Apttus Reviews

44 Ratings
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Score 6.4 out of 100

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Reviews (1-5 of 5)

Jack Borland | TrustRadius Reviewer
January 09, 2020

Apttus CPQ - When you need Complex Rules Modeled Easily

Score 5 out of 10
Vetted Review
Verified User
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Business Processes Supported

  • Complex product pricing rules - dependent on attributes of the user (sales rep), customer, sale type, and product. Apttus provides the ability to have multiple pricing rules separated by different price lists, and assign those price lists based on attributes of the user, customer and sale type.
  • Ability to adjust line level pricing or section pricing based on differing rules: surcharge or discount amount or percentage, application of promotion code.
  • Strong native integration to eSignature solutions such as DocuSign or Adobe.
  • Ability to manage basic quote terms & conditions using Xauthor for Word: we have 21 separate types of standard terms, depending on the market segment (academic, federal government, corporate, etcetera), and type of sale (various flavors of subscription, standing order, one off sale, service sale, etcetera). These are all managed through a single template which auto generates the correct terms based on system information.
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Stryder Thompkins | TrustRadius Reviewer
December 29, 2015

Apttus CPQ - force.com native and complex (pro and con)

Score 7 out of 10
Vetted Review
Verified User
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Business Processes Supported

  • Automated approvals: we use SFDC approvals based on a complex matrix triggered by the Apttus quote. By staying with SFDC approvals we reduce our cost and
  • Quoting: the core value prop of Apttus is the ability to manage and automate the quoting process from within SFDC. Our quotes are now faster, more accurate, and visible -- and actively drive the forecast process.
  • X-Author for Word: Our quote/order forms are somewhat complex and varied, X Author enables us to give our reps the ability to create customer-ready forms.
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Anonymous | TrustRadius Reviewer
October 15, 2012

Awesome tool, but overkill for us.

Score 5 out of 10
Vetted Review
Verified User
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Business Processes Supported

  • We use the CPQ (Configure Price Quote) module as a quoting tool. It also has interactive shopping cart configurator. We use it for bundled products and to set it up to price by usage and cost per click.
  • There is a very good document generator. You click a couple of buttons and can produce a proposal template with robust mail merge capabilities. It’s like a Microsoft Word merge, but much more robust.
  • The CPQ module links to the contract module which we also use. Any information on a proposal, carries over to service order, MSA, NDA etc. There is also a clause library. The legal team can use the module to track the status of contracts in review and to see a funnel.
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Feature Scorecard Summary

Quote sharing/sending (16)
Product configuration (17)
Configuration options (17)
Pricing rules (17)
Price adjustment (16)
Purchase history and open contracts (13)
Guided selling/Sales portal (11)
CPQ reporting & analytics (16)
CPQ-CRM integration (16)
Attachments to quotes (17)

About Apttus

Apttus CPQ aims to help companies drive optimal sales behavior by guiding reps to the right products and prices to meet business objectives.

According to the vendor, key benefits of using the product include:

  • SHORTEN SALES CYCLES: Reps can configure the right products, even complicated product bundles, at the right price and faster with guided selling, smart search and a clean, customizable UI.
  • MAKE APPROVALS FAST AND EASY: Intelligent workflows help eliminate approval bottlenecks.
  • WIN BIGGER DEALS: Pricing controls and workflow approvals help increase average order size and eliminate rogue discounting. A recommendation engine and guided selling feature highlight cross-sell and up-sell opportunities.
  • DELIVER ACCURATE QUOTES EVERY TIME: Approved language and validated customer, product and pricing information help reps send accurate quotes.
  • CONNECT QUOTES TO CONTRACTS: Proposals can be turned into contracts.

Apttus Features

CPQ Features
Has featureQuote sharing/sending
Does not have featureCredit approvals
Has featureE-signature
Has featureProduct configuration
Has featureConfiguration options
Has featurePricing rules
Has featurePrice adjustment
Has featurePurchase history and open contracts
Has featureGuided selling/Sales portal
Has featureSelf-service CPQ
Has featureCPQ reporting & analytics
Has featureProposals
Has featureExcel integration
Has featureCPQ-CRM integration
Has featureAttachments to quotes
Has featureRenewal management
Does not have featureOrder capturing
Additional Features
Has featureUnlimited Attribute-based configuration
Has featureDiscounting and deal scoring
Has featureSubscription and renewal opportunity management
Has featureMulti-channel selling
Has featureQuote collaboration and versioning

Apttus Screenshots

Apttus Integrations

Salesforce.com, DocuSign, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Adobe Sign (formerly EchoSign), ERP, Tax Calculations

Apttus Competitors

CallidusCloud CPQ, PROS Smart CPQ, Cincom CPQ, Configure One, IBM CPQ, QuoteWerks, Sofon Sales Configurator, Configit Quote, Smart Contract Management by FPX, Tacton, Infor CloudSuite CPQ, CallidusCloud CLM, Sugar Sell (SugarCRM), Oracle CPQ Cloud (BigMachines), ConnectWise Sell (formerly Quosal), Salesforce CPQ (formerly SteelBrick), Oracle Engagement Cloud (formerly Oracle Sales Cloud)

Apttus Support Options

 Paid Version
Video Tutorials / Webinar

Apttus Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android