Can I send quotes directly to my customers through the Portman App?

Not yet, but the functionality is on the way! The Portman App is currently under development to allow you to download a PDF copy of your calculations and enquiries. This will make it easier for you to share this information with your customers as quotes.

In the meantime, here’s a workaround:

  • Access your enquiry history through the app.
  • Locate the relevant calculation or enquiry for your customer.
  • Use your device’s built-in screenshot function to capture the screen.

We understand this isn’t ideal, and we appreciate your patience as we continue to improve the Portman App!