Apttus Contract Management Reviews & Product Details


What is Apttus Contract Management?

Apttus Contract Lifecycle Management brings speed, visibility and control to the contract management process, so that your agreements become a strategic advantage instead of a cost center. Apttus is the contract management leader, trusted by more than 70 Fortune 500 companies and used by more than one million users across the globe. Apttus Contract Lifecycle Management is part of the seamless suite of Apttus Quote-to-Cash applications built on the Apttus Intelligent Cloud™.

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Apttus Contract Management Profile Details

Apttus Contract Management Profile Details

Vendor
Apttus
Description
Apttus delivers Software-as-a-Service (Saas) Solutions to complete the Quote-to-Cash customer process and the Procure-to-Pay supplier process.
Company Website
Year Founded
2006
HQ Location
San Mateo, CA
Phone
(650) 539-2052
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
1,256
Twitter
@Apttus
Twitter Followers
13,866
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Companies Using Apttus Contract Management

Salesforce
Adobe
LinkedIn
Citrix Systems
CenturyLink
PayPal
Nike
Seagate
New Relic
ABB
NetApp
Autodesk

Apttus Contract Management Reviews

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Apttus Contract Management Reviews

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1-25 of 47 total Apttus CLM reviews
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Lead Consultant
Information Technology and Services
Enterprise
(10,001+ employees)
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"Apptus Contract Management Review"

What do you like best?

Out of the box templates for different functionalities such as initial agreement, change order, proposals and other supporting documents covering various clauses is such an outstanding feature.The ability to configure the package according to our requirements by using doc assembly rule sets is good as well; It is a mature product in the CPQ space and scalable for any required integrations as well

What do you dislike?

The license cost is at a premium but considering the wide variety of features available, it might be justified to a certain extent. There are a few navigational improvements that can be done to improve the overall user experience.

Recommendations to others considering the product:

It is important to streamline the contract approval process with the relevant stakeholders first before configuring it in the package to avoid issues later

What problems are you solving with the product? What benefits have you realized?

Apptus CLM package addresses the gap where the sales reps have to follow a manual process to close the deals and there could be deals at a critical phase and it helps both the Sales and Legal team to collaborate seamlessly. Helps to adhere to all the amendments that the company could be bringing into practice

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Vice President, Global Sales Operations
Photography
Enterprise
(1001-5000 employees)
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"Apttus CLM Successful Outcomes"

What do you like best?

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.

What do you dislike?

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.

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

What problems are you solving with the product? What benefits have you realized?

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.

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CPQ Technical Support Analyst
Computer Software
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"Reason for Apttus Contract Management success"

What do you like best?

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.

What do you dislike?

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

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.

What problems are you solving with the product? What benefits have you realized?

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.

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ET
Enterprise
(10,001+ employees)
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"Excellent CLM for use in an integrated Quote to Cash system"

What do you like best?

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?

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 are you solving with the product? What benefits have you realized?

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.

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Co-Leader ☁
Information Technology and Services
Mid-Market
(501-1000 employees)
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"Robust Suite of Contract Management Features"

What do you like best?

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?

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.

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.

What problems are you solving with the product? What benefits have you realized?

Contract Visibility. Ease of Access. Verizon Control. Scalability.

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Clinical Application Analyst
Hospital & Health Care
Enterprise
(5001-10,000 employees)
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"Using CLM has been very impressive and awesome"

What do you like best?

what I like best with CLM: CLM not doubt has made the contract process at my Hospital much more smoother, faster cleaner than what it used to be. Our approval process has been modified using CLM workflows, process builder and Approval process. I was impressed when I saw the MAX demo for CPQ and I look forward to having such functionality in CLM because that would be very cool awesome for my Hospital legal department and other users.

What do you dislike?

In my organization our Approval flow is very complicated and I think we are still looking for a way to streamline the process without changing too much on our traditional workflow

What problems are you solving with the product? What benefits have you realized?

Contract request process, workflows and approvals

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AC
Enterprise
(1001-5000 employees)
Validated Reviewer
Verified Current User
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"Mallesh - CLM review"

What do you like best?

It is integrated with the native Salesforce CRM system.

We can incorporate CPQ solutions and Apttus Advanced Approval solutions with in CLM and compatibility.

