Portal

Creating Proposals in Portal Is Fast, Flexible, and Surprisingly Fun

Proposal Overview - Quickstart Guide

See how Portal makes building, sending, and managing proposals surprisingly simple.

Proposal Deep Dive

Joy Weber

Josh Willits

Amanda Studdard

Proposals

Simply speak your project details into Portal, and a proposal is built for you instantly- descriptions, areas, intens, labor, and all.

AI Proposal Builder

Personalize your proposal with video and win more jobs

Personalized Videos

Add a Product to Your Proposal and Get the Labor and Accessories Too.

Auto-Attachments

When Options Are Built In, Upgrades Happen Naturally

Optional Items

Keep Proposals Current and Pricing Protected With Expiry Settings

Proposal Expiry

Secure Signatures Without the Hassle: Digital Contracts in Portal

Digital Signatures

Control what your sales team can see and sell in Portal

Sales Team Permissions

Real-time alerts for proposals, payments, and orders

Advanced Notifications

Keep Projects on Track — Even When Plans Change

Change Orders

Proposal Features

How to add PDFs, images, videos, and drawings to Area Descriptions

Add PDFs, Images, and Videos to Proposals

Hide Fields from Clients on Proposals

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

Adding Labor Items to Proposals

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

Adding Custom Items to a Proposal

Use the clone feature to duplicate proposals.

Duplicating a Proposal

Remove Tax from a Proposal

You can print your proposal by downloading it as a PDF

Printing a Proposal

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

Creating Templates & Packages

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

Proposal Images

Give your customers options without having to build multiple proposals.

Give Customers Options on Proposals

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

Disable a Proposal Link

Enable pop-ups to get your PDF or CSV files

Disabling Pop-Up Blockers for PDF or CSV Downloads

CC or Sending Proposals to Multiple Email Addresses

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

Tracking Customer Payments on Proposals

How do I Delete or Archive a Proposal?

How to spec wire by the foot from a box or spool

Wire by the Foot Using Fractional Quantities

This is a quick video tutorial on how to create packages on a proposal

Creating Packages in Proposals

Portal's pricing catalog and proposal features help you navigate the world of changing prices

How do I handle Tariffs in Portal?

Proposal FAQs & How To

Find answers and get help from Intercom Support and Community Experts

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