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

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  |- style="height:100px"
 
  |- style="height:100px"
 
  | " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]  
 
  | " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]  
| " valign="top" align="center" | <U>[[MemoQ integration|''' memoQ integration ''']] </U>  <br><br> [[File:1ag.png|60px|link=MemoQ integration]]
 
| " valign="top" align="center" | <U>[[TQAuditor integration|''' TQ Auditor integration''']] </U> <br> <br> [[File:1ag.png|60px|link=TQAuditor integration]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]]
 
 
|- style="height:100px"
 
| " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]]
 
| " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]]
 
| " valign="top" align="center" | <U>[[Project details, Workflow tab|'''Workflow ''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
 
 
|- style="height:100px"
 
 
| " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]]
 
| " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]
 
| " valign="top" align="center" | <U>[[To-dos|'''To-dos''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]
 
 
|- style="height:100px"
 
 
| " valign="top" align="center" | <U>[[Dashboard|'''Dashboard''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]
 
| " valign="top" align="center" | <U>[[Email templates|'''Email templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]
 
| " valign="top" align="center" | <U>[[Vendor_rating|'''Vendor rating''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Vendor_rating]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]]
 
  
  
 
  |}
 
  |}

Revision as of 11:54, 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
Import clients

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

1ag.png Empty square.jpg 2ag.png