Apttus Quote-To-Contract Edition Datasheet

APTTUS Corporation | apttus.com | US: +1 (650) 445-‐7700 | EMEA: +44 (0) 207 3301 201120716QTK | ©2016

Close More Deals Faster with Quote-‐to-‐Contract Software

The deal isn’t done until the contract is signed. If you’re trying to maximize revenue, then you want to ensure that your Quote-‐to-‐Contract processes are as effective and efficient as possible. So why would you treat sales and contracting as separate processes? Companies that approach their Quote-‐to-‐Contract process as an integrated whole, gain enormous advantages in deal speed, quote and contract accuracy, and visibility into their sales cycles, leading to real business results including more revenue, more renewals, and better performance against the competition.

Apttus is the recognized leader in Quote-‐to-‐Contract solutions, trusted by hundreds of companies in every industry ranging from fast-‐growing brands through global enterprises. Apttus Quote-‐to-‐Contract combines Configure Price Quote and Contract Management applications, each of which is recognized independently as a top solution in its space. Built on the Apttus Intelligent Cloud™, the Apttus Quote-‐to-‐Contract solution offers unmatched capabilities along with ease of use, administration, and deployment.

Apttus Quote-‐to-‐Contract is available in two packages, Enterprise and Ultimate.

Enterprise Quote-‐to-‐ContractAchieve full automation of sales processes

to increase revenue results

For businesses seeking complete and accurate configuration, pricing, quoting, contract creation and obligations management

capabilities.

More than one million users worldwide trust Apttus to shorten their sales cycles, improve close rates, increase average order sizes, improve contract negotiations, and drive optimal business outcomes.

With 1,200 employees, 25+ certified consulting partners and 1000+ professional resources committed to your success, Apttus is your trusted business advisor for Quote-‐to-‐Contract business transformation.

Ultimate Quote-‐to-‐ContractAchieve total control of sales processes

with advanced capabilities

For organizations with more sophisticated needs such as complex approval processes, mass renewals, mass contract amendments, partner commerce and customer portals.

Intelligent Quote-‐to-‐Contract for Every BusinessQUOTE-‐TO-‐CONTRACT

APTTUS | 2120716QTK | ©2016

QUOTE-‐TO-‐CONTRACTIntelligent Quote-‐to-‐Contract for Every Business

Quote-‐to-‐Contract Feature Enterprise Edition

Ultimate Edition

Products and ConfigurationProduct catalog l l

Catalog search with filters l l

Standalone product object l l

Single-‐level product bundles l lConfiguration rules: inclusion, exclusion,quantity, duration l l

Multi-‐level, configurable bundles (nested bundles) l l

Multi-‐level search filters l l

Saved search l l

Smart search l l

Dynamic document generation l l

Attribute-‐based configuration l lProduct visibility and availability rules (for location, channel and user) l l

Guided selling engine l l

Product comparison l l

Multiple product catalogs l l

CPQ admin console l l

Numeric expressions l

Visual configuration l

Guided selling wizard l

Dynamic CPQ $CPQ Intelligence with predictive CPQ $ $

Pricing ManagementPricing discounts by percentage, amount and volume l l

Multiple price lists l l

Pricing tiers and ramps l l

Attribute-‐based pricing l l

Dimension-‐based pricing l l

Usage-‐based pricing l l

Agreement pricing l l

Contract pricing l lDeal maximizer ratings and recommendations $ l


Ultimate Edition

Quote and OrderQuote template designer l l

Quote in Microsoft Word, PDF or RTF l l

Multi-‐site quoting l l

Location-‐based quoting l l

Asset-‐based ordering l l

Renewal ordering l l

Subscription ordering l l

Quote collaboration and tracking l l

Favorite configurations l lMass renewals management – quote and contract l

Contract Request and CollaborationSelf-‐service kiosk l l

Real-‐time collaboration l l

Collaboration in MSWord l l

Customer/partner portals $Legal PlaybookContract templates l l

Clause library l l

Conditional templates l l

Smart fields and clauses l l

Contract GenerationGenerate contracts from CRM systems l l

One-‐click contract generation l l

Leverage legal playbook to author contracts from MS Word l l

Contract wizard l l

Conditional assembly l l

Generate contracts from quotes l l

Contract Intelligence with predictive CLM $ $

$: Capability offered at additional cost

Quote-‐to-‐Contract Editions Comparison

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Ultimate Edition

Contract Negotiation and ExecutionImport third-‐party paper l l

Track terms and clauses in third-‐party paper l l

Check-‐in, check-‐out, versioning, redlining, comparison and advanced reconciliation from MS Word

