Apttus Max

Artificial Intelligence and Virtual Assistance for Quote-to-Cash

MAX is a conversational virtual assistant (not a chatbot) that helps executives, casual users, and on-the-go employees use Apttus’ rich Middle Office applications for Quote-to-Cash and Contract Management. Users love conversing with an assistant that can quickly handle routine work.

Harvard Business Review Conducts Study on Artificial Intelligence

See the Impact of AI on Revenue Generation and Quote-to-Cash

Gartner predicts that 25 percent of digital workers will use virtual employee assistants daily by 2021.

Max for Apttus Quote-to-Cash makes complex Quote-to-Cash processes – like CPQ, CLM, and Revenue Management – simple and accessible. Max uses customer and transactional data to deliver intelligent recommendations that produce greater revenue-winning outcomes for your enterprise. Max’s applied AI approach to enhancing Quote-to-Cash processes transforms enterprise revenue operations and is proving integral to broader digital transformation initiatives within the largest enterprises in the world.

Apttus MAX and Your Business
What if you could transform your sales channels to sell more, faster — no matter how complex your business becomes? Make every sales rep, selling partner and even your website, perform like your best-selling sales rep.


See How Apttus can help
Learn how Apttus solutions provide sales teams with everything they need to close a deal. See what it takes to improve customer relationship management by making all sales components easily available.

Contact an Apttus MAX Specialist Now

What is your business challenge?

Business Challenge

User Adoption

Apttus Solution: MAX

Conversational virtual assistance for each user

  • Accessible on the go
  • Enables 24/7 Selling
  • Makes it easy for busy executives to use Apttus with minimal training
Business Challenge

Slow and Inefficient Responses to Customers

Apttus Solution: MAX
Respond to customers instantly, at the point of interaction

  • Lookup similar quotes, clone quotes and adjust them to give budgetary estimates to customers
  • Create NDA and send for signature with one command
  • Lookup status of Agreements or Quotes
Business Challenge

Low adoption of critical systems across the organization

Apttus Solution: MAX

Increase adoption of QTC solutions with conversational and intelligent workflows

  • Lookup, create, update, and take next steps for critical CPQ and CLM tasks from Slack, Microsoft Teams, Salesforce.com Browser or SF1 Mobile App
  • No training required

Neopost Creates More Flexible Customer Interactions and Improves Satisfaction With Apttus E-Commerce

“Neopost USA has two simple goals – improve customer experience and build long-term loyalty. With the Apttus E-Commerce platform, customers enjoy a uniformly superior experience in the format they prefer – a conversation with a sales professional or a self-service option on MyNeopost.com.”

– Steve Rakoczy, Senior Vice President of Operations & IT, Neopost

Learn More

Easier, Faster, Smarter Management


Faster Task Completion


Faster Sales Rep Ramp Up


New Revenue Opportunities


Decrease in Customer Returns

Other Resources

Data Sheet - AI for Legal Ops

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Data Sheet - AI for Sales and Sales Ops

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