SAP CPQ vs. Worldox

I would recommend SAP CPQ because it is powerful and works really well for handling complex pricing quotes and approvals. It save time and keep everything in one systems.

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Ease of navigation is probably the top seller for me. I might work on a dozen or more separate files per day and I need to be able to switch between files efficiently, especially when asked to find something quickly. Naming conventions are simple and easy to use. Searching for a document, even when there are hundreds, is pretty simple and straight forward.

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• Simple order entry
• Fast order entry
• Quick contracts creations and pricings

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Independently Invited by TrustRadius

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• Forced structure via hooking into every day applications and producing Worldox Open and Save constructs versus the standard application Open and Save menus.
• Extreme customization options including cabinets, folders, and document types.
• The indexing system is very useful for locating documents by name, body, date, etc.

• It is a complex solution and could do better on ease of use
• Perhaps give mini explainer tutorials as you begin using it

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• Cloud product is a little lacking
• Little bit of learning curve out of the box
• For a larger organization, may need to dedicate a resource to manage the program

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We definitely want to renew based on the functionality and the use we give to it. However you never know 100% so that's why it is not a 10. Let's imagine if pricing changed significantly or they made sudden changes to the product which we considered negative... Then we would move elsewhere. This is highly unlikely though

it make the pricing and quoting part easier and able to integrate with other sap products easily but the ui could have been better and the customizations is not straight forward, requires deep expertise. which make the work more difficult. but instead of custom designing. this way we can reduce the coding and can go straight ahead with custom pricing part

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Invited by TrustRadius (TR) on Vendor's Behalf

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Worldox is one of the easiest and user-friendly programs for document management systems that I have ever used. It is incredibly easy to create a document and then there are multiple ways to find a document. You can search by unique document ID numbers, document titles, and keywords within documents

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Not used

It connect much better with our existing SAP system like ERP and S/4HANA. keeping everything in sync automatically. Approval processes and automation are faster. reducing email and manual work.

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Invited by TrustRadius (TR) on Vendor's Behalf

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Better due to the depth of document preservation options.

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Independently Invited by TrustRadius

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• Helped us make a lot of sales easier and quicker
• More revenue we have made since doing this
• Only negative is sometimes can be slow or want to attach custom email templates for send outs

Incentivized

Independently Invited by TrustRadius

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• Greatly improved productivity for users via searching, favorites, and forced organization.
• Versioning and document preview can also improve productivity versus opening individual files.
• Can require a "revolutionary" change in the workflow as the application's Open and Save prompts are radically different than normal application usage.