What users are saying about
Top Rated
41 Ratings
Top Rated
41 Ratings
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Score 7 out of 101
37 Ratings
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Score 8.6 out of 101

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Likelihood to Recommend

Apttus

Apttus CPQ excels for complex contract and/or complex pricing requirements. If your business has simple pricing rules, a less full featured solution may be more appropriate.Apttus CPQ is an easy system to administer, using the same object logic as the Salesforce platform.We implemented Apttus for virtually all of our sales representative processes, and in doing so found that we virtually eliminated speculative ordering.
Jack Borland profile photo

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
6.5
Qvidian RFP & Proposal Automation
Quote sharing/sending
Apttus
7.0
Qvidian RFP & Proposal Automation
Product configuration
Apttus
6.6
Qvidian RFP & Proposal Automation
Configuration options
Apttus
7.0
Qvidian RFP & Proposal Automation
Pricing rules
Apttus
7.0
Qvidian RFP & Proposal Automation
Price adjustment
Apttus
6.8
Qvidian RFP & Proposal Automation
Purchase history and open contracts
Apttus
6.0
Qvidian RFP & Proposal Automation
Guided selling/Sales portal
Apttus
5.1
Qvidian RFP & Proposal Automation
CPQ reporting & analytics
Apttus
5.6
Qvidian RFP & Proposal Automation
CPQ-CRM integration
Apttus
7.6
Qvidian RFP & Proposal Automation
Attachments to quotes
Apttus
5.8
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

  • Very good at complex pricing and situations. Pricing can be related (% of another value), based on an attribute, Tiered, or done with formulas. It also has the ability to bundle and use options.
  • Two great tools in the Apttus toolbox are X-Author and Intelligent workflows for approvals
  • Flexibility for multiple use cases for pricing
No photo available
  • Search Capabilities: Qvidian's search interface is one of its biggest sellers with our Proposal Writers. If you've ever done a web search, you know how to search for content in Qvidian's Library. You can Browse, Search, or be as specific as you need with an Advanced Search. Boolean logic is built right in so there is no need to understand coding. New functionality also allows you to save your favorite searches so you don't have to reapply the same filters in the future.
  • Content Maintenance: Qvidian has incorporated content maintenance into every aspect of the interface. Edits can be made directly to a folder's content or while searching for an answer when you are working on a project. Content is editable wherever it may be encountered. Also, best new CM feature: Jobs. You are now able to create bundles of content from various folder locations within the Library and generate a Job; a link that is sent to Subject Matter Experts, regardless of whether or not they have a license. You can control what they are able to edit and you can monitor the Job status. Finally, you can review the SME edits and tailor them before accepting them back into the Library.
  • 100% Hosted Customer Environment: This gives our team the ability to be results-oriented in our structure. No one is tied to an office in order to execute a project. The team can work wherever there is a secure internet connection. This not only facilitates better uptime, upkeep, and the most efficient upgrade release rollouts, it also facilitates a better work-life balance.
Gerald Thompson 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
  • 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

Apttus10.0
Based on 9 answers
It's a good tool.
Vaibhav Mankame, PMP, CSM profile photo
Qvidian RFP & Proposal Automation8.0
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

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
Qvidian RFP & Proposal Automation9.0
Based on 8 answers
The tool is very straight-forward and easy to use overall, it just has a few quirks.
Michelle Palasek, CF APMP profile photo

Reliability and Availability

Apttus10.0
Based on 2 answers
I have not heard of any issue
No photo available
Qvidian RFP & Proposal Automation10.0
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

Apttus10.0
Based on 2 answers
No answer on this topic is available.
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

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
Qvidian RFP & Proposal Automation10.0
Based on 6 answers
Having an installed version (versus SAAS) means it is harder to re-create errors. We have had to “copy” our data before to send to support which takes time.

They could be better at offering a timeframe for solution.

On a positive note they seem to have very little turnover in support, so familiar voices on the phone who are eager to jump into a screen-share.

Follow up from support cases asking for feedback is consistent
No photo available

In-Person Training

No score
No answers yet
No answers on this topic
Qvidian RFP & Proposal Automation6.0
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

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
Qvidian RFP & Proposal Automation9.0
Based on 2 answers
Online training is limited in my opinion.
No photo available

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
Qvidian RFP & Proposal Automation10.0
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

More robust than the competition from what I hear. I was not here when Steelbrick was installed
No photo available
I have only used Qvidian.
Amy Scott, MBA profile photo

Return on Investment

  • Generated more than 12,000 quotes since we installed 3 years ago. Related to >164MM in deal bookings.
  • Training is not straight-forward as each instance is different. So, having a tools ops person to understand the deep offering is important.
No photo available
  • Increased employee efficiency.
  • Better customer service.
Amy Scott, MBA profile photo

Pricing Details

Apttus

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

Qvidian RFP & Proposal Automation

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details
Please contact Qvidian for pricing details.