What is X-author used for?

X-Author for Excel by Conga is a Salesforce Excel Connector which can update opportunities, assign leads, create quotes, upload data & more. Users have the power of Microsoft Office inside Salesforce. Admins drive toward 100% Salesforce adoption.

Hereof, what is X-Author for Word?

X-Author for Contracts is a cloud-based Word add-in that lets you work on contracts and templates. X-Author for Contracts add-in is patented technology to help you manage and streamline the entire contract process right within Microsoft Word.

Beside above, what is Apttus X-author contracts? Apttus X-Author Contracts enables Legal to execute an entire contract lifecycle inside Microsoft Word while complying with Salesforce approval workflows and pulling the latest terms and clauses from your legal playbook.

Similarly, how do you add an X-author in Word?

X-Author Contract for word is a MS Word Plugin which is used to design dynamic templates for your Quotes or for your contracts. To Setup this plugin, just download from Apttus Portal. Select the below tool and download. Install it in your machine.

What is Apttus in Salesforce?

Apttus is an American business-to-business software provider specializing in business process automation. Apttus' software was originally developed to leverage the Salesforce customer relationship management platform, but it has since been integrated with Microsoft Azure and IBM Cloud as well.

Related Question Answers

What is Conga Composer?

Conga Composer is a document generation tool and more than that. Conga Composer makes it easy to create and deliver sophisticated documents, presentations, and reports from Salesforce by automatically populating richly-formatted templates with data from any standard or custom object.

What is contained within an Apttus template?

Creating and Using Templates

Templates are Apttus-specific objects in a Salesforce organization that combine static text, such as contractual language, with data from the Salesforce database in order to generate a final document that will be presented to a customer.

What are the 3 layers of quote-to-cash?

Quote-to-cash automates three core applications: configure price quote, contract management, and revenue management. Each application flows naturally into the next, creating a seamless quote-to-cash process. Configure price quote (CPQ) empowers salespeople by providing up-to-date product and pricing information.

Is CPQ part of Salesforce?

CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario. Salesforce CPQ gives your sales team easy to use software, available on any device due to it's cloud based platform.

Is Salesforce CPQ the same as SteelBrick?

SteelBrick is a vendor that offers configure-price-quote (CPQ) functionality. Essentially what that means is that it allows organizations to offer highly customized pricing and quoting to different customers.

How much does Apttus cost?

Starting at $35 USD per user per month.

What is the difference between Salesforce CPQ and Apttus CPQ?

The Apttus CPQ is the platform that is responsible for boosting the sales effectiveness of the company by helping the users with a guide to better quotes for the product offerings, channels, and pricing factors. Salesforce CPQ is all about giving you accurate, branded proposals for better business sales opportunities.

Which is better salesforce CPQ or Apttus CPQ?

Salesforce CPQ utilizes more standard objects than Apttus, such as Price Books, Price Book Entries, Orders, Order Products, and Assets. Salesforce CPQ easily maps to standard and custom fields within the opportunity in Salesforce, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.

What is apptus?

Apptus is the provider of eSales – a next generation online merchandising solution for converting shoppers into buyers. eSales empowers merchandising teams to guide, advise, and inspire customers to better shopping experiences. This leads to higher conversion, sales, and ultimately, to reaching business goals.

What is quote to cash cycle?

The quote-to-cash (QTC) process encompasses many sales, account management, order fulfillment, billing, and accounts receivables functions. It considers the steps taken as your sales team configures a quote and drafts a proposal for a client, through to when payment is received for services rendered.

What is a CPQ tool?

CPQ stands for configure, price, quote. It's an extension of your customer relationship management platform (CRM). CPQ takes the most important parts of the sales cycle out of spreadsheets and puts them into an automated sales tool that delivers error-free quotes.