − | |3. " valign="top" align="center | + | |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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|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]] | |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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|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]] | |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]] | ||
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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]] | |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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Revision as of 10:24, 5 January 2024
For a brief system overview, please check this video: 
All the icons are clickable
1.Create Account   
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2.Create/import clients
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3.Create quotes
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| 4.Create project
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6.Issue invoices
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| 7.Record payments
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8.Generate reports
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| 10.Filters and search
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11.Export data
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12.Alerts and notifications
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| 13.Managers and access (for Enterprise version)
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14.Customization
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15.Licenses (for Enterprise version)
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.png){kind=small}
| Taxes
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Project templates (for Enterprise version)
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Tenders (for Enterprise version)
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Smartcat integration 
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memoQ integration
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TQ Auditor integration
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| Import vendors
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Import clients
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Workflow (for Enterprise version)
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| PDF templates (for Enterprise version) 
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Messages
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To-dos (for Enterprise version)
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| Dashboard (for Enterprise version)
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Email templates (for Enterprise version)
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Vendor rating (for Enterprise version)
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