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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

View Details

78% 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

RocketDocs logo
Proposal Software

4.3 165 user ratings

View Details

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 RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. The platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. They know each company operates uniquely, which is why they made sure you can create custom workflows that adapt to your processes and workflows, not the other way around. You don’t have to change every detail of how you operate. Let us conform to you. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • 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
    87%
  • Reviews
    79%
  • Momentum
    66%
  • Popularity
    81%

78% 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
    77%
  • Momentum
    62%
  • Popularity
    76%

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
  • + 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
  • + 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
    • Installed - Mac
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    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
    4.3/5 165 user ratings
    Rating Distribution
    • Excellent

      65.8%
    • Very Good

      30.4%
    • Average

      3.8%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      44.2%
    • Very Good

      44.2%
    • Average

      7.3%
    • Poor

      2.4%
    • Terrible

      1.8%
    User Sentiments

      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

      Content Library Management, User Friendly Interface, Easy Search Functionality, Efficient RFP Management

      Salesforce Integration Issues, Content Formatting Issues, Cumbersome Record Updating, Limited Search Functionality

    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.

    Rocket Docs users frequently praise its content library for its ease of use and organization, particularly for managing and retrieving information for RFPs and questionnaires. They appreciate the ability to create templates for quick proposal generation and centralized storage of company knowledge. However, some users express frustration with the search function, finding it unreliable and requiring precise wording for accurate results. Additionally, several users mention issues with integration, particularly with Salesforce, and formatting inconsistencies. Despite these drawbacks, most users view Rocket Docs as a valuable tool for streamlining their RFP processes and improving team efficiency.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

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

    XaitPorter Custom

    Essential Custom

    Pro Custom

    Enterprise Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots XaitPorter screenshot
    + 2 More
    Not Available
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Stavanger, Norway Founded in: 2000 Located in: Baltimore, Maryland
    Contact Details

    +47 51 95 02 00

    https://www.xait.com/xaitporter

    410.403.1189

    https://rocketdocs.com/

    Social Media Handles

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