Difference between revisions of "Quick start guide to Protemos Freelance edition"

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  |12. " valign="top" align="center"|<U>[[Customization|'''12.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]]  
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  |11. " valign="top" align="center"|<U>[[Customization|'''11.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]]  
  
|12. " valign="top" align="center"|<U>[[Customization|'''12.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]]
 
 
   
 
   
 
  |}
 
  |}
  
 
:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]][[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]]
 
  
 
::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]]  
 
::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]]  

Revision as of 11:43, 22 January 2024

For a brief system overview, please check this video: 2ag.png

All the icons are clickable

1.Create Account

1ag.png Empty square.jpg 2ag.png
2.Create/import clients

1ag.pngEmpty square.jpg 2ag.png
3.Create quotes

1ag.pngEmpty square.jpg2ag.png


4.Create project

1ag.png Empty square.jpg 2ag.png
5.Issue invoices

1ag.pngEmpty square.jpg2ag.png
6.Record payments

1ag.pngEmpty square.jpg2ag.png


7.Generate reports

1ag.pngEmpty square.jpg2ag.png
8.Filters and search

1ag.pngEmpty square.jpg2ag.png


9.Export data

1ag.png Empty square.jpg2ag.png


10.Alerts and notifications

1ag.pngEmpty square.jpg 2ag.png


11.Customization

1ag.pngEmpty square.jpg 2ag.png



For the Vendor Quick start guide click here. (2).png
Taxes

1ag.pngEmpty square.jpg 2ag.png
Project templates
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
Tenders
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
Smartcat integration

1ag.pngEmpty square.jpg link
memoQ integration

1ag.png
TQ Auditor integration

1ag.pngEmpty square.jpg2ag.png
Import vendors

1ag.pngEmpty square.jpg 2ag.png
Import clients

1ag.pngEmpty square.jpg 2ag.png
Workflow
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png
PDF templates
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Messages

1ag.png Empty square.jpg 2ag.png
To-dos
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Dashboard
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Email templates
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Vendor rating
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png