What users are saying about
Top Rated
41 Ratings
Top Rated
48 Ratings
Top Rated
41 Ratings
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Score 7 out of 101
Top Rated
48 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.5 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

QuoteWerks

Quotewerks is great in an environment where you need to provide a professional looking quote to a customer and also if you need to integrate with Connectwise and get current pricing from your distributor at your fingertips. It may not be a good solution if you need to have engineers work on quotes with you.
Sue Scott profile photo

Feature Rating Comparison

CPQ

Apttus
6.5
QuoteWerks
8.5
Quote sharing/sending
Apttus
7.0
QuoteWerks
9.6
Product configuration
Apttus
6.6
QuoteWerks
8.9
Configuration options
Apttus
7.0
QuoteWerks
8.7
Pricing rules
Apttus
7.0
QuoteWerks
8.7
Price adjustment
Apttus
6.8
QuoteWerks
9.1
Purchase history and open contracts
Apttus
6.0
QuoteWerks
9.0
Guided selling/Sales portal
Apttus
5.1
QuoteWerks
7.2
CPQ reporting & analytics
Apttus
5.6
QuoteWerks
6.3
CPQ-CRM integration
Apttus
7.6
QuoteWerks
8.1
Attachments to quotes
Apttus
5.8
QuoteWerks
9.2

Pros

  • Tracks contract status. It's basically a time stamping function and hard to mess up.
No photo available
  • 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.
Sue Scott profile photo

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
  • 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.
Douglas Borses profile photo

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
QuoteWerks9.2
Based on 18 answers
I use this product daily. It is an integral part of my work flow.
Thomas Stanley profile photo

Usability

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
QuoteWerks9.0
Based on 7 answers
It is intuitive.
Thomas Stanley profile photo

Reliability and Availability

Apttus10.0
Based on 2 answers
I have not heard of any issue
No photo available
QuoteWerks9.2
Based on 4 answers
There when you need it.
David C. Noe profile photo

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
David C. Noe profile photo

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
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.
Stephen Siggs profile photo

In-Person Training

No score
No answers yet
No answers on this topic
QuoteWerks5.0
Based on 1 answer
There is in-person training offered in Orlando, but our company did not want to spend the money.
David C. Noe profile photo

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
QuoteWerks6.0
Based on 1 answer
Originally it was weak, but they have really stepped up.
David C. Noe profile photo

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
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.
Stephen Siggs profile photo

Alternatives Considered

X-Author is simply more powerful. I truly believe my biggest hurdle is my own imagination
John Graf profile photo
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.
David C. Noe profile photo

Scalability

No score
No answers yet
No answers on this topic
QuoteWerks9.9
Based on 2 answers
We have gone from 5 users to the current 15 without any growing pains
David C. Noe profile photo

Return on Investment

  • Increased employee efficiency
Terry Ackerman profile photo
  • Decreased pricing errors
  • Increased positive customer image
  • Quicker quote generation
  • Better employee efficiency
David C. Noe profile photo

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