User Docs
Progrid essentials
Activities
Reporting
Search, filter, and group records
Progrid rich-text editor
Contacts
Merge contacts
Export and import data
Keyboard shortcuts
Property fields
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Consolidation
Journals
Multi-currency system
Average price on returned goods
Tax units
Taxes
Cash basis taxes
Withholding taxes
VAT numbers verification (VIES)
Fiscal positions (tax and account mapping)
AvaTax integration
AvaTax use
Avalara (Avatax) portal
EU intra-community distance selling
B2B (tax excluded) and B2C (tax included) pricing
Customer invoices
Invoicing processes
Delivery and invoice addresses
Payment terms and installment plans
Default terms and conditions (T&C)
Cash discounts and tax reduction
Credit notes and refunds
Cash rounding
Deferred revenues
Electronic invoicing (
EDI
)
Invoice sequence
Snailmail
EPC QR codes
Incoterms
Vendor bills
Document digitization
Non-current assets and fixed assets
Deferred expenses
Vendor bill sequence
Payments
Online payments
Batch payments
SEPA Direct Debit (SDD) customer payments
Follow-up on invoices
Pay with SEPA
Pay by checks
Forecast future bills to pay
Trusted accounts (send money)
Bank and cash accounts
Bank synchronization
Salt Edge
Ponto
Enable Banking
Transactions
Bank reconciliation
Reconciliation models
Internal transfers
Manage a bank account in a foreign currency
Loans management
Reporting
Tax return (VAT declaration)
Tax carryover
Analytic accounting
Budgets
Intrastat
Data inalterability check report
Silverfin integration
Custom reports
Year-end closing
Expenses
Log expenses
Expense reports
Approve expenses
Post expenses
Reimburse employees
Re-invoice expenses
Online payments
Wire transfers
SEPA Direct Debit
Adyen
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
Flutterwave
Mercado Pago
Mollie
Nuvei
PayPal
Razorpay
Stripe
Worldline
Xendit
Fiscal localizations
Argentina
Australia
Austria
Belgium
Brazil
Canada
Chile
Colombia
Denmark
Ecuador
Egypt
France
Germany
Guatemala
Hong Kong
India
Indonesia
Italy
Jordan
Kenya
Luxembourg
Malaysia
Mexico
Netherlands
New Zealand
Peru
Philippines
Romania
Saudi Arabia
Singapore
Spain
Switzerland
Thailand
United Arab Emirates
United Kingdom
United States
Uruguay
Vietnam
Sales
CRM
Organize the pipeline
Lost opportunities
Merge similar leads and opportunities
Manage sales teams
Acquire leads
Convert leads into opportunities
Create opportunities from web contact forms
Create leads (from email or manually)
Create and send quotations
Lead mining
Assign and track leads
Assign leads with predictive lead scoring
Unattended leads report
Quality leads report
Resellers
Marketing attribution reports
Lead distribution report
Analyze performance
Pipeline Analysis
Expected revenue report
Forecast report
Optimize your Day-to-Day work
Enrich contacts with partner autocomplete
CRM Gamification
Utilize activities for sales teams
Lead enrichment
Sales
Sales quotations
Create quotations
Quotation templates
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Product variants on quotations and sales orders
PDF quote builder
Invoicing Method
Invoice based on delivered or ordered quantities
Down payments
Pro-forma invoices
Invoicing based on time and materials
Invoice project milestones
Reinvoice expenses to customers
Products & Prices
Manage your products
Import products
Product variants
Product images with Google Images
Manage your pricing
Pricelists
Foreign currencies
Discounts
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Commissions
Amazon Connector
Amazon Connector features
Amazon Connector configuration
Amazon order management
Shopee Connector
Shopee Connector configuration
Shopee order management
Gelato
Members
Members analysis
AI Lead Research
Overview
Security
Workflows
Creating research jobs
Managing results
Provider setup
Configuration
Troubleshooting
CRM Custom Views
Overview
Lead Naming Rules
Pipeline Creation Settings
Troubleshooting
CRM Attribution
Overview
Tracking Setup
Troubleshooting
Human resources
Attendances
Check in and out
Kiosks
Work approvals and overtime
Hardware
Attendance reporting
Employees
New employees
Onboarding
Departments
Certifications
Badges
Equipment
Offboarding
Employee retention report
Frontdesk
Visitors
Time off
Allocations
Request time off
My time
Management
Reporting
Recruitment
Job positions
Post job positions
Recruitment flow
Add new applicants
Schedule interviews
Offer job positions
Refuse applicants
Applicant analysis
Source analysis reporting
Velocity analysis
Team performance
Marketing
Google Ads Integration
Overview
Security
Workflows
Connection Setup
Conversion Tracking
Audience Management
Reporting
Lead Forms
Troubleshooting
Social Marketing
Overview
Connecting Accounts
Creating Posts
Scheduling Posts
Engagement Tracking
Configuration
Troubleshooting
Email Marketing
Mailing lists
Manage unsubscriptions (blacklist)
