Changelog - Portal.io API

This page tracks changes to the Portal.io API itself — new endpoints, changed behavior, and deprecations. Documentation-only updates are not listed here. Entries are in reverse chronological order. Breaking changes are marked with 🚨 so you can quickly identify anything that may require updates to your integration.

August 27, 2026

Catalog search filter

Added — Company-approved filter

New optional IsCompanyApproved query parameter for filtering catalog search results to items your company has approved:

GET /public/catalog — Set IsCompanyApproved=true to return only company-approved items. It composes with the endpoint’s other filters. Combined with IsFavorite=true, it returns items that are both a favorite and company-approved.

When IsCompanyApproved=true, the response’s favoriteItems array is empty and favoriteItemCount is 0, regardless of IsFavorite. Read matching items from items.

July 24, 2026

Proposal item endpoints

Added — Lifecycle

New endpoints to add, remove, and replace items on a proposal:

POST /public/proposals/{ProposalId}/items — Add items to a proposal
DELETE /public/proposals/{ProposalId}/items — Delete items from a proposal
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/replace — Replace a proposal item with a different catalog item

Added — Pricing

New endpoints to update pricing on proposal items:

POST /public/proposals/{ProposalId}/items/{ProposalItemId}/qty — Update item quantity
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/sellprice — Update item sell price
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/cost — Update item supplier cost
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/msrp — Update item MSRP
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/combineprice — Toggle combined pricing for nested items
POST /public/proposals/{ProposalId}/items/costupdate — Refresh proposal item costs from the latest catalog costs

Added — Content

New endpoints to update item-level content:

POST /public/proposals/{ProposalId}/items/{ProposalItemId}/shortdescription — Update item short description
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/note — Update item client-facing note
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/image — Update item image

Added — Flags

New endpoints to update item-level flags:

POST /public/proposals/{ProposalId}/items/{ProposalItemId}/taxexempt — Update item tax-exempt flag
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/recurringservice — Update item recurring-service flag

Added — Organization

New endpoints to reorganize items within a proposal:

POST /public/proposals/{ProposalId}/items/move — Move items to a different area option
POST /public/proposals/{ProposalId}/items/copy — Copy items to one or more area options

Added — Suppliers

New endpoints to manage item suppliers:

GET /public/proposals/{ProposalId}/items/{ProposalItemId}/suppliers — List suppliers available for an item
POST /public/proposals/{ProposalId}/items/{ProposalItemId}/supplier/{SupplierId} — Set the supplier for an item

April 14, 2026

Proposal management, AI Builder, and webhook endpoints

Added — Proposal write endpoints

New POST endpoints for the full proposal lifecycle:

POST /public/proposals — Create a new proposal
POST /public/proposals/{ProposalId} — Update proposal name and status
POST /public/proposals/{ProposalId}/description — Update proposal description
POST /public/proposals/{ProposalId}/internalnotes — Update internal notes
POST /public/proposals/{ProposalId}/contact/{ContactId} — Assign a contact to a proposal
POST /public/proposals/{ProposalId}/location/{LocationId} — Assign a location to a proposal (triggers tax calculation)
POST /public/proposals/{ProposalId}/area — Add an area to a proposal
POST /public/proposals/{ProposalId}/area/{AreaId}/option — Add an option to an area
POST /public/proposals/{ProposalId}/area/{AreaId}/option/{OptionId}/clientdescription — Update area option client description
POST /public/proposals/{ProposalId}/area/{AreaId}/option/{OptionId}/installernotes — Update area option installer notes

Added — AI Builder endpoints

New endpoints for AI-powered proposal generation:

POST /public/ai/content — Upload reference content for AI proposals
DELETE /public/ai/content/{ContentId} — Delete uploaded content
GET /public/ai/content — List uploaded content
POST /public/ai/generate-outline — Generate a proposal outline from uploaded content
GET /public/ai/outline/{OutlineId} — Retrieve a generated outline
POST /public/ai/build-proposal — Build a full proposal from an outline

Added — Webhook subscription endpoints

New endpoints for managing webhook subscriptions and receiving real-time event notifications:

POST /public/webhook/subscribe — Create a webhook subscription
GET /public/webhook/subscriptions — List active subscriptions
POST /public/webhook/subscription/{SubscriptionId} — Update a subscription
DELETE /public/webhook/unsubscribe/{SubscriptionId} — Delete a subscription

Supported event types: proposal.status_changed, proposal.build.status_update, proposal.outline.status_update. See Webhook Events for payload details.

​August 27, 2026

​July 24, 2026

​April 14, 2026

August 27, 2026

July 24, 2026

April 14, 2026