Speed, clarity, and professionalism win jobs. That’s why Portal’s AI Proposal Builder is a game-changer for integrators. With just a voice memo or a walkthrough video, AI turns your raw job specs into a complete, structured proposal outline—saving you hours and setting you apart from the competition.
Picture this
You’re walking through a job site, pointing out where everything will go.
A TV mounted over the fireplace. A Sonos Arc connected below. Speaker wire routed to the kitchen.
You talk through the project naturally. Portal listens.
AI Proposal Builder takes everything you say and instantly builds a Proposal Outline and, with a click of a button, turns it into a full proposal.
Not a list of notes. Not a rough draft. An actual structured proposal ready to refine and send.
For clients, this means faster quotes. For you, it means more time selling and less time stuck behind a keyboard.
How It Works
Step 1: Review the Proposal Outline
Step 2: The smarter your spec, the better your results. Mention specific items like “Sony 75-inch TV” or “Sonos Arc” and Portal will pre-filter matches from the catalog when you go to select parts.
How the AI Proposal Builder Works
Here’s what makes Portal’s AI Proposal Builder powerful:
Speak, paste notes, or upload a walkthrough video with your project details
AI extracts detailed information: scope of work, rooms/areas, AV/security/network systems, product categories, labor tasks, and install notes.
It generates a full proposal outline with area descriptions, tasks, and a preliminary budget for the project.
Click to convert it to a full, editable proposal. Placeholders mark each item and budget.
Simply click “Replace with Catalog Item” on the Placeholder items and Portal filters the catalog based on the details of that item.
If you spec a Sony 75" TV, Portal highlights Sony models and prioritizes items you use most often. Over time, AI learns your preferences and auto-fills more accurate products, reducing the need for placeholders.
Why Dealers Love It
Ridiculously Fast: Go from walkthrough to draft proposal in minutes.
Smart Filtering: Your item selections get faster as the system learns.
Customizable: You still control the final selections, pricing, and presentation.
Video Capable: Upload walkthrough videos and let AI do the rest.
Next-Level Professionalism
Contractors who use Portal's AI Proposal Builder return quotes within hours—not days. That speed signals professionalism, preparedness, and trust. Clients notice.
Included in All Portal Plans
AI Proposal Builder is available across all Portal plans. It’s your shortcut to smarter quoting, faster sales, and more closed jobs.