Difference between revisions of "Quick start guide to Protemos Freelance edition"
From Protemos Wiki
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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]] | |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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|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]] | |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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|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]] | |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]] | ||
|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]] | |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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|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]] | |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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|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]] | |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]] | ||
| − | | | + | |12. " valign="top" align="center"|<U>[[Customization|'''12.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]] |
| − | |12. " valign="top" align="center"|<U>[[ | + | |12. " valign="top" align="center"|<U>[[Customization|'''12.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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Revision as of 10:25, 22 January 2024
For a brief system overview, please check this video: 
All the icons are clickable
.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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