Choosing software as an AV, IT, or security integrator isn’t just about ticking off features. It’s about choosing a system that supports how your team sells, manages data, and gets paid. Portal.io is a modern platform built to handle quoting, industry product data, client approvals, and integrated payments in one place. SedonaOffice, by contrast, is primarily a financial and service operations platform. It is reliable for recurring billing and job costing, but dependent on other tools for quoting and customer-facing workflows. If you’re comparing the two, here’s a practical breakdown to help you decide what fits your team’s priorities.
About Portal.io
Portal is designed specifically for AV, IT/MSP, and security integrators who need to move quickly from initial scope to client approval. It brings together live product data, flexible quoting tools, and integrated payments. Whether you are creating proposals, collecting deposits, or managing change orders, Portal keeps it all in one streamlined workflow.
Key Benefits
Fast, professional proposals: Quickly generate polished quotes with upsell options, optional items, and built-in digital signatures. No training required for you or your team.
2M+ structured SKUs with live vendor pricing: Access product data and real-time dealer pricing. No spreadsheets, manual entry, or catalog maintenance.
Integrated payments and invoicing: Collect deposits directly through proposals, send clean invoices, and sync effortlessly with QuickBooks.
Sales-focused integrations: Connect with Zoho CRM, Zoho Books, Salesforce, Stripe, Square, Loom, and more.
Ideal For
Portal is best suited for small to mid-sized integrators and fast moving sales teams that need to quote quickly and minimize back office setup. Larger firms also use it to streamline their front end quoting and client approval process.
About SedonaOffice
SedonaOffice is now part of the Bold Group, a security software provider under EverCommerce. It is an enterprise level platform built specifically for security integrators. It is known for its reliability in managing recurring revenue (RMR), financial workflows, and service scheduling. While it does not include native quoting or proposal tools, it integrates with external systems like QuoteWerks and WeSuite to fill that gap.
Key Benefits
Reliable RMR billing and job costing: Trusted by alarm dealers for stable accounting and recurring revenue workflows.
Robust service scheduling and field operations: Includes dispatching, inspections, and mobile service tools like Sedona X Mobile.
Financial controls: Supports full general ledger, AR/AP, inventory tracking, and multi-user accounting environments.
Proven stability in the security space: While the interface is dated, the system is dependable for high-volume, service-driven operations.
Ideal For
SedonaOffice is best for established security integrators that need accounting and RMR tools, even if that means using other systems for quoting or sales enablement.
Feature Comparison Chart: Portal vs. SedonaOffice
Feature | Portal.io | SedonaOffice |
Proposal Generation | Yes | — |
Platform Type | Cloud-based | On-premise with Cloud-based services |
Product Catalog | 2M+ SKUs with real time vendor pricing and metadata | Manual setup or import required |
CRM | Light CRM or integrations (Zoho, Salesforce) | Contact database and service ticketing |
Change Orders | Client facing with secure e-signature | Managed through work orders or service updates |
Document Handling | Attach drawings/specs | Attach drawings/specs |
Scheduling and Tasks | Not included | Full work order scheduling and dispatch tools |
Payments and Invoicing | Built in invoicing, deposits, field payments, QB sync | Financial invoicing, no proposal-linked payments |
Reporting and Analytics | Not yet available | Detailed financial, job cost, and RMR reports |
Integrations | Zoho, Salesforce, QuickBooks, Stripe, Square, Loom, More | QuoteWerks, WeSuite, fireNspec, AutoCAD, More |
Mobile Access | Yes | Yes |
Pricing | Starting at $29 | Custom |
Conclusion
Portal and SedonaOffice serve integrators in very different ways.
Portal is modern, lightweight, and sales-first. It is built for speed, helping sales teams quote faster, present better proposals, and collect payments directly. It is ideal for growing firms that want to streamline quoting and approvals without the overhead of enterprise software.
SedonaOffice is a dependable platform for accounting, job costing, and recurring revenue management for security integrators. Its on-prem or cloud hosted nature, and reliance on integrations for quoting make it better suited for firms that already have those systems in place.