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Customize Your Proposal with AI + Portal’s Code Editor

Customize the look of your proposal by using AI to generate code and images for your description areas.

Written by Josh Willits

Overview

With Portal’s code editor, you can use your favorite AI tool (ChatGPT, Claude, Gemini, etc.) to create custom designs for the text sections of your proposal. Match your company colors, add visual components, feature testimonials, dress up your payment schedule, and make even your project terms look good.

No coding experience required. Tell your AI what you want, copy the code it creates, and paste it into Portal. Peter shows you how to do it in this video:

How it works

The basic process is simple:

  1. Give your AI some context about your company. Your website, logo, brand colors, and a description of the look you want are great places to start.

  2. Tell it which proposal section you want to redesign.

  3. Ask it to generate the code for you.

  4. Copy the code and paste it into the code editor in Portal.

  5. Preview it, then keep talking to your AI until it looks the way you want.

Once you have a design you love, you can save it as a default and use it as the starting point for future proposals.

What can you customize?

Peter shows a few ideas in the video, including:

  • Cover Image - Use AI to create a custom cover that feels more like a polished sales presentation than a standard title page. Add your logo, brand styling, project context, or imagery that sets the tone before your customer even starts scrolling.

  • About Us- Turn a basic company introduction into a branded section with your logo, company story, testimonial, or other highlights.

  • Project Description - Give the project itself a stronger visual introduction.

  • Area Descriptions - Bring each area of the project to life with strong writing and custom visuals. You can even use AI to create illustrative concepts or renderings that help customers picture the finished solution.

  • Payment Schedule - Make important payment milestones easy for your customer to understand at a glance.

  • Project Terms - Give the fine print some structure so it’s easier to read—and looks like it belongs with the rest of your proposal.

And don’t stop there. Your AI can help you experiment with layouts, typography, callouts, imagery, and other ideas until the proposal presents in your own brand voice and visuals.

Sample prompts

Descriptions (About Us, Project, Areas, etc)

Use the prompt below to have Claude build your branded HTML proposal templates for the Portal system. Fill in your company details where indicated, then paste the whole thing into Claude.

  1. Copy the prompt below, and fill in your company information in the "COMPANY INFORMATION" section

  2. Paste it all into Claude or preferred AI tool

  3. Your AI will generate 4 HTML files — one for each template

  4. Copy each block of HTML code and paste it into the corresponding Portal template editor like Peter did in the video above.

Prompt Example

I need you to build a set of branded HTML proposal templates for a software platform called Portal. These templates are inserted into a rich-text editor and exported as PDF proposals, so they must follow strict technical rules.


TECHNICAL REQUIREMENTS (do not deviate from these)
All styles must be fully inline — no <style> blocks, no external CSS, no CSS classes
Wrap everything in: <div style="max-width:760px; margin:0 auto; font-family:'Segoe UI',Arial,sans-serif;">
Do not use inline <svg> elements — the code editor strips them. Use Unicode characters or numbered fallbacks instead
Use target="_blank" on all external links
No JavaScript
No external fonts or stylesheets
Photo placeholders: https://placehold.co/664x280/[BG_HEX]/[TEXT_HEX]?text=Property+Photo


WHAT TO BUILD
Build 4 separate HTML templates. Deliver each one as a clearly labeled code block.


TEMPLATE 1 — ABOUT US
Structure:

Header: Company logo (left) + company name/tagline (right). White background if logo is dark; dark background if logo has white text. Top border in brand color (4px).
Title bar: Solid brand color background, "About [Company Name]" in white uppercase letters
Body (white background, 36px 48px padding):
2–3 sentence company intro paragraph
"What We Do" section with service pills (inline <span> tags, alternating brand colors, rounded, bold)
"Why Choose Us" or values section — 2×2 grid of cards, alternating light/white backgrounds
One customer testimonial in a dark background card (if available)
Footer: Dark background, white company name + phone + website centered

Do NOT include: contact card blocks above the footer, project notes, signature blocks.


