XaitPorter Pricing, Features, Reviews & Alternatives

XaitPorter

Document automation & collaboration solution

4.38/5 (16 reviews)

XaitPorter overview

What is XaitPorter?

XaitPorter is a complete solution for document automation and collaboration. Users can build their own corporate content library in XaitPorter with enterprise-level security, and reuse stored content such as pictures, tables and attachments in other documents. XaitPorter enables teams to increase the quality of business-critical documents, while reducing the speed and cost it takes to produce documents. XaitPorter is great for teams that create both large-scale documents such as reports and mass produce smaller documents such as bids and proposals.

Pricing

Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English
XaitPorter screenshot: The XaitPorter Document workspace lets users focus on writing content and features a complete set of tools for formatting and workflowXait 21st Century CollaborationXaitPorter screenshot: The XaitPorter Dashboard provides a full overview of tasks and document progressXaitPorter screenshot: Create a library of document assets that can be inserted into documentsXaitPorter screenshot: Compare sections by choosing automatically created revisionsXaitPorter screenshot: Edit tables by choosing a pre-defined style or make detailed adjustments to make them fit documents perfectlyXaitPorter screenshot: Provide detailed feedback to specific parts of a section using commentsXaitPorter screenshot: Assign tasks to specific sections by selecting from a list of document contributorsXaitPorter screenshot: Export documents to PDF files, using custom layout templates tailored to brand guidelinesXaitPorter improves and optimizes your business critical document creation processXaitPorter ‒ A Document Co-Authoring and Automation Solution for Bids & ProposalsXaitPorter - Document Co-Authoring, automation and collaborationXaitPorter for Salesforce, automate your process of creating proposals and contracts

XaitPorter user reviews

Excellent
6

Very good
10

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.0
  4.0
  4.1
  4.5
Jocelyn Q.

Great Document Formatting, Storage & RFP Program

Used weekly for 2+ years
Reviewed 2020-05-07
Review Source: Capterra

We keep coming back for more year after year. Overall as our admin and heavy user, I've really enjoyed the system.

Pros
I love that XaitPorter has a straightforward user interface that responds as simply as Word yet formats everything to our corporate specs as established in our onboarding. The system allows my team to produce professionally formatted documents without the headaches of formatting it or outsourcing the document for branding purposes. As the head of marketing I know that anything that comes from XaitPorter will be to our brand standards. Plus it's a foul proof system - the team can't break it! We also have started using the system as an RFP management tool allowing for assigning of tasks and monitoring workflows and completion status updates. Makes it easier to manage one system vs. 15 people.

Cons
The only con with the software is it just requires people to learn in the system and play around in it. Makes it a little hard to onboard a team to the software especially for those who need repeated usage and don't use it all the time. Also, it is not the easiest software to onboard people on, I remember when we first had our onboarding, you can teach features and functions (which are very straightforward) but there's no really good start to finish demo that would allow someone to grasp full functionality for their business. The system is really customized to the projects you are looking to do - which is a pro and a con I guess.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Ian E.

Significant Improvement in Proposal Development

Used daily for 1-2 years
Reviewed 2020-05-11
Review Source: Capterra

We wanted to improve our proposals - look, feel, efficiency at creating. XaitPorter is the perfect solution for anyone who produces technical or commercial proposals. It is so easy to use, proposals look great (and in line with our corporate guidelines). Very easy decision to continue using.

Pros
1. So simple to pick up and use - within 10 mins you are able to create a professional-looking proposal. If you use Word you can easily use XaitPorter 2. Standard look and feel to proposals - with the way XaitPorter is set-up all our proposals across the world look and feel the same 3. Document sharing is so simple. Multiple people can work on the same document at the same time without issues. 4. Document library - once we set up document libraries, creating a complex proposal is very easy - and having standard content across the company is fantastic. 5. Xait support - we have a dedicated contact point (not just a standard email address) who provides feedback very quickly and troubleshoot any issues we have. 6. Proposal templates - one template gives same look across the company which matches our corporate guidelines. If we ever need to make a change it will be automatically added to all our templates.

