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| Users | Lite $29/mth | Pro $89/mth | Premium $179/mth | Unlimited. $349/mth |
|---|---|---|---|---|
| Users Included in Plan | 1 | 2 | 5 | ∞Unlimited |
| Additional Active Users Any additional users that log in during a month. Beyond what's included in your plan. | $9/mth | $19/mth | $29/mth | $0 |
| User Permissions Control what your users have access to. | ||||
| Advanced Notifications Subscribe to notifications of company activity. | ||||
| Proposals | ||||
| Create Proposals | ||||
| New Proposals /mth The number of new proposals you can create each month. | 10 | ∞Unlimited | ∞Unlimited | ∞Unlimited |
| Client Open Notifications We'll send you an email notification each time your client opens/views their proposal. | ||||
| Optional Items Allows you to provide 'good, better, best' options for project areas. | ||||
| Proposal Expiry Allows you to set an expiry for a proposal. | ||||
| Change Orders Create change requests and submit for approval to clients. View all changes to proposals in a consolidated view. | ||||
| QuickBooks Integration Push accepted proposals into QuickBooks (Online and Desktop) as line-itemed estimates. | ||||
| Client View Mode Hides all sensitive information in Portal, such as cost and profit, so you can work alongside your customer. | ||||
| Videos by Loom Integration with 'Loom' which allows you to embed simple, personal screenshare videos to your proposals. | ||||
| Auto Attach Labor & Accessories Assign labor & accessories to items and they will automatically be included when items are added to proposals. | ||||
| Product Catalog | ||||
| Product Data for 5M+ Items Product information such as brand, model, short description and images. | ||||
| Managed Supplier Pricing We manage all your dealer pricing and automatically update. | ||||
| Company Approved Catalog Select and approve items from the Portal catalog to curate your own company catalog. Beta | ||||
| People | ||||
| Client/Contact Management A lite CRM that allows you to view all your clients, job locations, proposals and payments in one spot. | ||||
| Invoices | ||||
| Invoices & Payment Requests | ||||
| New Invoices /mth The number of new invoices you can create each month. | ∞Unlimited | ∞Unlimited | ∞Unlimited | ∞Unlimited |
| Payment Processing Integration Link your own payment processing account to Portal and you can accept payments at the time your proposals are accepted. QuickBooks, Square & Stripe | 0.25% of transaction ($10 max, $1 min) | |||
| Recurring Invoices Invoices that can be scheduled to send automatically. Perfect for service plans and security monitoring. Coming 2026 | ||||
| Purchase Orders | ||||
| Create Supplier Orders | ||||
| New Orders /mth The number of new purchase orders you can create each month. | ∞Unlimited | ∞Unlimited | ∞Unlimited | |
| iOS App | ||||
| App Access Download our native iOS app from the Apple AppStore. | ||||
| Integrations | ||||
| QuickBooks Online | ||||
| QuickBooks Desktop | ||||
| D-tools SI | ||||
| iPoint | ||||
| ProjX360 | ||||
| Simply Reliable | ||||
| SalesForce Beta | ||||
| HubSpot Beta | ||||
| Zapier Integrate Portal Contacts & Notifications with third-party apps with Zapier. Trigger actions based on events in Portal. | ||||
| Zoho Beta | $49/mth Add-On Plus Usage Includes 20 synced Deals ($1/adl) | |||
| Support | ||||
| Initial Setup Cost The cost to setup Portal and migrate from your current tool(s) | $0 | $0 | $0 | $0 |
| Live Chat Support Chat with a real person at Portal from within our application. | ||||
| Priority Chat Support Jump to the top of chat queue and receive our fastest response time. | ||||
| Dedicated Portal Pal A dedicated Portal expert at your disposal. | ||||
| Live Screenshare Training Live Zoom calls with a dedicated Portal expert. | 2 hrs. 2 Hours | ∞Unlimited | ∞Unlimited | |
