The Ultimate Sales
Platform for Integrators

Built for AV, Security & IT professionals, we make your proposal process easier than ever before. What used to take hours now takes minutes.

Watch Real Dealers Explain Portal
Watch A Demo From Our Founder
 
 

TRUSTED BY MORE THAN 2,500 INSTALLATION PROS,
SUPPORTED BY ALL YOUR TOP BRANDS

Industries

Purpose built for professionals

Audio-Video
Security
IT & MSPs

We help dealers create

$ 4
2
, 0
0
0
, 0
0
0

in new proposals every week.

Features

What you can do with Portal

PROPOSALS

Sell more, faster

Our proposal tool is so simple you already know how to use it. Industry product data is pre-loaded, so there is nothing to set up.

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  • Notifications when viewed
  • Good-Better-Best options
  • Secure digital signatures
Proposals Proposal notification
CATALOG

Stop maintaining product data

We maintain the most complete database of product data for technical industries. We keep it all up-to-date so you don't have to.

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  • More than 1.7M current items
  • Fully managed dealer pricing
  • Images and descriptions
Catalog Product detail
INVOICES

Get paid faster

Stop chasing payments after you win jobs. We enable your customers to pay your invoice the moment they accept your proposal.

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  • Auto-generate proposal invoices
  • Connect your existing payment processor
  • Pass processing fees to customers

Integrates With
QuickBooks Stripe Square
Payment form Mobile inbox Payments email
PEOPLE

Keep track of customers

Our CRM keeps all your customer info in one place. Organize contact details, job locations, proposals and payments.


  • Beautifully simple CRM
  • Track proposals
  • View payment history
People proposals People detail
ORDERS

Save time ordering

Go from proposal to purchase order in one click. All your orders, for all your suppliers are finally in one place.


  • Works with all your suppliers
  • Use your preferred sales rep
  • Get confirmation when processed
Orders screen Mobile inbox Orders email
INTEGRATIONS

Sync with QuickBooks

Win a job and you can push the line itemed proposal to QuickBooks with a single click.


  • Push proposals into 'estimates'
  • Send client and product data
  • QuickBooks Online & Desktop

Plus More Integrations
Google Sheets Zoho D-tools iPoint Projx360
QuickBooks estimates Proposal to QuickBooks

World class support

Live chat with real people, included for free on all plans.

Support
Testimonials

Don't take our word for it.

I spend way less time doing proposals. I've had clients tell me that they chose me based on the professionalism of my proposal.

Hands down, the best proposal platform available. Absolutely love it

After using several industry solutions, none of them are as well designed or easy to use as Portal. Nothing comes close. This coming from someone who does not give testimonials.

I have tried about 6 different bidding softwares and you have the best interface. Best of all there are live people to help.

Revolutionary software that makes things quick and accurate without a huge learning curve.

Saves me time and money. Time and time again. And the portal team supports me instantaneously. It's just awesome.

Quite simply some of the best software I've ever used for ANYTHING.

Portal is powerful and intuitive. More importantly, their support is AMAZING. I can't praise their team enough.