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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...

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

view more detailsview details

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

view more detailsview details

Screenshots

Pricing

Starting from

No info available

Free trial available
No credit card required
Free account
Subscription based

view pricing plansview pricing

Starting from

No info available

Free trial available
No credit card required
Free account
Subscription based

view pricing plansview pricing

User reviews

4.4

(16)

Value for money

Ease of use

Features

Customer support

100%

would recommend this app

4.5

(766)

464

225

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

view all reviewsview reviews

Vendor responds to reviews

Last review6 days ago

view all reviewsview reviews

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

View all featuresView details

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

View all featuresView details

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

see full listsee full list

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

see full listsee full list

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

view details

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

view details

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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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