X-Author for Excel: Increase Efficiency, Improve Accuracy, Save Time!
January 29, 2016

X-Author for Excel: Increase Efficiency, Improve Accuracy, Save Time!

John Tessandori | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apttus

My company uses X-Author throughout various departments. It is an excellent tool because it allows users to operate in Excel, an environment with which they are more familiar. Allowing the users to work in Excel while simultaneously updating records in Salesforce is a critical aspect of generating accurate data in reports.

As an engineer, I spend a majority of my day working in Excel managing lists, performing calculations, etc. I had limited knowledge of administrative tasks in maintaining the Salesforce org when my company first got this app, but was able to easily learn how to integrate my design spreadsheets with Salesforce and created complex X-Author apps. This application has greatly propelled our engineering / technical sales departments to the next level of efficiency!
  • 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.
  • Increased Proposal Generation Time.
  • Increased Accuracy of Equipment Design Results.
  • Increased Efficiency!
Apttus X-Author for Excel is perfect for companies who use Salesforce to develop pricing and proposals, but use Excel to fine tune the technical design aspects of a sale. With a little bit of work and some creative thinking, linking the technical designs to the proposal generation can be a powerful resource for growing companies.