Scottsdale, Ariz.-based ProjX360, the end-to-end SaaS management solution provider, announced an integration with Portal Proposals. The custom product-database management and proposal-generation platform helps integrators create proposals quickly and easily while also standardizing all the industries products into one catalog maintaining the product specifications, pricing, images and much more.
“I am excited to grow our partnership with Portal by adding the proposal integration. We have had the integration with their product database for the last seven years and it has helped our customers a great deal. Now by having the proposal integration it will allow current Portal customers to continue to create great proposals in a platform they are familiar with, but now have the option to easily push the proposal into ProjX360 to manage the entire project once the proposal is approved.” says Doug Greenwald founder of ProjX360.
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How to use ProjX360 Portal Proposals
The workflow for this integration is the integrator can enter their new client and opportunity information into ProjX360. Once the integrator is ready to create the Portal proposal, they can push the client information into Portal and go into Portal and that client they just pushed up and create a proposal.
Once that proposal is approved, they can push the entire proposal into ProjX360 where they can create a project and manage the entire project creating work orders, tracking time, scheduling, creating checklists, creating custom forms, managing inventory and much more.
Integrators can also schedule a demonstration and Q&A of ProjX360.
