Auto-Attachments

Add a Product to Your Proposal and Get the Labor and Accessories Too.

What if every time you added a product to a proposal, the labor and accessories came with it  automatically?

You’d save time, reduce mistakes, and build better proposals faster.

That’s exactly what Auto Attachments do in Portal. Whether you're adding TVs, Apple TVs, or custom packages, Auto Attachments make sure your proposals are complete the first time.

How It Works

Every product page in your catalog includes an Attachments section. That’s where you can link:

• Labor (like install hours or programming time)
• Accessories (like cables, mounts, plates, or connectors)
• Even other products that already have attachments
  
  

Once you’ve set it up, adding that item to a proposal brings all of its attachments along with it instantly.

Set It Once. Use It Everywhere.

When adding labor to a product, you can make it the default for that entire category. So if you always include one hour of labor with a TV install, you can set that once and it’ll apply to every TV moving forward.

Need to add accessories too? Portal gives you smart suggestions based on:

• What you’ve added with that product in past proposals
• What others in the industry commonly bundle with it
• Your preferred brands, so you stay within spec
  
  

You can also layer attachments on top of attachments. Add a product like an Apple TV, and if it already includes labor and an HDMI cable, those come along too no extra clicks required.

Use It to Build Packages

Auto Attachments also work with Custom Items, which means you can build bundled packages like a network drop that includes:

• Labor
• Wire
• Wall box
• Plate
• Connectors

You can even combine all prices into one clean line item, simple, streamlined, and easy for clients to understand.

Available on Premium and Higher Plans

Auto Attachments are included with Premium and higher Portal plans.