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About Portal.io
Proposal & payment platform for professional installers
Portal streamlines proposal creation, customer payments, and supplier ordering for installation professionals.
Use cases in GFunnel
- Generate branded proposals with live pricing
- Collect customer payments directly in portal
- Send POs to suppliers from proposals
Automation ideas
- Auto-sync supplier pricing updates to proposals
- Trigger payment reminders for pending invoices
- Route approved POs to supplier systems