Portal

Product attachments are added to proposals automatically

Auto-Attachments

Give your customers options without having to build multiple proposals.

Give Customers Options on Proposals

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

Add PDFs, Images, and Videos to Proposals

How to add a custom embedded video on your proposal

Embed Personalized Videos on Proposals with Loom

Hide Fields from Clients on Proposals

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

Adding Labor Items to Proposals

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

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

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

Adding Custom Items to a Proposal

There are several ways you can process change orders in Portal

Change Orders

Use the clone feature to duplicate proposals.

Duplicating a Proposal

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

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

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

How to Create Videos for your Proposals

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

Proposal Images

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

Portal Pal

Josh Willits

Proposals

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