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XaitPorter vs PandaDoc Comparison

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Overview

XaitPorter is a cloud-based document automation & collaboration solution for teams to build a corporate content library &...

Category Leaders

Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.4

(16)

5

4

3

2

1

6

10

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

5

4

3

2

1

464

225

55

12

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

The ability to monitor revisions and the database for storing images. Excellent for controlling permissions and reviewing rights.
It's a lot more user friendly than Latex, which was an alternative that I had been considering for a while.
Significant Improvement in Proposal Development.

Pros

I love PandaDoc and recommend adding to your tool belt...unless your in my space as I like standing out above the competition.
It's great for creating proposals and then keeping track of them. It can be used alongside various programs and CRMs and the customer support can be of great help ,when needed.
Overall this is an amazing software that takes care of so many business needs with ease, mainly.

Cons

Automated editing or formatting is limited. Numbering and transitioning from word documents have some trouble.
Search and replace does not work on attachment names I have found.
Drag and drop pictures/attachments, it is very tedious and cumbersome to have to upload and insert multiple pictures.

Cons

Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable.
This sometimes leads to clients being confused or missing options they wanted.
Otherwise it is what you make it. Tailor it your way and there should be very few parts you dislike.
  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review6 days ago

Key features

  • Total features62
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Automatic Formatting
  • Behavior Tracking
  • Brainstorming
  • Built-In Database
  • Business Process Automation
  • CRM
  • Cataloging/Categorization
  • Collaboration Tools
  • Commenting/Notes
  • Completion Tracking
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Cost Estimating
  • Credit Card Management
  • Customer Database
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Security
  • Deadline Management
  • Digital Signature
  • Discount Management
  • Document Analytics
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Employee Management
  • Engagement Analytics
  • Field Sales Management
  • File Conversion
  • File Recovery
  • File Sharing
  • Filtering
  • Forecasting
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • Image Library
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Lifecycle Management
  • Metadata Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Party Signing
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Partial Payments
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Presentation Tools
  • Price and Cost Calculations
  • Pricing Management
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Quota Management
  • Quotes/Estimates
  • RFP Management
  • Real Time Editing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Sales Automation
  • Sales Reports
  • Secure Data Storage
  • Secure Login
  • Sell Side (Customers)
  • Single Sign On
  • Summary Reports
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Training Management
  • Two-Factor Authentication
  • Version Control
  • Web Forms
  • Workflow Configuration
  • Workflow Management
  • Total features115
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Automatic Formatting
  • Behavior Tracking
  • Brainstorming
  • Built-In Database
  • Business Process Automation
  • CRM
  • Cataloging/Categorization
  • Collaboration Tools
  • Commenting/Notes
  • Completion Tracking
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Cost Estimating
  • Credit Card Management
  • Customer Database
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Security
  • Deadline Management
  • Digital Signature
  • Discount Management
  • Document Analytics
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Employee Management
  • Engagement Analytics
  • Field Sales Management
  • File Conversion
  • File Recovery
  • File Sharing
  • Filtering
  • Forecasting
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • Image Library
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Lifecycle Management
  • Metadata Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Party Signing
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Partial Payments
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Presentation Tools
  • Price and Cost Calculations
  • Pricing Management
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Quota Management
  • Quotes/Estimates
  • RFP Management
  • Real Time Editing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Sales Automation
  • Sales Reports
  • Secure Data Storage
  • Secure Login
  • Sell Side (Customers)
  • Single Sign On
  • Summary Reports
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Training Management
  • Two-Factor Authentication
  • Version Control
  • Web Forms
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations1
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations50
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

XaitPorter vs. PandaDoc

See how XaitPorter and PandaDoc stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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