Apttus CPQ works great for us.
August 19, 2018

Apttus CPQ works great for us.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apttus Configure Price Quote

We use Apttus CPQ across our sales organization the create quotes. Prior to using Apttus, we had multiple ways of quoting including using an Excel worksheet. Today we all use the same tool and across sales and accounting to go from quote to cash. This includes using it to create assets and bill auto-renewals. This has automated several processes that used to be independent systems that often did not match.
  • 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
  • We definitely are able to more smoothly generate a professional quote and get it out the door. This is a big plus.
  • We have had push back from staff that used the worksheet because they don't like the rules that keep them from quoting things they shouldn't quote.
We used QuoteWerks which did not integrate well with Salesforce. It had no approval process and the price book lived on each person's computer. If they did not connect to the server they were quoting old pricing. It allowed them to create products on the fly.
Great for situations were you need to have multiple ways of pricing one product. For example: you need to be able to price a software product for Licensing or for SaaS. Also great where you need to be able to build out a solution with multiple options.

Conga CPQ Feature Ratings

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