Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
| Line 59: | Line 59: | ||
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | <U>[[Smartcat integration|''' Smartcat integration''']] </U> <br> <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link]] | + | | " 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]] |
| − | | " 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> '''<span style="color:#990000">(for Enterprise version)<span>''' <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> '''<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]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> <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]] | + | | " 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]] |
| " 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" | <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]] | | " 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]] | ||
Latest revision as of 16:48, 11 September 2024
For a brief system overview, please check this video: 
All the icons are clickable
1.Create Account   
|
2.Create/import clients
|
3.Create/import vendors (for Enterprise version)
|
| 4.Create project
|
5.Assign jobs (for Enterprise version)
|
6.Issue invoices
|
| 7.Record payments
|
8.Generate reports
|
9.Quotes
|
| 10.Filters and search
|
11.Export data
|
12.Alerts and notifications
|
| 13.Managers and access (for Enterprise version)
|
14.Customization
|
15.Licenses (for Enterprise version)
|
.png){kind=small}
| Taxes
|
Project templates (for Enterprise version)
|
Tenders (for Enterprise version)
|
| Smartcat integration (for Enterprise version) 
|
memoQ integration (for Enterprise version)
|
TQ Auditor integration (for Enterprise version)
|
| Import vendors (for Enterprise version)
|
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)
|
