Apttus (now part of Conga) is a leading software platform specializing in quote-to-cash (QTC) and contract lifecycle management (CLM). It provides tools for managing sales processes, including pricing, quoting, contract creation, and revenue management. Apttus streamlines key business workflows by enabling organizations to configure, price, and quote (CPQ) services quickly and accurately, while also managing contract negotiations, renewals, and legal compliance efficiently. Integrating Apttus with other enterprise systems through platforms like Frends can further enhance automation and data consistency across sales and operational processes.

Business use cases

Streamlined quote-to-cash process

Frends can integrate Apttus with CRM systems such as Salesforce to automate the quote-to-cash process. This integration enables the seamless exchange of customer data, product catalogs, and pricing information, ensuring efficient quote generation, approval workflows, and order management. By leveraging Frends, businesses can eliminate manual tasks and improve the accuracy of quotes and invoices.

Contract lifecycle automation

Apttus is widely used for managing contracts, from creation to renewal. Frends can connect Apttus with ERP systems, procurement tools, and other legal platforms to automate the process of generating, approving, and storing contracts. This not only ensures compliance and reduces risk but also helps businesses efficiently manage deadlines and renewal dates.

Pricing and discount management

Organizations use Apttus to tailor pricing models and manage complex discounts. Frends can synchronize pricing strategies by integrating Apttus with inventory and financial systems to ensure accurate and up-to-date pricing. This ensures that pricing adjustments and discount rules align with inventory levels and sales objectives in real-time.

Revenue recognition and financial compliance

Apttus helps manage revenue recognition and compliance with financial regulations. Frends can integrate Apttus with accounting platforms or ERP systems to ensure that sales, contracts, and revenue data flow seamlessly for financial reporting. This supports audit readiness, accurate revenue forecasting, and compliance with standards such as ASC 606 or IFRS 15.

Subscription and renewal management

Businesses offering subscription-based services can use Apttus for managing renewals and recurring billing. With Frends integration, subscription details from subscription management systems or payment gateways can be synchronized with Apttus, ensuring automated reminders, accurate billing cycles, and timely renewals for seamless customer experiences.

Customer relationship management

By integrating Apttus with CRM platforms through Frends, organizations can provide their sales teams with a unified view of customer interactions, contracts, and ongoing negotiations. This integration allows sales representatives to access and personalize quotes and contracts within the CRM platform, improving sales efficiency and customer satisfaction.

Sales performance and forecasting

Frends can connect Apttus with BI and analytics platforms, creating automated data pipelines for sales forecasts and performance tracking. Businesses can use Apttus-generated data on quotes, contracts, and order histories to analyze trends, measure sales team effectiveness, and optimize future strategies.

Procurement and vendor contract management

Organizations managing vendor contracts and procurement processes can integrate Apttus with procurement platforms and supplier systems through Frends. This enables smooth communication about contract terms, purchase orders, and approvals, streamlining procurement workflows and vendor relationship management.

Inventory and order alignment

With Frends, Apttus can be easily integrated with inventory management and order fulfillment systems to synchronize order data with inventory availability. This ensures that quotes, contracts, and orders align with stock levels and reduce errors in fulfillment, leading to enhanced customer satisfaction.

Marketing promotions and upselling

Apttus allows businesses to create promotional configurations and upselling opportunities. Frends can integrate marketing systems and Apttus to automate the sharing of promotional data, ensuring that sales teams have access to current marketing campaigns and bundling opportunities when creating quotes or contracts.

By integrating Apttus with other enterprise systems through Frends, organizations can create a connected sales ecosystem that improves efficiency, accuracy, and customer satisfaction. Frends simplifies the process of connecting Apttus with essential tools, enabling businesses to fully optimize their quote-to-cash and contract management workflows.