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XaitPorter vs Proposify 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

Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

  • 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

174

56

13

4

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
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

The ability to customize and update various documents with an easy-to-use interface is helpful when you need to get documents out quickly. Online signature is fantastic.
Their templates are also outstanding and the tool is super easy to use. Great design capabilities.
It doesn't matter if you are writing your first proposal as much as you follow their guidelines, you'll create the type of proposal that helps you win the contract.

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

Basically you have to run blind. CRM integration is horrible and creates a lot of duplicates in our CRM.
The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.
Hard to customize and make design changes. Inability to combine projects.
  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review13 days ago

Key features

  • Total features62
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Authentication
  • Automatic Formatting
  • Brainstorming
  • Built-In Database
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • File Conversion
  • File Recovery
  • File Sharing
  • Filtering
  • Full Text Search
  • Image Library
  • Knowledge Base Management
  • Metadata Management
  • Multi-Department/Project
  • Offline Access
  • Pipeline Management
  • Pre-built Templates
  • Pricing Management
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • Real Time Data
  • Real Time Editing
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Task Management
  • Team Collaboration
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Two-Factor Authentication
  • Version Control
  • Workflow Management
  • Total features53
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Authentication
  • Automatic Formatting
  • Brainstorming
  • Built-In Database
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • File Conversion
  • File Recovery
  • File Sharing
  • Filtering
  • Full Text Search
  • Image Library
  • Knowledge Base Management
  • Metadata Management
  • Multi-Department/Project
  • Offline Access
  • Pipeline Management
  • Pre-built Templates
  • Pricing Management
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • Real Time Data
  • Real Time Editing
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Task Management
  • Team Collaboration
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Two-Factor Authentication
  • Version Control
  • 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 integrations34
  • 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. Proposify

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

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