Apttus X-Author to the RESCUE
March 03, 2016

Apttus X-Author to the RESCUE

Jacquealine Carter | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apttus

We are currently using X-Author for Excel with Salesforce to update and populate formula fields in Excel and then have X-Author attach the document to the opportunity record. It has made our interaction with Excel easy and effortless. The setup was less than 20 minutes and worked well with our complicated Excel spreadsheet. Thanks Apttus for making our lives easier and less complicated.
  • 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.
  • Our new product from Apttus (XAuthor) has eliminated the errors that users were receiving prior to using Xauthor. Before we use to open Excel and retype what was already in Salesforce into the spreadsheet. Now that we have mapped the document and created an app, the user can click on the link in Salesforce to populate the Excel document and it saves the documents back to the Salesforce record without the user having to open Excel. That saves time and [reduces] errors. They are getting the IRR completed and approved in half the time.
We didn't [try] any other options. Finding a product to work with Excel and Salesforce was difficult and our only solution was Xauthor from Apttus.
Apttus continues to stay in contact to ensure I'm happy with their product. I have also signed up with the XAuthor group on their site which always provides additional use cases on how other companies are using XAuthor. I enjoy working with Apttus as well as using their product.