What users are saying about
Top Rated
41 Ratings
3 Ratings
Top Rated
41 Ratings
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Score 7 out of 101
3 Ratings
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Score 8.3 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

Proposable

It is a great solution for small to medium-sized businesses. It is fairly customizable, and their support team has been great to work with us. They have helped us build some custom workflows to push a customer straight to a credit card page once they sign the proposal. This has really helped increase conversions when signing on a new customer.
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Feature Rating Comparison

CPQ

Apttus
6.5
Proposable
Quote sharing/sending
Apttus
7.1
Proposable
Product configuration
Apttus
6.6
Proposable
Configuration options
Apttus
7.1
Proposable
Pricing rules
Apttus
7.1
Proposable
Price adjustment
Apttus
6.8
Proposable
Purchase history and open contracts
Apttus
6.0
Proposable
Guided selling/Sales portal
Apttus
5.1
Proposable
CPQ reporting & analytics
Apttus
5.7
Proposable
CPQ-CRM integration
Apttus
7.6
Proposable
Attachments to quotes
Apttus
5.8
Proposable

Proposal Creation & Organization

Apttus
Proposable
8.2
Proposal branding
Apttus
Proposable
9.3
Proposal templates
Apttus
Proposable
8.7
Proposal content library updates
Apttus
Proposable
7.7
Guided proposal creation
Apttus
Proposable
7.0
Searchable proposal database
Apttus
Proposable
8.5

Proposal Collaboration & Workflow

Apttus
Proposable
8.5
RFP management & response
Apttus
Proposable
10.0
Proposal collaboration & approval
Apttus
Proposable
9.0
User permissions/proposal editing controls
Apttus
Proposable
7.3
Sales proposal workflow
Apttus
Proposable
8.7
Proposal automation user interface
Apttus
Proposable
7.5

Proposal Delivery

Apttus
Proposable
7.8
Proposal distribution
Apttus
Proposable
7.3
Interactive proposals
Apttus
Proposable
9.0
Proposal content tracking
Apttus
Proposable
7.0

Pros

  • Fully integrated with Salesforce.com. Allows for the seamless update of all objects on the SFDC platform. As primary quotes are updated, so to are the opportunities.
  • Supports integration with Avalara for Sales Tax and Docusign for E-Signature.
  • Supports the quoting of product that requires customization that results in a dynamic cost, MSRP and customer price.
  • Significant amount of R&D is being invested in to the platform. Many of the items on our wish list have already been incorporated as a standard feature or on the near term roadmap.
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  • Very professional
  • Easy to navigate and use
  • Easy to edit and draw up new proposals
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Cons

  • As a SAAS solution with a large amount of R&D being invested, there is functionality that is becoming standard in the platform that previously would have required some customer customization. The incorporation of the standard functionality will require regression testing and migration off of custom code. In the long term this is a positive, but in the short term does create some overhead with testing.
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  • Notifies you that a proposal has been viewed when sent in a text message
  • Can be difficult at times
  • It will occasionally go down, but one for a minute or two
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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
No score
No answers yet
No answers on this topic

Usability

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
No score
No answers yet
No answers on this topic

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

Apttus had the best SFDC integration (force.com native) which was by far the biggest point. It also had key showcase customers and ample rules / pricing features for our use cases. Asset - based inclusion rules was a big positive. We were concerned with the business models of the competitors (this was pre-Oracle acquisition of BM)
Stryder Thompkins profile photo
I have never used a different platform for proposals. To be honest, I have had the most positive experience I could ask for. I will never use another proposal software. If I ever start my own business or am a decision maker, I will 100% choose to use Proposable. I couldn't ask for a better software.
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Return on Investment

  • We definitely are able to more smoothly generate a professional quote and get it out the door. This is a big plus.
  • We have had push back from staff that used the worksheet because they don't like the rules that keep them from quoting things they shouldn't quote.
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  • It has left a great impression on current prospects and clients
  • It is the easiest way to draw up terms of an agreement
  • It is the best way to track who and when a prospect is viewing a proposal
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Screenshots

Pricing Details

Apttus

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

Proposable

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