X-Author plugin is most useful to create complex Apttus templates. I have recently created few new templates in FX2 format and i liked a lot while comparing with pre FX2 format.

Easy to understand the users and good CLM life cycle process.

What do you dislike?

X-Author and template generation functionality are too slow.

The Guide which have currently is not enough information on best practices and this should have more detailed information.

Recommendations to others considering the product:

We are not using that high level this CLM product but we mainly using CPQ in our daily life cycle.

Template generation and maintenance and reporting capabilities

What problems are you solving with the product? What benefits have you realized?

Apttus CLM is helping a lot for the sales by generating Apttus templates. I do assist the internal team in order to fix the issue of our clauses and template issues. And used to do the template design part and template visibility rules in CLM.

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UR
Mid-Market
(501-1000 employees)
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"Multi featured CM Solution"

What do you like best?

It's a highly scalable valuable business solution. Automatic generation of approvals. It can handle countless variations of contract use cases. Sysadmin can easily enhance the system. Nicely designed out of the box and easy to configure. Having the its own CPQ and ALM system available. Excellent end user customization. It's relatively simple to use and understandable for our customers. Its robustness and compatibility for the CPQ and ALM integration.

What do you dislike?

There is not much to dislike about this product. Apttus has a proven abiility to deliver a winning solution. Perhaps the interface can be more efficient with fewer page turns, etc. Could use more guidance on complex processes.

What problems are you solving with the product? What benefits have you realized?

We have significantly reduced manual processes resulting in time and cost savings. Our sales team really likes it and Legal relies on it. And the Operations team can't live without it. This was one of the smoothest, most successful projects we have implemented and are quite happy with it.

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II
Enterprise
(10,001+ employees)
Validated Reviewer
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"Best Contract Management system in the Market - Apttus CLM"

What do you like best?

The ease of creating contract Templates and the way we can customize the product to better suit our requirements and how flexible it is to customize according to the requirements. The integration of Adobesign with Apttus CLM is a plus and it totally helps in e-signature process. Also the integration of Apttus CPQ and CLM provides a seamless experience for the users and helps them in achieving their goals.

What do you dislike?

The way Merge Server works to convert the documents which has lots of issues. Also X-Author plugin for Word is not robust enough as it crashes most of the time. Also the migration manager for the contracts to be migrated has to be enhanced a lot as it provides very less number of filter options and makes the migration process a little tedious one

Recommendations to others considering the product:

Apttus contract Management is one of the best Contract Management systems available in the market , the ease of use and the flexibility towards custom requirements makes it one of the best tool in the market

What problems are you solving with the product? What benefits have you realized?

We have moved completely away from a third party solution for Contract Management to Apttus contract Management and we have been successful in creating robust contracts on the fly

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Consultant
Information Technology and Services
Mid-Market
(201-500 employees)
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"Apttus CLM"

What do you like best?

Ability for all parties within our group to be able to view and track a specific contract/ agreement in real time.

To be able to have history/ documentation of the contract life cycle and know who has worked on a particular record/ contract.

What do you dislike?

Currently we work off of Attachment and Amendment numbers, we have not found a way to configure Apttus to be able to "know" what the next Amendment or Attachment number for a particular account

What problems are you solving with the product? What benefits have you realized?

Be able to fully track amount of time it spends with each particular group.

Also, be able to fully know the amount of time it takes a contract from request to activation.

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AP
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
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"Apttus CLM"

What do you like best?

What I like best about Apttus CLM is that it has given my department the ability to track and report on our Contract data. We are mainly using it for offline documents at this time, but we now can use the fields within the Agreement object to track our terms. We use to have to pull up and read the contact every time we had a question.

What do you dislike?

I don't like that it can't handle multiple check-in's with redlines without wiping out the previous changes. We don't redline in an order but all at the same time. It's caused some issues when the metadata breaks.

What problems are you solving with the product? What benefits have you realized?

We are using CLM to house our Contract details and to track our approvals. Before Apttus, we were only using email and had to reread the contract with any questions.

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UC
Enterprise
(1001-5000 employees)
Validated Reviewer
Verified Current User
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"Painful"

What do you like best?

I like that Apttus automates the process that used to be more manual. It's allowed us to get things done in a slightly more orderly manner that is less wasteful in terms of creating steps.

