Quote-to-Cash

The Most Critical Process for Your Business to Master

Quote-to-Cash spans the most important set of business processes for your company, covering the point when a customer intends to purchase your product or service through the acquisition of revenue.

Apttus is the Leading Provider of Quote-to-Cash Solutions

The Quote-to-Cash process is the foundation of today’s modern-day revenue operations, designed specifically for accelerating selling execution in today’s digital economy. It impacts revenue growth rates and touches every department, every channel, and every customer. An end-to-end Quote-to-Cash solution is essential for enterprise businesses that want to digitally transform their revenue operations and adopt new selling models and channels while meeting increasingly complex service and fulfillment demands.

From Quotes and Contracts to Invoices and Renewals

Companies that achieve an integrated Quote-to-Contract process see faster sales cycles, in addition to quote, contract, and order accuracy. With Apttus Quote-to-Cash software, revenue leaders get connected visibility into the full revenue cycle, along with machine-learning intelligence and conversational workflows.
CPQ Configure Price Quote - Desktop Screenshot

Apttus Quote-to-Cash Clients

Global Foundries Achieves Complex Configuration Through a Streamlined Manufacturing Process With Apttus Quote-to-Cash

“Our partnership with Apttus enabled us to launch an innovative engineering application that reduces the cycle time of configuring custom processes from days to minutes, improving our responsiveness to customer inquiries and reducing manual mistakes.”

– King Ou Sr. Director Systems and Solutions, Global Foundries

Apttus Quote-to-Cash Clients

Citrix Streamlines Sales With Apttus Quote-to-Cash

“The applications available today and a progressive vision for the future are what
makes Apttus a partner we are confident can meet our Quote-to-Cash process
requirements even as our business changes and expands.”

– Michael McKiernan, Vice President of IT, Citrix

What is your business challenge?

Business Challenge

Challenges selling a growing, complex, or configurable product catalog across multiple channels

Apttus Solution: QTC
Support complex channel sales with a centralized product repository and rule-based configuration software

  • Add hundreds of line items without sacrificing quote complexity
  • User controlled split of a large quote
  • Synchronized processes for complex pricing
  • Rule-based configuration engine
  • Support multi-level, configurable bundles (nested bundles)
  • Product visibility and availability rules (for location, channel, and user)
  • Guided selling wizards for configurable products
  • Extend product catalog to E-Commerce users, partners, and direct sales channels
  • CPQ Intelligence with predictive CPQ
Business Challenge

Separate quotes required for product and service combinations

Apttus Solution: QTC
Include complex products and various services on a single quote

  • Quickly combine products with professional, subscription, or after-market services
  • Full visibility into customer purchases on a single quote
  • Quickly upsell and cross-sell added services with guided sellingInclude complex products and various services on a single quote
Business Challenge

Inaccurate or unpredictable sales forecasts

Apttus Solution: QTC
Get a centralized view of quotes, contracts, and orders with intelligent insights into deal risks.

  • Up-to-date product and pricing information
  • 360-degree view of pipeline
  • Automated quotes, contracts, orders, and renewals
  • Intelligent deal guidance for more profitable and favorable deals
Business Challenge

Bottlenecks and barriers in the sales process

Apttus Solution: QTC
Give Sales, Legal, and Finance an intelligent, collaborative, and cloud-based platform to manage Quote-to-Cash

  • Centralized repository for all revenue-related data
  • Intelligent templates and playbooks make deal construction easy
  • Machine-learning system enables rapid iteration
  • Self-service kiosks
  • User-based workflows
  • Delegation of authority matrix for approvals
Business Challenge

Quote, contract, and order errors

Apttus Solution: QTC
Eliminate manual quotes and contracts; implement guardrails to eliminate mistakes

  • Centralized product, pricing, and contract rules
  • Intelligent playbooks and templates
  • Advanced workflows and approvals
  • User-based permissions and access
Business Challenge

Struggles to create profitable deals, sell new products, and execute on promotions

Apttus Solution: QTC
Set pricing and discount guardrails to ensure pricing continuity and margin-friendly deals

  • Centralized product catalog
  • Role, geo, consumption, and user-based pricing
  • Guided selling with deal ratings and recommendations
  • Manage multiple price lists, pricing tiers, and ramps
  • Identify non-standard contract terms
Business Challenge

Poorly constructed deals and inconsistent contract terms

Apttus Solution: QTC
Give Legal visibility, flexibility and speed with Apttus Contract Lifecycle Management (CLM)

  • Central contract repository and full text search for all terms, clauses and metadata
  • Contract version control and audit trail
  • Self-service kiosks for requesting contracts
  • Check-in, check-out, versioning, redlining, comparison, and advanced reconciliation from Microsoft Word

More Common Business Challenges:

Business Challenge: Inconsistent pricing and rogue discounting

Apttus Solution: CPQ

Deliver up-to-date pricing and promotions across all channels with discount guardrails to ensure pricing continuity and margin-friendly deals

  • Centralized product catalog, role, geo, consumption, and user-based pricing
  • Guided selling with deal ratings and recommendations
  • Manage multiple price lists, pricing tiers, and ramps

Business Challenge: Quoting Errors, costing you time & money

Apttus Solution: CPQ

Eliminate risk with smart automated selling

  • Centralized product, pricing, and contract rules
  • Intelligent playbooks and templates
  • Advanced workflows and approvals
  • User-based permissions and access

Business Challenge: Lack of visibility into customer information and purchase history

Apttus Solution: CPQ

Get full visibility into customer history

  • Cross-sell and upsell insights with full contract visibility
  • Ensures contract compliance
  • Automatic renewals and renewal alerts