TEMPLATE 2 — PROJECT DESCRIPTION
Structure:

Header: Same as About Us
Title bar: "Project Overview & Scope of Work"
Body:
Property photo placeholder image (full width, 664×280)
"Project Overview" section — 2-paragraph intro scoped to the client
"Project Phases" — 2×2 grid of phase cards, alternating dark/light:
Phase 01 (dark card): Consultation & Design
Phase 02 (light card): Procurement & Staging
Phase 03 (light card): Installation & Integration
Phase 04 (dark card): Testing & Commissioning
Each card has: phase number label, bold title, 2–3 sentence description
Footer: Same as About Us

Do NOT include: project notes section, area/line-item descriptions.


TEMPLATE 3 — PAYMENT SCHEDULE
Structure:

Header: Same as About Us
Title bar: "Project Payment Schedule"
Body:
2 milestone cards (stacked, left border in brand color):
Milestone 01: __% Deposit — Due Upon Proposal Acceptance
Milestone 02: Balance Due Upon Project Completion
Alternating white/light backgrounds on the two cards
Tariff notice at the bottom — small disclaimer box with brand-colored left border:

"All quoted pricing reflects current material and labor costs at the time of proposal. Due to ongoing supply chain fluctuations and potential tariff impacts on imported equipment and components, final pricing may be subject to adjustment. [Company Name] will notify the client in advance of any material changes to the quoted price prior to order placement."

Footer: Same as About Us


TEMPLATE 4 — PROJECT TERMS
Structure:

Header: Same as About Us
Title bar: "Terms & Conditions"
Body: 13 numbered terms in stacked alternating rows (light/white), each with:
Term number + name in brand color uppercase
Term text in 12px dark grey

The 13 terms are: 01 — Acceptance 02 — Scope of Work 03 — Pricing & Payment (valid 30 days; 1.5% monthly charge on overdue balances) 04 — Scheduling 05 — Client Responsibilities 06 — Equipment & Materials (company retains ownership until final payment) 07 — Warranty (1-year labor warranty; manufacturer warranty passed through) 08 — Cancellation 09 — Limitation of Liability (capped at contract value) 10 — Insurance (general liability + workers' comp; COI available on request) 11 — Confidentiality 12 — Governing Law — use: [STATE] / [COUNTY] jurisdiction 13 — Entire Agreement

Footer: Same as About Us


COMPANY INFORMATION
[Fill this in before sending to Claude]

Company Name:
Website URL:
Logo URL: (direct link to logo image — PNG or SVG preferred)
Logo style: [dark logo on white background] OR [white/light logo, needs dark header]
Primary brand color (hex):
Secondary/dark color (hex):
Light background color (hex): (or "generate a tint of primary")
Phone:
Email:
Address:
State / County for governing law:
Tagline (if any):

Services offered (list them):
-
-
-

Key differentiators or "About Us" talking points:
-
-
-

Customer testimonial (optional):
Quote:
Attribution:

Number of payment milestones: [2 = standard] OR [3 = if they use deposit + delivery + completion]


STYLE GUIDELINES FOR CLAUDE
Keep all padding at 36px 48px for body sections, 24px 48px for headers/footers
Service pills: border-radius:20px, bold, 11px font, alternating brand colors
Phase cards: border-radius:6px, 22px 20px padding
Term rows: no border-radius except first (top) and last (bottom), stacked flush
Milestone cards: border-left:4px solid [brand color], border-radius:6px
Footer: dark background, border-top:3px solid [brand color]
All text: font-family:'Segoe UI',Arial,sans-serif
Body copy: 13–14px, color:#333333, line-height:1.75
Labels/eyebrows: 9–11px, font-weight:800, letter-spacing:2–3px, text-transform:uppercase


OUTPUT FORMAT
Deliver all 4 templates as separate, clearly labeled HTML code blocks. Each file should begin with an HTML comment identifying the company and template name, and end with a closing comment. No markdown inside the code blocks — pure HTML only.


