Apttus CPQ

4.0
(141)

Maintain IT flexibility and run your entire Quote-to-Cash processes on a single data model with any CRM that you like. Rated a Leader by Forrester and IDC.

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Apttus review by Gregory F.
Gregory F.
Validated Reviewer
Verified Current User
Review Source

"Driving Profitable Sales with Apttus"

What do you like best?

We have invested heavily in a java-based guided selling solution sitting on top of Salesforce.com. It was important to find a partner that was tightly integrated to this platform. Additionally, we recognized that this was only the beginning of our CPQ journey and wanted the ability to evolve our platform and grow the breadth and depth of our solution.

We selected Apttus based on several key factors; 1. native salesforce, 2. highly configurable with a lot of strong out-of-the-box functionality, 3. customization leverages apex and visualforce, 4. highly scale-able, 5. easy maintenance of output documents via X-Author, 6. wide variety of potential add-on solutions via SFDC appexchange.

Apttus has continued to make investments in the products continually enhancing UI centric elements and the underlying engine. We continue to benefit from our decision to use a native SFDC solution, allowing us to adjust our solution via SFDC's declarative and programmatic customization capabilities.

What do you dislike?

While highly configurable the core product configuration and shopping cart screens have some restrictions. Also, would like the ability to control / customize core button visibility and behavior. The X-Author solution allows for easy formatting but doesn't handle complex conditional formulas.

Recommendations to others considering the product

Not just Apttus but with any CPQ, clearly work through your processes and how your information evolves through the flow. Ensure your systems of records are available in a manner the allows for easy integration into CPQ so your CPQ platform doesn't evolve into your system of record. Work through your product structure and attributes to for a clear point of view as to what attributes are resolved at selection versus those that are tweaked through the process. As a SFDC shop, the benefits of choosing a native SFDC solution has continued to to validate our decision.

What business problems are you solving with the product? What benefits have you realized?

• We have better control of pricing and product visibility.

• Sellers have visibility of deal profitability.

• We have an automated approval process based on deal types, products and size.

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Apttus review by Prince L.
Prince L.
Validated Reviewer
Verified Current User
Review Source

"User friendly CPQ - CLM Queue "

What do you like best?

Very User friendly and covers all possible Business use Case.

Highly reliable with different types of discounting (Price Override and % Discount)

Supports Multilevel Approval Management.

Effecting Stage Management on CLM Module

Customization on customer facing document management.

Easy commit of changing on documents using x -Author .

Upgraded Angular version has very good look and Feel User Interface.

Supports multi language and Multi Currency Quote.

What do you dislike?

Very Limited Customization features, lot of Managed code which has limitation of Edit Access.

Even for minor modification we are dependent on the Support team.

Debug on Management Code is not Possible or highly difficult.

Recommendations to others considering the product

Need Proper Knowledge on the tool so that we can effectively utilize all the features.

What business problems are you solving with the product? What benefits have you realized?

We Solved Advanced discount Matrix implementation for one of our Customer.

We Implemented List Price Override Functionality which was very feasible and reliable with the Tool.

Benefits were :

1. Configurable discount Matrix Setup

2. Setting up Delegate Approver Setup for Higher discount on Matrix Setup.

3. List Price Override by usage of IsCustomPricing Checkbox on Line Item and Proposal Line Item Objects respectively.

What CPQ solution do you use?

Thanks for letting us know!
Apttus review by AJ (Andrew) B.
AJ (Andrew) B.
Validated Reviewer
Verified Current User
Review Source

"Bringing accuracy to selling"

What do you like best?

Apttus provided focussed onsite support during a key phase for us. This enabled us to have their undivided attention on the project. The case support team have also been great – working diligently on any support and product enhancement cases that we raise. The software enables both simple or complicated product configurations which is important for our industry.

What do you dislike?

Ideally the UI would be more intuitive and auto refresh as I make changes rather than having to force it to Reprice.

Recommendations to others considering the product

Ensure you train/obtain good training for your admin staff to configure into Apttus CPQ. Ultimately you will want to become self-sufficient in the setup of your products into CPQ.

What business problems are you solving with the product? What benefits have you realized?

• We are striving for accurate configuration and pricing to ensure the integrity of our proposals and agreements - lifting this will lift our customer experience with us

• We want simple point and click selling for our sales and sales support staff – leading to more efficiency during the sales cycle. We are seeing this now as staff adopt the product

• Digitisation of our work day. The more we do within a digitised environment the more information we can use for analytics, insights and customer-single-view.

Apttus review by Jordan M.
Jordan M.
Validated Reviewer
Verified Current User
Review Source

"Jordan Mulford Review"

What do you like best?

I like that it allows our sales reps to check out line items from a cart in order to create an easy to generate contract...this is leaps and bounds better than our old way of doing things. Moving forward, Apttus will continue to make our reps more self sufficient. It will also also give us more ability when we move towards e-commerce pieces.

What do you dislike?

I think that it could be more intuitive. Lots of different click paths that are unnecessary...which gets confusing for reps. The loading bar is deceptive. It is slow at times.

Recommendations to others considering the product

Be prepared for change. Once you understand it though it is super easy.

What business problems are you solving with the product? What benefits have you realized?

I think we have been able to streamline our proposal generation, contract creation, and overall negotiation process. Deals are moving quicker through the pipe with this tool. Specifically, approvals move much quicker with the Apttus system. Before our system was stuck together with figurative "gum" and "duct tape."

Apttus review by Mallesh K.
Mallesh K.
Validated Reviewer
Verified Current User
Review Source

"Working as Principal CPQ Engineer at Aspect Software"

What do you like best?

I liked Angular JS interface which is faster than the earlier version.

We have recently upgraded Angular JS and most of our business like a lot.

This has good performance and Option page limitation and fast.

And also Apttus CPQ is capable for most of our requirements but off-course Aspect has more customization due to complex scenarios.

What do you dislike?

But we do observed ABC rule which is the replace of SFDC depended pick-list functionality. Not sure why Apttus introduced additionally setup for already existed SFDC functionality.

New version always should decrease the no of steps instead of increase.

Recommendations to others considering the product

CPQ needs to improve little more like functionality wise and easy setup wise.

We have observed some reprice issues in Angular JS where we need to reprise mutiple times to get the correct price so we have reported this to Apttus.

And also the latest version always feasible than earlier one

What business problems are you solving with the product? What benefits have you realized?

We mostly solving the problems using CPQ rules like Constraint rules and Field Expressions and so on.

I got to know in Angular JS, Field Expression features are more extended which is helping a lot to fulfill our business requirements.

Apttus review by Shirish D.
Shirish D.
Validated Reviewer
Verified Current User
Review Source

"Comprehensive CPQ Tool for Salesforce"

What do you like best?

Out goal when we started looking for CPQ solution was to get something that was native to Salesforce and Apttus was the first CPQ application that was. It was able to handle our complicated pricing scenarios and helped provide insights into the discounting and selling process like never before. The approval process is also very handy in making sure the reps are not discounting greater than they should be.

We also have implemented the X-Author for Excel and Word which has helped us with migrating our Key Account Team over to CPQ from their excel spreadsheet thereby making the system the one process for everyone.

What do you dislike?

The speed is slow at times, specially when you have a quote with hundreds of lines. Support is very slow as well. Depending on who you get, it may take from 2 days to sometimes few weeks and even months to get a issue resolved. We finalized on Apttus CPQ much before they had their support tiers in place and we think we should have been automatically grandfathered into the higher tier by default at least for the first year.

Also their new Angular UI is lacking some of the features that we grew to like in the Classic UI.

There has been a great improvement in documentation and product architecture from the time we launched to this date.

Recommendations to others considering the product

The best piece of advice we received before we embarked on this journey was to get the Apttus 5 day training which I think helped us tremendously during the planning and implementation of the project as we were able to envision our process with Apttus functionality.

What business problems are you solving with the product? What benefits have you realized?

We were able to reduce our product price books from 6 down to 1 thereby reducing the management of the product catalog. Integration with Docusign allowed the reps to send accurate and more efficient quotes to the customers with relevant Terms and Conditions based on the products selected thereby reducing the number of returned orders by 97%.

It also helped control reps selling into market segments they were not authorized to do so. Helped us gain insights into the selling and quoting process.

Apttus review by Jenny K.
Jenny K.
Validated Reviewer
Verified Current User
Review Source

"A Complete CPQ Soluton "

What do you like best?

1. Completely native to saleforce platform

2. Can be configured to sell bundles, products with options and attributes

3. Offers advanced workflow and approvals capability to program complex approvals

4. Offers seamless integration with billing solutions

5. You get great relational data with reports and dashboards

6. one click renewals capability

7. Training webinars is a nice addition

8. Love seamless integration with docusign and x-author

What do you dislike?

1. Support is better but can still be improved by hiring more knowlegeble staff and/or trainign the support personals so that issues can be resolved quickly.

2. Admin guides are improved but still it is difficult to figure out what bugs were reported in the the version that is installed. It will be nice to get webinars or self guided training video's for admins because if admins understand the full capabilities of such a strong system they will be able to improve the user experience.

Recommendations to others considering the product

This is a enterprise level solution to meet the CPQ needs which can handle a lot of use cases and also a complete solution with approvals, templates, and billing.

You should identify the needs of the business and choose a solution that will meet the needs.

What business problems are you solving with the product? What benefits have you realized?

We wanted to reduce the time it takes the quotes to go to the customer and with fewer errors.

We are able to achieve this with Apttus because all pricing and approval process is built in the system. Managers can approve the quotes from their cell phone while travelling and rep can generate the quotes and send it to the customer via docusign.

Apttus review by Jack B.
Jack B.
Validated Reviewer
Verified Current User
Review Source

"Strong Configure Price Quote Solution - Improved Sales Team Efficiency"

What do you like best?

