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XaitPorter Logo
XaitPorter
4.5
(20)

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Document automation & collaboration solution

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(5)

XaitPorter Features

Features Summary

Functionality

4.1

/5

20

Total features

48

5 categories

XaitPorter features

API
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Audit Trail

Common features of Proposal Management software

API
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Approval Process Control
Audit Trail
Automatic Formatting
CRM

Price starts from

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No pricing info

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.1

/5

20

Price starts from

ic-pricetag

No pricing info

visit website

Total Features

48

Unique features

  • File Recovery

  • File Conversion

  • Compliance Tracking

  • Document Classification

Functionality

4.2

/5

384

Price starts from

35

/user

Per month

learn more

Total Features

29

Features in Common

16

Unique features

  • Quotes/Estimates

  • Product Configurator

  • Discount Management

  • Electronic Payments

Functionality

4.3

/5

280

Price starts from

ic-pricetag

No pricing info

learn more

Total Features

41

Features in Common

20

Unique features

  • RFP Creation

  • Requisition Management

  • Knowledge Library

  • Projections

Common XaitPorter comparisons

XaitPorter logo
PandaDoc logo
XaitPortervsPandaDoc

Reviewers who mentioned features said:

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Jocelyn Q.

Hospitality, 51-200 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Document Formatting, Storage & RFP Program

Reviewed 4 years ago

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.

IE
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Ian E.

Oil & Energy, 10,001+ employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Significant Improvement in Proposal Development

Reviewed 4 years ago

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....

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).

MX
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Maxine X.

Business Supplies and Equipment, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Xaitporter is very user friendly.

Reviewed 4 years ago

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.

KS
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Kseniia S.

Oil & Energy, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A good tool for co-writing and keeping structure

Reviewed a year ago
Pros

The interface is user friendly, many colleagues of mine say it. XaitPorter support is very helpful, usually answers quickly and what's also highly important this service is free of charge (as a rule of thumb). It's really easy to set up a structure for a proposal or report and protect it from uncontrolled changes which can be done by other users. The workflow feature is also really useful that allows to assign reviewers and approvers and automatically send them notifications.

Cons

The main challenge for us as users is that when we discover a lack of features and reach out to Xait support, they don't give us any information if this lacking feature will be implemented in the future and if so then when. In presentation mode is not possible to see the real size of images. So, we have to export a document to PDF, check how it looks in reality, make adjustments, repeat again. There is no option to send several sections to reviewer (approver) by one click. It has to be done section by section. Understanding of using the library is a bit tricky. I couldn't find an easy way how to detect unused pictures and unclutter the library.

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Rajeev S.

Information Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Amazing Tool for Managing Documents

Reviewed a year ago

The software is incredibly user-friendly and produces high-quality PDFs. The XaitPorter support crew is very responsive. I highly recommend it.

Pros

XaitPorter is software that enables teams to develop, organise, and generate documents collaboratively. It is perfect for businesses of all sizes, including MSMe, agencies, and multinationals. A few of the Xaitporter's features are outstanding and very helpful.

Cons

The price of the XaitPorter is a little high as compared to other tools. Otherwise, it is a very useful application.

JM
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Jessica M.

Information Technology and Services, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Xaitporter is very easy to use.

Reviewed 10 months ago
Pros

XaitPorter is a computer program that assists groups in collaboratively producing, organizing, and creating documents. It is suitable for businesses of all sizes, including MSMe, agencies, and multinational corporations. Several features of Xaitporter stand out and are extremely useful.

Cons

XaitPorter's least favorite feature is the interface, which is not intuitive and can be difficult to navigate, especially for new users. Furthermore, the product's features and capabilities are limited when compared to other document collaboration platforms.

HM
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Henrik M.

Oil & Energy, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use colaboration software

Reviewed 4 years ago

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...

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Gregory N.

Oil & Energy, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Good, but not Improving

Reviewed 4 years ago
Pros

This product allows us to do online collaboration so that we can work together as a team to build documents. It allows us to separate the content from the style so that we can focus on the technical details and forget about the look and feel. It's a lot more user friendly than Latex, which was an alternative that I had been considering for a while.

