Portal

Portal.io's CEDIA 2025 Recap

Portal.io's CEDIA 2024 Recap

QuickBooks Integration, Payments Flexibility, and Built-In Change Orders

Portal.io's CEDIA 2023 Recap

Press Release: Snap One Offers Dealers a Free Proposal Tool Through a Partnership with Portal.io

Press Release: Sonos Partners with Portal to Offer Free Proposal Software to Dealers

Press Release: Portal Unleashes AI Proposals in Full Beta

Press Release: Portal Integrates with ProjX360

Launches First Proposal Integration with iPoint

Press Release: Portal Expands Public API for Third-Party Integrations

Press Release: Portal joins Azione Unlimited

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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