PandaDoc vs. XaitPorter

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
PandaDoc
Score 9.0 out of 10
N/A
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$35
per month per seat
XaitPorter
Score 9.0 out of 10
N/A
XaitPorter is a co-authoring software solution for teams to collaboratively create, manage and produce documents. With it, users can streamline and optimize document production to maximize revenue from bids and proposals and other business-critical documents. XaitPorter is designed to enable co-authors to focus on creating bid-winning content so that teams can become more efficient while production time and costs are reduced.N/A
Pricing
PandaDocXaitPorter
Editions & Modules
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
No answers on this topic
Offerings
Pricing Offerings
PandaDocXaitPorter
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsPandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
More Pricing Information
Community Pulse
PandaDocXaitPorter
Considered Both Products
PandaDoc
Chose PandaDoc
I find it easier to automate and create templates in PandaDoc. Specifically the templates. Also, connecting through API is easier (our IT team says so, I'm not qualified to evaluate that). Pricing is also something important, when we acquired PandaDoc it was cheaper so we were …
Chose PandaDoc
PandaDoc is a less clunky user experience, not only on the signature process and review, but also on the document creation process.
Chose PandaDoc
PandaDoc is equal to DocuSign in every significant way except for its level of adoption; however, the pricing of PandaDoc is so much better that it's clearly the best choice for our firm.
Chose PandaDoc
ease of use and simplicity for the customer experience
Chose PandaDoc
PandaDoc has a simple, integrated eSignature component, which is our primary reason for using it over its competitors.
Chose PandaDoc
We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our …
Chose PandaDoc
While great, HubSpot Sales Hub creates agreements and collectible payments but is not as UX/UI friendly as PandaDoc.
Chose PandaDoc
PandaDoc and DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with DocuSign's interface …
Chose PandaDoc
much better. The pricing structures worked a lot better than the other companies because we are a small clinic
Chose PandaDoc
PandaDoc provided similar features and functionality at a better price, but the "tipping point" was integrated e-signatures.
Chose PandaDoc
To be able to block certain fields within templates and contracts, so that the commercial team can negotiate the rest and adapt them but cannot change those purely legal clauses that should not be negotiated or changed without the approval of the legal department. I also find …
Chose PandaDoc
We briefly used Proposify, and it had some nice options for creating more ascetically pleasing proposals and contracts. However, it was far more time-consuming, and any gain in asceticism did not outweigh the significant loss in efficiency, simplicity, and reliability of using …
Chose PandaDoc
There is no comparison. PandaDoc is far superior to any others I've seen. That's why I moved my company over when I saw the were using docusign
Chose PandaDoc
Conga was difficult to build template contracts and not as simple to set up templates, etc., for our sales contracts as Pandadoc has been (simple drag-and-drop in Pandadoc). The automation and integration between our Salesforce and Conga accounts were not working correctly, so …
Chose PandaDoc
We chose PandaDoc for its ease of use and tools that allow a professional feel. The convenience for our clients to review and sign agreements also helped us make the decision to go with PandaDoc.
Chose PandaDoc
We looked at DocuSign before PandaDocs, and while they are a well-known and good product, we felt their basic content was lacking compared to PandaDoc. We felt we got more bang for our buck, and the navigation seemed better. Plus, we get a dedicated rep with PandaDoc.
Chose PandaDoc
All very similar offerings. PandaDoc is one of the few that provided an approval workflow that we required.
Chose PandaDoc
We still use Quickbooks for invoicing but are looking into other products that integrate with PD better than Quickbooks. That way we can quote and invoice from PD.
Chose PandaDoc
I can't say I know enough about the credentials of either to comment.
XaitPorter
Chose XaitPorter
We looked at every major product and some newer ones. We liked Xait's general robustness and handling of images (despite the issue about the internal library), as well as the output quality in PDF. Also, we're a Mac shop so we could not be chained to a Windows editor.
Chose XaitPorter
We only use XaitPorter for tenders/proposals. We use Microsoft Word but that is for minor documents - approximately 4 page documents.
Chose XaitPorter
We haven't evaluated other products. We did have a quick look at the Qvidian website and similar RFP proposal tools but because of the great support we received from XaitPorter, we went straight ahead with them.
Chose XaitPorter

The standard product for many years has been Microsoft Word. Some have tried to use SharePoint as a collaborative tool, but it is not suited for the purpose and is generally very user un-friendly. It is not intuitive and we have very few persons with any competency in it. …

