Modern proposals
your customers will love.

Built for professional installers, we make your proposal process easier than ever before. What used to take hours now takes minutes.

14-day full access trial. No credit card required.

Video
Watch Real Dealers Explain Portal
TRUSTED BY MORE THAN 2,500 INSTALLATION PROS, SUPPORTED BY ALL YOUR TOP BRANDS
SonyHoneywellSamsungCrestronControlSnap AV
Industries

Purpose built for professionals

Audio-Video
Security
IT & MSPs
 
 
 
 
 
 
 
ProposalsProposals
Features

What you can do with Portal

PROPOSALS

Sell more, faster

Our proposal tool is so simple you already know how to use it. Industry product data is pre-loaded, so there is nothing to set up.

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  • Cloud-based delivery
  • Notifications when viewed
  • Digital signature
ProposalsProposals
Catalog
Catalog
CATALOG

Stop maintaining product data

We maintain the most complete database of product data for technical industries. We keep it all up-to-date so you don't have to.

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  • More than 1M current items
  • Fully managed dealer pricing
  • Images and descriptions
CatalogCatalog
Payments
Payments
PAYMENTS

Get paid faster

Stop chasing payments after you win jobs. We enable your customers to pay at the time they accept your proposal.

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  • All major credit cards
  • Digital check (ACH)
  • Automated convenience fees
PaymentsPaymentsPayments
People
PEOPLE

Keep track of customers

Our CRM keeps all your customer info in one place. Organize contact details, job locations, proposals and payments.


  • Beautifully simple CRM
  • Track proposals
  • View payment history
PeoplePeople
Orders
Orders
ORDERS

Save time ordering

Go from proposal to purchase order in one click. All your orders, for all your suppliers are finally in one place.


  • Works with all your suppliers
  • Use your preferred sales rep
  • Get confirmation when processed
OrdersOrdersOrders
IntegrationsIntegrations
Integrations
INTEGRATIONS

Sync with QuickBooks

Win a job and you can push the line itemed proposal to QuickBooks with a single click.


  • Push proposals into 'estimates'
  • Send client and product data
  • QuickBooks Online & Desktop
IntegrationsIntegrations

World class support

Live chat with real people, included for free on all plans.

Support
Testimonials

Don't take our word for it.

I spend way less time doing proposals. I've had clients tell me that they chose me based on the professionalism of my proposal.
Hands down, the best proposal platform available. Absolutely love it
After using several industry solutions, none of them are as well designed or easy to use as Portal. Nothing comes close. This coming from someone who does not give testimonials.
I have tried about 6 different bidding softwares and you have the best interface. Best of all there are live people to help.
Revolutionary software that makes things quick and accurate without a huge learning curve.
Saves me time and money. Time and time again. And the portal team supports me instantaneously. It's just awesome.
Quite simply some of the best software I've ever used for ANYTHING.
Portal is powerful and intuitive. More importantly, their support is AMAZING. I can't praise their team enough.