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The product is extremely well constructed and easy to use for any users.
What do you like best about the product?
Completely integrated with the native Salesforce CRM system.Having the its own CPQ and ALM system available. The best functionality available about customizing for the end user.
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've created a more robust system to record and regulate the processes around getting contracts approved and moved. We do, at this point, have the ability to more closely monitor contracts as they move through the process.
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Flexible and Easy to Use Interface
What do you like best about the product?
The user interface of the application is amazing and naming convention is in easy to understand format.
What do you dislike about the product?
Documentation of this application should be more good. For example, they should use the software simulations, videos, new release trainings and much more.
What problems is the product solving and how is that benefiting you?
My company was using another installed software to manage contracts. Now, every user can access the application from mobile or home.
Reason for Apttus Contract Management success
What do you like best about the product?
Completely integrated with the native Salesforce CRM system.
Having the its own CPQ and ALM system available
The best functionality available about customising for the end user.
X-Author for contract for the better and fully desired Contract document output.
Easy to use and understandable for the customers
Its robustness for the CPQ and ALM integration and compatibility.
Having the its own CPQ and ALM system available
The best functionality available about customising for the end user.
X-Author for contract for the better and fully desired Contract document output.
Easy to use and understandable for the customers
Its robustness for the CPQ and ALM integration and compatibility.
What do you dislike about the product?
The way to deliver a winning solution
For the complex we have to customise a lot to get the desired output.
Don't have a proper guidance on best practices
For the complex we have to customise a lot to get the desired output.
Don't have a proper guidance on best practices
What problems is the product solving and how is that benefiting you?
We have a complete pre ERP solution for out company and the Apttus CLM is helping a lot for the sales. Perfectly handling and robust in nature make sales happy to proceed with CLM life cycle for the company requirement.
Recommendations to others considering the product:
Just make the application much more feasible to modify as per the requirement and light weight so that it work faster with upgrading the Angular JS.
Apttus Contract Management
What do you like best about the product?
It integrates well with salesforce.com and the X-Author app makes creating and editing templates easy.
What do you dislike about the product?
I really can't of anything at the moment.
What problems is the product solving and how is that benefiting you?
Apttus helps us generate Orders and Quotes for our customers.
Great and Robust CPQ solution
What do you like best about the product?
Overall I do enjoy how the Apttus CPQ tool handles countless variations of contract use cases. Using the XAuthor technology makes it easier to print variables from Salesforce and inject various conditions into the word template. The fact that the tool was built on Salesforce.com platform makes it very familiar to a SysAdmin/Dev to enhance to tool further with simple configuration.
What do you dislike about the product?
Generating documents seems to take longer than usual. But, the output results make up for that.
What problems is the product solving and how is that benefiting you?
Contract Visibility. Ease to Access and Scalability.
Recommendations to others considering the product:
Apttus Contract Management seems to be an effective solution for Contracts
In constant improvement
What do you like best about the product?
Assets. Versions. Online document maker. Tracking.
What do you dislike about the product?
The mobile version. Client have difficulty knowing there are different pages and sometimes the side bar is not very user friendly. I wish when saving assets ( while creating a document) that one can name the asset and also add tags to it and even place it in a certain folder ( that folder could be also linked to cloud storage) when saving; instead of just saving it and using the title from the document. When creating a new version it is better to be able to be given the option to write an email rather than it being automated. Also some clients are not very comfortable viewing on octiv so it would be interesting to add an option or to include and attach PDF version of the proposal When sending out the email and maybe even have the option to add other attachements that sometimes we do not want to include in the proposal. Also it would be better if the emails were received from clients showing them our email rather than octivs. The octiv packages have become much more expensive and We will have to terminate our contract next year given that We started using it since the days of tinderbox, We understand there are improvements as one of your representatives said like any other online service company ( We are subscribed to so many online softwares for business but never have we seen such an increase in the price) there should be some support for the first tinderbox customers who have been loyal and supporting in a way the growth of octiv, and given that over the years our assets and data base is quiet heavy as information :) also tracking should be detailed to show viewing by proposal version.
What problems is the product solving and how is that benefiting you?
Benefits: Faster proposal creation and online proposal database. Proposal versions are very useful. andClients love the interface.
Took Proposals to the Next Level
What do you like best about the product?
Morphed flat Word doc proposals into engaging online proposals with video and dynamic content. Ability for sales reps to see client/prospect engagement with the documents in invaluable. We know what content is working! Also saves a sales rep the task of asking: "have you had a chance to review the proposal?"
What do you dislike about the product?
We would like some enhancements, especially the ability for a client to select different pricing options on one page instead of having to use multiple pages to get the job done.
What problems is the product solving and how is that benefiting you?
Enhanced proposals (video, look and feel), knowing who is reviewing the proposals and what content they are engaging with, easier for administrators/marketing to update and keep fresh.
Recommendations to others considering the product:
There are other decent options out there, but this seemed like the easiest to implement and have us the new, modern look and feel we were looking for.
Good software, sometimes hard to format
What do you like best about the product?
Being able to reuse templates and easy inline acceptance
What do you dislike about the product?
The formatting of fonts, tables, colors, and cells can sometimes be hard
What problems is the product solving and how is that benefiting you?
Quicker acceptance of online agreements
Robust Suite of Contract Management Features
What do you like best about the product?
Overall I do enjoy how the Apttus CLM tool can handle countless variations of contract use cases. Using the XAuthor technology makes it easy to tie variables from Salesforce and inject clauses, addendums, and terms dynamically into an already familiar word template. The fact that the tool was built on the Salesforce.com platform makes it very familiar to a SysAdmin/Dev to enhance to tool further with simple configuration or more complex development.
What do you dislike about the product?
Generating documents seems to take an eternity at 5 seconds, which is rough in today's I want it now digital world. But, the output results make up for the snooze fest.
What problems is the product solving and how is that benefiting you?
Contract Visibility. Ease of Access. Verizon Control. Scalability.
Recommendations to others considering the product:
Get your business process down and document it. Understand your Approval process flows. Run this through your business owners multiple times and finalise every aspect required to answer your KPI reporting.
One of our top sales tools implemented in our Salesforce environment
What do you like best about the product?
The integration to salesforce and the tracking capabilities or the agreement and documents.
What do you dislike about the product?
Set up isn't as simple or easy as we hoped. You really have to nail your processes down and think through the integration and process piece before attempting to use within Salesforce environment.
What problems is the product solving and how is that benefiting you?
Consistent contract and proposal language amongst reps. Ability to see who received and viewed our docs and for how long. If the document gets forwarded and to whom is a huge benefit to get additional power players in a deal. Our speed from order to sign increased.
Recommendations to others considering the product:
Before you purchase, make sure you have your documents thought out and ready to go. No point to purchase until you have everything in place.
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