Portal 360
Portal 360 apps

Proposal Studio in Portal 360

Proposal Studio is a Portal 360 Marketplace app for building proposals from your service list and sending them with a share link. It includes Letter Studio.

What it does

Build proposals, list your services and get sign-and-pay links.

Proposals with share links

Build a proposal, send a link and see when the client has viewed it.

Your services

List your services with prices and billing frequency.

Sign and pay

Clients get sign-and-pay links, with payment plans and instalments available.

Includes Letter Studio

Engagement letters go out for e-signature from the same place.

How it works

1

Find Proposal Studio

Open Marketplace > Apps and choose Proposal Studio.

2

Add it to your workspace

Install it and switch it on for your team.

3

Work from one place

Proposal Studio uses your client, entity and contact records, so nothing is re-keyed.

Immutable backups

Tamper-proof copies of your data

ISO 27001 certified security

Independently audited

99.99% uptime SLA

Built to stay available

Australian data centre and hosting

Your data stays onshore

Migration program

Switching practice management software? We move you across.

For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.

See the migration program

Frequently Asked Questions

Proposal Studio is A$149 per account per month (ex GST) and includes Letter Studio.

Ready to get started?

Our team is happy to help.
Reach out to us and we’ll get back to you quickly.