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Writer's pictureNeeraj Singh

Apttus CPQ

Updated: Jun 3, 2024

What is Apttus?

Apttus is a quote-to-cash software provider that automates key enterprise activities from a potential buyer's interest to revenue realization. It is renowned for its Configure Price Quote (CPQ) software, E-commerce solutions, and contract management tools.



Apttus cpq | Apttus cpq vs salesforce cpq | Force Apozee

Why Choose Apttus?


Apttus is a market leader in quote-to-cash software, offering robust products and innovative solutions. Key reasons for its leadership include:

  • Strong product offerings

  • Leadership in the quote-to-cash domain

  • Rich CPQ capabilities

  • Extensive market presence

  • Commitment to innovation


What is Apttus CPQ?

Apttus CPQ (Configure Price Quote) is a sales tool designed to provide accurate pricing in real-time, aiding organizations in capturing new sales and enhancing cross-sells. It helps sales teams by:

  • Delivering reliable, real-time quotes

  • Improving lead conversion

  • Enhancing cross-sell and upsell opportunities

  • Accelerating sales cycles


What is Salesforce CPQ?

Salesforce CPQ offers companies accurate and reliable pricing for product configurations. It considers various factors like discounts, features, quantities, and customization to generate quick and precise quotes. It operates on both on premise and cloud platforms, benefiting from Salesforce’s cloud capabilities.


Apttus CPQ in Salesforce

Apttus Omni is built on Salesforce, leveraging its scalability and security. This integration allows Apttus to offer multiple languages, currencies, mobile access, and analytics, benefiting from Salesforce's robust features.


Comparison of Apttus CPQ and Salesforce CPQ


Features and Offerings

Feature

Apttus CPQ

Salesforce CPQ

Free Trial

No free trial

Free trial available

Ease of Use, Setup, Support

Poor compared to Salesforce

Better compared to Apttus

Product Catalog

Richer catalog

Diverse catalog

Pricing

Flexible, offers more discounts

Less flexible, fewer discounts

Price Model

Quote-based

Annual subscription

Cost

Available on request

$75 per user/month

Customer Support

Phone, live support, training

Phone, ticket support

Integrations

Integrates with Apttus solutions

Integrates with Kenandy Cloud ERP

Features Overview


Apttus CPQ:

  • Guided quote creation

  • Quote scoring

  • Approval workflows

  • Cross-sell and upsell suggestions

  • Discount recommendations

  • Commission calculations


Salesforce CPQ:

  • Price and quote generation

  • Proposal generation

  • Order and renewal management

  • Contract management

  • Product configurator

  • Subscription billing

  • Guided selling

  • Revenue recognition

What is CPQ Software?

CPQ (Configure Price Quote) software helps businesses provide accurate pricing for complex products. It considers multiple variables to determine the final product price. For example, a Vodafone postpaid plan with additional data can be accurately priced using CPQ software.


Understanding Apttus Custom Settings

Custom settings in Apttus CPQ, such as the “instance URL,” need to be configured post-installation. These settings are accessible and updatable from the tool itself.


Constraint Rules in Apttus CPQ

Constraint rules in Apttus CPQ are business rules that manage product inclusion, exclusion, recommendations, validations, and updates based on business logic. They consist of:

  • Rule Header: Summary of the rule

  • Rule Condition: The “if” part of the rule

  • Rule Action: The action taken when conditions are met


X-Author for Template

X-Author for CPQ is an Excel-based tool that allows users to manage the entire quote lifecycle within Excel, interacting with Apttus CPQ products, approvals, and pricing. Key features include:

  • CRM data retrieval

  • Quote approval initiation

  • Quote generation from within Excel

  • Storage of structured and unstructured data in CRM

Conclusion

Apttus CPQ is a powerful tool in the quote-to-cash process, offering strong competition to Salesforce CPQ. It is widely used in top organizations, providing detailed features and robust functionality. This tutorial provided an overview of Apttus CPQ, its comparison with Salesforce CPQ, and insights into its various processes and tools.

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