Cover Image

This guide explains how dealers can use ChatGPT to create a professional, company-specific branded cover image.

The goal is not to create a generic smart-home, AV, or security graphic. The goal is to have ChatGPT research your actual business, understand your positioning, follow your existing brand identity, and create a cover designed specifically for your company.

Final cover size: 1200 × 650 pixels

What You’ll Need

Before starting, have these two things ready:

1. Your Company Website

Use the primary website that best represents your company, services, and brand.

2. Your Official Logo File

Upload your actual logo file directly into the ChatGPT prompt. A transparent PNG is ideal when available.

Prompt Example

COMPANY WEBSITE:
[PASTE YOUR WEBSITE URL]
OFFICIAL LOGO:
[UPLOAD YOUR LOGO FILE]

Create a custom branded cover image for my company.

Final image size: 1200 × 650 pixels.

Before creating the image, carefully research my company website so the design accurately represents our business, customers, services, location, and existing brand.
Research the Company First

Use my website as the primary source of truth.

Review the homepage and, when available, the About, Services, Solutions, Industries, Residential, Commercial, Technology, Manufacturer, Contact, and Service Area pages.

Also pay attention to navigation menus, homepage service cards, certifications, manufacturer relationships, photography, recurring terminology, and other information that helps explain how the company positions itself.
Do not make assumptions based only on the company name or broad industry.

Determine What Type of Company This Is

Before designing, determine which category best represents the company:
- Premium residential smart-home integration
- AV / home theater
- Lifestyle automation
- Consumer home security
- Monitored alarm / security
- Commercial access control
- Commercial security integration
- Industrial security
- Enterprise systems integration
- Property-management automation
- Hospitality automation
- Mixed residential / commercial integration

Do not classify a residential smart-home integrator as a security company simply because cameras, surveillance, alarms, or protection are among its services.

If the website strongly emphasizes smart living, luxury homes, lighting control, motorized shades, audio/video, entertainment, architectural integration, interior design partnerships, Control4, Savant, Josh.ai, Lutron, Sonos, Kaleidescape, or similar technologies, treat the company primarily as a residential smart-home / lifestyle technology brand unless the website clearly indicates otherwise.

Understand the Customer
Determine who the company is primarily selling to.
Examples could include:
- Luxury homeowners
- Builders and architects
- Interior designers
- Everyday homeowners
- Commercial businesses
- Property managers
- Hospitality operators
- Enterprise organizations
- Industrial facilities

The visual direction should appeal to the company's actual customer rather than simply representing the technology it installs.
Determine the Emotional Positioning

Identify the feeling the company is trying to sell.
For example:
- Luxury automation: elegant, aspirational, architectural, sophisticated and experiential.
- Residential smart-home integration: comfortable, seamless, intuitive and elevated living.
- Consumer home security: family safety, reassurance, trust and protection.
- Commercial / industrial security: reliability, vigilance, professionalism and operational resilience.
- Property automation: efficiency, scalability, centralized management and remote control.

Use this emotional positioning to guide the imagery and overall visual style.

Follow the Actual Brand

Study the company's logo, website colors, typography, photography, graphic treatments, iconography, layout style, and overall visual personality.

Use the uploaded official logo directly.

Do not redraw, recreate, reinterpret, modify, or approximate the logo.

Match the design palette to colors actually present in the official logo and company website.

Do not introduce unrelated accent colors simply because they are commonly associated with the industry.

For example, do not automatically use glowing blue cybersecurity or security graphics unless that look genuinely matches the company's brand.

Identify the Company's Primary Services

Find actual service categories on the company website.

