‘Tis the season to be jolly, with integrated systems

‘Tis the season to be jolly, with integrated systems

Xait
02. Dec 2019 | 2 min read

‘Tis the season to be jolly, with integrated systems

On this second day of Advent at our Xait offices in Norway, we are taking a break from decorating our office Christmas tree and drinking classic Norwegian ‘gløgg’ – alcohol free, of course! – so we can share with you how integrating XaitPorter with other systems helps make your document creation process more… well jolly, of course! 

 

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 software solutions and resources across the organization. 

The inevitable result? Deadlines for other projects slip, important tasks or activities are “stuck in the chimney”.

 

Unwrap the wonders of system integration

XaitPorter helps you automate these processes 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.

No deadlines flying by, blinking as red as Rudolp’s nose!

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 get into the holiday spirit over. We sure have already! 

Christmas playlists, we are streaming. In the street, lights are gleaming.

A beautiful day, we’re happy, okay. 

Working in a winter wonderland!

 

GET STARTED NOW

 

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.

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