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Great tool for Sales Proposals
What do you like best about the product?
Love the digital format of the sales proposals and how easy it is to add rich media to proposals. Video, graphics, and tables make proposals so much stronger.
What do you dislike about the product?
There are a few bugs with the interface on different browsers we had trouble getting past to onboard our sales team.
What problems is the product solving and how is that benefiting you?
We are much more efficient with proposals and pricing.
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Good tool
What do you like best about the product?
Template creation is relatively easy, Salesforce integration is key
What do you dislike about the product?
formatting options are very basic, contract editing should be more robust. customer should be able to approve or reject changes initiated by the seller
What problems is the product solving and how is that benefiting you?
automate proposal and contract delivery and signature via Salesforce
Great Proposal Software
What do you like best about the product?
I use this software to deliver proposals to our prospects, and like how easy it is to customize each proposal based on the client's industry.
What do you dislike about the product?
Some features can feel cumbersome (hard to switch to landscape) but out support team is always happy to help us with issues.
What problems is the product solving and how is that benefiting you?
We used to make our proposals in Word - this makes them fancier and more professional for our prospects.
Great Tool!
What do you like best about the product?
It is easy to use and documents are easily adjustable, you can use templates to create a contract or presentation, next to this it gives a department a good view how long people looked at the documentation.
What do you dislike about the product?
We found a bug in the system it took over 8 weeks to solve, which was to long in my view. We did not get any response till it was solved it would have been nice to get a status update.
What problems is the product solving and how is that benefiting you?
We wanted to have digital contracts and have a view how is viewing the documents and for how long
Excellent CLM for use in an integrated Quote to Cash system
What do you like best about the product?
We use Apttus CLM in combination with their CPQ product, and then integrate to our back-end systems and ERP. I find the Apttus CLM to be well-designed out of the box, and it was relatively easy to configure during our deployment. Our Legal and Contracts team also benefit from the X-Author functionality that allows us to use our Office suite to manipulate and edit documents seamlessly within the CLM.
What do you dislike about the product?
We have a very complex agreement structure, with a lot of variable clauses, use-dependent templates, etc. Configuring Apttus CLM to handle that complexity took a lot of effort. Also, the presentment limitations for line items in the quote/agreement record could be more dynamic.
What problems is the product solving and how is that benefiting you?
We are using Apttus CLM to unify our previous patchwork of contracting systems and processes. Doing so allowed us to present a single, coherent contract to our customers. We no longer have to manually enter in customer, opportunity or approval information into our contracts, resulting in time savings and tighter revenue assurance controls. Making changes to our templates is swift and efficient. The changes we have made to our customer contracts, both individually and globally, is now highly reportable.
Apttus CLM Successful Outcomes
What do you like best about the product?
The product is extremely mature and well constructed. The fact that Apttus has the most robust total Quote-to-Cash offering ranging from Configure-Price-Quote (CPQ) to Contract Lifecycle Management (CLM), Incentive Compensation Management (ICM) and Revenue Recognition capabilities, makes their Contract Management capability that much more scalable into an even bigger, more valuable business solution.
I also had a phenomenal experience with their Professional Services team that embedded with our team, got to know our business, challenges, processes and desired outcomes and worked tirelessly to deliver a winning solution. As a result, we transformed our contract management operation from a highly disconnected, manual and e-mail driven approach to a completely automated process within the Salesforce ecosystem. We were able to leverage pre-approved legal language to more easily construct our contracts. Approvals were automatically generated, disseminated, escalated and captured within the system. Contracts were easily e-signed by customers and countersigned by our legal team with a single click. Ultimately all contract language including terms, conditions and even specific clauses were stored as searchable data.
I also had a phenomenal experience with their Professional Services team that embedded with our team, got to know our business, challenges, processes and desired outcomes and worked tirelessly to deliver a winning solution. As a result, we transformed our contract management operation from a highly disconnected, manual and e-mail driven approach to a completely automated process within the Salesforce ecosystem. We were able to leverage pre-approved legal language to more easily construct our contracts. Approvals were automatically generated, disseminated, escalated and captured within the system. Contracts were easily e-signed by customers and countersigned by our legal team with a single click. Ultimately all contract language including terms, conditions and even specific clauses were stored as searchable data.
What do you dislike about the product?
There is little to dislike about the Apttus CLM product or in their ability to deliver a winning solution. As with many Salesforce applications, use of the interface could sometimes be more efficient with less whitespace and fewer page turns. But this is a minor consideration given the awesome results and great success we have experienced with this Apttus solution.
What problems is the product solving and how is that benefiting you?
As a result of our Apttus CLM implementation, we reduced our manual process by 40% of the redundant or unnecessary process steps. We reduced our contract processing costs by 25%. And we experienced a 60% increase in the speed at which contracts were signed. So, we were able to reduce the lag between close of an opportunity and the point at which we were able to start recognizing revenue.
Sales Reps love it. Legal relies on it. And the Operations team can't live without it. In 25 years, this was one of the smoothest, most successful projects I have had the pleasure of overseeing.
Sales Reps love it. Legal relies on it. And the Operations team can't live without it. In 25 years, this was one of the smoothest, most successful projects I have had the pleasure of overseeing.
Recommendations to others considering the product:
Consider Apttus very highly for three reasons:
1. Their broader Quote-to-Cash vision and scalability
2. Their exceptional Professional Services
3. The strength of their organization and their dominant standing in the marketplace
1. Their broader Quote-to-Cash vision and scalability
2. Their exceptional Professional Services
3. The strength of their organization and their dominant standing in the marketplace
Automatic proposals with a click of a button
What do you like best about the product?
Cloud hosted proposals shared across the enterprise, instant online meeting and the ability to see what is viewed on the presentation.
What do you dislike about the product?
Octiv is great in theory, but it does take customization-- if your CRM isn't cleaned up or your sales people aren't using it, you won't get the most value out of Octiv.
What problems is the product solving and how is that benefiting you?
Customer specific proposals using CRM data.
Novatus-Contracts
What do you like best about the product?
It is very well organized for a large group of people to access content.
What do you dislike about the product?
It is not always the most intuitive product, needed lots of training across the organization.
What problems is the product solving and how is that benefiting you?
We are solving a centralized contract business objective. It is helpful to have all of this in one place.
Great propsal/contract software for sales teams that use Salesforce as a CRM
What do you like best about the product?
I like that it integrates directly into our Salesforce CRM and additionally I really like that it tracks opens so I know exactly when my client is viewing the proposal.
What do you dislike about the product?
It can be buggy at times but overall very high quality and customizable
What problems is the product solving and how is that benefiting you?
Octiv helped our sales team to go from a paper contract to an entirely electronic version and close more deals!
Recommendations to others considering the product:
Do it!
Octiv is a great premise but has many glitches
What do you like best about the product?
I like the nice, clean look of proposals, the ability to save templates for different types of proposals, and the ability to track how long a client has looked at the proposal's various pages.
What do you dislike about the product?
I dislike the fact that the software seems to glitch up any time I need to add an extra field to a pre-existing template, the fact that it's nearly impossible to answer questions that clients ask using the application, and the difficulty involved in transferring ownership of proposals in the event that the creator is no longer with the company.
What problems is the product solving and how is that benefiting you?
It allows us to quickly send renewals and contracts to clients.
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