What users are saying about
44 Ratings
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Score 6.8 out of 101
37 Ratings
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Score 9.4 out of 101

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

Qvidian RFP & Proposal Automation

This software is very well-suited to companies who find themselves expanding their footprint, the number of their Sales representatives, their territories, and/or their products and services and need to maximize their ability to both keep up with those demands whilst streamlining their proposal resources.Further, this is a very powerful tool with a lot of features and functionality including CRM plug-in and reporting. Thus, it may be less appropriate for a very small organization with only one product and that is also blessed with lengthy cradle-to-grave turnaround windows.In addition, to better the odds for success an investment in upfront personnel training and either a dedicated periodic window of time and/or dedicated person(s) for content upkeep are prudent.Finally, working with the vendor is a delight as they make every effort to maintain and deliver a product that both meets your needs and on which you can rely.
Gerald Thompson profile photo

Feature Rating Comparison

CPQ

Apttus
5.6
Qvidian RFP & Proposal Automation
Quote sharing/sending
Apttus
6.1
Qvidian RFP & Proposal Automation
Product configuration
Apttus
5.3
Qvidian RFP & Proposal Automation
Configuration options
Apttus
6.1
Qvidian RFP & Proposal Automation
Pricing rules
Apttus
6.1
Qvidian RFP & Proposal Automation
Price adjustment
Apttus
5.4
Qvidian RFP & Proposal Automation
Purchase history and open contracts
Apttus
6.0
Qvidian RFP & Proposal Automation
Guided selling/Sales portal
Apttus
4.4
Qvidian RFP & Proposal Automation
CPQ reporting & analytics
Apttus
4.7
Qvidian RFP & Proposal Automation
CPQ-CRM integration
Apttus
7.5
Qvidian RFP & Proposal Automation
Attachments to quotes
Apttus
4.7
Qvidian RFP & Proposal Automation

Proposal Creation & Organization

Apttus
Qvidian RFP & Proposal Automation
10.0
Proposal branding
Apttus
Qvidian RFP & Proposal Automation
10.0
Proposal templates
Apttus
Qvidian RFP & Proposal Automation
10.0
Proposal content library updates
Apttus
Qvidian RFP & Proposal Automation
10.0
Guided proposal creation
Apttus
Qvidian RFP & Proposal Automation
10.0
Searchable proposal database
Apttus
Qvidian RFP & Proposal Automation
10.0

Proposal Collaboration & Workflow

Apttus
Qvidian RFP & Proposal Automation
10.0
RFP management & response
Apttus
Qvidian RFP & Proposal Automation
10.0
Proposal collaboration & approval
Apttus
Qvidian RFP & Proposal Automation
10.0
User permissions/proposal editing controls
Apttus
Qvidian RFP & Proposal Automation
10.0
Sales proposal workflow
Apttus
Qvidian RFP & Proposal Automation
10.0
Proposal automation user interface
Apttus
Qvidian RFP & Proposal Automation
10.0

Pros

Apttus

  • 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.
Jack Borland profile photo

Qvidian RFP & Proposal Automation

  • Using Qvidian as an RFP tool has made a difference in our RFP process, turn-around time, and content development. It's helped us streamline our RFP process so that we are able to produce the majority of the document before the kick-off meeting, which means we have more time to customize and refine the document before it goes to print.
  • Additionally, it took several hours before to gather all of the basic data we needed for an RFP, but now we can have the majority of the response ready in under 15 minutes in most cases. We are also able to start projects from our phones (iPhone thru Safari) or on an iPad. This has been extremely helpful while traveling.
  • Finally, our content is centrally located on a searchable database. Previously we had used several free tools to aid in content storage that would allow us access easily via search. It never seemed to do what we wanted, and when we did find something, we weren't sure if it was the most current or usable. The library functions in Qvidian have been a huge help, and has changes the way we collect data, and retrieve it.
Lauren Whiteaker profile photo

Cons

Apttus

  • 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.
No photo available

Qvidian RFP & Proposal Automation

  • One area where Qvidian occasionally struggles is feature regression. For instance, the editing option that puts multiple records into one document had always been present in Qvidian; however, when the multi-edit feature that only allows editing one record at a time was released in version 9.1, the original editing functionality was removed. This caused me a lot of frustration, as it severely slowed down my work flow since I could now only see and edit one record at a time. It wasn't until a year later when version 10 was released that the old editing functionality was added back. However, one bright spot of version 9.1 was an added feature that allowed organizing records by simply dragging and dropping them into different categories. This was much easier than having to right click on a record, select Move, then right click on a folder and select paste. However, with version 10, this feature was removed and I'm now back to having to right click on records instead of dragging and dropping. It seems that with each release, I never know if something I like will be taken away or if something I don't like will be added -- sometimes it's both.
  • A recent change that was added in version 10.1 that I personally view as a negative is that Qvidian now handles all requests server side instead of on the user's computer. This means that if a user wants to export or edit a large number of records, they have to wait for Qvidian's server to generate a report of those records. Depending on the number of records, this can be very quick (a few seconds) or very long (I've waited up to 20 minutes before) depending on how taxed Qvidian's servers currently are. I understand the reasoning behind the move, in that it takes the load off of a user's computer so that other applications they currently have open aren't affected by added memory usage, but in practice I find that it only slows down my workflow. Any somewhat modern PC shouldn't have any trouble handling a large report request from Qvidian.
  • Although Qvidian is certified for use in several different browsers (Internet Explorer, Firefox, and Chrome for Windows), it doesn't offer the same functionality in each one. For instance, in Explorer, when a record is selected for editing or export, it will automatically open in Word. In Firefox, a pop-up dialog appears and a user has to click Open in order for the record to appear in Word. And in Chrome, the file is added to the download bar and a user must click on the file there for it to open, unless they add an exception to .docx file types to automatically open in Word (which I had to do, since I prefer using Chrome). Other simple features such as right clicking on a folder or record to bring up Qvidian's context menu are hit or miss depending on the browser. In Explorer, everything is generally smooth, though the browser itself is slower than the other choice. In Firefox, right clicking generally works but sometimes has some hiccups, and in Chrome, more often than not right clicking brings up Chrome's context menu instead of Qvidian's, which often leads to having to first select a folder and then click the dedicated Actions button in Qvidian to perform the desired action. No matter which browser you use, there will be some sort of functionality that doesn't quite work as expected.
Brian Kravitz profile photo

Likelihood to Renew

Apttus

Apttus 9.9
Based on 9 answers
It is critical to our sales process. We are not satisfied with all aspects of the product and have gone through many tough experiences with their PS, support, and PD teams -- but we're not unhappy enough to re-build what we're already built
Stryder Thompkins profile photo

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 8.0
Based on 32 answers
The tool provides us with the functionality we need to perform more efficiently and we have not identified another product that offers enough "nice to haves" in addition to the "must haves" to warrant a compelling reason for changing tools.
Michelle Palasek, CF APMP profile photo

Usability

Apttus

Apttus 8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 9.0
Based on 8 answers
The shift they made in architecting documents from content to outline, is now reversed allowing outline creation first, then content which is more natural. But, due to the fact that we went through a migration of content to get to the new version, it feels less optimized than if we would have re-implemented.

End users having to configure settings more often than desired
No photo available

Reliability and Availability

Apttus

Apttus 10.0
Based on 2 answers
As a native Salesforce.com app, it's up as long as Salesforce.com is running.
No photo available

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 1 answer
Qvidian system maintenance is performed on weekends, usually at odd hours, and advanced notice is given so that teams can plan accordingly.
Gerald Thompson profile photo

Performance

Apttus

Apttus 10.0
Based on 2 answers
No answer on this topic is available.

Qvidian RFP & Proposal Automation

No score
No answers yet
Remote or VPN employees seem to have somewhat slower access time. Server maintenance has improved performance.

Finding occasional recurring prompts to update settings in Microsoft (Explorer, Word, Excel, Powerpoint)
No photo available

Support

Apttus

Apttus 8.0
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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 6 answers
They are very much in support of great customer service. They respond quickly with emails and in some cases phone calls to resolve any issues and often times user questions in the past when I could not figure something out.
Nancy Bergantzel CF APMP profile photo

In-Person Training

Apttus

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 6.0
Based on 1 answer
Live instructor training is expensive, though we have had instructors come to our offices for a ‘refresher’ before. The refresher was more of a “let us fix that for you” than a training on how to do it ourselves.
No photo available

Online Training

Apttus

Apttus 7.0
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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 9.0
Based on 2 answers
Online training is limited in my opinion.
No photo available

Implementation

Apttus

Apttus 1.0
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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 4 answers
IT works great. UPgrades are handled automatically. I was not involved in setup but I know they are there when we need them
Nancy Bergantzel CF APMP profile photo

Alternatives Considered

Apttus

At the time of selection, we assessed other configuration tools to include Selectica and Big Machine. We decided on Apttus because of it configuration flexibility and the fact that it was built on the Salesforce.com platform. That allowed us to configure and customize for our specific use case. It also gave us other capabilities such as integration to the CRM and ability to generate reports and dashboards
King Ou profile photo

Qvidian RFP & Proposal Automation

We have been using Qvidian for years, when Compass was introduced in our company. Having spent over a year using Compass, I would not recommend it for writing proposals. In all fairness, that is not Compass' strength.Compass is ok for general document sharing for informational purposes. It does have a Presentation Builder function for creating PowerPoint presentations, but it is cumbersome and not very flexible. Specifically, the linkage is awkward and files may have to be re-linked when they are updated. In addition, the architecture only allows you to create a couple of levels of content. The search function is very limited. Compass is a newer project and has not fully matured.
Susan Madden profile photo

Return on Investment

Apttus

  • 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.
No photo available

Qvidian RFP & Proposal Automation

  • The positive impact has been to know we have a system that can house legally-approved responses to questionnaires. The good about this is that if we have a simple RFI that does not require a lot of response customization, we can draw upon previously-approved responses and create output MUCH quicker, without the need of laborious and time-consuming legal reviews of RFIs or DDQs we produce for prospective clients. Quicker, easier output with less internal review = efficient RFI process and quicker turnaround time to respond to our client/prospective client base.
  • The negative impact has only been the time it takes to orient oneself with the program, and REMAIN oriented. As we do not do RFIs on a daily basis, it is easy for us to become rusty, or to take short-cuts because we do not have time to re-train on the program. Those shortcuts and workarounds tend to cause us not to use the program to its full potential and lead to counter-productivity in some cases.
Megan J. profile photo

Pricing Details

Apttus

General

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

Qvidian RFP & Proposal Automation

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Rating Summary

Likelihood to Recommend

Apttus
6.2
Qvidian RFP & Proposal Automation
10.0

Likelihood to Renew

Apttus
9.9
Qvidian RFP & Proposal Automation
8.0

Usability

Apttus
8.0
Qvidian RFP & Proposal Automation
9.0

Reliability and Availability

Apttus
10.0
Qvidian RFP & Proposal Automation
10.0

Performance

Apttus
10.0
Qvidian RFP & Proposal Automation

Support

Apttus
8.0
Qvidian RFP & Proposal Automation
10.0

In-Person Training

Apttus
Qvidian RFP & Proposal Automation
6.0

Online Training

Apttus
7.0
Qvidian RFP & Proposal Automation
9.0

Implementation

Apttus
1.0
Qvidian RFP & Proposal Automation
10.0

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