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83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

XaitPorter logo
Proposal Software

4.6 79 user ratings

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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description XaitPorter software is a cloud-based software is a platform used to manage document production. The software offers tool to create professional documents with brand identity guidelines. Collaborate with your team and can edit different parts of a document at the same time. Export your documents in PDF and MS Word file formats. Small, Medium companies make use of the software. Read more Estimo keeps all your sales data (clients, rate cards, products and proposals) in one place. Creating professional & profitable estimates now takes minutes, not hours. Avoid project resourcing issues through the clear tracking and visualization of project progress. Create, access, and edit proposals wherever you are from your computer, tablet or mobile. Graphical visualizations, notifications and live activity feed help you to stay on the ball with actions across your team. Read more
Pricing Options
  • Free Trial Not Available
  • XaitPorter Offers Custom plan.
  • Free Trial Available
SW Score & Breakdown

83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    87%
  • Reviews
    81%
  • Momentum
    60%
  • Popularity
    81%

75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    83%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    65%

Features

Total Features
9 Features
7 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 6 More - Show Less
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 4 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Installed - Windows
    • SaaS/Web/Cloud
    • Installed - Windows
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.6/5 79 user ratings
    Not Available
    Ratings Distribution
    • Excellent

      65.8%
    • Very Good

      30.4%
    • Average

      3.8%
    • Poor

      0%
    • Terrible

      0%
    Not Available
    Review Summary

    XaitPorter, a cloud-based project portfolio management (PPM) and professional services automation (PSA) solution, receives mixed reviews from users. Some praise its user-friendly interface, comprehensive features, including budgeting, resource management, and reporting capabilities, and strong customer support. Others criticize its steep learning curve, occasional glitches, and limited customization options. Small businesses and teams may find it less suitable due to its complexity and cost, while larger organizations with complex project management needs may benefit from its robust capabilities.

    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • XaitPorter Offers Custom plan.
    • Free Trial Available
    Pricing Plans
    Monthly Plans Annual Plans

    XaitPorter Custom

    Starter Others

    Growing Teams Others

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots XaitPorter screenshot
    + 2 More
    Budget Tracker
    Videos
    + 1 More
    Not Available

    Vendor information

    Company Details Located in: Stavanger, Norway Founded in: 2000

    Not available

    Contact Details

    +47 51 95 02 00

    https://www.xait.com/xaitporter

    Not available

    https://estimo.tech/

    Social Media Handles

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