Portal

Creating Proposals in Portal Is Fast, Flexible, and Surprisingly Fun

Proposal Overview - Quickstart Guide

See how Portal makes building, sending, and managing proposals surprisingly simple.

Proposal Deep Dive

Joy Weber

Josh Willits

Amanda Studdard

Proposals

Simply speak your project details into Portal, and a proposal is built for you instantly- descriptions, areas, intens, labor, and all.

AI Proposal Builder

Personalize your proposal with video and win more jobs

Personalized Videos

Add a Product to Your Proposal and Get the Labor and Accessories Too.

Auto-Attachments

When Options Are Built In, Upgrades Happen Naturally

Optional Items

Keep Proposals Current and Pricing Protected With Expiry Settings

Proposal Expiry

Secure Signatures Without the Hassle: Digital Contracts in Portal

Digital Signatures

Control what your sales team can see and sell in Portal

Sales Team Permissions

Real-time alerts for proposals, payments, and orders

Advanced Notifications

Keep Projects on Track — Even When Plans Change

Change Orders

Proposal Features

How to add PDFs, images, videos, and drawings to Area Descriptions

Add PDFs, Images, and Videos to Proposals

Hide Fields from Clients on Proposals

Remove Tax from a Proposal

There are a few ways to create templates and packages in Portal.

Creating Templates & Packages

The About Us image, company logo, and Cover Page image each have different image requirements.

Proposal Images

Give your customers options without having to build multiple proposals.

Give Customers Options on Proposals

You can disable a proposal link to prevent your client from viewing it.

Disable a Proposal Link

Enable pop-ups to get your PDF or CSV files

Disabling Pop-Up Blockers for PDF or CSV Downloads

How do I Delete or Archive a Proposal?

How to spec wire by the foot from a box or spool

Wire by the Foot Using Fractional Quantities

This is a quick video tutorial on how to create packages on a proposal

Creating Packages in Proposals

Portal's pricing catalog and proposal features help you navigate the world of changing prices

How do I handle Tariffs in Portal?

Proposal FAQs & How To

Find answers and get help from Intercom Support and Community Experts

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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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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.

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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.

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