Lost leads reactivation email
Analyze metrics
Events
Create events
Sell event tickets
Talks, proposals, and agenda
Event templates
Event booths
Event tracks
Registration Desk
Revenues report
Surveys
Create surveys
Scoring surveys
Create questions
Live Session surveys
Survey analysis
Services
Timesheets
Timesheet billing rates and leaderboard
Create Timesheets upon Time Off Validation
Construction Management
Module Overview
Workflows Overview
Project Setup
Job Costing Workflow
Change Orders
Project Setup
Job Costing Workflow
Change Orders
Troubleshooting
Productivity
AI Core
Overview
Security
Workflows
Provider Setup
Conversations
Model Access Control
Knowledge Management
Troubleshooting
Calendar
Outlook Calendar synchronization
Google Calendar synchronization
Calendar Meeting Templates
Overview
Creating Meetings
Notifications
Customer Responses
Configuring Templates
Venue Configuration
Dynamic Titles
Troubleshooting
Discuss
Use channels for team communication
Configure ICE servers with Twilio
Chatter
Canned responses
WhatsApp
VoIP (Voice over Internet Protocol)
Use VoIP services in Progrid with OnSIP
Axivox configuration
VoIP services in Progrid with Axivox
Manage users in Axivox
Voicemails and audio messages
Dynamic caller ID
Conference calls
Dial plan basics
Advanced dial plans
Call queues
VoIP services in Progrid with DIDWW
VoIP actions
Devices and integrations
Sales calls with VoIP
Support calls with VoIP
To-do
Dashboard
Overview
Quick Chart
Advanced Chart Builder
Managing Dashboards
Geographic Charts
3D Charts
Configuration
Troubleshooting
Documents
Overview
Managing Documents
Spreadsheets
Templates
Sharing
Troubleshooting
Calendar Filters
Overview
Using Filters
Managing Presets
Troubleshooting
General settings
Apps and modules
Users
Change languages
Two-factor authentication
Access rights
Portal access
Facebook sign-in authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
LDAP authentication
Companies
Multi-company
Digest emails
Email templates
Communication in Progrid by email
Manage inbound messages
Manage outbound messages
Configure DNS records to send emails in Progrid
Connect Microsoft Outlook 365 to Progrid using Azure OAuth
Connect Gmail to Progrid using Google OAuth
Mailjet API
Common emailing issues and solutions
Integrations
Mail Plugins
Outlook Plugin
Gmail Plugin
Unsplash
Geolocation
Google Translate
Cloud Storage
Barcode Lookup
User Docs
Progrid essentials
Activities
Reporting
Search, filter, and group records
Progrid rich-text editor
Contacts
Merge contacts
Export and import data
Keyboard shortcuts
Property fields
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Consolidation
Journals
Multi-currency system
Average price on returned goods
Tax units
Taxes
Cash basis taxes
Withholding taxes
VAT numbers verification (VIES)
Fiscal positions (tax and account mapping)
AvaTax integration
AvaTax use
Avalara (Avatax) portal
EU intra-community distance selling
B2B (tax excluded) and B2C (tax included) pricing
Customer invoices
Invoicing processes
Delivery and invoice addresses
Payment terms and installment plans
Default terms and conditions (T&C)
Cash discounts and tax reduction
Credit notes and refunds
Cash rounding
Deferred revenues
Electronic invoicing (
EDI
)
Invoice sequence
Snailmail
EPC QR codes
Incoterms
Vendor bills
Document digitization
Non-current assets and fixed assets
Deferred expenses
Vendor bill sequence
Payments
Online payments
Batch payments
SEPA Direct Debit (SDD) customer payments
Follow-up on invoices
Pay with SEPA
Pay by checks
Forecast future bills to pay
Trusted accounts (send money)
Bank and cash accounts
Bank synchronization
Salt Edge
Ponto
Enable Banking
Transactions
Bank reconciliation
Reconciliation models
Internal transfers
Manage a bank account in a foreign currency
Loans management
Reporting
Tax return (VAT declaration)
Tax carryover
Analytic accounting
Budgets
Intrastat
Data inalterability check report
Silverfin integration
Custom reports
Year-end closing
Expenses
Log expenses
Expense reports
Approve expenses
Post expenses
Reimburse employees
Re-invoice expenses
Online payments
Wire transfers
SEPA Direct Debit
Adyen
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
Flutterwave
Mercado Pago
Mollie
Nuvei
PayPal
Razorpay
Stripe
Worldline
Xendit
Fiscal localizations
Argentina
Australia
Austria
Belgium
Brazil
Canada
Chile
Colombia
Denmark
Ecuador
Egypt
France
Germany
Guatemala
Hong Kong
India
Indonesia
Italy
Jordan
Kenya
Luxembourg
Malaysia
Mexico
Netherlands
New Zealand
Peru
Philippines
Romania
Saudi Arabia
Singapore
Spain
Switzerland
Thailand
United Arab Emirates
United Kingdom
United States
Uruguay
Vietnam
Sales
CRM
Organize the pipeline
Lost opportunities
Merge similar leads and opportunities
Manage sales teams
Acquire leads
Convert leads into opportunities
Create opportunities from web contact forms
Create leads (from email or manually)
