Period
| Owner | Company | Service | Stage | Source | F/ups | Days | Value | Added | Close | Notes | Status |
|---|
Added
All time
Filter:
Filter:
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Client Project Requests
Review and action new project requests submitted by clients
RFQ Help Requests ("Ask PR")
Clients asking for help with a distributed RFQ
PR AI Tools Dashboard
All intelligence tools in one place — powered by PR AI MCP, GSA data, and OMS integration
QS2.0 Connected
PR AI MCP Live
Market Intel Active
Operations Summary
Today's orders, weekly trends from QS/OMS
PR CRM Bot
Project activities, PM chat, milestone tracking
Order Management Bot
QS2.0 — quotes, orders, pricing, supplier margins
Competition Reporting
Upload product list → GSA Advantage comparison
Historical Sales Analysis
GSA trends, top items/manufacturers/SINs/contractors
PDF Chat Bot
Upload PDF → Q&A, summaries, compliance alerts
NSN Reverse Lookup
Single entry or batch file upload
RFQ Analyzer
Upload RFQ → summarize + match PR capabilities
Cross Reference Agent
Two files → cross-match parts/descriptions + OMS transaction data
ETS Compliance Review
Product list vs AbilityOne prohibited items
Email Campaign Generator
AI content + MailChimp integration + Excel/Word export
SAM.gov / eLibrary Status
UEI lookup + contract status + eLibrary verification
Reminders & Chase Sequences
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Campaign Library
Enrolled contacts
Agreements
Report type
Select a report type to configure and generate
🤖 Agents
📋 Runs
⚠ Pending Approvals
🔑 API Keys
Agents that can be invoked manually, on a schedule, or via API. Phase 0: chassis only — real agents land in Phase 1+.
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👥 Internal Users
🌐 Client Portal Users
🔐 Access & API
⭐ Master Admin
📊 System
🪙 Tokens
⚡ Workflows
Internal Users
Manage PR team access, roles and passwords
Pending approvals
New registrations awaiting review
Legacy pending
Older pending approvals
General Configuration
Branding, portal logos, and platform identity
PriceReporter Logo (always shown)
Shown in all portal headers, reports, and invoices
Client Logos
🏢 Client logos are managed per-client.
Go to Clients → client card → Profile & Edit to upload.
Each client's logo appears beside the PriceReporter logo in their portal.
Go to Clients → client card → Profile & Edit to upload.
Each client's logo appears beside the PriceReporter logo in their portal.
Default fallback logo URL:
PriceReporter logo URL:
Portal Identity
🏛️ Company Information — appears on all invoices & documents
Portal header preview
Your federal market intelligence partner
Supabase — Live Database
13 tables · Real-time sync · All collections live
Project
hogeuelztergjyovjmhc.supabase.co
East US (Ohio) · us-east-2
Status
● Real-time connected
Changes sync instantly to all users
13 Supabase tables · Real-time sync · All collections live
OAuth Configuration
Google and Microsoft login credentials
Get from console.cloud.google.com → APIs & Services → Credentials → Create OAuth 2.0 Client ID
Profile
Your account details and password
Appearance
Theme and display preferences
Dark mode
Toggle between dark and light interface
Compact sidebar
Reduce sidebar padding
Accent color
Notifications
Email and in-app alerts
Deal escalation alerts
When follow-ups ≥ 3
Overdue deal reminders
When days since contact ≥ 5
Invoice payment alerts
When payment received or overdue
Campaign subscription emails
Confirmation when contacts added
Billing & Banking Information
ACH / bank transfer details shown on invoices for client payments
e.g. "Invoice #" → clients write INV-001
💡 These details appear in the Payment Instructions section of every printed invoice. Account number is partially masked on the invoice for security.
Security
Google OAuth — no password required
Authentication is handled by Google OAuth. Sign in with your Google account — no password to manage. To change your Google account access, visit myaccount.google.com.
Activity log
All
Deals
Auth
Billing
Campaigns
Admin
System