What do you dislike?

Apttus is slow. Our company has seemingly invested a lot in all of our business tools, but Apttus takes an incredibly long time to load. On top of this, it's incredibly clunky in terms of creating contracts. The process by which one must select products and re-price is incredibly inefficient and takes significantly more clicks than other processes. Beyond this, Apttus is very inefficient in terms of how it displays information once it's been entered into the system. I find myself spending a significant amount of time browsing pages to try and find the correct information as I go back to review certain points.

Recommendations to others considering the product:

I would look carefully at the full process that Apttus can offer you in the context of your actual business. They additional steps and buttons they force you to push are frequently onerous, and it falls significantly short of intuitive. Also be aware that the way it integrates with other solutions may be very clunky at best.

What problems are you solving with the product? What benefits have you realized?

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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AM
Enterprise
(1001-5000 employees)
Validated Reviewer
Verified Current User
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"Good Solution - Decent Customer Support"

What do you like best?

I like that, once set up correctly, it is a great, easy solution to use. It is fairly flexible tool, and still gives users the ability to use other applications, like Word, to do their day to day job, while still being integrated within Apttus and Salesforce.

The tool is easier to pick up if you already have experience with using Salesforce, as it is built on the Force.com platform.

What do you dislike?

The Customer Support can be worked on. We were not given guidance on best practices, and so our solution started failing because we did not know how to grow the tool with our business. Also, it was hard to find solutions and answers online, which can be done for a lot of other types of IT tools.

What problems are you solving with the product? What benefits have you realized?

We are solving the Contract Lifecycle Management process, and trying to create a centralized tool that can be used easily with various business functions, including Sales, Sales Operations, and Legal.

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Business Systems Analyst
Computer Software
Enterprise
(5001-10,000 employees)
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"Great CLM"

What do you like best?

I like the access to the Backend APIs, we are currently using both the Standard CLM workflow, but were able to integrate apttus in our custom workflows through the apis. We are also using the docusign connector which was a little difficult to set up, but once configured works perfectly.

What do you dislike?

I wish that the support was a little bit better, when we log cases they seem to take a little while to get resolved. Other than that I really dont seem to have any issues with Apttus aside from the support.

What problems are you solving with the product? What benefits have you realized?

We are solving the problem of automating our Partner Contracts - we use an outside vendor currently but are able to eliminate that cost by implementing the Apttus Contract Lifecycle Management set of products. We have also automated our Non-Disclosure Agreement Process and exposed it to 7000+ user through the Apttus OEM License Model.

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AT
Enterprise
(10,001+ employees)
Validated Reviewer
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"Manage and put in place a CLM solution (APTTUS) for former Alcatel Lucent Company (worldwide)"

What do you like best?

-use salesforce capabilities (well proven CRM platform)

-very intuitive admin capabilities

-easy to apply a continuous improvement process (eg Kaizen) to increase customer satisfaction

-easy implementation of new processes change (see above)

-word used to modify contract/agreement so no major change vs current paper work

What do you dislike?

-the tool is good but there is still a huge change to perform for different functions in order to digitalize the contracting process

-the plug in that is required (same for other solutions) required IT support so not always easy to automate

-solution was a bit standalone compare to other players who have a full suite

Recommendations to others considering the product:

prepare well the project

prepare the change plan

be trained in advanced to Salesforce to understand the complexity and the strengths

What problems are you solving with the product? What benefits have you realized?

digitalize the supplier contracting process

enforce compliance for CLM

give full visibility worldwide on the contracting process for leaders of their areas

reduce legal risk on contracts

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CI
Enterprise
(10,001+ employees)
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"The product is extremely well constructed and easy to use for any users."

What do you like best?

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?

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 are you solving with the product? What benefits have you realized?

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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Sales Operations Manager
Financial Services
Enterprise
(1001-5000 employees)
Validated Reviewer
Verified Current User
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"Huge Time Saver"

What do you like best?

This easily allows us to keep the most current contract accessible and to send it seamlessly through technology.

What do you dislike?

40 characters is a lot considering I don't have that many complaints. I don't think its related but we use Apttus for a custom integration with our credit system and it could use some enhacements. I think the problem is due to the credit system.

