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Portal
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Proposal and design software built for AV professionals
Table of Contents
Portal - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: January 2026
Portal overview
What is Portal?
Portal is a comprehensive AV proposal, design, and sales software specifically developed for professional installers in the audio-video, security, and IT industries. The platform streamlines the proposal creation process, reducing what traditionally takes hours into a matter of minutes through its intuitive interface and pre-loaded industry product data. The system eliminates the need for manual setup, allowing professionals to create polished, modern proposals that clients appreciate for their clarity and professionalism.
The software maintains an extensive database containing over seventeen million current items with complete product information, images, descriptions, and dealer pricing that is continuously updated. This eliminates the burden of product data maintenance for users while ensuring accuracy in proposals. Portal includes integrated payment processing that enables clients to pay upon proposal acceptance, significantly reducing payment collection time. The built-in customer relationship management functionality organizes all client information, job locations, proposals, and payment histories in one centralized location for efficient access and management.
Portal transforms the ordering process by allowing users to convert approved proposals into purchase orders with a single click. The system works with all suppliers, accommodates preferred sales representatives, and provides confirmation when orders are processed. The platform offers seamless integration with QuickBooks Online and Desktop, enabling users to push line-itemized proposals directly into estimates along with client and product data. This integration capability extends to other business systems as well, creating a cohesive workflow environment.
The software includes comprehensive support through live chat with actual support personnel, included at no additional cost with all subscription plans. Portal has earned the trust of more than two thousand five hundred installation professionals who report increased close rates, time savings, and enhanced professionalism in their client interactions. The platform offers a complete solution for proposal creation, product catalog management, payment processing, customer tracking, and order management, all designed to help professional installers sell more efficiently and effectively.
Key benefits of using Portal
Starting price
per month
Alternatives
with better value for money
Portal’s user interface
Portal reviews
Overall rating
5.0
/5
12
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend10/10
5
4
3
2
1
12
0
0
0
0
Maitland F.
President
Mark N.
President
Hal H.
System Design Engineer
Steve S.
president
Timothy H.
Owner
Michael R.
Partner
Who uses Portal?
Based on 12 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Portal's key features
Most critical features, based on insights from Portal users:
All Portal features
Features rating:
Portal alternatives
Portal
Starting from
29
Per month
Epicor CPQ
Starting from
150
Per month
Hive CPQ
Starting from
1500
Per month
EASA
Starting from
No pricing info
Portal pricing
Pricing plans
Pricing details:
User opinions about Portal price and value
Value for money rating:
To see what individual users think of Portal's price and value, check out the review snippets below.
Maitland F.
President
Mark N.
President
Portal integrations (9)
Integrations rated by users
We looked at 12 user reviews to identify which products are mentioned as Portal integrations and how users feel about them.
Integration rating: 4.8 (4)
“Integration with QuickBooks Online is critical for keeping proposals and invoices in sync. It saves time, reduces errors, and ensures our financial data stays accurate.”
Maitland F.
President
Integration rating: 5.0 (1)
“Zapier integration is important because it connects Portal with other tools we use, helping automate workflows and reduce manual data entry.”
Maitland F.
President
Integration rating: 5.0 (1)
“Loom integration is valuable for adding quick video explanations to proposals, making communication with clients more personal and clear.”
Maitland F.
President
Other top integrations
Portal support options
Typical customers
Platforms supported
Support options
Training options
Portal FAQs
Portal has the following pricing plans:
Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. Who are the typical users of Portal?
Portal has the following typical customers:
Freelancers, Small Business
Q. What languages does Portal support?
Portal supports the following languages:
English
Q. Does Portal support mobile devices?
Portal supports the following devices:
iPad, iPhone
Q. Does Portal offer an API?
Yes, Portal has an API available for use.
Q. What other apps does Portal integrate with?
Portal integrates with the following applications:
Zoho CRM, Zapier, QuickBooks Desktop, Zoho Books, D-Tools System Integrator (SI), Cornerstone Billing, QuickBooks Online, Loom, Google Sheets
Q. What level of support does Portal offer?
Portal offers the following support options:
Chat, Email/Help Desk, Knowledge Base, Phone Support