Apttus vs QuoteWerks | TrustRadius

What users are saying about

Score 7 out of 10

Based on 41 reviews and ratings

Score 8.5 out of 10

Based on 48 reviews and ratings

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Feature Rating Comparison

Apttus

6.5

QuoteWerks

8.5

Quote sharing/sending

7.0

9.6

Product configuration

6.6

8.9

Configuration options

7.0

8.7

Pricing rules

7.0

8.7

Price adjustment

6.8

9.1

Purchase history and open contracts

6.0

9.0

Guided selling/Sales portal

5.1

7.2

CPQ reporting & analytics

5.6

6.3

CPQ-CRM integration

7.6

8.1

Attachments to quotes

5.8

9.2

Pros

Tracks contract status. It's basically a time stamping function and hard to mess up.

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Verified User

Former Employee in Legal

Computer Software Company, 501-1000 employees

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QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
QuoteWerks provides professional looking quotes that we can submit to our customers.

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Account Executive

Sonit Systems Inc.Information Technology and Services, 11-50 employees

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Cons

Develop a mobile application that synchs with SFDC DBA and runs independently.
Advanced approval config is a chore and should be easier.

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Verified User

Analyst in Sales

Computer Software Company, 501-1000 employees

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There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.

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Director of Sales and Marketing

Diazyme LaboratoriesBiotechnology, 51-200 employees

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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

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Verified User

Administrator in Sales

Computer Software Company, 501-1000 employees

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QuoteWerks9.2

Based on 18 answers

I use this product daily. It is an integral part of my work flow.

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President

Retailer Solutions Co., LLCBusiness Supplies and Equipment, 1-10 employees

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Usability

Apttus8.0

Based on 1 answer

I cannot rate as I am not an end user.

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Verified User

Manager in Information Technology

Semiconductors Company, 501-1000 employees

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QuoteWerks9.0

Based on 7 answers

It is intuitive.

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President

Retailer Solutions Co., LLCBusiness Supplies and Equipment, 1-10 employees

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Reliability and Availability

Apttus10.0

Based on 2 answers

I have not heard of any issue

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Verified User

Manager in Information Technology

Semiconductors Company, 501-1000 employees

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QuoteWerks9.2

Based on 4 answers

There when you need it.

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Territory Manager

WattcoWholesale, 11-50 employees

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Performance

Apttus10.0

Based on 2 answers

No answer on this topic is available.

QuoteWerks7.3

Based on 4 answers

Overall it is a great product, just sometimes the administrative functions can be difficult

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Territory Manager

WattcoWholesale, 11-50 employees

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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.

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Verified User

Administrator in Sales

Computer Software Company, 501-1000 employees

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QuoteWerks9.2

Based on 6 answers

The first line user support is excellent - 9 times out of 10 you are straight through to a very well trained technician and the 1 time out of 10 it is just a short wait. The only reason I have marked the rating down slightly is that as we are very well experienced ourselves anyway and it is rare that we need to contact the help desk; when we do it is usually to confirm an issue (there are very few, but there are some!) or for a very complicated problem. Now usually the technician we get can answer it, but if it needs to be escalated to the development team, then sometimes it can take a couple of days to get an answer. I hasten to add that this type of occassion is incredibly rare, but equally I want to provide a completely open and honest review.

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CEO

Hilltops IT Consultancy Services LtdComputer Software, 1-10 employees

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In-Person Training

No score

No answers yet

No answers on this topic

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QuoteWerks5.0

Based on 1 answer

There is in-person training offered in Orlando, but our company did not want to spend the money.

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Territory Manager

WattcoWholesale, 11-50 employees

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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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Verified User

Administrator in Sales

Computer Software Company, 501-1000 employees

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QuoteWerks6.0

Based on 1 answer

Originally it was weak, but they have really stepped up.

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Territory Manager

WattcoWholesale, 11-50 employees

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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

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Stryder Thompkins

Director, IT

BlackbaudComputer Software, 1001-5000 employees

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QuoteWerks8.2

Based on 5 answers

Well, like implementing any software, I'd recommend either 1) installing it to a test PC first and either reading the manual or 'playing' with it to understand how it will work for your business before trying ti implement it, or 2) bringing in a third party (like us!) to assist in the implementation process.

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CEO

Hilltops IT Consultancy Services LtdComputer Software, 1-10 employees

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Alternatives Considered

X-Author is simply more powerful. I truly believe my biggest hurdle is my own imagination

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Director of Business Process

World Water WorksMechanical or Industrial Engineering, 51-200 employees

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Although Quote Writer is a much more robust solution, it is also much more expensive. QuoteWerks is the ideal solution for the small to medium sized sales organization who wants to increase efficiencies and image.

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Territory Manager

WattcoWholesale, 11-50 employees

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Scalability

No score

No answers yet

No answers on this topic

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QuoteWerks9.9

Based on 2 answers

We have gone from 5 users to the current 15 without any growing pains

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Territory Manager

WattcoWholesale, 11-50 employees

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Return on Investment

Increased employee efficiency

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Manager Sales Force Effectiveness

Olympus Corporation of the AmericasMedical Devices, 5001-10,000 employees

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Decreased pricing errors
Increased positive customer image
Quicker quote generation
Better employee efficiency

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Territory Manager

WattcoWholesale, 11-50 employees

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Screenshots

Apttus

See All (9) Apttus Screenshots

QuoteWerks

An example of a QuoteWerks Proposal

Pricing Details

Apttus

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Additional Pricing Details

—

QuoteWerks

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Optional

Additional Pricing Details

—

Rating Summary