What users are saying about
Top Rated
42 Ratings
18 Ratings
Top Rated
42 Ratings
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Score 7.2 out of 101
18 Ratings
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Score 7.4 out of 101

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Likelihood to Recommend

Apttus

I would not recommend this product to anyone. This product is hard to manage, requires development in house which becomes expensive. The tool itself is extremely expensive for the features it delivers. And ultimately, the sales "bait and Switch" will occur on you, which will require you to buy more licenses or add-ins that were not planned on to get the desired feature set.
No photo available

Octiv

Octiv is particularly useful in situations where your key solutions can be boiler plated while still adding some room for customization. If your proposals need to be completely custom for every client, you likely will be frustrated with the editing interface.
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Feature Rating Comparison

CPQ

Apttus
6.5
Octiv
Quote sharing/sending
Apttus
7.0
Octiv
Product configuration
Apttus
6.6
Octiv
Configuration options
Apttus
7.0
Octiv
Pricing rules
Apttus
7.0
Octiv
Price adjustment
Apttus
6.8
Octiv
Purchase history and open contracts
Apttus
6.0
Octiv
Guided selling/Sales portal
Apttus
5.1
Octiv
CPQ reporting & analytics
Apttus
5.6
Octiv
CPQ-CRM integration
Apttus
7.6
Octiv
Attachments to quotes
Apttus
5.8
Octiv

Pros

  • The perceived power strength is that it is supposed to contain CPQ, Contract Management, Document generation and template manipulation, and cash/invoice process all in one wrapped package.
  • It was developed on the Force.com platform.
  • They provide multiple releases of their product per year.
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  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr profile photo

Cons

  • The configuration of this product in terms of setting it up for users, requires a developer. The sales process tells you that it is built on the Force.com platform and an admin can configure it, however, this is not true. It required Visual Force and APEX configuration to make it work for the users.
  • Upgrading to the next version of the product also requires developers involved. It is not a simply managed package to be downloaded and updated, it requires post-upgrade development to return it to users for testing.
  • The Contract management module is not very robust. It is essentially a separate object that just houses the physical document and you can put "Send Email" buttons and apply an approval process to it, however it is not a contract management tool in the sense of managing document versioning and redlining. Negotiations just occur in word like they normally do.
  • Misleading Template builder "included." To get templates, and contracts you need to buy the add-in to those modules which you've already purchased called "X-Author." The plug-in allows you to edit templates and manage some redlines, but it's cost prohibitive as it costs as much as a user license to the product itself.
  • Expensive. When we compared a license of this product vs the license to salesforce itself, Apttus, with standard modules, costs double the price of a normal Salesforce seat license.
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  • The editing tool which runs the platform is not very user-friendly, so sometimes it's frustrating to make custom wording or formatting changes to a proposal.
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Likelihood to Renew

Apttus10.0
Based on 9 answers
The rating is based on several things:1) Ongoing support requirements being able to be addressed by cross training existing Salesforce administrators2) Apttus superior corporate vision for the quote to cash space3) Apttus execution of the corporate vision with automated agents (Max), and Artificial Intelligence/Machine Learning offerings to leverage the investment in Configure Price Quote4) Apttus corporate health and investment in the product line
Jack Borland profile photo
Octiv4.8
Based on 2 answers
We already renewed and expanded the offering with CRM integration.
Douglas Karr profile photo

Usability

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
Octiv8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr profile photo

Reliability and Availability

Apttus10.0
Based on 2 answers
I have not heard of any issue
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No score
No answers yet
No answers on this topic

Support

Apttus8.0
Based on 2 answers
Tier1/tier 2 support can only handle native functionality. Customizations have to be escalated to developers which aren’t included in the support program.

I go ahead and copy the people I directly worked with on implementation for assistance. I would rate them an 8 for support assistance.
No photo available
No score
No answers yet
No answers on this topic

Online Training

Apttus7.0
Based on 1 answer
We attended 5 hours worth of webinars early on.

We had to understand how objects worked to figure out how to structure our data.

I would have liked more in-depth training but it would have been an additional cost
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No score
No answers yet
No answers on this topic

Implementation

Apttus1.0
Based on 3 answers
Be iterative. Take the opportunity to build a catalog based on how Apttus works well. Learn the tool yourself or use an SI. Take the time to build a configuration / pricing migration tool with X-Author for Excel or roll your own. Stick with OOTB Apttus as any customization will cost you every time a new version is released
Stryder Thompkins profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

At the time of selection, we assessed other configuration tools to include Selectica and Big Machine. We decided on Apttus because of it configuration flexibility and the fact that it was built on the Salesforce.com platform. That allowed us to configure and customize for our specific use case. It also gave us other capabilities such as integration to the CRM and ability to generate reports and dashboards
King Ou profile photo
They are all the same at the end. Online digital proposal and sign tool. Pulls from products from Salesforce. Opportunity is closed as "won" when the SOW is accepted. My only other experience with these types of tools is SFDC CPQ and it seems very similar. CPQ offered less formatting which was nice, whereas with Octiv there are a lot more customizations you can make.
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Return on Investment

  • It's helped reps be more efficient and respond faster to customer requests
  • It's definitely helped sales ops and support.
Alejandro A. Cabral profile photo
  • Our sales proposals are more customized and professional while taking less time to complete.
No photo available

Screenshots

Pricing Details

Apttus

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Octiv

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details