The Ninth Day: 9 Integrated Systems

The Ninth Day: 9 Integrated Systems

Xait
18. Dec 2017 | 2 min read

The Ninth Day: 9 Integrated Systems

“On the ninth day of Christmas my true love gave to me 9 integrated systems, 8 peers reviewing, 7 ways to collaborate, 6 skilled reviewers, 5 approvers approving, 4 zoomable images, 3 key texts, 2 dashboard reports and one project in XaitPorter” 

In the classic version of "12 Days of Christmas", the receiver is given the gift of 9 ladies dancing. Xait proposes a different present, but one which might get you dancing nonetheless.

Time is rarely on the side of a bid manager, project coordinator, sales executive or contract manager. Bid managers need to manage a pipeline of tenders, often with finite resources. Sales executives are usually under pressure to maintain a healthy funnel of offers or proposals. Project coordinators and contract managers may be requested to quickly react to customer requests for NDAs, contract addendums or SOWs. When a proposal, contract or a SOW is requested at short notice, other activities are usually postponed to gather information from multiple systems and resources across the organization. Results: deadlines for other projects slip, important tasks or activities are postponed.

XaitPorter helps you automate this process by integrating with other systems, including CRM (ie. Salesforce), contract management, ERP or project systems. Information in the form of metadata - such as pricing, design, customer information, company, product boilerplates - is pushed from the core system into XaitPorter. The metadata populates the pre-built document templates in XaitPorter, with pre-defined processes governing the information flow to automate the selection of data required for the tender, NDA, contract, proposal, application or other template. The system data is added to the template, which is also populated with the correct boilerplates and standard information. No cut and paste, no typos or errors transferring data from its originating system to your document. No need to stretch resources, call in favors or postpone projects.

With XaitPorter's integration capabilities and automated processes, you can generate a completed proposal or NDA based on the pre-approved information from the originating system - and it's almost as simple as a single click. We hope you think this is something to dance about.

sign up for demo

Xait

Xait

Xait is redefining document collaboration. We believe that document collaboration should be about improving both quality and productivity. And this is exactly what we help our customers do with XaitPorter. By removing interruptions in the document creation process, we provide our customers with focus.

Follow our blog


We write professional blogs worth a read. Follow the blog for a sneak peek of the future!

You may also read


How to efficiently handle document collaboration across regions

Oct 10, 2019 - Tore Medhaug

How to efficiently handle document collaboration across regions

Have you ever been thinking that everyone working under the same roof would be more efficient?

Increase your efficiency and save time with a proposal co-authoring and management solution

Oct 08, 2019 - Silje Stensland

Increase your efficiency and save time with a proposal co-authoring and management solution

Working together to create a proposal can be time-consuming, frustrating, even chaotic. 

Integrate, adapt, overcome

Jun 03, 2019 - Magnus Birkenes

Integrate, adapt, overcome

The “2019 Connectivity Benchmark Report”, conducted by renowned market research company Vanson Bourne and..