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Feature Requests
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Proposals
Catalog
People
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Orders
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Developer API BETA
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Proposals (364)
Catalog (56)
People (13)
Payments (61)
Orders (31)
General (51)
3rd Party Integrations (73)
Developer API BETA (0)
Wisetack Integration
Integrate Portal.io with Wisetack to offer clients financing options w/ direct link to either prequalification or application form directly inside proposal. https://www.wisetack.com/partnerships-contact-us
0
1
Integrate with Zoho Suite
Integrate with the full suite of Zoho products: CRM, Books, etc.
21
·
in progress
25
Google Contacts Integration
The ability to add a customer to Portal and have all contact information be automatically auto-filled with data from Google Contacts.
5
·
planned
18
Send Billing and Site Address to QB
Push both the billing and site addresses over to QB.
0
5
Xero
Intergrate with Xero
0
6
Integration with QuickBooks Online Contacts
Allow me to pull all my QBO contacts into 'People' and when I create a new person in portal it should create in QBO.
9
·
in progress
67
Integrate with Financing Companies
Give the customer a way to finance the purchase.
0
4
Payments
im looking to integrate api for chase or authorize.net
0
0
Labor Description
It'd be great to be able to have the Labor name and then a section for the Description so we could integrate it to QBO better. Right now it brings in the Labor name to both sections.
0
2
Integration with D-tools SI
Push proposals into D-tools SI
2
·
in progress
9
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