Chose XaitPorter
I've never had the opportunity to use anything comparable to Xait.
Chose XaitPorter
The only other reporting tools I have used, comparable to Xaitporter are Microsoft PowerPoint and Microsoft Word. With XaitPorter, I like how the program can gather information from different users and compile them in to one report. With the Microsoft applications, I like the …
Best Alternatives
PandaDocXaitPorter
Small Businesses
Foxit eSign
Foxit eSign
Score 9.8 out of 10
QuoteWerks
QuoteWerks
Score 9.4 out of 10
Medium-sized Companies
MSB Docs
MSB Docs
Score 9.4 out of 10
QuoteWerks
QuoteWerks
Score 9.4 out of 10
Enterprises
DocuSign
DocuSign
Score 8.3 out of 10
Conga CPQ
Conga CPQ
Score 8.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PandaDocXaitPorter
Likelihood to Recommend
9.0
(0 ratings)
9.3
(0 ratings)
Likelihood to Renew
9.1
(0 ratings)
10.0
(0 ratings)
Usability
8.3
(0 ratings)
9.5
(0 ratings)
Availability
9.1
(0 ratings)
10.0
(0 ratings)
Performance
9.6
(0 ratings)
10.0
(0 ratings)
Support Rating
6.1
(0 ratings)
10.0
(0 ratings)
In-Person Training
-
(0 ratings)
10.0
(0 ratings)
Online Training
-
(0 ratings)
9.9
(0 ratings)
Implementation Rating
6.3
(0 ratings)
10.0
(0 ratings)
Configurability
2.8
(0 ratings)
10.0
(0 ratings)
Ease of integration
9.0
(0 ratings)
10.0
(0 ratings)
Product Scalability
8.6
(0 ratings)
10.0
(0 ratings)
Vendor post-sale
9.7
(0 ratings)
10.0
(0 ratings)
Vendor pre-sale
6.7
(0 ratings)
10.0
(0 ratings)
User Testimonials
PandaDocXaitPorter
Likelihood to Recommend
As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.
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XaitPorter is ideal when a large document, containing many (preferably independent) sections is being created by more than five writers across different office locations and is subject to review by multiple reviewers and requires formal approval. It is particularly suited for external documents which are to be delivered as a non-editable PDF file.
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Pros
  • PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
  • The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
  • Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.
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  • Enables several writers to write in the same document at the same time, which means that it is always possible to get the latest version printed and see the current state.
  • Because we are limited in the template to a few styles we don't use a lot of time after completion checking up on which style the writers has been using. This saves us a lot of editing.
  • Before we got XaitPorter the drawing team didn't get the figures to quality control until the final stages of the process, but now the figures are received as soon as the writer uploads them. This also saves a lot of overtime, because the drawing team is involved earlier on.
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Cons
  • I would like to see the ability to LOCK a field instead of locking an entire block or document.
  • I would like to see more standard features that need to be part of the service instead of add-ons.
  • Would like to see an option to allow different levels of users than just the two standard options.
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  • The dashboard is complex and not easily understood. Since we only worked on a few documents at a time, we went straight into the document and never spent time on the dashboard.
  • Being cloud based, the time taken to move from one section of the document to another becomes painful.
  • The word import function could be improved.
  • There are some functionalities in Word that are not available in XaitPorter. For example you can insert pictures within a table in Word but you cant do that in XaitPorter.
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Likelihood to Renew
We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it
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It's very basic. More features would be better.
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Usability
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
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We find it to be intuitive to use with a simple menu and right-click based functionality in place.
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Reliability and Availability
We haven't had any real issues regarding downtime as of yet.
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XaitPorter is always there even though we have issues with outages (suddenly the network does not work, but that is internal issue)
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Performance
As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.
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Our reports/Tenders complete in a reasonable time frame, actually faster than Word. We have not integrated with other systems or softwares.
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Support Rating
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
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They have a clear method for reporting any issues and work hard to get a resolution, keeping me informed of progress.
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In-Person Training
No answers on this topic
He was really good. He came from Xait and trained us for several days. He got all involved and answered the questions asked. He was a professional trainee
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Online Training
No answers on this topic
The online training was really good. They know the way of getting people involved and they answered all questions asked. They were there for us.
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Implementation Rating
Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
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I was really satisfied with the implementation
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Alternatives Considered
PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.
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We looked at every major product and some newer ones. We liked Xait's general robustness and handling of images (despite the issue about the internal library), as well as the output quality in PDF. Also, we're a Mac shop so we could not be chained to a Windows editor.
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Scalability
I agree. We have created folders for multiple departments and have been successful with the usage.
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I just love the system
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Return on Investment
  • We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
  • We have been able to find older documents very easily.
  • W-9 have been very difficult due to Section 3, but this was addressed with conditional logic
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  • We have seen reduced overtime costs for tender support staff who used to spend a lot of time managing and dealing with version control issues, formatting issues, layout issues and printing issues
  • We have experienced that Porter has allowed us to handle more work without increasing our staffing.
  • The quality of our submissions has improved both by the switch to Porter, and further by the increased proficiency of both our administrators and writers.
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ScreenShots

PandaDoc Screenshots

Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of document analytics that display what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.

XaitPorter Screenshots

Screenshot of XaitPorter - Document WorkspaceScreenshot of XaitPorter - DashboardScreenshot of XaitPorter - Edit PictureScreenshot of XaitPorter - Edit CommentScreenshot of XaitPorter - Export PDF