Portal has relationships with so many vendors and product lines, and it is constantly growning. The ability to add products with the correct cost, have your chosen markup applied right away, and be able to associate accessories and labour as soon as its added to a proposal eliminates so much ambiguity, and ensures profitability. No more spreadsheets. No more 'square-peg' CRM systems. Milestone payment schedules laid out. Payment requests sent in two clicks.
The two highest visibility assets Portal brings is fast and easy Quickbooks integration, and the updates Portal sends you as your client moves through the approval process. Emails when the proposal is opened. Every time. That includes when its expired and an 'attempted view' is made. Review collected by and hosted on G2.com.
I would say these are known features that are being worked on: The ability to assign categories to 'no markup' like TVs or Hard Drives or Unifi. Review collected by and hosted on G2.com.