Proposals
20 articles
Written by Portal Pal and Josh Willits


Give Customers Options on Proposals
Give your customers options without having to build multiple proposals.
Written by Portal Pal. Updated over a week ago
Add PDFs, Images, and Videos to Proposals
How to add PDFs, images, videos, and drawings to Area Descriptions
Written by Portal Pal. Updated over a week ago
Embed Personalized Videos on Proposals with Loom
How to add a custom embedded video on your proposal
Written by Josh Willits. Updated over a week ago
Hide Fields from Clients on Proposals
Selecting your Client View Settings
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
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
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
Applying a Discount to a Proposal
There are multiple ways to add discounts.
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
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