Protemos add-on to Gmail

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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.

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 click the “+” icon to the right of the message list area:

Add-on installation1.png

3. Search for the Protemos add-on:

Add-on installation2.png

4. Install it:

Add-on installation3.png

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:

Add-on installation4.1.png

6. The system will ask you to enter an API key. You can find it on your account page:

Add-on installation5.png

Note: an account owner is the only manager who has access to API key.

7. Enter the key and click Enter:

Add-on installation6.png

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, click the “Create Quote” button:

Creating quote with addon1.png

Fill in the compulsory fields that are marked with an asterisk and click “Submit”:

Creating quote with addon2.2.png

The system will show you the URL of the created quote:

Creating quote with addon3.png

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, click the "Create Project" button.

Creating project with addon1.png

Fill in the compulsory fields that are marked with an asterisk and click "Submit":

Creating project with addon2.png

The system will show you the URL of the created project:

Creating project with addon3.png

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:

Selecting project template1.png

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.

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 To-do

If the contact is already in your Protemos database, you can create a client-associated To-Do. To do it, click the "Create To-do" button.

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:

Creating new client1.png

To create a new client profile, click the "Create Client" button:

Creating new client2.png

Choose a legal entity, fill in information if needed and click the "Submit" button:

Creating new client3.png

The new client profile will be created, and you will see the "Create Project" and "Create Quote" buttons:

Creating new client4.png

Follow instructions for creating the project or quote.

Create new contact person

You can create a new contact person for the already existing client. Click the "Create Contact" button to do it:

Create new contact1.png

Choose a client, fill in information if needed and click the "Submit" button:

Create new contact2.png

The new contact person will be created, and you will see the "Create Project" and "Create Quote" buttons:

Creating new client4.png

Follow instructions for creating the project or quote.