Nitro PDF Pro vs. Salesforce Agentforce Revenue Management

I run a professional services business from home. I need to edit documents quickly and easily and with minimal subscriptions to minimize overheads. I love that Nitro is a one-off payment to get a license to the software, and you can simply upgrade to the latest version if that's what you want, but you're not obligated to. I've been using the same version of Nitro for 7-8 years now. Despite the fact the upgraded versions have a lot of great, nice-to-have features, the version I'm on still does the job.

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What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• Ability to combine files SEAMLESSLY and order them around as necessary (so underrated)
• Signing not only for yourself but for others. Helpful for those who have been granted the authority to sign for VPs and directors
• Much easier to use than some other PDF viewing services

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• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

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• Converting from PDF to Microsoft Word can be complicated at times. Some parts of a document such as tables are not converted properly.
• Sometimes it appears to be easier to save MS Word documents to PDF rather than using NPS to convert. It can be a bit slow to convert at times.
• In my view, it wasn't user friendly at the beginning.

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• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

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We will definitely be renewing the Nitro Productivity Suite. Saves the company a lot of money for something we use everyday

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The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

For the most part, the entire software is extremely easy to navigate and use. You won't need to follow tutorials or anything for the bulk of the core features, as it's all pretty seamlessly designed.

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Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.

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It works as advertised.

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Nitro checks all the boxes for what we need. It is fairly priced, it allows us to read and edit PDF documents, convert PDF to MS Word and convert MS Word to PDF. It allows us to combine multiple files and do all the post processing like adding page numbers and adding headers and footers

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

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Every 1-2 years will do a check on current PDF options to include trialing the software. Have tried Foxit and several that seem to have failed in the marketplace. Over the last 4 years, I have always stuck with Nitro. Unfortunately, we still need to keep Adobe Acrobat (free version) installed to view a small percentage of some PDFs we receive.

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There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

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• ROI was very quick as the license costs were so low. We purchased 8 licenses versus the initial 2 we were planning on for Adobe.
• More people were able to use the product than we initially thought due to low purchase costs.
• We haven't had any further costs to own the product after the initial purchase. We would need to purchase new licenses if we wanted to upgrade.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info