# Portal Help Center

> Help center for Portal

## Proposals

- [Proposal Overview - Quickstart Guide](https://help.portal.io/en/articles/11572808-proposal-overview-quickstart-guide.md): Creating Proposals in Portal Is Fast, Flexible, and Surprisingly Fun
- [Proposal Deep Dive](https://help.portal.io/en/articles/11572894-proposal-deep-dive.md): See how Portal makes building, sending, and managing proposals surprisingly simple.

## Catalog

- [Catalog Overview](https://help.portal.io/en/articles/11583103-catalog-overview.md): Portal manages your product data so you don’t have to.

## People \(CRM\)

- [People \(CRM\) Overview Article](https://help.portal.io/en/articles/11583255-people-crm-overview-article.md): An Overview of Portal's Built-In Client Management Tools

## Account Setup

- [Recommended Internet Browser](https://help.portal.io/en/articles/3956317-recommended-internet-browser.md): Recommended Internet Browsers for use with Portal
- [User Management](https://help.portal.io/en/articles/1741911-user-management.md): You can invite new users from your Settings page
- [Clearing Your Browser Cache](https://help.portal.io/en/articles/685554-clearing-your-browser-cache.md): Sometimes new information on Portal won't display \(ex: updates in the catalog\) because a cached version is saved on your browser.
- [Portal's Security](https://help.portal.io/en/articles/486780-portal-s-security.md): We take security very seriously and have designed our website with that in mind

## Release Notes

- [Web App Software Updates \(2026 Q3\)](https://help.portal.io/en/articles/15850672-web-app-software-updates-2026-q3.md)
- [Web App Software Updates \(2026 Q2\)](https://help.portal.io/en/articles/14489816-web-app-software-updates-2026-q2.md)
- [Web App Software Updates \(2026 Q1\)](https://help.portal.io/en/articles/13297184-web-app-software-updates-2026-q1.md)
- [Web App Software Updates \(2025 Q4\)](https://help.portal.io/en/articles/12532347-web-app-software-updates-2025-q4.md)
- [Web App Software Updates \(2025 Q3\)](https://help.portal.io/en/articles/11683002-web-app-software-updates-2025-q3.md)
- [Web App Software Updates \(2025 Q2\)](https://help.portal.io/en/articles/11138341-web-app-software-updates-2025-q2.md)
- [Web App Software Updates \(2025 Q1\)](https://help.portal.io/en/articles/10355007-web-app-software-updates-2025-q1.md)
- [Web App Software Updates \(2024\)](https://help.portal.io/en/articles/8828062-web-app-software-updates-2024.md)

## How Portal Compares

- [Portal.io Compared to Housecall Pro](https://help.portal.io/en/articles/11778122-portal-io-compared-to-housecall-pro.md): Portal vs. Housecall Pro: A Real Comparison for Installers
- [Portal.io Compared to Jobber](https://help.portal.io/en/articles/11777918-portal-io-compared-to-jobber.md): Portal vs. Jobber: A Real Comparison for Installers
- [Portal.io Compared to Workiz](https://help.portal.io/en/articles/11832124-portal-io-compared-to-workiz.md): About Portal.io and Workiz: A Detailed Comparison for Technology Integrators
- [Portal.io Compared to ServiceTitan](https://help.portal.io/en/articles/11841310-portal-io-compared-to-servicetitan.md): About Portal.io and ServiceTitan: A Detailed Comparison for Technology Integrators
- [Portal.io Compared to D-Tools SI](https://help.portal.io/en/articles/11699098-portal-io-compared-to-d-tools-si.md): Portal vs. D-Tools SI: A Real Comparison for Installers
- [Portal.io Compared to D-Tools Cloud](https://help.portal.io/en/articles/11987509-portal-io-compared-to-d-tools-cloud.md): Portal vs. D-Tools Cloud: A Real Comparison for Installers
- [Portal.io Compared to iPoint](https://help.portal.io/en/articles/11987208-portal-io-compared-to-ipoint.md): Portal vs. iPoint: A Real Comparison for Installers
- [Portal.io Compared to Jetbuilt](https://help.portal.io/en/articles/11750638-portal-io-compared-to-jetbuilt.md): Portal vs. Jetbuilt: A Real Comparison for Installers
- [Portal.io Compared to Specifi](https://help.portal.io/en/articles/11987467-portal-io-compared-to-specifi.md): Portal vs. Specifi: A Real Comparison for Installers
- [Portal.io Compared to SedonaOffice](https://help.portal.io/en/articles/11987102-portal-io-compared-to-sedonaoffice.md): Portal vs. Sedona: A Real Comparison for Installers
- [Portal.io Compared to ConnectWise](https://help.portal.io/en/articles/11841313-portal-io-compared-to-connectwise.md): Portal vs. ConnectWise: A Real Comparison for Installers
- [Portal.io Compared to SimPRO](https://help.portal.io/en/articles/11987143-portal-io-compared-to-simpro.md): Portal vs. SimPRO: A Real Comparison for Installers
- [Portal.io Compared to System Surveyor](https://help.portal.io/en/articles/11987017-portal-io-compared-to-system-surveyor.md): Portal vs. System Surveyor: A Real Comparison for Installers
- [Portal.io Compared to QuickBooks](https://help.portal.io/en/articles/11987235-portal-io-compared-to-quickbooks.md): Portal vs. QuickBooks: A Real Comparison for Installers
- [Portal.io Compared to Zoho](https://help.portal.io/en/articles/11986999-portal-io-compared-to-zoho.md): Portal vs. Zoho: A Real Comparison for Installers

## News

- [Portal.io's CEDIA 2025 Recap](https://help.portal.io/en/articles/12327372-portal-io-s-cedia-2025-recap.md)
- [Portal.io's CEDIA 2024 Recap](https://help.portal.io/en/articles/11583400-portal-io-s-cedia-2024-recap.md)
- [Portal.io's CEDIA 2023 Recap](https://help.portal.io/en/articles/11583572-portal-io-s-cedia-2023-recap.md): QuickBooks Integration, Payments Flexibility, and Built-In Change Orders
- [Press Release: Snap One Offers Dealers a Free Proposal Tool Through a Partnership with Portal.io](https://help.portal.io/en/articles/11583588-press-release-snap-one-offers-dealers-a-free-proposal-tool-through-a-partnership-with-portal-io.md)
- [Press Release: Sonos Partners with Portal to Offer Free Proposal Software to Dealers](https://help.portal.io/en/articles/11583590-press-release-sonos-partners-with-portal-to-offer-free-proposal-software-to-dealers.md)
- [Press Release: Portal Unleashes AI Proposals in Full Beta](https://help.portal.io/en/articles/11583663-press-release-portal-unleashes-ai-proposals-in-full-beta.md)
- [Press Release: Portal Integrates with ProjX360](https://help.portal.io/en/articles/11583724-press-release-portal-integrates-with-projx360.md)
- [Press Release: Portal Expands Public API for Third-Party Integrations](https://help.portal.io/en/articles/11583676-press-release-portal-expands-public-api-for-third-party-integrations.md): Launches First Proposal Integration with iPoint
- [Press Release: Portal joins Azione Unlimited](https://help.portal.io/en/articles/11583691-press-release-portal-joins-azione-unlimited.md)

## Blog

- [The Ultimate Dealer Study](https://help.portal.io/en/articles/4004790-the-ultimate-dealer-study.md): How to run an AV integration company - a survey of best practices