Great Partner for our CPQ Journey
November 23, 2015

Great Partner for our CPQ Journey

Gregory Felton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apttus

We have deployed Apttus to 550+ field sellers and managers as part of very prescriptive guided selling solution. Our core solution is a Java-based tablet application that leverages Apttus via web app windows for browser based access. We support several products with thousands of pricebooks. Our quote model is more complex than a typical organization in that we have over 30 quote header level attributes that will [have] impact over deal profitability as much as the line item pricing and levers. Our line quantity calculations required additional attributes to support a rental model that uses different computations based on product type. We leveraged the Process Builder and Approval Workflow for our approval process and used DocuSign for contract execution which includes internal contract counter signatures. This requirement drove us to also leverage the Apttus DocuSign API Integration solution.
  • Native 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.
  • We have better control of pricing and product visibility.
  • Sellers have visibility of deal profitability.
  • We have an automated approval process based on deal types, products and size.
The key determinate was level of integration with Salesforce and the ease of configuration. We needed a tool that we can evolve with. We view Apttus as a tool that will grow with us as we mature.
Overall love this product. I've implemented all the major competitors in a past life and like this one the best.

Conga CPQ Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes