Apttus vs QuoteWerks

• Apttus CPQ handles complex pricing rules with ease. We have tiered pricing, user based pricing, and quantity pricing discounts. Apttus CPQ allows us to easily provide correct pricing based on attributes of the sales rep, the customer and the product.
• Apttus CPQ administration is easy compared to similar products. As a product available on the Force.com platform, we were able to cross train our Salesforce administrators and take on the additional administrative overhead without significantly increasing our sales operations team size.
• Apttus CPQ is flexible. We are able to rapidly test and deploy new pricing models and offers using the Apttus model.

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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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• 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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• 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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• I cannot speak to lead conversion because we used it solely for the CRM component. I did like the reporting functionality, which was very customizable, so if I wanted to know how many customers agreements were terminating 3 months out, I could run a report for that. This made our lives much better.

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• Positive: organized, consistent quotes
• Positive: reduced time to generate/modify quotes
• Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.

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