Protemos add-on to Gmail
Using this Gmail add-on, you can quickly convert email messages from your clients into quotes and projects in your Protemos Enterprise account without manual copy-paste work. You can also create client profiles and contact persons based on email messages.
Contents
How to start using the add-on
1. You need to use Gmail as a browser mail client. So please add your mailbox to Gmail.
2. Once logged in, please press the “+” icon to the right of the message list area:
3. Search for the Protemos add-on:
4. Install it:
5. Now, once the add-on is installed, open an email message that you want to convert into a quote or project, and click the Protemos icon to the right:
6. The system will ask you to enter an API key. You can find it on your account page:
- Note: an account owner is the only manager who has access to API key.
7. Enter the key and press Enter:
Once the API key is entered, you can start using the add-on.
Create new quote
If the contact is already in your Protemos database, you can create a quote for this client using the add-on. To do it, press the “Create Quote” button:
Fill in the compulsory fields that are marked with an asterisk and click “Submit”:
The system will show you the URL of the created quote:
Click on the link, and it will bring you to the quote page on Protemos.
Create new project
If the contact is already in your Protemos database, you can create a project for this client using the add-on. To do it, press the "Create Project" button.
Fill in the compulsory fields that are marked with an asterisk and click "Submit":
The system will show you the URL of the created project:
Click on the link, and it will bring you to the project page in Protemos.
Using project templates
When creating a project with the add-on, you can use a project template. To do it, click on the "Template" field and select the project template from the drop-down list:
::Note: Please do not use the templates with jobs with language pairs. The add-on data will be ignored.
By default, the system uses the template values, but the corresponding add-on values will override it. For example:
If the language pairs aren't defined when creating the project with the add-on, then the ones from the selected template will be applied. It applies to all other fields.
1. If you define one or more language pairs and select a template with predefined language pairs, then the add-on will override values from the template. It also applies to "Client", "Contact person", and "Secondary manager" fields.
- [new version] Note: If you specify one or more language pairs and select a template with predefined language pairs, then both the language pairs specified in the add-on and the ones from the template will be applied.
Create new client
If you receive an email message from someone who is not on your Protemos client list, the add-on will suggest you create a new client profile or contact person first:
To create a new client profile, press the "Create Client" button:
Choose a legal entity, fill in information if needed and press the "Submit" button:
The new client profile will be created, and you will see the "Create Project" and "Create Quote" buttons:
Follow instructions for creating the project or quote.
Create new contact person
You can create a new contact person for the already existing client. Press the "Create Contact" button to do it:
Choose a client, fill in information if needed and press the "Submit" button:
The new contact person will be created, and you will see the "Create Project" and "Create Quote" buttons:
Follow instructions for creating the project or quote.
