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Proposals
21 articles in this collection
Written by
Josh Willits
and
Portal Pal
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 over a week ago
Adding Labor Items to Proposals
Labor can be added as line items in each room on a proposal.
Written by
Portal Pal
Updated over a week ago
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
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
Change Orders
There are several ways you can process change orders in Portal
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
Building a Proposal
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
Proposal Status and Versions
Searching for Proposals
You can search proposals by number, name, status, or client info
Written by
Portal Pal
Updated over a week ago
Tax & Pricing
Applying a Discount to a Proposal
There are multiple ways to add discounts.
Written by
Portal Pal
Updated over a week ago
Sending
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
Printing and Downloading
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