l l

Term exceptions and automated clause reconciliations l l

Send for review from MS Word and MS Outlook l l

Integration to e-‐Signature $ $Obligations ManagementCentral repository l l

Full text search l l

Search of all terms, clauses, and metadata l l

Version control and audit trail l l

Saved search and filtering capabilities l l

Generate renewal opportunities from contract l l

In-‐effect view l

Transaction compliance l

Mass amendments l

Approvals and WorkflowsStandard CRM approvals for Apttus Quote-‐to-‐Contract objects/entities l l

Approval queues $ l

Delegation of authority matrix, including out-‐of-‐office $ l

Advanced approvals for Apttus Quote-‐to-‐Contract objects/entities l l

Advanced approvals for standard (non-‐Apttus) objects/entities $ l

Reporting and AnalyticsStandard reports and dashboards l l

Alerts and notifications l l

Share and schedule reports l l


Ultimate Edition

Platform, Security and AdministrationClicks-‐not-‐code administration l l

Customization capability through APIs l l

User acceptance testing account l lEnterprise-‐grade security via leading CRM platforms l l

Bulk data manipulation for implementation l l

Mobile-‐enabled quoting l l

Configurable user views l l

Profile-‐based visibility restrictions l l

Document level security l l

Detailed audit history l l

Offline and mobile capabilities l l

Permissions management l l

30+ languages and currencies l l

Training, Adoption and SupportApttus community membership l l

Quick-‐start training videos l l

Configurable KPI and adoption dashboards l l

Customer success account reviews l l

Standard technical support l l

Apttus University credits $ $Premier or Premier Plus customer support $ $Apttus Managed Services $ $

$: Capability offered at additional cost

Quote-‐to-‐Contract Editions Comparison

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More is Possible with the Apttus Intelligent Cloud™Apttus Quote-‐to-‐Contract Editions run on the Apttus Intelligent Cloud™, the only enterprise-‐grade cloud platform designed for the speed, mobility, availability, and end-‐to-‐end functional requirements of Quote-‐to-‐Contract processes.

Apttus’ Quote-‐to-‐Contract vision is to transform your business and provide 360-‐degree visibility into the customer experience from the moment the quote begins to deal sign to renewal. With Intelligent CLM powered by machine learning, you have the capability to leverage powerful predictive CLM that can make your sales channels even more effective.

Apttus behavioral applications including Rebates, Promotions and Compensation work to align and drive revenue winning behaviors across all your sales channels. These Apttus innovations are designed to turn single purchasers into repeat customers and maximize your revenue.

Customer Success Comes Easy with ApttusGet the most from Apttus by engaging with our online community, participating in one of our advanced training workshops, or joining over 3,000 Quote-‐to-‐Contract experts from Sales, Sales Operations, Finance, Legal and IT at our annual user conference, Apttus Accelerate.

-‐25Unified Data Model

About ApttusApttus, the category-‐defining Quote-‐to-‐Cash software company, drives the vital business process between the buyer’s interest in a purchase and the realization of revenue. Utilizing a patented combination of SaaS-‐based applications, the Apttus Intelligent Cloud maximizes the entire revenue operation by driving behavior and providing prescriptive data to company decision-‐makers. Apttus offers enhanced Configure Price Quote (CPQ), E-‐Commerce, Contract Management, Renewals and Revenue Management solutions on the world’s most trusted cloud platforms, including Salesforce and Microsoft Azure. Apttus is based in San Mateo, California, with additional offices located across the globe. For more information visit: apttus.com.


Apttus Quote-To-Contract Edition Datasheet

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