Apttus Reviews

44 Ratings
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Score 6.4 out of 100

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Jack Borland profile photo
Score 5 out of 10
Vetted Review
Verified User
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Pros and Cons

  • Apttus CPQ handles complex pricing rules with ease. We have tiered pricing, user based pricing, and quantity pricing discounts. Apttus CPQ allows us to easily provide correct pricing based on attributes of the sales rep, the customer and the product.
  • Apttus CPQ administration is easy compared to similar products. As a product available on the Force.com platform, we were able to cross train our Salesforce administrators and take on the additional administrative overhead without significantly increasing our sales operations team size.
  • Apttus CPQ is flexible. We are able to rapidly test and deploy new pricing models and offers using the Apttus model.
  • Apttus has not completely transitioned from a product suite to a product platform vendor. Upgrades of certain products can have interoperability issues with other products in the Apttus stack. Our pain point here was attempting to use Apttus Xauthor for Excel to get around product line limitations in the Apttus CPQ shopping cart. The ultimate resolution was for us to upgrade and leverage the latest version of CPQ, where pricing callback limitations were addressed by client side processing, rather than the hybrid Xauthor process we tried to use.
  • Upgrades in general require significant testing to ensure no unanticipated issues occur. We have a complete Salesforce sandbox dedicated to providing an environment for testing any modifications or upgrades.
  • Apttus support model almost requires you to purchase premium support. Given the CPQ system is complex, the level of skilled support available through basic support require you to escalate several times before getting to a resource that can address your issue.
Read Jack Borland's full review
No photo available
Score 1 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
  • 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.
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Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Very good at complex pricing and situations. Pricing can be related (% of another value), based on an attribute, Tiered, or done with formulas. It also has the ability to bundle and use options.
  • Two great tools in the Apttus toolbox are X-Author and Intelligent workflows for approvals
  • Flexibility for multiple use cases for pricing
  • Speed was initially an issue but they have made great improvements in this area
  • Better documentation for administrators
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Alejandro A. Cabral profile photo
December 05, 2017

Quite good

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Easy to use for reps. Not a lot of training needed.
  • Produces quotes / executables quotes in a matter of minutes.
  • Catalog / Inventory is pretty straightforward
  • Mobile app, if there's any.
  • Better response in high-peak circumstances (like quarter end). This could have been a salesforce.com issue, but honestly, everything else worked just fine.
  • Reporting. It would be great to be able to see how many of my reps requested discounts and compare that to the standard quotes they can build.
Read Alejandro A. Cabral's full review
King Ou profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Ability to manage large quantities of validation rules necessary for complex product builds.
  • No product addresses a company's requirement right out of the box, but Apttus CPQ is built on the Salesforce.com platform which is a distinct advantage for us. It allows us to build functional extensions, and customize the application to our specific usage.
  • Service and support is the key for any product, and Apttus has always made efforts to support their products with continual improvements.
  • The GUI design of Apttus is configurable but prescriptive. If you want a very specific look and feel, it will take some effort to do so. There have been some modern design updates recently using AngularJS. Check it out to see if it works for you.
Read King Ou's full review
Matt Amundson profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Their solution completely solved our problems
  • They have an incredible team
  • Very easy to work with
  • Apttus CPQ is a strong, enterprise grade tool
  • Invest early in training your Sales Operations team
  • Capitalize on their community as their are some great solutions there
Read Matt Amundson's full review
Tim Johnson profile photo
August 19, 2016

Apttus CPQ Review

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • True partner, helped us look to the future, set us up for success
  • Helps drive consistency across all reps, streamlines the approval process and eliminates customer confusion/multiple quote revisions
  • Feature complete, total solution for our needs with room to grow
  • Fast deployment
  • Great hands on support team
  • Easy customizations
  • Responded to every request with an easy yes or a great suggestion on an alternative which will save us future pains as we continue to grow
  • APTTUS CPQ has more than what we need but we're glad to know its there for when we need it
Read Tim Johnson's full review
Jenny Kandah profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It is an enterprise level tool which allows us to sell products with attributes and bundle products.
  • We are also using Advanced Approvals by Apttus which allow us to configure complex approvals which seamlessly integrate with the CPQ tool. Email approvals are especially important for our organization which allow managers to approve the quotes on the go.
  • The UI takes a little longer time to load, they have done improvements with angular UI which we have not implemented yet.
  • I would also like to see better administrative training guides.
Read Jenny Kandah's full review
Ravi Thota profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Improved ability to price complex deals
  • Generate professional, compelling proposals from templates
  • Avoid duplicate data entry for product and pricing related data in CLM by integrating CPQ with Apttus CLM
  • Advanced workflow could be made easier
  • Complex discount approval rules are hard to implement
Read Ravi Thota's full review
Stryder Thompkins profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
  • Change management: Pricing changes are difficult to deploy, no regression testing for existing configurations.
  • Administrator usability: Very easy to create problems with price list items firing unintentionally which leads to price list item sprawl. No holistic testing tools to make sure you've set up pricing / rules the way you intended.
  • X-Author has limited capabilities to include related objects - our Quote header object has several hundred fields that serve no purpose but to make form generation more stable / faster.
Read Stryder Thompkins's full review
Robin Carey profile photo
March 15, 2016

