X-Author for CPQ

Manage Pricing and Create Quotes in Microsoft Excel

Apttus X-Author for CPQ is an Excel-based quoting application for Apttus CPQ. 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.

At all times, the quote is stored and managed in and controlled from CRM. The quote process is contained in the Excel menu ribbon and menu options become available based on process stage. This makes it extremely easy to control the quote cycle and to train users.

Interested in learning more? Watch ‘Building Miracles with Microsoft Excel and Salesforce’ where PayPal’s Chris O’Rourke describes his success with X-Author.

Key Capabilities

  • Browse CRM Opportunities:
    Select Apttus CPQ products to be quoted
  • Opportunity, Account, and Product Data:
    Retrieve all data from CRM into Excel together with appropriate pricing
  • Automated Adjustments:
    Modify product quantities and apply discounts rules
  • Instant Approval:
    Initiate approval cycle if required and submit quote for approval
  • Inserted Images and Text:
    Generate quote that can include other content stored in CRM
  • Quick Customer Access:
    Send quote directly to the customer from Excel
  • Chatter’s Direct Communication:
    Collaborate on the quote using Chatter and share all or parts of quote into the Chatter feed
  • eSignature:
    Send the quote for signature using
  • Unstructured Quote Worksheet:
    Store together with the structured data inside CRM