Difference between revisions of "Protemos add-on to Gmail"
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3. Search for Protemos add-on: | 3. Search for Protemos add-on: | ||
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| + | [[File:Addon2.png|border|200px]] | ||
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4. Install it: | 4. Install it: | ||
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| + | [[File:Addon3.png|border|200px]] | ||
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5. Now, once the add-on is installed, open an email message that you want to convert into a project, and click Protemos icon to the right: | 5. Now, once the add-on is installed, open an email message that you want to convert into a project, and click Protemos icon to the right: | ||
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| + | [[File:Addon4.png|border|200px]] | ||
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6. The system will ask you to enter API key: | 6. The system will ask you to enter API key: | ||
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You can find it on https://cloud.protemos.com/account/view: | You can find it on https://cloud.protemos.com/account/view: | ||
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Note: if you cannot access this page, please ask the owner of your company account to send API key to you. | Note: if you cannot access this page, please ask the owner of your company account to send API key to you. | ||
7. Enter the key and press Enter: | 7. Enter the key and press Enter: | ||
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| + | [[File:Addon6.png|border|200px]] | ||
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Once API key is entered, you can start using it. | Once API key is entered, you can start using it. | ||
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8. If the contact is already in your Protemos database, you can see “Create project” and “Create quote” buttons: | 8. If the contact is already in your Protemos database, you can see “Create project” and “Create quote” buttons: | ||
| − | + | [[File:Addon11.png|border|200px]] | |
| − | + | 9. Check the fields, modify if needed, and click “Submit”: | |
| − | + | [[File:Addon8.png|border|200px]] | |
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| + | 10. The system will show you the URL of the created project/quote: | ||
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| + | [[File:Addon9.png|border|200px]] | ||
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| + | 11. Click on it and check the created project. | ||
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If you receive a project from someone who’s not in the database, you’ll see the buttons for creating a client or vendor: | If you receive a project from someone who’s not in the database, you’ll see the buttons for creating a client or vendor: | ||
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1. If it’s the new client, click “New client” button. If it’s just a new contact of the existing client, click “Create contact”. | 1. If it’s the new client, click “New client” button. If it’s just a new contact of the existing client, click “Create contact”. | ||
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3. Once the client/contact is created, you’ll see “Create project” and “Create quote” buttons: | 3. Once the client/contact is created, you’ll see “Create project” and “Create quote” buttons: | ||
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| + | [[File:Addon11.png|border|200px]] | ||
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4. Follow project/quote instructions above. | 4. Follow project/quote instructions above. | ||
Revision as of 17:02, 13 October 2021
Using this Gmail add-on, you can quickly convert email messages from your clients into quotes and projects without manual copy-past work.
1. You need to use Gmail as mail client. So please add your mailbox to Gmail.
2. Once logged in, please press “+” icon to the right of the message list area:
3. Search for 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 project, and click Protemos icon to the right:
6. The system will ask you to enter API key:
You can find it on https://cloud.protemos.com/account/view:
Note: if you cannot access this page, please ask the owner of your company account to send API key to you.
7. Enter the key and press Enter:
Once API key is entered, you can start using it.
Creating a quote/project for already existing clients
8. If the contact is already in your Protemos database, you can see “Create project” and “Create quote” buttons:
9. Check the fields, modify if needed, and click “Submit”:
10. The system will show you the URL of the created project/quote:
11. Click on it and check the created project.
Creating a quote/project for new clients
If you receive a project from someone who’s not in the database, you’ll see the buttons for creating a client or vendor:
1. If it’s the new client, click “New client” button. If it’s just a new contact of the existing client, click “Create contact”.
2. In the dialog that opens next, check the fields, modify if needed, and click “Submit”. It will create the client or contact in your Protemos database.
3. Once the client/contact is created, you’ll see “Create project” and “Create quote” buttons:
4. Follow project/quote instructions above.