Apttus' native Salesforce CPQ application allowed us to integrate it into our environment with less administrative resources than would have been required for a non-force.com application. Our integration partner Uptima was recommended by Apttus, and Uptima was instrumental in ensuring that we launched while staying on budget. Apttus' Xauthor for Word allowed us to create multiple versions of our standard quote/order confirmation, addressing unique standard terms for different types of sales automatically. Apttus CPQ pricing functionality was flexible enough to address all our varied pricing scenarios. These included user based tiered licensing, account based tiered pricing, quantity discounts, promotional discounts, and discretionary discounts.

Apttus' strong integration with leading esignature vendors DocuSign and Adobe allowed us to completely change our sales process, gaining a customer signed agreement for every sale. Overall, we improved our compliance with subscription auto renewal requirements while reducing our sales reps time spent explaining auto renewal terms, resulting in an uptick of 50% on our auto renewal business as compared to non-auto renewal business.

What do you dislike?

Implementing a CPQ solution is more complex than implementing a standard SFA solution with similar costs. Apttus' complexity requires us to have a dedicated full sandbox for Apttus CPQ release testing.

Our initial contract from Apttus did not include a premium support option. They have since changed their process to include this as an option for most CPQ sales. Given Apttus CPQ's complex nature and our limited administrative resource, we are currently in negotiation to add premium support to our contract.

Documentation and training were not as robust as we would have liked when we started our project (January 2015). Since our launch, in October 2015, we have seen continual improvements in documentation. We have not yet assessed their recent training offerings, although they have told us our and other client feedback was instrumental in improving their training offerings.

Recommendations to others considering the product

Apttus has the most comprehensive roadmap for their overall quote to cash platform. We are using CPQ, Xauthor for Excel, Xauthor for Word, and are a lighthouse customer for their Machine Intelligence solution. We have also invested in their Contract Lifecycle Management solution, although we have not yet implemented it.

What business problems are you solving with the product? What benefits have you realized?

With Apttus CPQ, we have been able to incorporate our business rules within our product catalog, improving the relevance of product search results. Additionally, Apttus CPQ together with the Apttus DocuSign integration has reduced the complexity of our standing order and auto renewing subscription process. This allows our sales teams to deliver an accurate quote more efficiently with less channel conflict.

Apttus review by Alejandro C.
Alejandro C.
Validated Reviewer
Review Source

"Gets the job done easily"

What do you like best?

Ease of use. It was honestly not hard to have reps trained on using it properly.

What do you dislike?

Integration with SFDC was a bit chunky. Not sure if this has to do with APTTUS to be honest or with SFDC. Truth be told, getting things done in SFDC can be cumbersome when they are not native. Apptus CPQ did a good job though. I believe part of the integration problems had to do probably with both tools. We use both.

Recommendations to others considering the product

This is a very good tool, it gets the job done and makes reps more productive as they use it. I liked it and recommend it.

What business problems are you solving with the product? What benefits have you realized?

Every ISR on my past team used the tool to quote to both direct customers and partners. The ease with which they would go through the tool and produce executable quotes was key to speed-up the closing process of deals in a high-velocity model. As we worked on a layered indirect sales model we basically had three types of customers: a) end-customers to which ISRs would sell directly. b) partners or resellers who would buy directly from us and re-sell to their end-customers and c) other reps to whom we helped with back-office or supported through more complex or longer sales processes. CPQ became utterly important when we understood that we needed both speed and ease of use to be able to answer to as many customers as we had pinging us for quotes. Both partners / resellers and sales reps had other tools but because my team was used to working at a faster pace, they preferred getting quotes from us instead. We were able to do that mostly because of CPQ.

Apttus review by Vishal B.
Vishal B.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"A great configurator but plan carefully "

What do you like best?

1- The out of the box features that apttus provides.

2. Being a managed package within salesforce saves on integration cost and effort.

3. Reaps the benifits of salesforce.com being on the same platform and a force.com app.

4. Training effort - The same SFDC admin can administer this without significant training

5. Approval Process - The approval module is a great upgrade from what salesforce.com provides

6. Integration with CLM - as Apttus also provides a CLM module the CPQ naturally integrates with this tool.

7. Renewals and Contracts - A great feature provided by apttus where you can do out of the box renewals. it helps especially the Software industry.

What do you dislike?

Not able to write extremely complex rules without customization.

Some out of the box features like renewals, ramps cannot be customized without significant customization.

Cannot make the tool look the way we want without custom code - UI needs to be more flexible.

Add more ways to write complex rules especially for the manufacturing industry.

Recommendations to others considering the product

Do a feasibility study before implementing this tool to make sure everything you need is supported or be ready to adapt to the software you choose inorder to avoid expensive and complex customizations.

What business problems are you solving with the product? What benefits have you realized?

Building a global standard CPQ tool for a growing organizaiton.

Standardizing the approval process

Master Data driven configuration

A salesforce.com bases front office experience.

Apttus review by James C.
James C.
Validated Reviewer
Verified Current User
Review Source

"Apttus Review"

What do you like best?

Their angular interface is modern looking, but not really modifiable.

What do you dislike?

It's not intuitive, it's hard to set up, it's expensive, it's not user friendly, and I don't find that it is a scalable solution.

Recommendations to others considering the product

Don't buy it. It's hard to install, it's expensive over the long term, and their sales support is not really that helpful.

What business problems are you solving with the product? What benefits have you realized?

Getting quotes generated and into Salesforce and then pushed to Oracle. But I wouldn't say we "realized them" so much as "Forced it to work."

Apttus review by Abhijit K.
Abhijit K.
Validated Reviewer
Review Source

"Comprehensive platform for Quoting, but Complex and less flexible to various business needs"

What do you like best?

1. The Approval package has best features to accommodate the matrix and its highly configurable.

2. X-Author app is a great tool and has great features and user friendly.

3. Apttus CLM tool easily integrates with CPQ

4. Being native to Salesforce it easily integrated with our other SF products providing better user experience to our users.

5. Latest version of CPQ packages provide better UX

What do you dislike?

1. Have restrictions if business needs differ from the product core functionality

2. Few out of the box feature are not configurable which lead to custom efforts

3. Certain complex business scenarios are not part of core product, which leads to customization.

4. Not fully compatible with SF Lightning.

5. Latest versions are not compatible with custom features which are hurdles for future upgrades.

6. Slowness in cases with Quote with high number of Products

What business problems are you solving with the product? What benefits have you realized?

1. Our Approval process is now automated and highly configurable based on our wide range of matrix

2. As integrated with other tools/apps in SF it provides a clear view of various deals getting created in the system.

3. Moving away from traditional excel tools.

Apttus review by janardhan J.
janardhan J.
Validated Reviewer
Verified Current User
Review Source

"CPQ Consultant"

What do you like best?

I have 2+years of experience in Apttus CPQ, Apttus is haivng couple of interesting features like prodduct configuartions, Constraint rules(which can perform Auto inclusion,Exclusion of products,Validtions ), Pricing rules (Price matrix, Price rulesets), Priclist for each country.Guided selling rules , comparing the similar kind of products using Fetaure sets ,Products Importing one to another environment using X-author excel .

At atime we can update all batch jobs using update all button in maintenance console.

using Config settings customizing flow ,displaying coloumns,Bundle page settings,Action settings.

What do you dislike?

Cross bundle Inclusion Bundle with in the Bundle ,

There is no control constraint rule condition and constraint rule actions

X-Author Excel also having 20K Limitation when importing from sandbox to production,While quoting some extra information getting which is not belongs to particular Bundle.

There is no user friendly error messages especially constraint rules in Angular JS upgradation.

No Proper document for design X-author excel Apps and X-author word documents.

Category heirarchy Price list item( i have tried to show category heirarchy based on price list )

Recommendations to others considering the product

user friendly error messages for constraint rules in angular JS Upgradation

There is no control constraint rule condition and constraint rule actions

What business problems are you solving with the product? What benefits have you realized?

Discount based price matrix rules, auto inclding products for specific customer,

Constraint rules

Apttus review by VISHAL K.
VISHAL K.
Validated Reviewer
Verified Current User
Review Source

"I have approx 4 year of working experience with Apttus CPQ and ALM."

What do you like best?

The product configuration with rules and all other functionality related to same is superb for Apttus. Their CLM and ALM part is also very user friendly. In terms of customising this is very flexible for us. We are very happy to work with Apttus as a CPQ Application.

What do you dislike?

The process during the Quote configuring is typically slow and as a regular user some pick business time we feel a bit bad because the actual business time is the one when we need application to support faster.

The Apttus should also comes with its complete own Angular JS version so that as a developer/Application point of view we can shot our out business need and issues much faster than now. It also make charge additional but the efficiency will increase a lot and the end users like sales will always happy.

Recommendations to others considering the product

Yes, I recommended so many of my friend to move Apttus. This application is really awesome to work instead of only focusing on the SFDC support.

What business problems are you solving with the product? What benefits have you realized?

We have terms of Renewal, Add-ons, Upgrade, Migration, Credit like of business requirement which we solve in CPQ Application. But after upgrading to Angular JS our work got much smoother that the classical version. We have a very good CPQ, CLM and ALM feature built up with our organisation application and I will really happy with Apttus ahead.

The Apttus should also comes with its complete own Angular JS version.

Apttus review by User
User
Validated Reviewer
Verified Current User
Review Source

"Apttus is more user friendly tool to configure."

What do you like best?

UI based configuration is the best and also collaboration is also the best from Apttus. All salesforce will love the collaboration. I would like to recommend about collaboration for the same. Xauthor is also one of the brilliant reporting tool most of them will have to have the same. Most of the setup and configuration is very hands on and its very easy to validate.

1. Apttus CPQ

2. Collaboration request.

3. XAuthor

the above 3 are best I worked so far.

Not just Apttus but with any CPQ, clearly work through your processes and how your information evolves through the flow. Ensure your systems of records are available in a manner the allows for easy integration into CPQ so your CPQ platform doesn't evolve into your system of record. Work through your product structure and attributes to for a clear point of view as to what attributes are resolved at selection versus those that are tweaked through the process. As a SFDC shop, the benefits of choosing a native SFDC solution has continued to to validate our decision.We have invested heavily in a java-based guided selling solution sitting on top of Salesforce.com. It was important to find a partner that was tightly integrated to this platform. Additionally, we recognized that this was only the beginning of our CPQ journey and wanted the ability to evolve our platform and grow the breadth and depth of our solution.

