PandaDoc provides organizations complete digital document solution. Its users are able to create, send, sign, and track documents online, as well as to securely process paperless transactions. The service is aimed at sales teams in SMEs and large enterprises.
Documents, that can be handled by this platform are proposals, quotes, contracts, HR documents, receipts, invoices, etc. PandaDoc offers set of templates and preset text blocks that makes quoting easy and fast. It streamlines the way sales teams creates and sends sales papers, making closing deals more effective.
It is possible to share documents within the organization's departments, or defined groups of people. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.
About XaitPorter
XaitPorter is a cloud-based all-in-one co-authoring software solution that helps teams to collaboratively create, manage and produce high-value, high-impact documents.
By leveraging XaitPorter, you can streamline and optimize document production and maximize revenue from bids and proposals and other business-critical documents.
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Inventory Tracking
Lead Management
Lead Scoring
Multi-Currency
Multi-User
Notifications
Project Management
Supplier Management
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Inventory Tracking
Lead Management
Lead Scoring
Multi-Currency
Multi-User
Notifications
Project Management
Supplier Management
Summary
No key features associated with this application.
Summary
Collaborate across regions, departments and companies
Focus on the content quality you provide
Deliver high quality documents up to 70% faster
Win more bids and proposals
Automatic layout, formatting and numbering
Customizable templates specifically tailored for your brand, by you
Central content repository with all your document assets, securely stored in the cloud
Insert assets from the library, either by linking or copying to create documents.
Export a high quality, print-ready PDF of your document at any time, from anywhere
Work seamlessly with team members around the world using the advanced built-in workflow system
Pricing
Professional
$19.00
1 user(s) / month
Included in plan:
Up to 5 Templates
Unlimited Docs & eSignatures.
Document Analytics
Document Builder and Editor
Custom Branding
Pricing Tables and Product Catalogs
Email Support
Business
$39.00
1 user(s) / month
Included in plan:
Unlimited Templates
Phone Support
Integrations With CRMs and Other Tools
Content Library
Manager Approval Workflow
Document Expiration Settings
Auto Reminders
Content Conversion Assistance
FAQs
Does this service offer an API?
PandaDoc offers REST API.
Does this service offer guides, tutorials and or customer support?
Support offered: Help Center, Webinars, FAQs, Phone Support, Video Tutorials.
Who are the main user groups of this service?
Main users of PandaDoc are SMEs and large enterprises.
Does this service offer multi-user capability (e.g. teams)?
Yes.
What are some applications this service is commonly used in tandem with?
This service is commonly used in tandem with CRM applications.
What platforms does this service support?
This is a web-based platform with Android and iOS mobile apps.
What is this service generally used for?
This is a complete digital document solution.
FAQs
What platforms does this service support?
Any device that can run Chrome and other industry standard browsers.
What is this service generally used for?
The production of business-critical documents such as bids and proposals but can be adapted for most types of documents including reports, manuals, contracts and more.
Does this service offer an API?
Yes, XaitPorter has a full API that customers can have their own apps integrate with.
Does this service integrate with any other apps?
Salesforce
Does this service offer guides, tutorials and or customer support?
XaitPorter users get access to a modern Help Center that features user guides, QuickStart guides, videos and more. Xait also offers training either on-site or via video.
Does this service offer multi-user capability (e.g. teams)?
XaitPorter is specifically designed for teams and has a full set of features to support document contributors and managers that are working from remote locations.
Who are the main user groups of this service?
Any teams that write and manage documents together in larger companies and enterprises.
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