OneVision Launches Portal.io Integration to Streamline Proposal-to-Service Workflows

New ProVision integration allows integrators to automatically import Portal proposals and transform them into actionable site documentation.

Boston, MA (January 13, 2026)– OneVision Resources today announced a new integration between ProVision, the company’s award-winning service management software, and Portal.io, which allows integrators to automatically import proposal data and instantly transform it into actionable, AI-powered site documentation. By seamlessly migrating critical service information from Portal proposals into ProVision, the integration ensures front-line support teams have immediate access to the details they need, with key information no longer buried in PDFs or external tools. The result is faster workflow, more complete documentation, and less redundant input work, helping integrators deliver more efficient and consistent support across increasingly complex systems.

The Portal.io integration allows users to securely connect their Portal accounts within ProVision and import proposal information with just a few clicks. Rather than manually re-entering data, integrators can now pull key support details from Portal proposals into ProVision as a structured support brief, creating a clean handoff from sales to service.

For many integrators, proposal details often live in static PDFs or disconnected tools, forcing teams to duplicate work long after a project has been sold. This disconnect increases the risk of missing information and leaves service teams without the context they need when supporting complex systems. By connecting Portal directly to ProVision, OneVision removes this friction and ensures critical system details are available where service teams actually work.

The Portal.io integration is the result of close collaboration between the OneVision and Portal teams, who worked together to deliver a solution that reflects how integrators actually operate. By aligning product roadmaps and technical expertise, both teams focused on creating a seamless, secure experience that transforms proposal data into practical service intelligence, bringing a long-requested capability to life for shared customers.

Once a proposal is imported, ProVision’s AI-powered site documentation tool can automatically analyze the data and suggest detailed site documentation, helping teams build accurate records in minutes instead of hours. The result is faster setup, more consistent documentation, and better-prepared technicians from day one.

“At OneVision, we're on a mission to make it easy for integrators of any size to deliver world-class service to their clients," says Jason Griffing, OneVision's Director of Product. "This integration with Portal helps our shared customers achieve that goal by ensuring critical system details are instantly available to service teams during client interactions."

The Portal.io integration is part of OneVision’s ongoing investment in intelligent integrations that simplify operations and improve the client experience across the entire service lifecycle.

The Portal.io integration is now available for all ProVision users.

To learn more about OneVision’s industry-leading service solutions, visit onevisionresources.com.  About OneVision Resources

OneVision provides award-winning service solutions to CI professionals, enabling them to elevate their client experience, restore work-life balance, generate recurring revenue, and eliminate the constant distractions of service. 

For media inquiries, please contact: marketing@onevisionresources.com.