Portal.io
Proposal & Purchasing for AV
Free
2.2.2for iPhone, iPod touch
Age Rating
Portal.io Screenshots
About Portal.io
Portal is an award winning service for professional resellers in the custom Audio/Video industry. Voted "Best Website" and "Best Customer Service" by dealers in the 2017 CEPro Quest for Quality awards survey.
Portal is a complete, industry-specific product catalog that allows installers/dealers to find product information and make wholesale purchases from every supplier in their industry, from one place. Portal saves dealers tons of time by collecting and organizing product data, including pricing & availability in a simple app, making it easy for dealers to quickly research products, create client proposals and submit purchase orders to all their suppliers from the palm of their hand.
FEATURES:
PRODUCT CATALOG
Dealers can browse more than 1.7M current product skus from over 3000 manufacturers and 300 suppliers. Pricing is unique to each dealer, collected directly from the manufacturer or distributor.
PROPOSAL TOOL
Create proposals for your clients quicker than ever before. Submit web-based proposals to your clients and know when they open and accept. Proposals are created directly from the product catalog so there is no need to manage a product database.
PURCHASE ORDER TOOL
Convert proposals to purchase orders or create standalone orders for all your suppliers in a few taps. Orders are sent directly to your manufacturer, rep or distributor and you'll know when the order is opened and accepted.
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REVIEWS:
"So far it has proven to be incredible!!! the other night I banged out a $15,000 estimate in 30 minutes!"
-Luke Dixon (Imagine That Audio)
“Thank you Portal for giving me my husband back!!! They also happen to be the easiest and most responsive company in this industry that we have ever worked with!”
-Katie Fritzley (Infinite Home Theater)
“I love the ability to know the vendor got the PO and processed it, without having to catch them on the phone.”
-Eric Becker (Automation Integration)
“I've been using it almost a year and have been creating better proposals than I ever have in a fraction of the time. My clients love how clean the format is and easily being able to view, request changes, and approve them online.”
-Jesse Silva (Proview Audio Video Experience)
Portal is a complete, industry-specific product catalog that allows installers/dealers to find product information and make wholesale purchases from every supplier in their industry, from one place. Portal saves dealers tons of time by collecting and organizing product data, including pricing & availability in a simple app, making it easy for dealers to quickly research products, create client proposals and submit purchase orders to all their suppliers from the palm of their hand.
FEATURES:
PRODUCT CATALOG
Dealers can browse more than 1.7M current product skus from over 3000 manufacturers and 300 suppliers. Pricing is unique to each dealer, collected directly from the manufacturer or distributor.
PROPOSAL TOOL
Create proposals for your clients quicker than ever before. Submit web-based proposals to your clients and know when they open and accept. Proposals are created directly from the product catalog so there is no need to manage a product database.
PURCHASE ORDER TOOL
Convert proposals to purchase orders or create standalone orders for all your suppliers in a few taps. Orders are sent directly to your manufacturer, rep or distributor and you'll know when the order is opened and accepted.
--
REVIEWS:
"So far it has proven to be incredible!!! the other night I banged out a $15,000 estimate in 30 minutes!"
-Luke Dixon (Imagine That Audio)
“Thank you Portal for giving me my husband back!!! They also happen to be the easiest and most responsive company in this industry that we have ever worked with!”
-Katie Fritzley (Infinite Home Theater)
“I love the ability to know the vendor got the PO and processed it, without having to catch them on the phone.”
-Eric Becker (Automation Integration)
“I've been using it almost a year and have been creating better proposals than I ever have in a fraction of the time. My clients love how clean the format is and easily being able to view, request changes, and approve them online.”
-Jesse Silva (Proview Audio Video Experience)
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What's New in the Latest Version 2.2.2
Last updated on Jul 13, 2021
Old Versions
Various bug fixes.
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Version History
2.2.2
Jul 13, 2021
Various bug fixes.
2.2.1
Jul 2, 2021
Fixed an issue where proposal data would not load.
2.2
Jul 1, 2021
Fixed a handful of bugs including the one that was preventing you from adding new client addresses and updated the proposal tax settings on the app to match our current web functionality.
2.1.1
Feb 11, 2021
Fixed an issue where a large number of orders would cause performance issues.
2.1
Dec 10, 2020
Custom items have been added! You can now add and edit custom items, like you can in the web app. We added a search bar for labor items. Finally, we added convenient ‘Add Part’ and ‘Add Labor’ buttons to the bottom of the screen on proposal areas.
2.0.1
Feb 14, 2020
Bug fixes as reported by users since our last major 2.0 release
2.0
Jan 23, 2020
Version 2.0! - Our largest overhaul of the app since it was first released. We made improvements to usability in almost every area, including the annoying proposal list page, which required you to log out and back in frequently.
1.9.2
Dec 3, 2019
Small adjustments to accommodate upcoming web release.
1.9.1
Oct 17, 2019
You'll now be able to contact your clients directly from the people module
Additionally we fixed an issue that was causing states to not load properly when entering an address
Additionally we fixed an issue that was causing states to not load properly when entering an address
1.9
Oct 15, 2019
- We fixed the issues with proposal lists.
- You can edit parts now.
- We added the ability to create and modify contacts in the People module.
- You can call your customers right from the app, instead of copying and pasting the phone number
- You can edit parts now.
- We added the ability to create and modify contacts in the People module.
- You can call your customers right from the app, instead of copying and pasting the phone number
1.8.2
Aug 28, 2019
Bug fixes and performance improvements.