Amazing Tool!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Great Customer Service.
  • Flexibility with Salesforce field usage.
  • Quick and reliable.
  • Easy to sync with Salesforce.
  • Logic is difficult to learn when building custom applications - but definitely not impossible!
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Jacquealine Carter profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Mapping of fields from Salesforce to the app is quite easy.
  • Setup of multiple users to use the app was a breeze.
  • Getting the app to work within 20 minutes to demonstrate was no hassle.
  • I haven't had any issues using X-Author for Excel. All questions I had were answered and solved in the same day.
Read Jacquealine Carter's full review
Terry Ackerman profile photo
January 29, 2016

Business Partner

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Apttus provides users the shopping cart UI which is easy to use and easy to train upon.
  • Simple guided selling configuration.
  • Easily upgradeable.
  • Promotions Management.
  • Some areas of UI and UX between the shopping cart and configurations screen.
Read Terry Ackerman's full review
John Tessandori profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Apttus has excellent support of their product. They are quick to respond to any issues we are having. Apttus is also extremely accommodating of incorporating new ideas or fixes to future releases of the product.
  • Training and installation materials need to be updated more frequently.
Read John Tessandori's full review
Gregory Felton profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Native Salesforce.com has allowed us to extend the solution and enable very tight integration to the sales process as implemented in Salesforce.
  • Highly configurable with alot of strong out-of-the-box functionality.
  • Document generation and maintenance very easy with X-Author
  • Customization needs handled with Apex code and Visualforce pages.
  • Current Opportunity Sync feature only syncs Quote Line with Opportunity Product. Need ability to sync data from Quote Header to Opportunity.
  • Complex conditional logic is difficult in X-Author.
  • Need the ability to have multiple shopping cart layouts and rename and manage standard buttons on screen.
Read Gregory Felton's full review
Ahmed Bajwa profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Completely native to Salesforce. This is a huge plus as it allows you to maintain and customize features in a way that you are already familiar with
  • Apttus provides a lot of functionality out of the box and it can handle all of our pricing models natively
  • Allows the admins to restrict choices for Sales reps and easily implement approval processes for reps to requests discounts or other changes.
  • Although a lot of things can be customized, the main "shopping cart" feature that the sales reps interact with is not as easily customized. We did try making our own feature via visualforce, however this provides complications when it comes time to upgrade.
  • The X-Author tool for editing documents is also a little lacking; it requires us to create additional fields in SF when trying to edit display elements like number of decimal places and date format.
  • There also appeared to be a fair amount of staff turnover at Apttus, as our staff changed a number of times during some of our projects
Read Ahmed Bajwa's full review
Jennifer Kinstle profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Apttus enables us to control versions of contracts as well as ensure the approved terms are populating in the contract.
  • Apttus reduced the cycle time of moving a contract from term approval through execution by enabling functions to be completed online, from any device.
  • When updating templates, the ability to add notes and report out on versions would be nice to have in a more automated or built in fashion.
Read Jennifer Kinstle's full review
John Graf profile photo
November 12, 2015

X-Author is X-Amazing

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It is clear that the Apttus Team understands that my implementation of their product is a key development. They made sure we were running on full steam, even if it called for "All hands on Deck".
  • Customer Support - If my developer or I were ever hung up on the building of a template, their Support Team provided excellent assistance; never giving in until the problem was resolved.
  • Very friendly.
  • Growing Pains
Read John Graf's full review
Mark Fosshage profile photo
September 16, 2015

Apttus Rocks!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It enables us to leverage complex design modeling that we have built in Excel directly with Salesforce in a two way fashion.
  • I would like it to be used with a MAC. Apple rocks!
Read Mark Fosshage's full review
No photo available
December 07, 2017

Apttus is a Snap to Use

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • We have only a few SKU's, we crank out many quotes and have to make adjustments often. The configurator tool is easy to use and simple to train on.
  • Seems to really shine when the quotes get complicated with multi-product, multi-year deals.
  • Apttus Configure Price Quote has a solid team that provides assistance when we need it.
  • Develop a mobile application that synchs with SFDC DBA and runs independently.
  • Advanced approval config is a chore and should be easier.
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Feature Scorecard Summary

Quote sharing/sending (16)
6.0
Product configuration (17)
5.1
Configuration options (17)
6.0
Pricing rules (17)
6.0
Price adjustment (16)
5.2
Purchase history and open contracts (13)
6.0
Guided selling/Sales portal (11)
4.3
CPQ reporting & analytics (16)
4.5
CPQ-CRM integration (16)
7.5
Attachments to quotes (17)
4.6

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
Phone
Email
Forum/Community
FAQ/Knowledgebase
Video Tutorials / Webinar
Training

Apttus Technical Details

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