Proposals

Optional Items on Proposals

Give your customers options without having to build multiple proposals.

Written by Josh Willits
Updated over a week ago

Edit Area Description

This article will give you a quick guide to editing areas within your proposal and adding files like PDFs, drawings, and custom images.

Written by Portal Pal
Updated over a week ago

Hiding Fields from Clients on Proposals

Selecting your Client View Settings

Written by Portal Pal
Updated over a week ago

Deleting a Room or Area

Removing areas from proposals

Written by Portal Pal
Updated yesterday

Adding Labor Items to Proposals

Labor can be added as line items in each room on a proposal.

Written by Portal Pal
Updated yesterday

How Do I Add Generic Items or Wire-by-the-Foot to a Proposal?

If you need generic SKUs, placeholders, or wire by the foot, there are generic SKUs built into the Catalog.

Written by Portal Pal
Updated over a week ago

Canadian Tax on Proposals

You can account for the difference in Canadian taxes by manipulating the existing tax field.

Written by Portal Pal
Updated over a week ago

Adding Custom Items to a Proposal

You can add custom products, owner furnished equipment, and more to proposals as Custom Items.

Written by Portal Pal
Updated over a week ago

Processing Change Orders or Reverting to Prior Versions of Proposals

If your client requests a change order, you can revert to a prior version or make the necessary changes manually.

Written by Portal Pal
Updated over a week ago

Duplicating a Proposal

Use the clone feature to duplicate proposals.

Written by Portal Pal
Updated over a week ago

Renaming a Proposal

Update your proposal name

Written by Portal Pal
Updated over a week ago

Remove Tax from a Proposal

Submit a proposal for a customer without tax on labor, parts or both.

Written by Portal Pal
Updated over a week ago

Printing a Proposal

You can print your proposal by downloading it as a PDF

Written by Portal Pal
Updated over a week ago

Creating Templates & Packages

There are a few ways to create templates and packages in Portal.

Written by Portal Pal
Updated over a week ago

How to Create Videos for your Proposals

This article explains the types of videos you can embed in proposals, tips on how to create those videos, and how to embed them.

Written by Portal Pal
Updated over a week ago

Proposal Images

The About Us image, company logo, and Cover Page image each have different image requirements.

Written by Portal Pal
Updated over a week ago

Searching for Proposals

You can search proposals by number, name, status, or client info

Written by Portal Pal
Updated over a week ago

Applying a Discount to a Proposal

There are multiple ways to add discounts.

Written by Portal Pal
Updated over a week ago

Disable a Proposal Link

You can disable a proposal link to prevent your client from viewing it.

Written by Portal Pal
Updated over a week ago

CC or Sending Proposals to Multiple Email Addresses

CC multiple clients

Written by Portal Pal
Updated over a week ago

Tracking Customer Payments on Proposals

In order to mark a proposal as paid, you can edit the Payment Schedule.

Written by Portal Pal
Updated over a week ago

Disabling Pop-Up Blockers for PDF or CSV Downloads

Enable pop-ups to get your PDF or CSV files

Written by Portal Pal
Updated over a week ago