We selected Apttus based on several key factors; 1. native salesforce, 2. highly configurable with a lot of strong out-of-the-box functionality, 3. customization leverages apex and visualforce, 4. highly scale-able, 5. easy maintenance of output documents via X-Author, 6. wide variety of potential add-on solutions via the products continually enhancing UI centric elements and the underlying engine. We continue to benefit from our decision to use a native SFDC solution, allowing us to adjust our solution via SFDC's declarative and programmatic customization...

What do you dislike?

every time the new release comes when we updates the patches...existing setup is breaking.

Recommendations to others considering the product

Looking for more user friendly improvements. we had few issue everytime deploying new enhancements breaking existing build.

What business problems are you solving with the product? What benefits have you realized?

small changes

Apttus review by Mary Thomas P.
Mary Thomas P.
Validated Reviewer
Review Source

"Great tool for configuring prices and quoting to vendors selections"

What do you like best?

My favorite feature that Apptus CPQ offers is the visibility from Opp to quote to agreement. It really helps being able easily get my contracts out to my manager and to the customer so quickly.

What do you dislike?

It takes some time to learn the software behaviors. There was a lot of timely customization needed to meet our exact needs, but not a huge disadvantage.

Recommendations to others considering the product

This product is highly effective because its native within Salesforce and does not serve as a standalone application on another site.

What business problems are you solving with the product? What benefits have you realized?

Using a program that is flexible to our unique needs and drafting different contracts for different scenarios. While there is a lot to learn, Apttus Very good developer guide, easy to follow and in-depth explanations are available.

Apttus review by Gaurav S.
Gaurav S.
Validated Reviewer
Review Source

"A great deal to have Apttus CPQ"

What do you like best?

1. It has upgraded Angular version has very good look and Feel User Interface.

2. Supports Multilevel Approval Management.

3. The out of the box features that apttus provides

4. X-Author app is a great tool and has great features and user friendly.

5. Need Proper Knowledge on the tool so that we can effectively utilize all the features and highly recommend Apttus CPQ for Enterprise and Mid-Market clients.

What do you dislike?

Lots of different click paths that are unnecessary...which gets confusing for representative, but can be proved efficient if this can be viewed from another angle.

Recommendations to others considering the product

Need Proper Knowledge on the tool so that we can effectively utilize all the features

Highly recommend Apttus CPQ for Enterprise and Mid-Market clients

What business problems are you solving with the product? What benefits have you realized?

1. We have been able to streamline our proposal generation, contract creation, and overall negotiation process. Deals are moving quicker through the pipe with this tool

2. Setting up Delegate Approver Setup for Higher discount on Matrix Setup

3. Master Data driven configuration

Apttus review by Administrator in Information Services
Administrator in Information Services
Validated Reviewer
Verified Current User
Review Source

"Strategic program manager"

What do you like best?

• Apttus CPQ provides a lot of Out of the box features for product, pricing and packing configuration and provides an easy shopping cart experience with quick quoting process.

• As it’s embedded within salesforce, the ease of integration and visibility to all the users makes it easy to use.

• As most of the complex pricing and packaging can be achieved within the application the technology costs have drastically reduced.

• Incorporates the industry grade CPQ practices.

• Eliminates manual processes through streamlined and simplified processes.

• Highly scalable and integrates well with the other counterparts of the Quote to Cash process.

• In case of missing functionality the product team is quick in understanding the CPQ/ ABO customer requirements and incorporating them in the near term or longer term roadmap.

What do you dislike?

• Some features such as Upgrades/Amends still need customization as it does not meet the need.

• Ramps for multi years for bundles products are yet to be included in the CPQ product.

• Sync back to opportunities for multiyear deals is not ideal as it impacts year on year forecast

What business problems are you solving with the product? What benefits have you realized?

• Out-of-the-box support for multi-lingual, multi-currency globalization of Pricing and quote process

• Optimization of sales effectiveness by leveraging modern technologies (mobile)

• Faster time to market for launch for products

• QTC platform is global and support global product and sales enablement (Pricing, packaging, promotions and sales polices) consistently across markets

• Flexibility for customers regarding payment and pricing options with internal approvals enabled

• Helped our company enable a test and learn mode prior to a wide scale product launch in different markets to enable product, pricing and packing optimization.

Apttus review by Adam I. H.
Adam I. H.
Validated Reviewer
Review Source

"Quick, Easy, Real time quotes on the go! "

What do you like best?

Quote generation from my cellphone in the field. Quick, easy, straight forward to use. Complex SKU's are easily organized with Apttus. Excellent versioning control for quoting. At times we have to send 4-10 quotes to a single customer. Keeps things straight forward and ease of use is A-OK!

What do you dislike?

Not a ding to Apttus, but when we put out a new product - we have to adjust SFDC to publish accurate information. Its a measure 10 times, cut once experience. Again, this is an internal situation and no harm nor foul to Apttus.

Recommendations to others considering the product

Have more than 10 Sku's? Give Apttus a try. The more complex the quoting sales cycle, the more awesome it is. Attention to detail when creating the UI is slick and that helps with User adoption in house.

What business problems are you solving with the product? What benefits have you realized?

Quote generation should be easy. We over complicated it early on with a homegrown system that didn't solve all opportunity needs. Native to SFDC, so easy to search, adjust and resend.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Apptus is simple to use with a clean interface"

What do you like best?

It's user friendly and has all products nicely organized so users know where to find them, it calculates pricing for you, and integrates with Salesforce.

What do you dislike?

Perhaps it's my internet, but sometimes it seems to load the next screen slowly. Or if you click on products too quickly before the previous product saved, you may get an "Undefined Error."

Recommendations to others considering the product

Apptus is simple to use, it's configurable to your own organization and the products you sell, it has a simple interface.

What business problems are you solving with the product? What benefits have you realized?

Apptus is how we quickly and easily select and price out products for our proposals - it's easy to use - and gets the job done. Love being able to edit several times before I'm ready to "finalize."

Apttus review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Incredibly Robust"

What do you like best?

The Apttus CPQ is definitely one of the most robust CPQ systems for the Salesforce platform. The ability to configure things exactly the way your company does business is outstanding. There are also tons of supporting modules that allows for flexibility depending on the structure of your organization. One great example of the is their Intelligent Workflows and Approvals.

What do you dislike?

Setting up some of the more nitty gritty elements of the Apttus CPQ system can sometimes be a pain. Some of it is just Salesforce limitations. Things like having to run maintenance buttons makes the program feel old and outdated, but again these are mostly Salesforce limitations. Some would argue it's too complicated, I think the reason for the complication is due to the shear number of business cases it can support.

Recommendations to others considering the product

If you plan on rapidly growing and expanding, this is your product. If you have a very simple product and sales process, look elsewhere.

What business problems are you solving with the product? What benefits have you realized?

We are solving almost the entire CPQ ecosystem for a SAAS company. The true benefits of this is the ability to accurately and quickly track the pipeline from Order Form to Revenue. We are also realizing the benefits of massive expansion, including the ability to use Multi-Currency. This has greatly increased the rate at which we can do business.

Apttus review by Gautam S.
Gautam S.
Validated Reviewer
Review Source

"Apttus CPQ - "

What do you like best?

We have an extensive implementation of Apttus here ! We are using all tools offered by Apttus and so far it has been a great experience. There are sometimes however glitches and we fall into pit blocks but Apttus has been a great tool (& only so far) fitting in our requirements. We will continue to learn and adapt Apttus.

Our users like the way X Author providing a seamless integration with excel. It helps us to keep everything on the ease of use at the same time running our back end processes from the integration.

What I like :

Ease of Administration.

What i dislike

Ability to suit in SMB business.

What do you dislike?

Ability to chip into the SMB and Mid Market Business. Ability to reduce the Sales Cycle.

Recommendations to others considering the product

Suits well in your business needs.

What business problems are you solving with the product? What benefits have you realized?

Beneficial for Enterprise Sales Cycles.

Apttus review by Rita H.
Rita H.
Validated Reviewer
Review Source

"Apttus CPQ Tool Improves our Business Process"

What do you like best?

The fact that this product is native to Salesforce has allowed us seamless integration points with Apttus CPQ. Our end users don't even realize when they are switching between products. It also allowed us to standardize pricing and procedures which were like the wild wild west prior to moving to Apttus.

What do you dislike?

Sometimes the speed of the system is slow. We have discovered this might be based on the hardware that our end users utilize. I am not too fond of the way they handled support costs. They include basic support in your subscription but that has a 2 day response time. If you want a better plan the costs are prohibitive. It was going to be more for the support fee than the actual cost of the annual subscription. This is not to say that the basic included support is not good. It is just that they prioritize the basic support cases below the other paid support models which can hold up your response.

Recommendations to others considering the product

Be sure to budget for training for your admins and end users

What business problems are you solving with the product? What benefits have you realized?

We used to use several spreadsheets and separate quoting systems with a total lack of consistency. Apttus has allowed us to streamline the quoting and pricing process so that all users are using one system.

Apttus review by Greg M.
Greg M.
Validated Reviewer
Review Source

"Implemented CPQ for 20 Offices"

What do you like best?

The fact that the CPQ offering is a component of their larger Quote-to-Cash vision, strategy and suite of connected products. Their CPQ offering provides a deep set of sophisticated capabilities that enable users to accomplish complex configurations within a simple end user experience.

What do you dislike?

Because it offers so much sophisticated functionality, it is a little more difficult to set-up. While I was successful implementing their Contract Lifecycle Management product with their Professional Services team, I recommend using a third party consultant such as Blue Wolf or Slalom Consulting to help work through the deep and rich features and capabilities offered by Apttus CPQ.

