Portal.io Releases Full Beta Version of its AI Proposal Builder
All dealers, whether Portal partners or not, can experience the AI Proposal Builder through a live public demo.
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All dealers, whether Portal partners or not, can experience the AI Proposal Builder through a live public demo.
Introduces productivity features designed to improve workflow efficiency and reduce manual tasks.
Two new Proposal Builders give ProjX360 users added flexibility, improvements to search functionality, a new multi-add feature, and live system totals.
Allows Specifi users to deliver streamlined proposals and project management for the Nice Builder Program.
D-Tools gives Residential Systems readers a sneak peek at what the company is planning for its CEDIA Expo 2024 exhibit.
Partnership aims to enhance product capabilities, expand market reach, and develop new distribution channels.
ProjX360 gives Residential Systems readers a sneak peek at what the company is planning for its CEDIA Expo 2024 exhibit.
Explaining your proposal to the client even when they ask you to ‘just email it over.’
Users now have access to brands such as Bowers & Wilkins, Classé Audio, Denon, Definitive Technology, Marantz, and Polk Audio.
Agreement makes the entire Snap One product portfolio immediately available to custom integrators in the U.S.
Snap One will offer a customized Portal subscription plan at no cost to Partners.
The D-Tools Cloud Solo plan provides a single user the ability to manage their sales pipeline, generate proposals, and much more.
By integrating with Q360, Jetbuilt users can track goods and services, manage personnel, and analyze project metrics.
Designed to better connect integrators and suppliers with clients, Specifi enables dealers to deliver effective proposals and win more business.
Portal.io gives Residential Systems readers a sneak peek at what the company is planning for its CEDIA Expo 2023 exhibit.
Designed to simplify sending, receiving, and evaluating bids and to fuel collaboration between integrators, consultants, and end users.
Bid Processing simplifies sending, receiving, and evaluating bids to fuel collaboration between industry professionals.
Azione Unlimited and Portal.io rekindle partnership to deliver streamlined software with exceptional value.
ProjX360 dealers can now win a job in Portal, push all the products from that job into ProjX360, and then manage the project to...
Launches first proposal integration with iPoint.
Provides a suite of new sales, project, and field service capabilities.
Partnership with D-Tools provides Sony dealers with direct access to real-time product pricing in D-Tools Cloud via TechData.
Work together to align product categories in order to streamline workflows.
Adds 12 new templates to its smartOFFICE CI-centric business software operating system.
New features designed to help salespeople streamline and customize their proposals.
Enforces a technical review as part of the project workflow.
After a tumultuous couple of years, the popular business software finds itself on solid footing.
The integration between D-Tools’ two software platforms enables D-Tools Cloud users to push accepted quotes to SI for the generation of engineering drawings, project...
Offers fully integrated product and real-time pricing solution to streamline proposal generation and system design.
Provides access to over 3 million products for proposals.
Why I’m committing to refining our customer-facing proposal materials in 2019.