Cons
1. No dedicated App.... sometimes having the ability to comment, update and create proposals on an iPhone would be very useful... currently XaitPorter isn't set up for mobile phone usage (I think iPhones with bigger screens it can work).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Maxine X.

Xaitporter is very user friendly.

Used daily for 2+ years
Reviewed 2020-05-08
Review Source: Capterra

Very good.

Pros
It is very useful to set up proposals. Many people can work at the same time at different locations,

Cons
For the track changes part, it needs some improvement. We wish it can be used like word track changes function.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

Minimize review

Nataliya F.

Great program for document creating and collaboration

Used daily for 2+ years
Reviewed 2020-12-15
Review Source: Capterra

We have streamlined the look and feel of our client related documents. The program made creating proposals that look professional much easier to our sales team. It saves time and efforts.

Pros
Standard and streamlined output, easy to learn and start using, great for team collaboration. Perfect common source of info/library. Good search function.

Cons
Bullet and numbered lists are not very flexible. Inserting new attachments or images is a bit slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Henrik M.

Easy to use colaboration software

Used daily for 2+ years
Reviewed 2020-05-04
Review Source: Capterra

As a Porter administrator I have very good experience with porter. It’s easy for new users to get started with Porter, easy to set up lay-out templates that saves the users a lot of time. The functionality with setting up a workflow with responsible contributors and deadlines ease the whole document creation process and ensures that the document is completed before deadline.

Pros
Multiple users working on same project/document, easy re-use of documents, templates for layout and branding, easy access control.

Cons
None that I can think of ... - at all...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

XaitPorter pricing

Pricing options
Subscription
View Pricing Plans

Contact Xait directly for pricing information.

XaitPorter features

API
Alerts/Notifications
CRM
Collaboration Tools
Data Import/Export
Workflow Management

Activity Dashboard (145 other apps)
Campaign Management (119 other apps)
Contact Database (105 other apps)
Contact Management (196 other apps)
Lead Capture (117 other apps)
Lead Management (166 other apps)
Performance Management (112 other apps)
Performance Metrics (155 other apps)
Pipeline Management (107 other apps)
Reporting & Statistics (109 other apps)
Reporting/Analytics (152 other apps)
Sales Reports (104 other apps)
Search/Filter (136 other apps)
Third Party Integrations (169 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for XaitPorter

Key features of XaitPorter

  • API
  • Access control
  • Assignment management
  • Assignment tracking
  • Audit trail
  • Authentication & security
  • Automatic formatting
  • Automatic notifications
  • Automatic reminders
  • Built-in database
  • Change tracking
  • Collaboration tools
  • Collaborative workspace
  • Commenting
  • Completion tracking
  • Content filtering
  • Content library
  • Content management
  • Customizable templates
  • Dashboard creation
  • Data import
  • Deadline tracking
  • Document approval
  • Document assembly
  • Document management
  • Document planning
  • Document publishing
  • Document review
  • Document storage
  • Document templates
  • Document tracking
  • Email notifications
  • Graphical user interface
  • Image library
  • Metadata management
  • Metadata tagging
  • Percent-complete tracking
  • Permission management
  • Project tracking
  • Proposal generation
  • Rights management
  • SSL security
  • Secure data storage
  • Secure login
  • Template management
  • Text editing
  • Two-factor authentication
  • User access controls
View All Features

Benefits

Deliver proposals on time thanks to XaitPorter's automatic deadline notifications.

Automate writing processes using boilerplate proposals, metadata and assignments.

Organize content in the XaitPorter Cloud, with ISO-certified security.

Streamline the efficiency of proposal teams using XaitPorter's built-in workflow.

Allow contributors to work in parallel and edit individual sections of documents simultaneously.

Add high resolution graphics to proposals without ruining the formatting.