Recommendations to others considering the product

The best practice is to connect your quoting process to your contract management process and ultimately convert your contracts to your billing. Having all of those processes connected seamlessly across your Quote-To-Cash operation. Most importantly, make sure you tie your Incentive Compensation Management (ICM) platform into your CPQ program so that as your Sales Reps create their quotes, they get immediate insight into how each configuration, price and discount affects their bottom line. This is the best way to ensure that they price their deals in balance between discounting appropriately to compete, but still preserving profitability and also ensuring the configurations best meet customer needs. Also consider the concept of guided selling to further drive sales reps decision making as well as the new emerging AI capabilities to make it that much easier for Sales Reps to interact with their CRM platform.

What business problems are you solving with the product? What benefits have you realized?

Disconnected quoting, rogue discounting, e-mail based approvals, lack of insight into what Sales Reps are quoting and generating proposals without the insight into how each quote impacts compensation are all challenges that degrade the effectiveness of your most critical sales process - proposing your solution to your prospective customer. CPQ is the critical component that enables you to automatically generate a quote from your Opportunity record with all of the relevant customer or prospect header information already embedded. It constrains the quote by the rules of your product configuration parameters, ensuring that the Sales Rep constructs a logical solution with all of the necessary components. It helps avoid assembling the wrong components or in

Apttus review by Robin C.
Robin C.
Validated Reviewer
Verified Current User
Review Source

"Amazing Product"

What do you like best?

My company purchased X-Author just as I was coming on board so I was the guinea pig in terms of use :-) This tool has proven over and over again that it was more than worth the investment. My sales team's pipelines are up to date (I think for the first time since we got Salesforce) and I've been able to use the tool for several nasty projects (like updating country name formats, etc) that used to take days - and now take less than an hour. My favorite part is the Quick App feature - which I utilize all of the time. The customer support is also unparalleled - get this tool, now!

What do you dislike?

The logic is a little hard to learn, but not at all impossible. It will take some time and attention but that investment is well worth it down the road

Recommendations to others considering the product

Jump on the X-Author train and never look back

What business problems are you solving with the product? What benefits have you realized?

Inaccurate pipeline forecasts are officially a thing of the past

Apttus review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Apttus CPQ Review"

What do you like best?

The best part about Apttus CPQ is that it is natively embedded within Salesforce.com. Many customers, including the instance I currently work with has tons of challenges tied to upgrading the solution though, due to legacy implementations that required copious amounts of Apex code to run properly.

What do you dislike?

The solution is fairly difficult to administer, as well as upgrade to the latest package if you have a legacy implementation. Our end-users aren't particularly fond of the user interface either (which has actually been improved in the latest release package).

Recommendations to others considering the product

I believe Apttus is in a bit of a tough spot right now, with Salesforce's recent acquisition of Steelbrick. Now that Native CPQ is a core Salesforce.com offering, that gets automatically upgraded with each release, Apttus is becoming a relic of the past. Unless Apttus can really start to compete on price, I think companies should really consider alternative options, as migrating off of Apttus to a different solution can be challenging as well.

What business problems are you solving with the product? What benefits have you realized?

We utilize Apttus CPQ for our quote-to-cash process. Specifically sales reps use it for selecting products / services and adding it to a proposal. Since we do leverage Apttus CPQ, we are able to get benefit out of having much greater visibility into the specific products and services that comprise upcoming deals.

Apttus review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Review Source

"Very flexible and extinsible but not great out of the box"

What do you like best?

The product has great extensibility if you have a development team on staff. Looking at the solution and knowing that we would need to improve our own processes over time, it offered those capabilities to do so.

What do you dislike?

The out of the box functionality is limited and the development resources available through Apttus are a large cost. As we started to grow our needs, we quickly discovered that we could not possibly continue to use even the customizations that we completed. We are needing to look at doing a total overhaul just to pivot our capabilities a little bit.

Recommendations to others considering the product

Make sure you factor in all of your costs when performing the implementation. If you expect that Apttus out of the box will be a good solution for your organization, it is possible if you are fairly immature in your CPQ needs. As you develop your needs, you wil llikely find that you will need to do quite a bit of development.

What business problems are you solving with the product? What benefits have you realized?

Improve the overall sales process. We have improved our time to quote. Our goal was to improve our ability to deliver to the internal and external clients quickly.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Fantastic Product"

What do you like best?

Apttus has been a huge benefit to our company. It has allowed us to streamline approvals and structure more profitable deals for the company. We have a fairly complex sales cycle to accommodate and Apttus has absolutely been the right tool for us.

What do you dislike?

The implementation was a bit rocky and user adoption was low at first as the reps struggled to use the new tool.

Recommendations to others considering the product

I would recommend, implementations are tough to work through but the end game is worth the initial struggle.

What business problems are you solving with the product? What benefits have you realized?

We have a complex sale with multiple elements, reps struggled understanding all of these different elements and would often times delay the sales cycles. Apttus has several tools that have helped reps gain visibility into the various requirements of the deal and it has resulted in a much more efficient back office process.

Apttus review by Ahmed B.
Ahmed B.
Validated Reviewer
Verified Current User
Review Source

"Highly sophisticated tool for handling CPQ. 100% Native on SFDC!"

What do you like best?

Completely native to Salesforce. This is a huge plus as it allows you to maintain and customize features in a way that you are already familiar with. Apttus provides a lot of functionality out of the box and it can handle all of our pricing models natively. Allows the admins to restrict choices for Sales reps and easily implement approval processes for reps to requests discounts or other changes.

What do you dislike?

Although a lot of things can be customized, the main "shopping cart" feature that the sales reps interact with is not as easily customized. We did try making our own feature via visualforce, however this provides complications when it comes time to upgrade. The X-Author tool for editing documents is also a little lacking; it requires us to create additional fields in SF when trying to edit display elements like number of decimal places and date format. There also appeared to be a fair amount of staff turnover at Apttus, as our staff changed a number of times during some of our projects.

Recommendations to others considering the product

It is a significant capital and labor investment. Ensure you get buy-in from your sales management on using the out of the box features as over-customization can be difficult and should be avoided. Your admin team would need to get trained and certified on the product. Apttus is a rapidly growing platform and there can be some growing pains at times.

What business problems are you solving with the product? What benefits have you realized?

Allowing our sales reps a way to create accurate proposals for our customers per the pricing structure we have put in place. The ability to quote accurately in multiple currencies. The ability to create sales promotions and discounts seamlessly. Implementing approval processes for managerial sign-off on discounts.

Apttus review by Vardhan R.
Vardhan R.
Validated Reviewer
Verified Current User
Review Source

"CPQ that makes end user's life easier"

What do you like best?

it's robust features which allow us to configure the most complex products in the contact center business which in turn gives the complete control of quote to order process.It has a lot of strong out-of-the-box functionalities which really helps us to configure a better quoting tool for the sales reps.

What do you dislike?

1. Apttus doesn't allow us to expand more on the Sales force standard objects

2. Though it has a lot of capabilities in terms of handling the business logic, a better and intuitive UI would do wonders for Apttus.

What business problems are you solving with the product? What benefits have you realized?

The best thing about Apttus CPQ is it handles the most complex pricing combinations,

it acts as a centralized location for all the sell-able products , pricing which can be updated and maintained very easily.

Apttus review by Chirag G.
Chirag G.
Validated Reviewer
Verified Current User
Review Source

"Intelligent CPQ Solution"

What do you like best?

It is 100% native to Salesforce. It's highly configurable and customizable up to a very good extent. Salesforce admin can easy manage CPQ as well.

What do you dislike?

Resources are not open for developers and lack of documentation.

Recommendations to others considering the product

It a leading product in the market. The team has got innovation and adding new features in every release.

What business problems are you solving with the product? What benefits have you realized?

It is helping my client selling their products more efficiently. Major overhead was reduced by using apttus approval management.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Revenue Operations Manager"

What do you like best?

Apttus for the most part is an intuitive tool that allows Sales Reps to streamline their Quote to Cash process. Apttus provides out of the box functionality for Product Selection, Pricing, Approvals and Contract generation.

What do you dislike?

Apttus can be very slow (we are on an older release) at times. The User Interface can sometimes be confusing/not intuitive. Apttus is a complex tool that can make problem solving an arduous and difficult to pinpoint the real issue. I'd also like to see more reporting functionality out of Apttus CPQ

Recommendations to others considering the product

Try not to use a lot of custom code. The out of the box product works well by itself.

What business problems are you solving with the product? What benefits have you realized?

We use Apttus across the board for our Sales team. It's the primary tool for Sales Reps to get Quotes/Proposals created in SFDC, priced and approved before sending out to the customer for Signature. This is a fairly streamlined process that after time, has become second nature for our Sales team. We also leverage Apttus CLM for our Negotiated MSAs. Both products work well together and are a great solution for any Enterprise Business.

Apttus review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Quotes made easy"

What do you like best?

Once i learned how to use Apptus CPQ i didn't need to rely on sales operations to get an approved quote for a customer.

What do you dislike?

Sometimes it feels clunky and hangs, but that may have more to do with our network bandwidth at times

Recommendations to others considering the product

i don't really know the other tools out there as i've only had experience with this CPQ, but BMC typically chooses the best of breed tools for their employees so I have to imagine this is a high class solution that won't get you fired for implementing!

What business problems are you solving with the product? What benefits have you realized?

quick turnaround time getting quote to customer

Apttus review by Consultant in Oil & Energy
Consultant in Oil & Energy
Validated Reviewer
Review Source

"Best CPQ Product"

What do you like best?

It is best for any type of company because it can handle any kind of pricing for small, medium and any enterprise company's products. The x-author product makes it unique in the market because company product managers can update and create new price list items using Microsoft excel which very handy for the customer.

We selected Apttus based on several key factors; 1. native salesforce, 2. highly configurable with a lot of strong out-of-the-box functionality, 3. customization leverages apex and visualforce, 4. highly scale-able, 5. easy maintenance of output documents via X-Author, 6. wide variety of potential add-on solutions via SFDC appexchange.

What do you dislike?

I think that it could be more intuitive. Lots of different click paths that are unnecessary...which gets confusing for reps. The loading bar is deceptive. It is slow at times.

