Quick start guide to Protemos
From Protemos Wiki
Revision as of 09:36, 18 March 2021 by Aleksandra.d (talk | contribs)
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) |
| Taxes |
Project templates |
Tenders |
| Smartcat integration |
memoQ integration |
TQ Auditor integration |
| Import vendors |
Import clients |
Workflow |
| Common notes |
Messages |
To-dos |
| Dashboard |
Email templates |
|