What problems are you solving with the product? What benefits have you realized?

Contract Template Management

Pricing Control

Easy access for all applicable business units

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CI
Enterprise
(10,001+ employees)
Validated Reviewer
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"Great and Robust CPQ solution"

What do you like best?

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?

Generating documents seems to take longer than usual. But, the output results make up for that.

Recommendations to others considering the product:

Apttus Contract Management seems to be an effective solution for Contracts

What problems are you solving with the product? What benefits have you realized?

Contract Visibility. Ease to Access and Scalability.

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VP, Product Management
Financial Services
Mid-Market
(51-200 employees)
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"Change a clause once, replicate across all related contracts"

What do you like best?

Clause library and the ability to re-use clauses.

What do you dislike?

Workflow emails overly reliant on Salesforce workflows

Recommendations to others considering the product:

Get an implementation consultant. Try to really limit scope and roll out to users quickly and iterate with feedback.

What problems are you solving with the product? What benefits have you realized?

Change a clause in one place and replicate across all contracts. Huge time savings for legal.

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Lead Business Solutions Analyst
Computer Software
Enterprise
(10,001+ employees)
Validated Reviewer
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"Apttus Contract Management"

What do you like best?

New feature with Apttus X-Author Add-in

will be working for Apple and that they have it in the roadmap that it will use the web version that will work without installing Addin.

What do you dislike?

Not much improvement in this area for VMWare as we are 13 Releases behind.

What problems are you solving with the product? What benefits have you realized?

Contract signature process

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AC
Enterprise
(1001-5000 employees)
Validated Reviewer
Verified Current User
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"Revenue Operations Manager"

What do you like best?

The ease and transparency of approval requests.

What do you dislike?

The complexity around visibility rules for products and specific constraint rules for users

What problems are you solving with the product? What benefits have you realized?

Our Enterprise customers need negotiated T's and C's. We have streamlined our legal red lining process with the sales cycle to ensure higher productivity and collaboration across the org.

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AB
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"Good Software"

What do you like best?

Their CLM solution has been a huge improvement over what we used in the past and has solved many issues. Overall, it is a good product and they seem very willing to listen to their customers and implement new ideas, which is very important to me.

What do you dislike?

We see some limitations due to Salesforce like the search functionality. I would also like to see more integration with the cloud instead of dropping out into Word and Exchange during the negotiation process. I see them moving in this direction but I think they are behind their competition here.

What problems are you solving with the product? What benefits have you realized?

We needed a CLM solution for our company. We really only had a database in the past without robust workflows so this is a much improved solution for us.

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Sr. Tech Lead
Consumer Electronics
Enterprise
(1001-5000 employees)
Validated Reviewer
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"Apttus CLM"

What do you like best?

Apttus integrates with SF.com. Automated.

What do you dislike?

Customers support. We have an issue that customer support can reproduce, but refuse to provide a fix. It makes us feel like our issue is not big enough for them to address.

What problems are you solving with the product? What benefits have you realized?

Replace our legacy CALM with Apttus CALM.

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CLM Administrator
Computer & Network Security
Enterprise
(5001-10,000 employees)
Validated Reviewer
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"Currently implementing Apttus CLM in our organization."

What do you like best?

I love the automation which the CLM will provide to our organization.

What do you dislike?

The amount of time it takes to implement.

Recommendations to others considering the product:

Highly recommend.

What problems are you solving with the product? What benefits have you realized?

We are mostly interested in the streamlining and automation the program will provide.

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Sr. Salesforce Developer
Information Technology and Services
Enterprise
(10,001+ employees)
Validated Reviewer
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"Good tool to use"

What do you like best?

Great integration with Salesforce

Way the contracts are created using merge servers

What do you dislike?

Configuration of the api

Xauthor word integration with Salesforce has many issues.

What problems are you solving with the product? What benefits have you realized?

Xauthor integration

Apttus Contract Management Features

  • Contract Creation
  • Contract Templates
  • Contract Editing
  • Contract Attachments
  • Contract Collaboration
  • Approval Process

Apttus CLM User Ratings

7.6
Ease of Use
Average: 8.6*
7.4
Quality of Support
Average: 8.7*
7.4
Ease of Setup
Average: 8.3*
* Contract Management Category
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