My quote requests
Quote & proposal requests portal
A quote and proposal request portal is where customers request a quote with the details and photos a job needs, the business sends back a price, and the customer accepts or declines it on the same record.
Pattern: RequestsDescribe it to Pory
“We're a joinery workshop. Customers request a quote with photos and measurements, we send a price, and they accept or decline it online.”
Viewing as
In plain English
What is a quote & proposal requests portal?
A quote and proposal request portal is where customers request a quote with the details and photos a job needs, the business sends back a price, and the customer accepts or declines it on the same record. It follows the Requests pattern: someone submits, someone decides, it moves through statuses. Pory generates it from a plain-English description, with a login for each role (customer and estimator) that shows only what that role should see, and flat pricing with unlimited customers.
What it does
Customers send photos and measurements with the quote request itself
Quote requests used to start as a phone call, carry on by text with blurry photos, and end with the estimator asking for measurements again. In Pory a customer describes the job, picks the service, gives a needed-by date and uploads photos and measurements in one request. They can see where each request stands, so "did you get my photos?" stops being a text.
Forms to submit a recordDone by: Customer
Customers accept the price with one click, or say why not
Accepted quotes used to be a "yes go ahead" buried in an email chain, which made start dates guesswork. The customer opens their quote, checks the price and the attached quote document, and accepts or declines, adding a note if the price or timing doesn't work. The estimator knows which jobs are real without chasing anyone.
Approve / reject with a reasonDone by: Customer
The parts every portal is built from
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Forms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Public pages
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
Self sign-up
People create their own account and land in the role you chose for them.
File attachments
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Approve / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Board by status
Cards in columns. Drag a record to move it along.
Checklists
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Assign to a person
Name who a record is for and it lands on their list, and nobody else's.
Notes & scores
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Tables
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
People directory
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Calendar
Records on a month or week view, by date.
Gallery & image grid
Records as cards or photos.
Detail view with related items
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Notices & info pages
Check-in details, benefits, updates — a page for a role to read.
Counts, totals & averages
Live figures over the records a viewer is allowed to see.
Control
Who sees which records
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
No-Password Doors
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colours, your logo. Members see you.
Frequently asked questions
More commercial portals
All commercial portalsLead intake portalCapture → qualify → assignCustomer onboarding portalKickoff tasks & documentsPartner & reseller portalDeal registration & assetsSupplier onboarding portalDocs, compliance, approvalContract lifecycle portalDraft → review → approveSponsorship management portalPackages & deliverablesAffiliate program portalSignups & payout trackingCustomer account portalOrders, invoices, tickets, documents
Your quote & proposal requests portal, live today.
Describe it in a sentence and send the invite. Unlimited customers, flat price.