What users are saying about

Apttus

Top Rated
39 Ratings

Octiv

18 Ratings

Apttus

Top Rated
39 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.4 out of 101

Octiv

18 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.3 out of 101

Add comparison

Likelihood to Recommend

Apttus

For any organization that runs standard or non-standard sales cycles Apttus is a great fit. If you're an organization that requires heavy involvement for approvals from finance, legal or executives, having Apttus CPQ streamlines your process and ensures that you are able to deliver both accurate and timely quotes as well contracts. Additionally, partnering with Apttus will help you identify and shore up gaps in your current process.
Matt Amundson profile photo

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.
No photo available

Feature Rating Comparison

CPQ

Apttus
6.6
Octiv
Quote sharing/sending
Apttus
7.1
Octiv
Product configuration
Apttus
6.7
Octiv
Configuration options
Apttus
7.1
Octiv
Pricing rules
Apttus
7.1
Octiv
Price adjustment
Apttus
6.9
Octiv
Purchase history and open contracts
Apttus
6.1
Octiv
Guided selling/Sales portal
Apttus
5.2
Octiv
CPQ reporting & analytics
Apttus
5.7
Octiv
CPQ-CRM integration
Apttus
7.6
Octiv
Attachments to quotes
Apttus
5.9
Octiv

Pros

  • Very good at complex pricing and situations. Pricing can be related (% of another value), based on an attribute, Tiered, or done with formulas. It also has the ability to bundle and use options.
  • Two great tools in the Apttus toolbox are X-Author and Intelligent workflows for approvals
  • Flexibility for multiple use cases for pricing
No photo available
  • I appreciate the flexible options for adding branded art, content, and pages to proposals, which helps to customize without spending hours doing so.
  • Managing the sales proposal through the cloud eliminates the need for re-sending proposal files each time it needs updating.
  • Electronic acceptance of sales proposal cuts down on administrative time.
No photo available

Cons

  • Develop a mobile application that synchs with SFDC DBA and runs independently.
  • Advanced approval config is a chore and should be easier.
No photo available
  • Product knowledge. Everytime we get on the call with our rep, she never knows the answers to our questions and has to follow-up.
  • Service. We've found that many times our rep is unresponsive.
  • Customizing templates takes a lot of time and knowledge. They should create an easier way to have the platform easier to learn.
No photo available

Likelihood to Renew

Apttus10.0
Based on 9 answers
The business is not seeing the value and we are not ready to use the features.

We will likely switch back to native Salesforce.com and customize it to meet our needs or find a smaller vendor
No photo available
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
No photo available
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
No photo available
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

X-Author is simply more powerful. I truly believe my biggest hurdle is my own imagination
John Graf profile photo
Software as a service was essential. We wanted to be able to manage all assets centrally without having to go back and forth with documents.
Douglas Karr profile photo

Return on Investment

  • Generated more than 12,000 quotes since we installed 3 years ago. Related to >164MM in deal bookings.
  • Training is not straight-forward as each instance is different. So, having a tools ops person to understand the deep offering is important.
No photo available
  • 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