Portal.io
Proposal & Purchasing for AV
Free
2.2.2for iPhone, iPod touch
Age Rating
Portal.io スクリーンショット
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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最新バージョン 2.2.2 の更新情報
Last updated on 2021年07月13日
旧バージョン
Various bug fixes.
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Version History
2.2.2
2021年07月13日
Various bug fixes.
2.2.1
2021年07月02日
Fixed an issue where proposal data would not load.
2.2
2021年07月01日
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
2021年02月11日
Fixed an issue where a large number of orders would cause performance issues.
2.1
2020年12月10日
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
2020年02月14日
Bug fixes as reported by users since our last major 2.0 release
2.0
2020年01月23日
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
2019年12月03日
Small adjustments to accommodate upcoming web release.
1.9.1
2019年10月17日
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
2019年10月15日
- 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
2019年08月28日
Bug fixes and performance improvements.
1.8.1
2019年06月06日
This release fixes an issue with loading proposals & the catalog.
1.8
2019年05月15日
Bug fixes & UI tweaks.
1.7
2019年03月22日
fixes & tweaks
1.6
2019年03月03日
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
2018年11月09日
Bug fixes & improvements
1.4
2018年07月25日
Bug fixes & tweaks
1.3.2
2018年03月23日
Bug fixes & tweaks
1.3.1
2018年02月21日
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
2018年02月20日
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
2017年08月11日
Every QA person has the heart of a developer, on their desk. Enjoy these bug fixes xoxo
1.2.2
2017年07月11日
The product profit total is now accurately calculating on the proposal
1.2.1
2017年06月18日
Update to improve searching speed within the catalog
1.1
2017年05月18日
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
2017年04月15日
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
ここをクリック！地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、Portal.ioの最低システム要件をご確認ください。
iPhone
Requires iOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
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