Cons

There isn't an easy way to number items in a table. I asked XaitPorter to implement this feature a long time ago and they said that they'd take it under consideration. 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.

MA
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Mahmood A.

Oil & Energy, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Comments from Mahmood Akbar, AGR

Reviewed 3 years ago

Generally very good.

Pros

Web based. Good handling of tables and figures and their numbering. Nice layout.

Cons

Regarding notifications for comments: The default should be that no one receives notifications.

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Michel Alexander A.

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I will never have to worry about formatting again, now I easily manage the structure of the document

Reviewed 6 years ago

It has been a great help for the company since it helps us to be professionals before our clients

Pros

There is total control, if you are creating your manual on a computer you will know exactly what is happening, everyone works on the same document accessible from anywhere and at any time, it is not necessary to send files from one place to another, create templates that follow The guidelines of the company, create key text to highlight certain sections, create tables and add high resolution images that do not harm your formatting.

Cons

It has some limitations to work with Excel files, it's the only thing I do not like, everything else is super complete.

TH
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Trevor H.

Oil & Energy, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Trevor's review

Reviewed a year ago
Pros

Structure of the documents are very professional. The ability to import from other documents and still maintain the template.

Cons

Duplicating documents into different projects/folders can sometimes be challenging.

LS
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Laurie S.

Oil & Energy, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Proposal Writing

Reviewed 4 years ago
Pros

We like the consistency of the documents that are products.

Cons

The collaboration portion is not very user friendly.

AC
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Anna C.

Oil & Energy, 201-500 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Definitely useful

Reviewed 4 years ago

Easy to use once you spent some one on one time with it! Love consistent results that look highly professional every time.

Pros

The best part about using XaitPorter is how clean and streamlined our documents look. Also, they all have standard appearance making our products (technical proposals) look consistent every single time.

Cons

The spell checker needs improvement. Ideally, I want my spell checker to highlight wrong words or bad grammar or even stylistic mishaps immediately after I type them. Also, I wish Xait were a little more intuitive for new users.

NF
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Nataliya F.

Oil & Energy, 501-1,000 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use, great product

Reviewed a year ago

Quick to learn, easy to use, great product!

Pros

Real time editing by multiple users for collaboration. Sharing info and maintaining libraries. Great quality docs with no time used for formatting.

Cons

Inserting multiple images and attachments is a bit of a hustle.

GF
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Georga F.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Great product for repetitive proposal responses

Reviewed 8 years ago

This package is excellent for anyone who completes product based proposals that are highly repetitive. The repository can take a while to set up depending on your product lines and the amount of detail you want to include in your responses. However once it is set up and you are able to use the software as it was designed, you can save yourself a lot of time. Customer service has been very quick regardless of the issues. Support is knowledgeable on the software and is able to answer any questions that arise. Package has some limitations in working with excel files. Majority of all other document types are compatible. Overall I would recommend XaitPorter to any company wishing to streamline their look and feel of their document and proposals submittals.

Pros

No pros were added to this review

Cons

No cons were added to this review

BP
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Birgitte P.

Oil & Energy, 10,001+ employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Useful tool

Reviewed 4 years ago
Pros

Traceability and maintained revisions Review/Approver/user allocation Easy to follow of status and process of completion Copy from previous submissions

Cons

Spell check section by section instead of all document - time consuming Tables locked in formatting Pictures time consuming to edit Table of Content limited format so can see full text without draging line each time

CB
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Christian B.

Oil & Energy, 1,001-5,000 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Excellent for seamless collaboration with many contributors, somewhat clunky when creating tables

Reviewed 4 years ago

When collaborating with many people, I know of no other software that remains 100% stable and safeguards your work - like XaitPorter

Pros

Seamless collaboration. Even if many people are editing at the same time, there is NEVER a problem with corrupt files or loss of work

Cons

Creating tables is a bit clunky. When creating the tables, one has to make many clicks, but the end result is usually very nice

JQ
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Jocelyn Q.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Great Tool

Reviewed 8 years ago

We use this tool so that 10 of us across sales, account management and marketing can work on proposals together or separately. Helps our company look professional in the eyes of our clients.

Pros

No pros were added to this review

Cons

No cons were added to this review