What users are saying about

Apttus

Top Rated
39 Ratings

Apttus

Top Rated
39 Ratings
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Score 7.4 out of 101

Sofon Proposal Organizer

3 Ratings
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Score 10 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

Sofon Proposal Organizer

In my opinion, the most valuable characteristic of SPO is that by answering simple questions a very complex product can be configured; therefore the scope of delivery is defined very well. In addition, SPO has great flexibility to manage prices and costs. However, SPO is configurator of parts that allows incorporating basic design rules for their selection. SPO is not a optimised for developing complicated engineering design rules.
Martin Benavidez profile photo

Feature Rating Comparison

CPQ

Apttus
6.5
Sofon Proposal Organizer
Quote sharing/sending
Apttus
7.1
Sofon Proposal Organizer
Product configuration
Apttus
6.7
Sofon Proposal Organizer
Configuration options
Apttus
7.1
Sofon Proposal Organizer
Pricing rules
Apttus
7.1
Sofon Proposal Organizer
Price adjustment
Apttus
6.9
Sofon Proposal Organizer
Purchase history and open contracts
Apttus
6.1
Sofon Proposal Organizer
Guided selling/Sales portal
Apttus
5.2
Sofon Proposal Organizer
CPQ reporting & analytics
Apttus
5.7
Sofon Proposal Organizer
CPQ-CRM integration
Apttus
7.6
Sofon Proposal Organizer
Attachments to quotes
Apttus
5.9
Sofon Proposal Organizer

Pros

  • The perceived power strength is that it is supposed to contain CPQ, Contract Management, Document generation and template manipulation, and cash/invoice process all in one wrapped package.
  • It was developed on the Force.com platform.
  • They provide multiple releases of their product per year.
No photo available
  • Sofware works correctly with no crashes
  • Sofon's support is quick and efficient
  • User-friendly interface
  • Easy maintenability
  • Wide range of Sofon products allows for expanding the software scope
Martin Benavidez profile photo

Cons

  • The configuration of this product in terms of setting it up for users, requires a developer. The sales process tells you that it is built on the Force.com platform and an admin can configure it, however, this is not true. It required Visual Force and APEX configuration to make it work for the users.
  • Upgrading to the next version of the product also requires developers involved. It is not a simply managed package to be downloaded and updated, it requires post-upgrade development to return it to users for testing.
  • The Contract management module is not very robust. It is essentially a separate object that just houses the physical document and you can put "Send Email" buttons and apply an approval process to it, however it is not a contract management tool in the sense of managing document versioning and redlining. Negotiations just occur in word like they normally do.
  • Misleading Template builder "included." To get templates, and contracts you need to buy the add-in to those modules which you've already purchased called "X-Author." The plug-in allows you to edit templates and manage some redlines, but it's cost prohibitive as it costs as much as a user license to the product itself.
  • Expensive. When we compared a license of this product vs the license to salesforce itself, Apttus, with standard modules, costs double the price of a normal Salesforce seat license.
No photo available
  • SQL servers may lead to unexpect failures
  • Tables created in SPO could have better interface with the user
  • Management of user licences could be easier
Martin Benavidez profile photo

Likelihood to Renew

Apttus10.0
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
Sofon Proposal Organizer7.5
Based on 2 answers
Generally speaking the company is satisfied with SPO; knowledge on how to use SPO and on how to code in the product have been developed, and has led to good results. In addition, customer service provided by Sofon is efficient and quick. Finally, SPO guarantees that product -specific knowledge stays in-house, reducing the risk of 'knowledge leakage to competitors.
Martin Benavidez profile photo

Usability

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
No score
No answers yet
No answers on this topic

Reliability and Availability

Apttus10.0
Based on 2 answers
I have not heard of any issue
No photo available
No score
No answers yet
No answers on this topic

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
No score
No answers yet
No answers on this topic

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
No score
No answers yet
No answers on this topic

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
No score
No answers yet
No answers on this topic

Alternatives Considered

We used QuoteWerks which did not integrate well with Salesforce. It had no approval process and the price book lived on each person's computer. If they did not connect to the server they were quoting old pricing. It allowed them to create products on the fly.
No photo available
The previous product we used was developed by ourselves so my experience is very limited. I can say that having a software like SPO we can configure the product without any programming experience and this makes things faster and better. Moreover, I can say that MS Office compatibility is a strong point.
Fabrizio Valenti profile photo

Return on Investment

  • We definitely are able to more smoothly generate a professional quote and get it out the door. This is a big plus.
  • We have had push back from staff that used the worksheet because they don't like the rules that keep them from quoting things they shouldn't quote.
No photo available
  • Reduce quotation time at the proposal office,
  • better definition and more organise project scope at project management level
  • centralisation of knoweldeg: one problem, one solution
Martin Benavidez profile photo

Screenshots

Sofon Proposal Organizer

Pricing Details

Apttus

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

Sofon Proposal Organizer

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