Recommendations to others considering the product

Not just Apttus but with any CPQ, clearly work through your processes and how your information evolves through the flow. Ensure your systems of records are available in a manner the allows for easy integration into CPQ so your CPQ platform doesn't evolve into your system of record. Work through your product structure and attributes to for a clear point of view as to what attributes are resolved at selection versus those that are tweaked through the process. As a SFDC shop, the benefits of choosing a native SFDC solution has continued to to validate our decision.

What business problems are you solving with the product? What benefits have you realized?

I think we have been able to streamline our proposal generation, contract creation, and overall negotiation process. Deals are moving quicker through the pipe with this tool. Specifically, approvals move much quicker with the Apttus system. Before our system was stuck together with figurative "gum" and "duct tape."

Apttus review by Internal Consultant in Computer Software
Internal Consultant in Computer Software
Validated Reviewer
Review Source

"Apttus CPQ review"

What do you like best?

Using Apttus CPQ to generate my quotes out of SFDC and then use CLM to automate the rest of the contract's lifecycle. Apttus CPQ makes it simple to pick and choose what exactly I am putting into the quote, including discounts and terms. The way it prompts me to select the correct products or services makes my job easier and has increased uniformity on my team and simplified our selling process. Only an hour of training from our Admin was required to grasp the best way to use it and it was implemented quickly.

What do you dislike?

I can't come up with anything related to the product that I don't like. The changes on the backend are delegated to the Admin, so I should be patient when major pricing changes or new products are added, but that waiting period will come with any product if your company is looking for standardization.

Recommendations to others considering the product

Apttus CPQ team is well to work with and they are great at work. Consultative and expert.

What business problems are you solving with the product? What benefits have you realized?

Time is money and a smooth quoting process also is my sanity. Apttus CPQ has saved me a lot of time and also a lot of patience. I used to get frustrated working out of Excel documents and manually putting numbers into my quotes. This is the perfect complement to what I sell.

Apttus review by David K.
David K.
Validated Reviewer
Review Source

"Great quote to cash platform for very complex environments"

What do you like best?

Our Apttus implementation is incredibly responsive to the user with a great user experience, much improved over our existing quoting tools. Administration of pricing is easy and we hope to make it even easier by taking advantage of X-Author for Excel to build an app than can be used by those with no Salesforce or Apttus administrative background. As a force.com native app, it provides much more power in reporting and consistency throughout the process and is a much needed improvement for our sellers.

What do you dislike?

So far there is very little not to like about Apttus, but one area that could be improved is the ability to migrate data and configurations between salesforce orgs seamlessly and efficiently.

Recommendations to others considering the product

I strongly recommend Apttus, especially if you are in a complex and demanding enterprise environment.

What business problems are you solving with the product? What benefits have you realized?

Apttus has done a great job in supporting our very complex environment. We have a very large and demanding sales force with a lot of very specific requirements for quoting. Apttus Professional Services has done a fantastic job in partnering with our team to deliver a solution that allows us to quote seamlessly across our entire, very large portfolio.

Apttus review by Abhishek S.
Abhishek S.
Validated Reviewer
Review Source

"Using Apttus CPQ"

What do you like best?

We created bundles, features and options completely on our own, and we don't have an IT department. We were up and running in a VERY short time.

What do you dislike?

Nothing that I dislike, team can work a bit on improving the performance a bit. Feature wise, it is rich enough to mould any sales requirement in system.

Recommendations to others considering the product

Also- you need to work on "sales tax". Otherwise, you guys are awesome !!

What business problems are you solving with the product? What benefits have you realized?

This makes quoting so simple. Our sales team can pump out quotes faster than they can enter in a new lead. Usin APttus CPQ, they were quoting from home. Before they had to work on excels and documents.

Apttus review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source

"Pioneer in the Industry. Best in terms of its standard. Lives to its reputation."

What do you like best?

What do you like best?

Implementation for Apttus is greatly helpful, easy and allows for easy configurations. Some configurations that clients require need great deal customization and the customer is always on the move to add new features in the CPQ engines or for the matter even into the contract life cycle system as well. Apttus has served its purpose for all these needs. I could hardly identify any feature that was not available in the Apttus system that could not address the customers needs.

The Flexibility among configuration and code and also integration with the markets other Cloud based leaders brings about a Paradigm change that Apttus gives us. This has not only improved the sales but also has greatly enhanced the time gaps.

Recommendations to others considering the product

I strongly recommend Apttus, especially if you are in a complex and demanding enterprise environment.

What business problems are you solving? What benefits have you realized?

Apttus has done a great job in supporting our very complex environment. We have a very large and demanding sales force with a lot of very specific requirements for quoting. Apttus Professional Services has done a fantastic job in partnering with our team to deliver a solution that allows us to quote seamlessly across our entire, very large portfolio.

What do you dislike?

There is not much to dislike with Apttus and I have used two other systems for CPQ as well. And Apttus is simply outstanding. The only complain that any one could get it Apttus the migration of Data i.e. records configured for Apttus. Its not entirely click path easy migration process and may have a minor complication to it.

Recommendations to others considering the product

Become platform independent.

What business problems are you solving with the product? What benefits have you realized?

Apttus has done a great job in supporting our very complex environment. The demand for expertise on Salesforce is ever growing and its hard to imagine a life with Salesforce with Apttus to make lives easy. We have a very large and demanding sales force with a lot of very specific requirements for quoting. Apttus Professional Services has done a fantastic job in partnering with our team to deliver a solution that allows us to quote seamlessly across our entire, very large portfolio.

Apttus review by Jacquealine C.
Jacquealine C.
Validated Reviewer
Review Source

"Apttus to the Rescue!!!"

What do you like best?

Apttus products are very user friendly and easy to use. All questions are always answered the same day. They take time to walk through the setup to ensure the product is setup for my individual use case.

What do you dislike?

the only thing that I dislike is the fact that I'm on the east coast and my Apttus team is on the West Coast. When I have an issue at 6 in the morning there are times when I have to wait till 11 for a response. Which isn't that bad because I always get a response.

Recommendations to others considering the product

I'd recommend this product 100% if your company is looking for quality, streamlining processes, transparency between all departments as well as getting teams to work proactively with each other. This product brings everything together.

What business problems are you solving with the product? What benefits have you realized?

We now have a more streamline process. As well as having an improved workflow and overall AE Satisfaction is using the product.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Challenging implementation due to some APTTUS CPQ limitations/features."

What do you like best?

I like that its links with SFDC and NetSuite. I also like the fact that it has helped streamline the approval process for discounts etc.

What do you dislike?

I dislike the fact that we no longer have sufficient configuration rules within the system. Its very simple for an inexperienced user to create a proposal that doesn't contain all of the necessary products which can ultimately lead to customer satisfaction issues and lost revenue.

The look and feel of the tool is quite dated and the cart view is particularly difficult to navigate, given that the slider to move left/right of the screen is stuck right at the bottom of the product list.

Recommendations to others considering the product

Try before you buy.

What business problems are you solving with the product? What benefits have you realized?

Our approval process is now far more streamlined - this is a big benefit.

All booking documentation now resides within the proposal and is easily accessible through SFDC.

Order booking is now far simpler.

Apttus review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Review Source

"Awesome Tool"

What do you like best?

The ease of use of Apttus CPQ is very essential. we need to create quotes to customers ASAP and APttus CPQ allows me to configure quotes in a quick manner with accuracy. Not to mention the flawless pricing and order management, it is a game changer in Quote to cash world. It like this tool

What do you dislike?

We have not run into anything that we dislike.

Recommendations to others considering the product

It helps our sales team select the right product and automatically determine the correct discount, that was previously a very complicated pricing matrix. Auto add product in the cart based on rules is really amazing feature.

What business problems are you solving with the product? What benefits have you realized?

Apttus CPQ has automated our quoting process eliminating typographical errors and errors in calculations, and has reduced the time to produce a quote from up to an hour, down to minutes per quote.

Apttus review by Antonio C.
Antonio C.
Validated Reviewer
Review Source

"Highly configurable quoting engine"

What do you like best?

We moved from using excel sheets to generating our quotes on salesforce. the tool provides a friendly and intuitive interface for our sales team to create their own quotes.

What do you dislike?

The configuration side could be a bit more friendly.

Once we loaded all our products, generating a report of our catalog was not so easy

Recommendations to others considering the product

Make sure you have a clearly define products and pricing list

Send more than one user in your team to be trained

What business problems are you solving with the product? What benefits have you realized?

Our quotes were created on a spread sheet and pricing was hard to maintain.

Apttus review by Amit P.
Amit P.
Validated Reviewer
Review Source

"Apttus CPQ review by a user"

What do you like best?

Simplicity, Online/Availability 24/7, Easy to use, User-friendly, Customizability, integration with CRM (Salesforce in our case)

What do you dislike?

I don't line the fact that I have to wait for page to get refreshed when we add order quantities. This may be specific to my company but its slows down quoting process. User Interface can be more user intuitive by changing colour schemes.

Recommendations to others considering the product

Go for it, you won't be disappointed

What business problems are you solving with the product? What benefits have you realized?

Quoting and Pricing for Customers and Partners. All Information stored in CRM rather then constantly updating Pricing in previous quoting tool and CRM that we use.

Benefits I have realized are as follows:

1. Accessible at any time, anywhere and using any device since its web-based

2. Real-time synchronization between CRM and Apptus

3. Data stored in centralized and on-line platforms

4. Easy to use and follow for Sales

Apttus review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"A great configurator and the best CPQ ever"

What do you like best?

Very user friendly and covers all possible Business needs.

It can handle multiple level of approvals.

The UI is very interactive and user friendly.

Highly reliable with different types of discounting.

What do you dislike?

Limited customisation features, can't edit codes.

Debugging is not possible.

Add more ways to write complex rules especially for manufacturing industry.

Recommendations to others considering the product

You will need to learn about this tool before implementing. Once well educated on this, you will be able to solve all CPQ related issues

What business problems are you solving with the product? What benefits have you realized?

I work on Advanced discount matrix implementation for one of our customers.

We implemented list price override functionality which was very feasible and reliable with the tool.

Following are the few benefits:

1. Configurable discount matrix setup

2. Setting up delegate approver setup for higher discount on matrix setup.

Apttus review by Alok G.
Alok G.
Validated Reviewer
Verified Current User
Review Source

"Awesome CPQ"

What do you like best?

