Portal Feature Requests
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Proposals (383)
Catalog (60)
People (15)
Payments (67)
Orders (32)
General (52)
3rd Party Integrations (75)
Developer API BETA (0)
Add MSRP to customer items.
Any possibility I can state what the MSRP is on an item I custom make?
0
3
Be able to add shipping charges in total breakdown at end of proposals
12
·
planned
64
Recently used section in catalog
Is there a feature in the works for a recently used materials or item in the catalog as this feature would greatly reduce the time to search things. Maybe have it keep track 100 unique items added into our companies proposals across the company of users.?
0
2
Report Product Data Errors in Catalog
The ability to “flag” items for data team review / correction. Upon flagging an item for review the user should be prompted to provide more detail either via a drop down box, check box(s) or general text fields. Some expected feedback includes “report duplicate item” “report outdated pricing” “report discontinued item”
0
3
Sceen size
I have to down size my display to 50% to get to save.
0
1
Discontinued items...
We've been with Portal for a while now and some of our proposals and such are showing their age. It's becoming more common that I send an order out and get a response back that says, "This item is discontinued." It would be nice to mark items as discontinued and even have the catalog suggest a replacement. (Ideally the suggestion is from the manufacturer and not an advertisement for a competitor.)
4
2
Client Provided Items
Client provided TV, Roku, Mount, etc etc etc. Can either have a ton of client provided, or a single item to be added, then add your own notes. Having this will allow you to see the full scope of the job wtihout creating custom items.
0
3
Suggested Labor Rate
With the recent addition of Auto Attachments it would be great if Portal could also suggest/recommend labor rates the same way it does with the accessories.
0
2
Show Labor Quantity
It would be nice if labor quantity showed on the client's proposal. As of now, every time I need to show labor quantity, i have to make my labor a "custom item" in order to work.
0
2
Additional Dynamic Options
In some cases We would like that ability to base the dynamic percentage of an item on the cost, not sell price. Also, having the option to base the dynamic item calculation on a specific item, ideally in the case where it is accessorized to that main item.
0
4
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