Xauthor for word does anyone know if you can build workflow around data stored in tables of a microsoft word document and using apttus xauthor for word. Two great tools in the apttus toolbox are xauthor and intelligent workflows for approvals. Xauthor for word answers salesforce trailblazer community. Apttus sells the worlds best quotetocash software including the leading configure price quote, contract management, ecommerce and revenue management software. Xauthor is scalable to the needs of any organization, from small companies just getting started with salesforce, to the largest global enterprises supporting thousands of team members across the globe. For overall product quality, salesforce cpq received 9. Keep crm records accurate and uptodate by leveraging excel for data operations. Enhance your knowledge and learn more about apttus products. Apttus contract management on appexchange duration.
Users can execute an entire quote lifecycle without leaving microsoft excel while working interactively with apttus cpq products, pricing, approvals, as well as crm accounts and opportunities. About apttus the leading quotetocash software provider. Boost crm adoption and increase excel productivity throughout your entire organization by incorporating them together with xauthor. Xauthor is deployed today to solve both common business challenges and highly complex and specific needs of individual businesses. Apttus means customer success when you use xauthor by apttus, you become a member of the worlds largest community of excel and crmproductivity experts. Users can execute an entire quote lifecycle without leaving microsoft excel while working interactively with apttus cpq. Deployed at more than 70 fortune 500 companies, apttus brings. Apttus is rated 0, while cobblestone systems contract insight is rated 0. Discover the most efficient way to manage contracts and quotes across teams and functions with x author. X author supports apttus quote tocash 5 speed up cpq deployments x author allows salespeople to use excel as a dataentry and mass data transfer front end to crm, so users can easily and quickly set up their cpq instance using excel. Additionally, apttus x author solution increases adoption of these tools across your organization by allowing microsoft word and excel to function as user interfaces dramatically increasing the speed and efficiency of data input, manipulation and reporting and x author.
The most capable crmexcel connector only xauthor can deliver full crm adoption, turn manual spreadsheet processes into powerful applications, simplify data administration. Salesforce cpq vs apttus intelligent cpq 2020 comparison. It allows for the seamless update of all objects on the sfdc platform. At the same time, for user satisfaction, salesforce cpq scored 99%, while apttus. Allow teams to quickly upload large volumes of data without violating the crm rules that govern specific objects and fields. Additionally, apttus patent pending x author technology enables microsoft office to be a userinterface with full interaction and control between salesforce and microsoft office. App mavericks sync excel and salesforce with apttus x author for excel duration. Xauthor s powerful combination of excel and crm boosts crm adoption, increases. Remove the risk and time suck of mass data uploads. Apttus xauthor enables legal to execute an entire contract lifecycle inside microsoft word while complying with approval workflows and pulling the latest terms and clauses from your legal playbook. Any one with experience on xauthor for excel by apttus.
Apttus, the categorydefining quotetocash software company, drives the vital business process between the buyers interest in a purchase and the realization of revenue. Utilizing a patented combination of saasbased applications, the apttus. Xauthor we utilize apptus xauthor for excel with salesforce and i have a user who i installed xauthor on his computer but when he connects and chooses the apps icon, none of the. The most capable crmexcel connector only xauthor can deliver full crmadoption, turnmanualspreadsheet processes into powerful applications, simplify data administration, and make crm reporting easierall without any programming. Quotetocash is used for quote, contract, ecommerce and revenue management. Get more from x author and apttus by joining our online community, attending one of our workshops, or meeting other customers at apttus. Hi all, today, lets discuss about x author contract for windows os. Xauthor turns excel into a complete user interface for crm, including salesforce and microsoft dynamics crm. X author brings enterprise controls, workflows, and collaboration to microsoft word. Apttus is ranked 2nd in contract management software while cobblestone systems contract insight is ranked 11th in contract management software. Xauthor can send crm data to excel templates distributed across your company, so you can upgrade your reporting capabilities beyond your crm package. Moodys digitizes its customer touchpoints through a webenabled portal the proof is in the pudding, 5 months after. After few months and some tweaks we are finally utilizing most of the functionalities. It has increased productivity to our legal department by integration agreements and opportunities.
Apttus also offers a range of features including x author which allows users to turn excel into an online user interface for the crm system. The software enables both simple or complicated product configurations. Apttus x author for cpq is a tool that is excelbased to provide the quote applications for the apttus cpq tool as such. We did raise tickets with apttus and carried out all steps as they advised updated windows, repaired then reinstalled msoffice and x author.
Xauthor turns excel into a complete user interface for salesforce and microsoft dynamics crm, boosting productivity and driving crm adoption. Salesforce user management software xchange apttus. Apttus customers are achievers, doers, and thought leadersand include prominent crm administrators, salesforce mvps, and developers who can help you gain the most value from x author, no matter your role. Learn how x author by apttus bridges the gap between salesforce and microsoft excel. You can use our scoring system to help you get a general idea which cpq software product is more suitable for your company. Users have the power of microsoft office inside salesforce.
Apttus xauthor for cpq is an excelbased quoting application for apttus cpq. Xauthor s powerful combination of excel and crm boosts crm adoption, increases excel productivity, saves administrators hours, and automates processes easily throughout the company. Apttus xauthor gives legal teams the best of both worldsthe familiarity of microsoft word, and the enterprise performance of the apttus intelligent cloud. X author contract for word all rights of content and images are reserved to apttus corporation. Level 5, c tower, tech park1, airport road, yerwada, pune 411006. Apttus xauthor for excel is a program released by the software company apttus. Apttus x author for excel is perfect for companies who use salesforce to develop pricing and proposals, but use excel to fine tune the technical design aspects of a sale. At all times, the quote is stored and managed in and controlled from crm. The xauthor arrangement takes into consideration simple organizing however. Apttus is a quotetocash software provider, driving the vital business processes between a buyers interest in a purchase and the realization of revenue. Bulk load contacts and campaign members instantly, plus view data across any set of campaigns in a. Users can have the luxury of being within an excel and complete the whole quote lifecycle, and at the same time interact with apttus.
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