Portal.io + RevSend
Unlock seamless B2B gifting with the Portal.io + RevSend integration—make every proposal and invoice an opportunity to wow clients and drive more revenue.
With Portal.io + RevSend, professional installers can automate personalized gifting directly through proposals and invoices. Deliver digital and physical gifts, handwritten notes, and custom packaging to clients while tracking engagement in real time. This integration streamlines your workflow—aggregate product data, build estimates, collect payments, send purchase orders, and now, add high-impact gifting with ease. Improve your proposal acceptance rates, close deals faster, and strengthen client relationships with the power of Portal.io and RevSend combined.
Set-up
Get started in the RevSend Integration Page
Make Professional Connections Personal