Its a good intuitive app giving full blown CPQ functionality and allows you maximise your lead to cash cycle. This enables the agility, flexibility and comprehensiveness to your sales process.

What do you dislike?

Doesn't have extensive pricing funtionality that is most demanded often. Some of the UI components can not be changed.

Recommendations to others considering the product

Good product. Take demo. Try out for some time and see the difference.

What business problems are you solving with the product? What benefits have you realized?

Good CPQ solution that gives the best results after youe are done with opportunity creation. This has reduced the quote creation time by 60-70% in some scenarios for my customers.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Apttus Review"

What do you like best?

I think apptus is a pretty good product for quote configuration and contracting. I think it is easy to use for product configuration, following set configuration rules, discounting, and approval workflow.

What do you dislike?

There seems to be a good amount of times when we experience some issues with some of the skus not loading properly in Apptus. This could be an internal problem, but it happens too frequently for it to be likely. Overall there could be a few steps skipped or standardized to eliminate the time it takes to configure a product.

What business problems are you solving with the product? What benefits have you realized?

Apttus allows product and quote configuration, pricing, and discounting for our clients agreements.

Apttus review by Tom V. T.
Tom V. T.
Validated Reviewer
Review Source

"From Quote to Cash, making Sales EASY!"

What do you like best?

I love that Apttus makes my life easier by having templates with drop down fields that you can select, with built in logic that can calculate my proposals and discounts for me. No more errors and bad quotes!

What do you dislike?

You do lack the flexibility when doing complex and custom contracts. However, Apttus is great for standard templates and cookie cutter deals.

Recommendations to others considering the product

Would reccommend

What business problems are you solving with the product? What benefits have you realized?

I am in sales, and solving IT problems. I have realized the benefits of speed and velocity of closing more deals faster

Apttus review by Nutthawan P.
Nutthawan P.
Validated Reviewer
Review Source

"Salesforce Developer, System Analytics "

What do you like best?

CPQ for my Quotation, we implemented a lot in term complicated products for Quotation, Product Configuration.

What do you dislike?

The support time should be flexible, I am based in Bangkok but still a contact point for my case is in US, so there are many times that I need to join the meeting with different time zone.

What business problems are you solving with the product? What benefits have you realized?

We would like to implement a lot of price adjustment, with the help of Apttus we could work on complicated price adjustment as per our request.

Apttus review by User in Human Resources
User in Human Resources
Validated Reviewer
Review Source

"Apttus CPQ"

What do you like best?

I truly like the quoting and proposal tool. The tool is easy to use and produces a professional looking quotation quickly for a client's review and approval. I also like the contracting process; easy and fast.

What do you dislike?

Nothing really, the tool is great! It really has made a significant difference in turning around a quote for a client and speeds up the approval and contracting process.

Recommendations to others considering the product

Great tool to generate quotations easily and quickly with accurate pricing with no delays.

What business problems are you solving with the product? What benefits have you realized?

In the past the process was very manual and took time to obtain pricing. Now I have access to accurate pricing anytime. There is no longer a delay in obtaining pricing for clients.

Apttus review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Review Source

"Great when working "

What do you like best?

Apttus CPQ does an absolutely amazing job of configuring complex products. It has helped sales reps get quotes out the door much faster

What do you dislike?

it took a long time to deploy. Once it was up and running, things were great but without a lot of support we just didn't get what we needed in order to get things running.

What business problems are you solving with the product? What benefits have you realized?

Were much faster at quoting. We haven't gotten tied down in approvals or going back and forth on pricing, everything is laid out simply

Apttus review by Alyssa M.
Alyssa M.
Validated Reviewer
Verified Current User
Review Source

"Professional looking, easy to use, great for sales group"

What do you like best?

Contracts look much more professional, workflow is pre-configured, able to view approval steps and better customer experience

What do you dislike?

Approval processes can take longer than desired, this could be specific to our company as we recently rolled out and tweaks still need to be made

Recommendations to others considering the product

great tool, easy to use!

What business problems are you solving with the product? What benefits have you realized?

making sure pricing is approved by all the necessary internal parties, legal reviews centralized and providing a more professional looking contract for our clients

Apttus review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source

"I like Apttus CPQ solution very much"

What do you like best?

Very easy to install and integrate into salesforce.com. Can quickly and easily produce canned quotes.

We selected Apttus based on several key factors: Hosted in native Salesforce platform, highly configurable with a lot of strong out-of-the-box functionality.

What do you dislike?

The lightning pages takes long time to load compare of Visual force pages. This leads to bad user experience.

Recommendations to others considering the product

Yes, I highly recommend this product to others as there is no best solution available outside compare to Apttus CPQ.

What business problems are you solving with the product? What benefits have you realized?

Product, Quote and Agreement life cycle. Apttus CPQ has enabled our sales leadership to have confidence that quotes are properly configured per rules of product configuration parameters.

Apttus review by Internal Consultant in Computer Software
Internal Consultant in Computer Software
Validated Reviewer
Review Source

"Excellent CPQ tool to use"

What do you like best?

- Very nice CPQ functionality

- Easy to configure

- User friendly

- Awesome turnaround for cash to order'

- Great support team

- There are aweome drag and drop features

What do you dislike?

-Limited customization is allowed

- Too complex data model to understand

- Need to adjust existing implementation as per Apptus

- There are too may complex features which need training

- Should have inbuilt training for the priduct

guidedd tour features is missing

Recommendations to others considering the product

Apptus eSales is A GREAT SUITE TO USE. IT NOt only give a classic hands on for CPQ but also gives a great flexibility to configure the prodcuts in real time, change it in a neak time and use very efficently. I would definitely recommned the product

What business problems are you solving with the product? What benefits have you realized?

- We are solving a greater cash to order problem where complete configuration, pricie and quotation needs to be implemented. We need to create various templates for quaotations and different workflow rules to spread across various sales channels

Apttus review by Cameron G.
Cameron G.
Validated Reviewer
Review Source

"Apptus CPQ (Positive)"

What do you like best?

I like the functionality and features compared to others I have used. It is really great for organizing and strategic planning.

What do you dislike?

I dislike the few complex features that make it hard to collaborate and teach others.

What business problems are you solving with the product? What benefits have you realized?

I am solving business problems of increasing and improving efficiency within the company.

Apttus review by Anush L.
Anush L.
Validated Reviewer
Review Source

"Great CPQ Solution"

What do you like best?

Pricing Rule Configuration, Bundling and Constraint Rules. Features to tackle complex configurations, native to Salesforce.

What do you dislike?

Performance definitely needs improvement. Addition of products on catalog page (with constraint rules) and pricing with large configurations could cause significant loading time.

What business problems are you solving with the product? What benefits have you realized?

Drive sales process efficiency and provide a self service tool to Sales Users/Deal Desk for faster and accurate quoting.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Good CPQ Tool"

What do you like best?

1) ease of use

2) ease to manage rules

3) configurable UI

4) CRM integration (both Salesforce and Dynamics)

In addition to the above, it has increased efficiency within my organization

What do you dislike?

The main advice is to train your users and technical staff early. It will take some learning to implement and use this product most effectively.

What business problems are you solving with the product? What benefits have you realized?

Apttus CPQ is used throughout our organization - Sales, Finance, Operations, etc. Although each department has different needs, the benefit that I see from this is enhanced reporting. I am able to create better product-level reports by customer, industry and revenue.

Apttus review by Julie H.
Julie H.
Validated Reviewer
Review Source

"Great functionality"

What do you like best?

the visibility to track data and see the results

What do you dislike?

our team constantly experiences bugs with the tool. the customization is also hard to learn independently

Recommendations to others considering the product

be sure to hire a capable implementation team to get the full use from the tool setup

What business problems are you solving with the product? What benefits have you realized?

allowing our end user to have full end to end quoting tool

Apttus review by Trish B.
Trish B.
Validated Reviewer
Review Source

"X-author A true time saver!"

What do you like best?

We are just beginning to use X-author and already the time saving is tremendous. We have only built a few of our own apps so far and needed help with a more complex one. If you do not have a lot of customizations then writing apps is a breeze; custom objects can make it a bit more challenging. We are looking forward to using this tool across all users.

What do you dislike?

some learning curve on creating the templates

What business problems are you solving with the product? What benefits have you realized?

mass updating dates and stages in salesforce

Apttus review by Jennifer H.
Jennifer H.
Validated Reviewer
Review Source

"Great function with easy interface"

What do you like best?

It'is great to see an application that is so highly configurable. This will simplify the business processes for Configuring vehicles.

What do you dislike?

Still trying to figure out the pricing pieces and how easy it will be for us.

Recommendations to others considering the product

Be prepared with data and training.

What business problems are you solving with the product? What benefits have you realized?

We didn't have a cloud based solution that worked with Salesforce.

Apttus review by Robert W.
Robert W.
Validated Reviewer
Review Source

"Configuring and Pricing"

What do you like best?

The AngularJs UI is beautiful to look at.

What do you dislike?

Configuring a product directly doesn't mesh well with the angular UI. It still has the old UI look which detracts from the astechteic.

What business problems are you solving with the product? What benefits have you realized?

Organization of our Skus and integration with our product database, to give our users an easy method for configuring deals.

Apttus review by Laurie T.
Laurie T.
Validated Reviewer
Verified Current User
Review Source

"New to APTTUS...great Support"

What do you like best?

The Support I have received as a new user to APTTUS is terrific.

What do you dislike?

Documentation is not the greatest, especially for a new user like myself. Fortunately the support frequently makes up for it.

Recommendations to others considering the product

Lots of bells and whistles, put them all to work for you.

What business problems are you solving with the product? What benefits have you realized?

quoting and Producing Agreements

Apttus review by Jennae C.
Jennae C.
Validated Reviewer
Review Source

"it works but is slow"

What do you like best?

it helps avoid using complex math by hand and risking human error

What do you dislike?

it lags when creating quotes and using the tool

Recommendations to others considering the product

make sure it is implemented correctly in your environment

What business problems are you solving with the product? What benefits have you realized?

streamlining the quote to cash process

Apttus review by Joey S.
Joey S.
Validated Reviewer
Review Source

"Good option for CPQ"

What do you like best?