Create and send quotations
Lead mining
Assign and track leads
Assign leads with predictive lead scoring
Unattended leads report
Quality leads report
Resellers
Marketing attribution reports
Lead distribution report
Analyze performance
Pipeline Analysis
Expected revenue report
Forecast report
Optimize your Day-to-Day work
Enrich contacts with partner autocomplete
CRM Gamification
Utilize activities for sales teams
Lead enrichment
Sales
Sales quotations
Create quotations
Quotation templates
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Product variants on quotations and sales orders
PDF quote builder
Invoicing Method
Invoice based on delivered or ordered quantities
Down payments
Pro-forma invoices
Invoicing based on time and materials
Invoice project milestones
Reinvoice expenses to customers
Products & Prices
Manage your products
Import products
Product variants
Product images with Google Images
Manage your pricing
Pricelists
Foreign currencies
Discounts
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Commissions
Amazon Connector
Amazon Connector features
Amazon Connector configuration
Amazon order management
Shopee Connector
Shopee Connector configuration
Shopee order management
Gelato
Members
Members analysis
AI Lead Research
Overview
Security
Workflows
Creating research jobs
Managing results
Provider setup
Configuration
Troubleshooting
CRM Custom Views
Overview
Lead Naming Rules
Pipeline Creation Settings
Troubleshooting
CRM Attribution
Overview
Tracking Setup
Troubleshooting
Human resources
Attendances
Check in and out
Kiosks
Work approvals and overtime
Hardware
Attendance reporting
Employees
New employees
Onboarding
Departments
Certifications
Badges
Equipment
Offboarding
Employee retention report
Frontdesk
Visitors
Time off
Allocations
Request time off
My time
Management
Reporting
Recruitment
Job positions
Post job positions
Recruitment flow
Add new applicants
Schedule interviews
Offer job positions
Refuse applicants
Applicant analysis
Source analysis reporting
Velocity analysis
Team performance
Marketing
Google Ads Integration
Overview
Security
Workflows
Connection Setup
Conversion Tracking
Audience Management
Reporting
Lead Forms
Troubleshooting
Social Marketing
Overview
Connecting Accounts
Creating Posts
Scheduling Posts
Engagement Tracking
Configuration
Troubleshooting
Email Marketing
Mailing lists
Manage unsubscriptions (blacklist)
Lost leads reactivation email
Analyze metrics
Events
Create events
Sell event tickets
Talks, proposals, and agenda
Event templates
Event booths
Event tracks
Registration Desk
Revenues report
Surveys
Create surveys
Scoring surveys
Create questions
Live Session surveys
Survey analysis
Services
Timesheets
Timesheet billing rates and leaderboard
Create Timesheets upon Time Off Validation
Construction Management
Module Overview
Workflows Overview
Project Setup
Job Costing Workflow
Change Orders
Project Setup
Job Costing Workflow
Change Orders
Troubleshooting
Productivity
AI Core
Overview
Security
Workflows
Provider Setup
Conversations
Model Access Control
Knowledge Management
Troubleshooting
Calendar
Outlook Calendar synchronization
Google Calendar synchronization
Calendar Meeting Templates
Overview
Creating Meetings
Notifications
Customer Responses
Configuring Templates
Venue Configuration
Dynamic Titles
Troubleshooting
Discuss
Use channels for team communication
Configure ICE servers with Twilio
Chatter
Canned responses
WhatsApp
VoIP (Voice over Internet Protocol)
Use VoIP services in Progrid with OnSIP
Axivox configuration
VoIP services in Progrid with Axivox
Manage users in Axivox
Voicemails and audio messages
Dynamic caller ID
Conference calls
Dial plan basics
Advanced dial plans
Call queues
VoIP services in Progrid with DIDWW
VoIP actions
Devices and integrations
Sales calls with VoIP
Support calls with VoIP
To-do
Dashboard
Overview
Quick Chart
Advanced Chart Builder
Managing Dashboards
Geographic Charts
3D Charts
Configuration
Troubleshooting
Documents
Overview
Managing Documents
Spreadsheets
Templates
Sharing
Troubleshooting
Calendar Filters
Overview
Using Filters
Managing Presets
Troubleshooting
General settings
Apps and modules
Users
Change languages
Two-factor authentication
Access rights
Portal access
Facebook sign-in authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
LDAP authentication
Companies
Multi-company
Digest emails
Email templates
Communication in Progrid by email
Manage inbound messages
Manage outbound messages
Configure DNS records to send emails in Progrid
Connect Microsoft Outlook 365 to Progrid using Azure OAuth
Connect Gmail to Progrid using Google OAuth
Mailjet API
Common emailing issues and solutions
Integrations
Mail Plugins
Outlook Plugin
Gmail Plugin
Unsplash
Geolocation
Google Translate
Cloud Storage
Barcode Lookup
Progrid ERP Documentation
User Docs
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