XaitPorter Features

XaitPorter

Document automation & collaboration solution

4.38/5 (16 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Audit Trail
Authentication
Automatic Formatting
Brainstorming
Built-In Database
CRM
Cataloging/Categorization
Collaboration Tools
Commenting/Notes
Compliance Tracking
Contact Management
Content Library
Content Management
Contract/License Management
Customizable Fields
Customizable Templates
Dashboard Creation
Data Import/Export
Deadline Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Electronic Signature
Feedback Management
File Conversion
File Recovery
File Sharing
Filtering
Full Text Search
Image Library
Knowledge Base Management
Metadata Management
Multi-Department/Project
Offline Access
Project Management
Project Tracking
Project Workflow
Proposal Generation
RFP Management
Real Time Editing
Reminders
Revision History
Role-Based Permissions
SSL Security
Secure Data Storage
Secure Login
Single Sign On
Task Management
Template Management
Templates
Text Editing
Two-Factor Authentication
Version Control
Workflow Management
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API
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Audit Trail
Authentication
Automatic Formatting
Brainstorming
Built-In Database
CRM
Cataloging/Categorization
Collaboration Tools
Commenting/Notes
Compliance Tracking
Contact Management
Content Library
Content Management
Contract/License Management
Customizable Fields
Customizable Templates
Dashboard Creation
Data Import/Export
Deadline Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Electronic Signature
Feedback Management
File Conversion
File Recovery
File Sharing
Filtering
Full Text Search
Image Library
Knowledge Base Management
Metadata Management
Multi-Department/Project
Offline Access
Project Management
Project Tracking
Project Workflow
Proposal Generation
RFP Management
Real Time Editing
Reminders
Revision History
Role-Based Permissions
SSL Security
Secure Data Storage
Secure Login
Single Sign On
Task Management
Template Management
Templates
Text Editing
Two-Factor Authentication
Version Control
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Audit Trail
Authentication
Automatic Formatting
Brainstorming
Built-In Database
CRM
Cataloging/Categorization
Collaboration Tools
Commenting/Notes
Compliance Tracking
Contact Management
Content Library
Content Management
Contract/License Management
Customizable Fields
Customizable Templates
Dashboard Creation
Data Import/Export
Deadline Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Electronic Signature
Feedback Management
File Conversion
File Recovery
File Sharing
Filtering
Full Text Search
Image Library
Knowledge Base Management
Metadata Management
Multi-Department/Project
Offline Access
Project Management
Project Tracking
Project Workflow
Proposal Generation
RFP Management
Real Time Editing
Reminders
Revision History
Role-Based Permissions
SSL Security
Secure Data Storage
Secure Login
Single Sign On
Task Management
Template Management
Templates
Text Editing
Two-Factor Authentication
Version Control
Workflow Management
Visit WebsiteCompare App

XaitPorter Feature Reviews

15 reviewers had the following to say about XaitPorter's features:

Jocelyn Q.

Great Tool

2016-04-20

We use this tool so that 10 of us across sales, account management and marketing can work on proposals together or separately.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Nataliya F.

Great program for document creating and collaboration

2020-12-15

The program made creating proposals that look professional much easier to our sales team. It saves time and efforts.

Pros

Standard and streamlined output, easy to learn and start using, great for team collaboration. Perfect common source of info/library.

Cons

Bullet and numbered lists are not very flexible. Inserting new attachments or images is a bit slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jocelyn Q.

Great Document Formatting, Storage & RFP Program

2020-05-07

We keep coming back for more year after year. Overall as our admin and heavy user, I've really enjoyed the system.

Pros

We also have started using the system as an RFP management tool allowing for assigning of tasks and monitoring workflows and completion status updates.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Laurie S.

Proposal Writing

2020-05-08

Pros

We like the consistency of the documents that are products.

Cons

The collaboration portion is not very user friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Ian E.

Significant Improvement in Proposal Development

2020-05-11

It is so easy to use, proposals look great (and in line with our corporate guidelines).

Pros

Xait support - we have a dedicated contact point (not just a standard email address) who provides feedback very quickly and troubleshoot any issues we have. 6.

Cons

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).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Gregory N.

Good, but not Improving

2020-05-08

Pros

This product allows us to do online collaboration so that we can work together as a team to build documents.

Cons

I asked XaitPorter to implement this feature a long time ago and they said that they'd take it under consideration.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Mahmood A.

Comments from Mahmood Akbar, AGR

2021-02-08

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Maxine X.

Xaitporter is very user friendly.

2020-05-08

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Henrik M.

Easy to use colaboration software

2020-05-04

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...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christian B.

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

2020-05-06

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

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Janie G.

Great control of documentation

2020-05-08

Overall good experience but limitations make it a challenge.

Pros

The ability to monitor revisions and the database for storing images.

Cons

Automated editing or formatting is limited. Numbering and transitioning from word documents have some trouble.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Kenneth L.

XAIT Review

2020-05-10

I use it because that is what the company uses.

Pros

The product is fairly easy to use and creates nice PDFs.

Cons

Referencing (bookmarks), if I want to write out a giant table of information but then later reference just key parts I cannot, I have to retype it again. Search and replace does not work on attachment names I have found.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anna C.

Definitely useful

2020-05-08

Easy to use once you spent some one on one time with it!

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Georga F.

Great product for repetitive proposal responses

2016-04-28

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Birgitte P.

Useful tool

2020-05-05

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

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more