1.8.1
Jun 6, 2019
This release fixes an issue with loading proposals & the catalog.
1.8
May 15, 2019
Bug fixes & UI tweaks.
1.7
Mar 22, 2019
fixes & tweaks
1.6
Mar 3, 2019
Our "People" module is live on Portal.io!
"People" is the best parts of your favorite customer management tool that allows dealers to quickly create, search, and organize client, employee, and contractor information and addresses.
Currently on this version of the iOS app, you can only view and attach contacts to a proposal, but we anticipate full functionality in a future update as we continue to implement features.
"People" is the best parts of your favorite customer management tool that allows dealers to quickly create, search, and organize client, employee, and contractor information and addresses.
Currently on this version of the iOS app, you can only view and attach contacts to a proposal, but we anticipate full functionality in a future update as we continue to implement features.
1.5
Nov 9, 2018
Bug fixes & improvements
1.4
Jul 25, 2018
Bug fixes & tweaks
1.3.2
Mar 23, 2018
Bug fixes & tweaks
1.3.1
Feb 21, 2018
Picture this: you're out 'in da club', Jay-Z approaches you talking about a sweet new audio system he needs installed in his shark tank for his mansion in Fiji. Kanye is coming to visit soon and it has to be ready by then, so Jay needs the proposal asap. You pull out the Portal iOS app to build the bid right there on the spot while you're sipping your Cognac, but you're shook because you don't want him to see your dealer costs. Then you remember…oh snap…your favorite Portal Pals just released CLIENT MOOOOOODE!!!!!!! That allows you to create bids in front of your customers without seeing any of your dealer costs.
While you're building the proposal, he mentions Beyonce wants a particular item that you know you're not authorized for. You can't tell him no, but wait a second…it's available through Portal Select! Now you can get the item with free shipping within 3 business days and it's guaranteed in stock, baby. You swipe right on the item to add it to the proposal, show him the bid, he accepts it, and you've processed the order for the parts. Everything is on its way and you take out your Portal rewards card for the next round of dranks.
Oh, also, we fixed some bugs.
While you're building the proposal, he mentions Beyonce wants a particular item that you know you're not authorized for. You can't tell him no, but wait a second…it's available through Portal Select! Now you can get the item with free shipping within 3 business days and it's guaranteed in stock, baby. You swipe right on the item to add it to the proposal, show him the bid, he accepts it, and you've processed the order for the parts. Everything is on its way and you take out your Portal rewards card for the next round of dranks.
Oh, also, we fixed some bugs.
1.3
Feb 20, 2018
Picture this: you're out 'in da club', Jay-Z approaches you talking about a sweet new audio system he needs installed in his shark tank for his mansion in Fiji. Kanye is coming to visit soon and it has to be ready by then, so Jay needs the proposal asap. You pull out the Portal iOS app to build the bid right there on the spot while your sipping your Cognac, but you're shook because you don't want him to see your dealer costs. Then you remember…oh snap…your favorite Portal Pals just released CLIENT MOOOOOODE!!!!!!! That allows you to create bids in front of your customers without seeing any of your dealer costs.
While you're building the proposal, he mentions Beyonce wants a particular item that you know you're not authorized for. You can't tell him no, but wait a second…it's available through Portal Select! Now you can get the item with free shipping within 3 business days and it's guaranteed in stock, baby. You swipe right on the item to add it to the proposal, show him the bid, he accepts it, and you've processed the order for the parts. Everything is on its way and you take out your Portal rewards card for the next round of dranks.
Oh, also, we fixed some bugs.
While you're building the proposal, he mentions Beyonce wants a particular item that you know you're not authorized for. You can't tell him no, but wait a second…it's available through Portal Select! Now you can get the item with free shipping within 3 business days and it's guaranteed in stock, baby. You swipe right on the item to add it to the proposal, show him the bid, he accepts it, and you've processed the order for the parts. Everything is on its way and you take out your Portal rewards card for the next round of dranks.
Oh, also, we fixed some bugs.
1.2.3
Aug 11, 2017
Every QA person has the heart of a developer, on their desk. Enjoy these bug fixes xoxo
1.2.2
Jul 11, 2017
The product profit total is now accurately calculating on the proposal
1.2.1
Jun 18, 2017
Update to improve searching speed within the catalog
1.1
May 18, 2017
We’ve refreshed the design of the proposal and order detail screens to improve hierarchy, and make it easier to quickly find what you need.
1.0.3
Apr 15, 2017
Proposals:
- You can now change your default sell price for an item in the catalog.
- A 'negative' button has been added to the keyboard to allow adding negative quantity items to a proposal.
- Added the ability to CC more than one person before submitting a proposal.
- Added the ability to adjust the order of parts within a proposal's room.
Orders:
- You can now edit the PO REF# for orders.
General Improvements:
- Improved filter button in the catalog.
- Modified text on price search to specify that it is just for searching MSRP.
- Bug fixes.
- You can now change your default sell price for an item in the catalog.
- A 'negative' button has been added to the keyboard to allow adding negative quantity items to a proposal.
- Added the ability to CC more than one person before submitting a proposal.
- Added the ability to adjust the order of parts within a proposal's room.
Orders:
- You can now edit the PO REF# for orders.
General Improvements:
- Improved filter button in the catalog.
- Modified text on price search to specify that it is just for searching MSRP.
- Bug fixes.
Portal.io FAQ
Click here to learn how to download Portal.io in restricted country or region.
Check the following list to see the minimum requirements of Portal.io.
iPhone
Requires iOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
Portal.io supports English
