Dealers can now build and win proposals in Portal, then push those proposals directly into iPoint—bridging the gap between sales and project execution without manual re-entry.
Seamless Proposal Transfer and Management
With this expanded integration, the Portal-to-iPoint workflow becomes seamless. You can now:
Build and win proposals in Portal
Push those proposals into iPoint with a few clicks
Automatically match or create customers in iPoint's CRM
Confirm final proposal totals after import for accuracy
Once inside iPoint, users can manage their imported proposals within the Proposal Module. A range of sorting and filtering tools—including wild card search, status filters (Accepted, Completed, Draft, etc.), and custom list views—makes it easy to find and manage proposals.
Why It Matters
Faster Workflow: Eliminate manual entry of proposal data
Accuracy: Totals and items are compared and confirmed during import
Consistency: Keep proposal and project data synchronized across platforms
Flexibility: Import labor, taxes, and custom items with intelligent logic
Getting Started
To connect Portal and iPoint, navigate in iPoint to Settings > Integrations > Portal, and enter your Portal Pro credentials. You’ll then be able to fetch and import proposals from Options > Advanced in the Proposal List view. A Pro or higher subscription plan on Portal is required for iPoint integration.
Conclusion
The integration between Portal and iPoint brings power and precision to integrators who want seamless transitions from sales to operations. With smart data handling, customer matching, and customizable views, it’s never been easier to run your business with connected tools.