XaitPorter - for proposals & contracts

XaitPorter for Salesforce, automate your process of creating proposals and contracts

XaitPorter is the co-authoring solution that turns the remote workplace into a strength

Generate documents directly from your Salesforce accounts or opportunities

Data from the Account or Opportunity will be inserted into defined placeholders in your documents

Account / Opportunity records will retain a list of created projects / documents

Select between project templates,available in different contexts, configurable in Salesforce

Create documents faster and with higher quality, directly from within Salesforce

Streamline production of your business-critical documents such as bids and proposals

Increase your win rate for bids and proposals

Create documents up to 70% faster

Build your corporate content library in the XaitPorter cloud, gather document assets in one place

Teams work in parallel by editing individual sections of documents simultaneously

Case study: Franklin Energy

Case study: PTC

Create professional documents, 100% compliant with your brand

Starting at $4,750 USD per company per year Xait offers both named and concurrent licenses. XaitPorter is a SaaS solution. Xait also offers various levels of hosting. Please note that the price listed is for the app only, additional charges for XaitPorter will apply.

Discounts available for nonprofits

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Latest Release

8/13/2019