What users are saying about
Top Rated
41 Ratings
Top Rated
41 Ratings
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Score 7 out of 101
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
7.0
Sofon Proposal Organizer
Product configuration
Apttus
6.6
Sofon Proposal Organizer
Configuration options
Apttus
7.0
Sofon Proposal Organizer
Pricing rules
Apttus
7.0
Sofon Proposal Organizer
Price adjustment
Apttus
6.8
Sofon Proposal Organizer
Purchase history and open contracts
Apttus
6.0
Sofon Proposal Organizer
Guided selling/Sales portal
Apttus
5.1
Sofon Proposal Organizer
CPQ reporting & analytics
Apttus
5.6
Sofon Proposal Organizer
CPQ-CRM integration
Apttus
7.6
Sofon Proposal Organizer
Attachments to quotes
Apttus
5.8
Sofon Proposal Organizer

Pros

  • Force.com native is very important to us - for reporting, administration, integration, and uptime.
  • 70% of our business is back to base, so having customer owned assets fall under the same inclusion rules as items in the cart is critical.
  • Variable bundles allow us to build fewer bundles.
Stryder Thompkins profile photo
  • 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

  • I think Apttus is to heavily reliant on Salesforce and that you should have the option to create an account without a SF number
  • Considering that it's a CRM, I think the interface could stand to be a bit more reader friendly and geared towards legal users as opposed to Sales
  • Configurations and data loads are very cumbersome and I wish that you didn't need a Salesforce administrator to create customizations.
  • When creating new contract clauses for an account, many were duplicative because that function is very sensitive and would duplicate at the slightest unintentional flinch of the mouse.
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
Implementation is hard no matter what software you use, so depending on the employee bandwidth at the time of renewal, I would consider transitioning if another software that was drastically better came along.
No photo available
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

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

  • 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
  • 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