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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

Fresh Proposals logo
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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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Overview

Description Fresh Proposals is a sales proposal management solution using which business houses can eliminate the traditional designing tools and bring in the modernized ones. Sales professionals and marketers can grab useful insights and analytics about proposal related interactions and improve their effectiveness in real-time. Professionals can monitor the performance of their sales, based on multiple parameters using the dashboard within the platform. Fresh Proposals sends on-time alerts via email when a particular proposal gets viewed or accepted. Companies can set revenue targets on an annual basis and monitor them at regular intervals. The customizable pre-designed templates, helps users in accelerating the process of making beautiful and engaging proposals. Various drag and drop blocks including images, textbox, signatures, tables etc enhance the interaction levels of an individual proposal. Its interactive quotation or pricing feature enables users to incorporate both fixed and recurring fees within the financial proposals and make items editable for the clients. The software facilitates real-time collaboration among the team members and clients. Read more 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
Pricing Options
  • Free Trial Available
  • Starts at $15.00.
  • Free Trial Not Available
  • Offers Custom plan.
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
    100%
  • Reviews
    60%
  • Momentum
    64%
  • Popularity
    80%

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
    79%
  • Momentum
    66%
  • Popularity
    81%

Features

Total Features
13 Features
9 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
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    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
  • + 10 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
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      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
  • 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
    • NA
    • Available

    Reviews & Ratings

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

      65.8%
    • Very Good

      30.4%
    • Average

      3.8%
    • Poor

      0%
    • Terrible

      0%
    User Sentiments
      Not Available

      Real-Time Collaboration, Intuitive User Interface, Efficient Workflow Management, Centralized Document Library

      Limited Customization Options, Inconsistent Integration with Google Workspace, Attachment Cropping Limitations, Inadequate Image Handling

    Review Summary
    Not Available

    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.

      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $15.00.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    I GOT WINGS $15.00 $18.00 per user / month

    WE CAN FLY $24.00 $29.00 per user / month

    XaitPorter Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Fresh Proposals screenshot
    + 1 More
    XaitPorter screenshot
    + 2 More
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Wilmington, DE Located in: Stavanger, Norway Founded in: 2000
    Contact Details

    Not available

    https://www.freshproposals.com/

    +47 51 95 02 00

    https://www.xait.com/xaitporter

    Social Media Handles

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