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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 &...
Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over...
Video & Screenshots
Pricing
Starting from
No pricing info
- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
19
/user
Per month
- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
4.5
815
5
4
3
2
1
492
242
57
12
12
- Value for money
- Ease of use
- Features
- Customer support
95%
would recommend this appPros
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).
IE
Ian E.
Standard and streamlined output, easy to learn and start using, great for team collaboration. Perfect common source of info/library.
NF
Nataliya F.
The ability to monitor revisions and the database for storing images. Excellent for controlling permissions and reviewing rights.
JG
Janie G.
Pros
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
OO
Oliver O.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
HB
Haley B.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
MB
Marius B.
Cons
Automated editing or formatting is limited. Numbering and transitioning from word documents have some trouble.
JG
Janie G.
Search and replace does not work on attachment names I have found.
KL
Kenneth L.
As far as I know, they've forgotten about my request. Me and my team spend a lot of time manually numbering items in tables and we frequently make mistakes that show up in published documents.
Gregory N.
Cons
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
AR
Anonymous Reviewer
Overall it was a terrible experience, from support to the actual product.
Rv
Ross v.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
Christopher Ryan N.
Key features
- Total features48
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Assignment Management
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Brainstorming
- Business Process Automation
- CRM
- Cataloging/Categorization
- Chat/Messaging
- 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
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction
- Data Import/Export
- Data Security
- 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
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Recovery
- File Sharing
- File Storage
- For Sales Teams/Organizations
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- Invoice Creation
- Invoice History
- Invoice Management
- Knowledge Base Management
- Lifecycle Management
- Mobile Access
- Mobile Payments
- Mobile Signature Capture
- Multi-Currency
- Multi-Party Signing
- Offline Access
- Online Invoicing
- Online Payments
- Opportunity Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Presentation Tools
- Price / Margin Management
- Price and Cost Calculations
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Progress Tracking
- Project Management
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Management
- Real Time Data
- Real Time Editing
- Real Time Notifications
- Real Time Reporting
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Reports
- Search/Filter
- Secure Data Storage
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Task Progress Tracking
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third Party Integrations
- Training Management
- Two-Factor Authentication
- Version Control
- Web Forms
- Workflow Configuration
- Workflow Management
- Total features131
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Assignment Management
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Brainstorming
- Business Process Automation
- CRM
- Cataloging/Categorization
- Chat/Messaging
- 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
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction
- Data Import/Export
- Data Security
- 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
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Recovery
- File Sharing
- File Storage
- For Sales Teams/Organizations
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- Invoice Creation
- Invoice History
- Invoice Management
- Knowledge Base Management
- Lifecycle Management
- Mobile Access
- Mobile Payments
- Mobile Signature Capture
- Multi-Currency
- Multi-Party Signing
- Offline Access
- Online Invoicing
- Online Payments
- Opportunity Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Presentation Tools
- Price / Margin Management
- Price and Cost Calculations
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Progress Tracking
- Project Management
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Management
- Real Time Data
- Real Time Editing
- Real Time Notifications
- Real Time Reporting
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Reports
- Search/Filter
- Secure Data Storage
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Task Progress Tracking
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third Party Integrations
- Training Management
- Two-Factor Authentication
- Version Control
- Web Forms
- Workflow Configuration
- Workflow Management
Integrations
Alternatives
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