Portal Overview

Portal is a versatile quoting software designed to help businesses create accurate and professional quotes quickly and efficiently. The platform offers an intuitive user interface that allows users to generate customized quotes based on specific customer requirements, product options, and pricing structures. Portal supports multiple quote formats, including detailed itemized lists, summaries, and proposals, making it suitable for a wide range of industries, including manufacturing, services, and retail. The software also includes features for automating pricing updates, reducing manual errors, and ensuring consistency across all quotes. Portal’s integration with inventory and customer management systems ensures that pricing is always up to date and aligned with product availability and client history. Additionally, the software includes reporting tools that help businesses track quote conversion rates, measure sales performance, and identify trends. For companies looking to streamline their quoting process and improve customer satisfaction, Portal is an indispensable tool.

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Contact Details

  • Vendor Name ServiceLink Technologies
  • Founded
  • Location United States

Support

  • Chat Chat

Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Construction, Electrical & Electronic Manufacturing, Renewables & Environment, Retail

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Portal Features

  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

Portal Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$39 Per User

Portal FAQs

Portal is a versatile quoting software designed to help businesses create accurate and professional quotes quickly and efficiently. The platform offers an intuitive user interface that allows users to generate customized quotes based on specific customer requirements, product options, and pricing structures. Portal supports multiple quote formats, including detailed itemized lists, summaries, and proposals, making it suitable for a wide range of industries, including manufacturing, services, and retail. The software also includes features for automating pricing updates, reducing manual errors, and ensuring consistency across all quotes. Portal’s integration with inventory and customer management systems ensures that pricing is always up to date and aligned with product availability and client history. Additionally, the software includes reporting tools that help businesses track quote conversion rates, measure sales performance, and identify trends. For companies looking to streamline their quoting process and improve customer satisfaction, Portal is an indispensable tool.

  • No, Portal does not offer a free version.

  • Yes, Portal offers a free trial.

  • No, Credit Card details are not required for the Portal trial.

  • Portal offers the following pricing plans & packages:

    Basic

    $39 Per User

  • Portal supports the following payment frequencies:

    • Monthly Subscription

  • No, Portal does not offer an API.

  • Portal offers support with the following options:
    • Chat

  • Portal offers training with the following options:
    • Documentation

  • Portal supports the following languages:
    • English

  • Following are the typical users of the Portal:
    • Self-Employed , Small-Business , Midsize-Business

  • Portal supports the following deployment:
    • Cloud Hosted

  • Portal supports the following devices and operating systems:
    • Web-Based

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