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Integrating XaitPorter with Salesforce

Integrating XaitPorter with Salesforce

Greg Gilmour
24. Sep 2020 | 2 min read

Integrating XaitPorter with Salesforce

Thousands of Salesforce users turn to the XaitPorter add-on to gain a competitive edge by generating their client-related documents directly from Salesforce accounts or opportunities. Users create high-quality documents that adhere to their corporate branding guidelines directly from within Salesforce by downloading the free extension called XaitPorter from the Salesforce AppExchange. While XaitPorter must be licensed for corporate use, it greatly enhances the value of the investment for Salesforce CRM installations.

 

Easy Integration

Arguably, Salesforce leads the CRM market, but generating proposals, customer letters or responding to RFPs has been a complex process, rife with formatting errors and time-consuming editing, until now. The developers of the award-winning software XaitPorter, a database-driven co-authoring and automation solution, solved those problems. 

Now, it is simple to integrate Salesforce with XaitPorter and quickly generate all customer-facing documents from within Salesforce accounts or opportunities. The XaitPorter integration extension is a free download from the Salesforce AppExchange and leads the industry as the solution of choice for unparalleled success in winning bids and proposals, which adds revenue directly to the bottom line.

Salesforce account and opportunity records retain a list of created documents and allow users to open and edit them in XaitPorter. 

XaitPorter is a stand-alone product chosen by top companies around the world to gain control of their document creation process and improve collaboration across the board. The built-in workflow manages the review and approval stages, while the publishing options are tailored to your specific corporate branding guidelines.

 

Read more: Why you should integrate your document production software with Salesforce

 

More Productive, with Higher Quality

Adding the Salesforce integration features and functionality is further proof that Xait continues to improve their clients’ user experience by expanding the use and power of XaitPorter and Salesforce. Join thousands of users who already rely on XaitPorter and the Salesforce integration extension to make their job simpler, becoming more productive, and generating higher-quality customer documents than ever before. 


See more about XaitPorter at www.xait.com and the amazing integration capabilities found on the Salesforce AppExchange.

 

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Greg Gilmour

Greg Gilmour

Greg earned a Bachelor of Science degree in Industrial Engineering from Texas Tech University in Lubbock, Texas. He has 20+ years' experience providing innovative solutions to complex problems for the world's leading hi-tech and software companies serving many industries. Greg's favorite motto is, "There is Always a Better Way". He enjoys hunting, fishing, playing golf, and watching sports.

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