Meet Max

The World’s First Quote-to-Cash Virtual Assistant

Meet Max…

Max is the world’s first and only Quote-to-Cash virtual assistant uniquely designed to manage any aspect of your Quote-to-Cash process.

Max helps organizations create optimal deals, configure solutions, prepare quotes, update contracts, manage discounting and pricing and manage many other user functions.

Max listens to voice commands, understands texts, and even interacts with salespeople in augmented reality environments.

Now the Quote-to-Cash process is social, mobile, virtual, conversational and easier than ever.

Max Makes Every Aspect of the Quote-to-Cash Process a Simple Conversation

Max, Apttus’ Quote-to-Cash virtual assistant, listens to voice commands, understands texts, and even interacts with salespeople in augmented reality environments.

  • • Max has voice-controlled capabilities
  • • Max has chat-based features, including Slack, Skype and Facebook Messenger and her own chat capability called Apttus Max Chat.
  • • Max has augmented reality functionality
Max Devices Interface Accessibility

Automate Hundreds of Mundane Repetitive Tasks with Max

By talking to Max, Max will execute any command, automating the hundreds of mundane, repetitive tasks that users typically need to perform in the sales and revenue process.

Using Voice Command, Text Inputs or Augmented Reality, Apttus Customers Can Immediately Benefit

  • • Any task can be setup with Max and executed when the user commands it
  • • Max enables voice-assisted quote, contract, or invoice creation without the need to log in into the application
  • • Max has pattern recognition and will recognize similar tasks and preempt a user before even being asked to perform a task
  • • Max can prompt users to make decisions that are consistent with company goals
  • • Max can give a “behavioral nudge” as to how a product or discount recommendation will affect a salesperson’s commission
CPQ Configure Price Quote - Administer with Ease

Max Gets Even Smarter With Apttus Machine Learning

Max can also access Apttus’ machine learning to enhance the Quote-to-Cash process in unprecedented ways. Examples include:

  • • Comparing customer and sales histories to gain insights that help your sales organization rapidly create winning quotes
  • • Creating and notifying your sales force of new opportunities
  • • Using Max to provide discounting guidance in the sales process, from initial to walk-away discounts
  • • Reducing delays in the quoting, pricing, and contracting approval process using Max’s pattern recognition capability

Customer Success Comes Easy With Apttus Quote-to-Cash Applications

Apttus has again pushed the software industry forward by pioneering new ways for its customers to interact with business software and manage their revenue operations.

The Apttus Intelligent Cloud combines process-based applications including Configure Price Quote (CPQ), Contracts, E-Commerce, Billing and Order Management, with behavioral applications to align and drive revenue winning behaviors across all sales channels. Apttus applications can be further enhanced with machine learning to recommend relevant, intelligent actions and accessed using Max, making the Quote-to-Cash process simpler than ever before. Apttus provides your organization with an unbelievably powerful solution that will reinvent the way you drive revenue, engage with customers, and grow your business.

With Apttus you’ll be optimizing every deal, in any sales channel, to deliver on your revenue goals in a far superior way compared to your competition.

This is Intelligent Quote-to-Cash.

Solutions for Industries


Financial Services


Life Sciences


High Tech

Why Apttus

Built On the Apttus Intelligent Cloud


Solutions for Companies of All Sizes

Solutions for All Industries 

End-to-End Quote-to-Cash