These might include:
- Smart home automation
- Lighting control
- Motorized shading
- Home theater
- Audio/video
- Networking
- Surveillance
- Access control
- Security
- Structured wiring
- Conference rooms
- Commercial AV
- Managed services

Only use services that can be verified on the website.

Choose approximately 3–5 of the strongest services that best represent the company.

Include a clean, visually integrated service-icon section when enough verified services are available.

Icons should match the company's positioning:
- Luxury residential brands → refined minimalist line icons
- Commercial integration companies → clean professional system icons
- Consumer security companies → approachable protection-oriented icons
- Industrial / enterprise companies → technical infrastructure-style icons

Do not use unrelated generic icons.

Determine the Company's Geographic Identity

Identify the company's headquarters, primary city, metro area, or strongest service region using information directly from the website.

Look at Contact pages, footer addresses, Service Area pages, area codes, maps, licensing references, and regional language.

If the company has a strong connection to a recognizable geographic market, subtly reflect that location in the environmental imagery when appropriate.

For example:
- Dallas → North Texas architecture or a subtle Dallas skyline
- Miami → modern coastal luxury architecture
- Denver → mountain-modern environment
- Phoenix → desert-modern architecture
- Nashville → appropriate Nashville architectural cues

Geographic elements should remain secondary to the company brand.

Do not turn the cover into a travel poster.

If the website does not establish a clear geographic identity, use a neutral environment rather than inventing a location.

Choose Imagery Based on the Company's Real Business

Hero imagery should reflect the company's actual customer and operating model.

For a luxury residential automation company, appropriate imagery might include:
- High-end modern residences
- Elegant living spaces
- Architectural lighting
- Entertainment environments
- Refined indoor/outdoor living
- Seamlessly integrated technology

Do not automatically use:
- Security guards
- CCTV command centers
- Walls of surveillance monitors
- Tactical imagery
- Blue glowing security graphics
- Industrial control rooms

Only use those visual themes if the website clearly positions the company as a commercial, industrial, enterprise, or monitored-security provider.

For commercial companies, use imagery appropriate to professional facilities, corporate environments, infrastructure, integrated systems, and operational reliability.

Keep the Cover Clean

The finished cover should feel like a professionally designed brand campaign rather than an informational flyer.
Prioritize:
- Official company logo
- Strong brand atmosphere
- Relevant hero imagery
- Concise positioning statement or verified tagline
- Clean service icons
- Subtle geographic identity when appropriate

Avoid excessive text and unnecessary visual clutter.

Do Not Automatically Add Contact Information

You may use contact information found on the website to verify the company and understand its geographic market.

However, do not automatically place phone numbers, email addresses, street addresses, website URLs, footer contact bars, or other contact information on the cover.

Only add contact information if I specifically request it.

Accuracy Is More Important Than Creativity

Do not invent:
- Taglines
- Services
- Locations
- Certifications
- Phone numbers
- Email addresses
- Manufacturer partnerships
- Awards
- Business claims

If something cannot be verified from the company website, leave it out.

When choosing between creative improvisation and brand accuracy, prioritize brand accuracy.

Before Generating the Image Internally determine the following:
- Business classification: What kind of company is this?
- Primary customer: Who is the company selling to?
- Emotional positioning: What feeling or experience is the company selling?
- Core services: Which 3–5 offerings best define the business?
- Visual identity: Which colors, imagery, typography style, and design language define the brand?
- Geographic identity: Which location or market, if any, should influence the imagery?

Then use those findings to create the final cover.

Final Requirements

The finished image should:
- Be 1200 × 650 pixels
- Feel custom-designed for this specific company
- Match the company's actual website branding
- Use the uploaded official logo accurately
- Reflect the company's real industry positioning
- Appeal to the company's actual target customer
- Incorporate tasteful icons for verified primary services
- Use geographic cues appropriately when verified
- Avoid generic AI-template aesthetics
- Avoid excessive text
- Avoid unnecessary contact information
- Be polished enough for professional dealer/company use

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