I like that it works well within Salesforce.

What do you dislike?

It seems that use adoption in our organization has been slow. Certain aspects are not intuitive.

What business problems are you solving with the product? What benefits have you realized?

We needed an easier way to get quote/orders out to our clients. Apttus was a good solution to build quotes in conjunction with the tools we already had (Salesforce, Docusign).

Apttus review by User in Computer & Network Security
User in Computer & Network Security
Validated Reviewer
Verified Current User
Review Source

"nice user interface"

What do you like best?

I like that this tool is embedded inside Salesforce

What do you dislike?

After creating the quote you have to click reprice and then finalize and the larger the quote the longer it takes to download which can consume a lot time

Recommendations to others considering the product

make sure that it meets your business needs. for a renewals team we needed more visibility into certain features and it currently does meet the expectations

What business problems are you solving with the product? What benefits have you realized?

Renewing customer on time. Providing a quote through salesforece has saved me time and increased productivity

Apttus review by Consultant
Consultant
Validated Reviewer
Review Source

"Has a lot of features but difficult to customize to match our needs"

What do you like best?

Powerful features such as contract lifecycle management. Email responses to get approvals works perfect.

What do you dislike?

Salesforce limitations impact full automation of the contract lifecycle process. Adoption of Apptus requires a lot of handholding and further customization of an initial implementation. Hence, be mindful of bearing additional costs on making this tool robust.

Recommendations to others considering the product

Be prepared for a journey while implementing Apttus. Good preparation on To-be state helps...

What business problems are you solving with the product? What benefits have you realized?

Contract lifecycle automation through enabling workflows

Apttus review by Cris V.
Cris V.
Validated Reviewer
Review Source

"Apttus CPQ Rocks!"

What do you like best?

The only 100% native solution on salesforce that offers the whole Quote-to-Cash solution on salesforce.

What do you dislike?

There are no issues with our company right now about the Apttus solution, it does everything that we need and was very easy to implement and has 100% user adoption

Recommendations to others considering the product

If you want a Quote-To-Cash solution all on salesforce, this is the way to go

What business problems are you solving with the product? What benefits have you realized?

we had a very manual process, everything was done in excel but they also have X-author which bridges the gap of salesforce and Excel

Apttus review by Lizy F.
Lizy F.
Validated Reviewer
Review Source

"Love Apttus CPQ"

What do you like best?

I love the integrated CLM with CPQ. I would love to be able to introduce MAX to our organization.

What do you dislike?

I have not found anything I don't like. I do think the pricing could be a little better.

What business problems are you solving with the product? What benefits have you realized?

Full life cycle QTC

Apttus review by User in Internet
User in Internet
Validated Reviewer
Verified Current User
Review Source

"Simple and easy to flow through"

What do you like best?

Simple and easy to flow through. Easy to add products and configure,

What do you dislike?

Could be a little faster. Page loads take some time and the recalc is a bit slow.

What business problems are you solving with the product? What benefits have you realized?

Sales CPQ

Apttus review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Verified Current User
Review Source

"CPQ that makes end user's life easier"

What do you like best?

it's robust features which allow us to configure the most complex products in the contact center business which in turn gives the complete control of quote to order process.

What do you dislike?

1. Apttus doesn't allow us to expand more on the Sales force standard objects

What business problems are you solving with the product? What benefits have you realized?

The best thing about Apttus CPQ is it handles the most complex pricing combinations, it acts as a centralized location for all the sell-able products , pricing which can be updated and maintained very easily.

Apttus review by Administrator in Internet
Administrator in Internet
Validated Reviewer
Review Source

"Apttus CPQ - A Robust Solution"

What do you like best?

Apttus provided a customized solution to meet our unique quoting requirements. It was an easy implementation process. Great product to work on. The product is feature rich.

What do you dislike?

Nothing everything seems to work well from start to finish.

Recommendations to others considering the product

Yes. Please use Apttus CPQ to solve your complex problems.

What business problems are you solving with the product? What benefits have you realized?

We have a complex structure for creating quotes based on multiple products but Apttus CPQ makes it much simpler to do pricing and have it all integrated into salesforce.

Apttus review by Patrice M.
Patrice M.
Validated Reviewer
Review Source

"Innovative and Practical Tool"

What do you like best?

This tool has a focus on being P

rocess oriented

What do you dislike?

Seems like you must get the configuration right from the very beginning.

Recommendations to others considering the product

Read the book!

What business problems are you solving with the product? What benefits have you realized?

Order and organization are improved. Frees up time to spend with customers.

Apttus review by Mat B.
Mat B.
Validated Reviewer
Review Source

"I now have the ability to have self-control and turnaround customer quotations efficiently. "

What do you like best?

I now have the ability to have self-control and turnaround customer quotations efficiently.

What do you dislike?

A key challenge is in ensuring the customer data fed in to the system is correct. This could be an internal issue.

What business problems are you solving with the product? What benefits have you realized?

Prior to Apttus, towards the end of business quarters there was often a long delay in turning around customer quotations however now I can personally action them when required and not rely upon others.

Apttus review by Internal Consultant in Information Technology and Services
Internal Consultant in Information Technology and Services
Validated Reviewer
Review Source

"Completely happy with the CPQ product"

What do you like best?

The way Apttus CPQ works with complex products and pricing structures

What do you dislike?

There are no complaints so far and the product is working fantastic

Recommendations to others considering the product

It is one of the best CPQ tool out there in the market and very easy to implement and very flexible for new changes

What business problems are you solving with the product? What benefits have you realized?

We have configured our entire products, Pricing and Quote functionality using Apttus CPQ and it is helping us in easily modify the structures on the fly

Apttus review by User in Computer & Network Security
User in Computer & Network Security
Validated Reviewer
Review Source

"Tool is slow and cumbersome"

What do you like best?

Conceptually it's a fantastic idea and much easier that creating excel proposals.

What do you dislike?

The responsiveness of the application is very slow and painful, wastes a lot of my valuable time when refreshing selections and creating quotes. The quoting process takes twice as long as our previous excel method.

Recommendations to others considering the product

If you want happy productive sales people, carefully review this product before implementing. Sales is the life blood of your organization, it's in everyones best interest that they spend more time selling and less time using cumbersome tools like Aptus and other unnecessary processes that result in decreased productivity/revenue.

What business problems are you solving with the product? What benefits have you realized?

Consolidating quotes/proposals into a streamlined and integrated process within Salesforce.

Apttus review by Jill M.
Jill M.
Validated Reviewer
Review Source

"Flexibility for Sales"

What do you like best?

Ability to quote stand alone & bundled products. Supports multi currencies

What do you dislike?

We have over customized the application and now a lot is out of the box

Recommendations to others considering the product

Very powerful tool

What business problems are you solving with the product? What benefits have you realized?

Opportunity/ Revenue and Forecasting visibility

Apttus review by Administrator in Automotive
Administrator in Automotive
Validated Reviewer
Review Source

"Full featured CPQ"

What do you like best?

It has all the features you need to config a full system. The native salesforce makes it a great option for salesforcw users.

What do you dislike?

The complexity makes it something you cant just know salesforce and "get it" you will need training. Also the risk they are starting to talk about Oracle and Dynamics but it could pull focus off native salesforce.

What business problems are you solving with the product? What benefits have you realized?

We see this as additive and an new tool for sales.

Apttus review by Carla P.
Carla P.
Validated Reviewer
Review Source

"Apptus for quoting"

What do you like best?

the catalogue of products easily visible and it is straight forward tool on how to price and quote..i like the automation in that just wish it was a little more flexible

What do you dislike?

the rigidity in making modifications to quotes and the time it takes to input any pricing differences..also the integration with salesforce is quirky.

Recommendations to others considering the product

n/a

What business problems are you solving with the product? What benefits have you realized?

i make quotes for customers using apptus..

Apttus review by Administrator in Hospital & Health Care
Administrator in Hospital & Health Care
Validated Reviewer
Verified Current User
Review Source

"Provides Flexible Product and Pricing Configuration"

What do you like best?

Apttus CPQ being native to salesforce allowed us to leverage skills we already had in house. The product and pricing methodologies have allowed us to push the adminsitration of those processes closer to end users. This has given us tremendous flexibility and responsiveness to changing markets.

What do you dislike?

The UI of early releases of CPQ was clunky. Apttus has turned that around. Documentation tends to be minimalistic and assumes mid-level knowledge.

Recommendations to others considering the product

Match your business processes to out of the box functionality of Apttus CPQ. Rely on Apttus Expert Services to help you understand best practices and adhere to them as much as possible,

What business problems are you solving with the product? What benefits have you realized?

We are using CPQ to lay a foundation for our quote to cash initiative. We also use Apttus CLM. The data from the quote will feed to contracting, revenue management, and invoicing. Apttus CPQ has tamed our wild-west quoting and allowed us to have more consistent pricing and quoting.

Apttus review by Consultant in Internet
Consultant in Internet
Validated Reviewer
Verified Current User
Review Source

"CPQ implementation"

What do you like best?

1. Working hand in hand with Apttus from day one during our CPQ Implementation

2. Support structure / setup was evident from day 1

3. Daily calls to view clarification items

4. Excellent resources from Apttus who knew their stuff

What do you dislike?

Nothing really, with any project there will be only be teething problems.

Recommendations to others considering the product

Sound product with excellent integration with SForce

What business problems are you solving with the product? What benefits have you realized?

In house expertise around CPQ and SalesForce integration

Apttus review by Consultant in Management Consulting
Consultant in Management Consulting
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"The best CPQ available"

What do you like best?

Customizable catalog, product selection controls, ease to setup pricing, highly customizable approval processes, bundling, user price mod control, ease of moving from quote to agreement, cart

What do you dislike?

Not easy if solution doesn't meeting "out of the box" functionality; moving through the cart can be slow; deprecated pieces still exist; promised functionality does not exist or work as expected; terrible support; expensive

Recommendations to others considering the product

If you can fit within their very tight flow, this product is perfect.

