Quick start guide to Protemos Freelance edition
From Protemos Wiki
For a brief system overview, please check this video:
All the icons are clickable
1.Create Account ![]() ![]() ![]() |
2.Create/import clients ![]() ![]() ![]() |
3.Create quotes ![]() ![]() ![]() |
4.Create project ![]() ![]() ![]()
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6.Issue invoices ![]() ![]() ![]() | |
7.Record payments ![]() ![]() ![]() |
8.Generate reports ![]() ![]() ![]() | |
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) ![]() ![]() ![]() |
Taxes ![]() ![]() ![]() |
Project templates (for Enterprise version) ![]() ![]() ![]() |
Tenders (for Enterprise version) ![]() ![]() ![]() |
Smartcat integration ![]() ![]() ![]() |
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) ![]() ![]() ![]()
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