Portal
Portal: A proposal platform that connects selling, purchasing, payments, and inventory workflows. Ranked #17 of 133 in Proposal Software by our editors (8.1/10); pricing: 14-day trial; best for AV, security, and IT integrators.
At a glance
- Editor score8.1 / 10
- Pricing14-day trial
- Best forAV, security, and IT integrators
- Free planNo
- Paid from$29/mo
- Client activity trackingYes
- Founded2011
- Facts checked21 Sep 2026
Where it wins
- Product catalogs include supplier pricing and support purchase orders.
- Combines proposals, signatures, payments, client history, and notifications.
- Connects with QuickBooks, payment processors, CRMs, and mobile access.
Where it doesn't
- No free plan; monthly pricing starts at $29.
- Lite is limited to 1 user and 10 new proposals per month.
- Analytics and reporting are less broadly specified than its workflow tools.
Our verdict on Portal
Portal is a cloud-based sales platform for audio-visual, security, and IT/MSP integration companies. It brings proposal creation, optional items, expiry dates, digital signatures, client-open notifications, payment requests, customer records, product catalogs, and ordering into one workflow. Client View Mode can hide costs and profit data, while branded client-facing documents support customer presentations. Web, iOS, and API access make it suitable for integrators that manage proposals alongside purchasing and inventory activity.
Pricing is structured across four paid monthly plans. Lite costs $29 per month for 1 user and 10 new proposals per month. Pro costs $89 per month for 2 users and unlimited new proposals, adding advanced proposals. Premium costs $179 per month for 5 users and unlimited new proposals, with proposals plus process tools. Unlimited costs $349 per month and includes all features, unlimited users, and unlimited new proposals. A 14-day full-access trial is available without a credit card, and the pricing page shows a separate 0.25% payment-processing fee. The tier structure makes Lite a starting point for individual proposal work, while teams and higher-volume operations need a paid upgrade.
Portal’s ecosystem is a major part of its fit. QuickBooks Online and QuickBooks Desktop integrations support proposal and invoice workflows, while Stripe and Square support payments. CRM and workflow connections include Zoho CRM, Zoho Books, Salesforce, Zapier, HubSpot, Google Sheets, and Google Contacts, alongside industry tools such as iPoint, D-tools SI, ProjX360, and Simply Reliable. Purchase-order creation and supplier ordering extend the platform beyond document production. Choose Portal when proposals need to connect with catalog data, payments, accounting, and purchasing; choose an alternative if you need a free plan, broader proposal analytics, or more users at the entry tier.
Your product? Our editors can test Portal in depth and publish a review, labelled as paid · from $149/mo →
Portal pricing
All 4 Portal plans and prices →
Portal fact sheet
| Free plan | No |
|---|---|
| Paid from | $29/mo |
| Built-in e-signatures | Yes |
| Client activity tracking | Yes |
| Online payment collection | Yes |
| CRM integrations | Yes |
| Custom branding | Yes |
| Included team seats | 1 seats |
| Analytics and reporting | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS |
| Support | Live chat, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 17 integrations: QuickBooks Online, QuickBooks Desktop, Stripe, Square, Zoho CRM, Zoho Books … See all → |
| Pricing | 14-day trial (source) |
| Website | portal.io |
| Facts checked | 21 Sep 2026 |
Portal integrations
Portal lists 17 integrations on its own site.
- QuickBooks Online
- QuickBooks Desktop
- Stripe
- Square
- Zoho CRM
- Zoho Books
- Salesforce
- Zapier
- iPoint
- D-tools SI
- ProjX360
- Simply Reliable
- Google Sheets
- Google Contacts
- HubSpot
- Jobber
- Pipedrive
Alternatives to Portal
- PandaDocA broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations.9.4
- ProposifyA structured proposal workspace with quoting, approvals, signatures, and analytics.9.2
- AnchorA broad proposal-to-payment platform with free access and transaction-based pricing.9.0
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Portal for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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