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

We're still gathering your accounts. This process takes a few moments.

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

Rating

(0)

Latest Release

1/14/2022