What business problems are you solving with the product? What benefits have you realized?

product selection and controls for Sales department

Able to administratively update pricing rules, approvers, and products without the use of coding (faster correction time)

Apttus review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Great product "

What do you like best?

I use this product everyday and love it. It makes my job so much easier and keeps things organized

What do you dislike?

Nothing. I love everything about it love it love it

Recommendations to others considering the product

Definately use them give it a shot. I loved it when my company used it easy to use.

What business problems are you solving with the product? What benefits have you realized?

Organized all of my

Data

Apttus review by Consultant
Consultant
Validated Reviewer
Verified Current User
Review Source

"Loved using Apptus for our SFDC Pricing approval engine"

What do you like best?

Very easy to use and powerful application

What do you dislike?

Additional customizations are possible with complex coding

Recommendations to others considering the product

Its a great application to empower your Sales and other parts of the business through very simple integration

What business problems are you solving with the product? What benefits have you realized?

Deal approval engine that works with opportunities in Salesforce. Reduces lot of manual work/emails and enables easier reporting.

Apttus review by Internal Consultant in Computer Software
Internal Consultant in Computer Software
Validated Reviewer
Review Source

"Slow, clunky and often misleading"

What do you like best?

Salesforce integration, auto-quote generation features

What do you dislike?

Apptus seems incredibly slow to calculate the quotes. So much time is lost waiting for the tool to move to the next step or to perform calculations. Generally i find the interface very un-intuitive and difficult to use, and am often getting lost and have to ask for additional assistance from colleagues who have more knowledge of the tool. If Apptus was designed well, then this should not be the case.

What business problems are you solving with the product? What benefits have you realized?

We use Apptus to general quotes for customers.

Apttus review by Executive Sponsor in Business Supplies and Equipment
Executive Sponsor in Business Supplies and Equipment
Validated Reviewer
Review Source

"COOL CPQ"

What do you like best?

Simplicity of the product and easy to implement on time implementation with the prpofessional services team. their implementation team is good and knows our process

What do you dislike?

nothing in particular Professional services RE GREt. Swift to support new features and implement based on our business rules and customization and specific requirements of the client

Recommendations to others considering the product

Yes

What business problems are you solving with the product? What benefits have you realized?

Quote to Cash process. We are looking forward to get an ROI.

OUr sales process is compliacted and have many ways of selling same things hopefully this CPQ process withh standaarize the selling and quoting

Apttus review by Marisa S.
Marisa S.
Validated Reviewer
Review Source

"As we become more familiar it is becoming easier to use. Still complex to administer."

What do you like best?

The ability to produce a quote is simple and easy for the end user.

What do you dislike?

Somewhat difficult to manage different templates for different quote scenarios that we have.

Recommendations to others considering the product

Document requirements in detail and test heavily. Some of the administrative functions are not very easy to grasp and there are many pieces that have to be remembered. I wish that Apttus had an Admin 101 certification and an Admin 201 certification like Salesforce does.

What business problems are you solving with the product? What benefits have you realized?

The ability to produce a quote for complex business requirements that make it easy for the end user sales rep. We like the way the quote is automatically saved to the quote layout and integrates seamlessly into our approval processes.

Apttus review by Depan M.
Depan M.
Validated Reviewer
Review Source

"Recentky started using"

What do you like best?

The ease of the tool, very quick to use when you understand what you are doing, good at creating the draft quote.

What do you dislike?

When changing currency i need to delete the quote and start again

Recommendations to others considering the product

N/A

What business problems are you solving with the product? What benefits have you realized?

I can quote myself without asking the pricing team

Apttus review by Consultant in Internet
Consultant in Internet
Validated Reviewer
Review Source

"Its the best CPQ tool in the market which can intricat with bot Microsoft Dynamics and salesforce. "

What do you like best?

I will say the pricing mechanism and the advance approval is the best.

What do you dislike?

Some time its slow as per the performance issue.

What business problems are you solving with the product? What benefits have you realized?

For any e-commerce business the most impotent is pricing and product management which sales and customer solving issue at the same time Apttus CPQ does all of it at the same time with salesforce.

Apttus review by User in Internet
User in Internet
Validated Reviewer
Verified Current User
Review Source

"Overall, wouldn't recommend"

What do you like best?

Integration with Salesforce.com is the best part.

What do you dislike?

Not a lot! Great tool for all your CPQ needs.

Recommendations to others considering the product

I wouldn't recommend it. It's buggy and almost always errors out. I have to rebuild the same quote over and over again.

What business problems are you solving with the product? What benefits have you realized?

Sending out quotes, faster

Apttus review by Marco F.
Marco F.
Validated Reviewer
Verified Current User
Review Source

"good product "

What do you like best?

good product and totally integrated with salesforce

What do you dislike?

nothing to write in this moment and after

What business problems are you solving with the product? What benefits have you realized?

CPQ and CLM managment

Apttus review by Internal Consultant in Information Technology and Services
Internal Consultant in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Apttus CPQ rocks!"

What do you like best?

Apttus CPQ is an excellent, readily adaptable product enabling implementation of complex configuration and pricing rules. It is also a seamlessly integrated part of a broader end-end quote to cash product portfolio.

What do you dislike?

I have no significant regrets other than we didn't adopt Apttus CPQ even earlier than we did. The product has already positively impacted our business process and results.

Recommendations to others considering the product

Move forward confidently.

What business problems are you solving with the product? What benefits have you realized?

Configuration Pricing and Quoting, integrated with external pricing, deal management and contracts.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Sales tools that are useful"

What do you like best?

Ease of use. It allows you to create a quote that is cirtually error free and auto fills in areas for us

What do you dislike?

Cannot do add on type deals on it. We can onlybuse it for net new deals and not use it for upgrades.

What business problems are you solving with the product? What benefits have you realized?

Makes for error free quotes. Also auto fills in our info definite time saver

Apttus review by Executive Sponsor in Hospital & Health Care
Executive Sponsor in Hospital & Health Care
Validated Reviewer
Review Source

"Accurate and Efficient; Five-Star Service"

What do you like best?

Accurate price quotes, creating professional pricing documentation, streamline quoting process, capture and send data as needed in Salesforce. Support from Apttus has been five-star service quality!

What do you dislike?

There is a learning curve and if you have an extensive or complex pricing model it can take some time to setup and configure; luckily there is a company walking alongside you willing to help.

Recommendations to others considering the product

Plan to build CPQ and Business Processes/Workflows together; the interaction between CPQ and the rest of your business can be seamless if integrated properly. CPQ will allow for accurate quoting, even with complex pricing models.

What business problems are you solving with the product? What benefits have you realized?

Apttus CPQ has been very good at meeting our needs. We initially went-live solely to product accurate quoting documents and are now in the process of utilizing all of the rest of the enhancements in order to get better data flowing downstream and incorporate CPQ as part of a complete Quote To Cash system

Apttus review by User in Internet
User in Internet
Validated Reviewer
Review Source

"Daily user of Apttus"

What do you like best?

I like the easy building of a quote similar to user experiences I am familar with like e-commerce shopping.

What do you dislike?

There isn't much I dislike but sometimes the speed can be an issue.

What business problems are you solving with the product? What benefits have you realized?

The ability to build a quote has become much easier. I am able to get a more accurate pricing in real time for my customers.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Widely used tool for sales"

What do you like best?

Easy to use once you get some training under your belt

What do you dislike?

Not user friendly at first, but then you get the hang of it once you use it a few times. Sometimes quotes dont come out right

What business problems are you solving with the product? What benefits have you realized?

Getting quotes for customers

Apttus review by Xi X.
Xi X.
Validated Reviewer
Verified Current User
Review Source

"Apptus is a amazing CPQ tool"

What do you like best?

Quoting, a suite of full functions to make bidding happen, easy to use

What do you dislike?

configure is not as powerful as other leading industry tools. Need to see what they will be in the future

What business problems are you solving with the product? What benefits have you realized?

a CPQ tool

Apttus review by Internal Consultant in Computer Software
Internal Consultant in Computer Software
Validated Reviewer
Review Source

"Very easy to use"

What do you like best?

The Quote-to-Cash process is so awesome and best of the market, I highly recommend.

What do you dislike?

Very hard to say, what not to like about this process, it is very well "Quote-to-Cash process "

What business problems are you solving with the product? What benefits have you realized?

It is very straight forward; it is easy to solve complex quoting and configuration processes.

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Best in class- Easy to use! "

What do you like best?

The Approval Package has the best features and is easy to configure

What do you dislike?

There are a few restrictions if your business needs are different from the core product

What business problems are you solving with the product? What benefits have you realized?

We are solving advanced discounting matrix. Our approval process is now automated and highly configurable based on our wide range of matrix.

Apttus review by Administrator in Computer & Network Security
Administrator in Computer & Network Security
Validated Reviewer
Review Source

"Apttus Admin"

What do you like best?

The team are very professional and have great experience and awareness of customer needs and expectations.

What do you dislike?

Different teams working on different time zones.

Recommendations to others considering the product

Very professional company with a solutions for all areas of CPQ

What business problems are you solving with the product? What benefits have you realized?

I am not involved with the CPQ side of the Apttus program.

Apttus review by Administrator in Medical Devices
Administrator in Medical Devices
Validated Reviewer
Verified Current User
Review Source

"1 year in"

What do you like best?

Shopping cart, configuration, effective UI

What do you dislike?

Newer company, growing company. comes with some unorganziation

Recommendations to others considering the product

Strong MDM Strategy prior to implementation

What business problems are you solving with the product? What benefits have you realized?

Quoting and proposal managment

Apttus review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Very clunky - ended up going manual. "

What do you like best?

I liked it for simple transactional order forms.

What do you dislike?

It was not easy to make edits to your contract if you needed to add terms

Recommendations to others considering the product

Test out your more complicated deals

What business problems are you solving with the product? What benefits have you realized?

Efficiency with contract creation

Kate from G2 Crowd

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* We monitor all Apttus CPQ reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.