Extend Apttus Quote-to-Cash Solutions to Fit Your Business

Today’s on-demand, as-a-service economy demands an agile and diverse set of solutions to run your business from front office to back office. Integrate the Middle Office into a wide array of ERP platforms, CRM systems, and custom applications with Apttus’ open architecture.

Integration and the Apttus Middle Office

The essence of the Middle Office is integrating and harmonizing the data, people, and systems of your Quote-to-Cash process. Since Apttus pioneered the Middle Office in 2006, our customers have leveraged Apttus’ open architecture to integrate a wide array of ERP platforms, CRM systems, and custom applications. Our customer base represents some of the most complex and sophisticated Quote-to-Cash implementations in the world.


Because Apttus’ applications and services are built on the Salesforce platform, you can leverage your existing expertise in Salesforce and middleware tools for common data, processes, and UI integration patterns. If your project requires a more nuanced or complex integration you can easily leverage Apttus’ rich APIs based on SOAP/REST web services.


To read more detail about applications and platforms our customers have worked with, check out our integration white paper.


How Apttus Drives Quote-to-Cash Success


Automating all Middle Office processes and incorporating them on a single data model enables faster, more agile operations with a holistic view of revenue through a common user interface.


A fully connected revenue process makes it possible to spot positive behaviors and patterns, then reward the behaviors that drive success.


With your entire revenue process in one place, AI can identify sales activity patterns and make timely recommendations that help all reps perform like your top 10 percent.

What Our Customers Are Saying

Thomson Reuters Consolidates 14 Information Sources Into a Single Platform with Apttus CPQ

“After assessing all the vendors, we felt Apttus CPQ was by far the best enterprise order capture solution – it would enable a seamless experience for our sales team while automating much of the quote process.” 

Craig Eiter, Vice President of Sales Enablement, Thomson Reuters

What Our Customers Are Saying

Hewlett Packard Enterprise Achieved a 34% Reduction in Contract Cycle Time
With Apttus

“HPE’s deployment has thousands of users worldwide, and the solution was
implemented globally in a single rollout. With Apttus, we have unprecedented

control over the contracting workflow. The Apttus solution supports our goals in
deal velocity and contracting process simplification.”

– Arne Byberg VP Innovation & Strategic Solutions & Associate General Counsel

What Our Customers Say

Healthwise Connects Sales and Finance to Scale Its Business On Salesforce

“With Apttus we are able to complete the entire Quote-to-Cash process at relatively the same financial cost of our legacy processes and the benefits of dealing with only one software set and vendor are innumerable. It will optimize our entire sales infrastructure process and allow us to keep the focus on the most important part of our business – our clients.” 

Darra Wray, Chief Financial Officer, Healthwise

Customers Report Improved Business Outcomes

Our customers have experienced significant benefits from using our Intelligent Middle Office Platform, including larger deal sizes, increased win rates, faster deal closure, greater contract compliance, increased sales effectiveness and efficiency, and more.
Average Percentage Improvements Reported by Apttus Customers.

Source: Apttus Quote-to-Cash (QTC) Impact Study conducted June 2017 by an independent third-party, Satmetrix on 200+ Apttus customer contacts randomly selected. Performance metrics are intended as a guideline based upon historical results from a sample set of customers. Results are dependent upon many different factors that are customer-specific. Therefore, actual results will vary. Response size per question varies.

Apttus Middle Office QTC Solutions: An Overview

Guide sales teams to construct and optimize offers, selecting the best mix of products and services from a universal catalog.

With all pricing, promotions, and approval rules built in, Sales can always generate the optimal quote to win deals.

Configure Price Quote (CPQ)

Gain visibility into contract terms and conditions within your agreements while bringing speed and governance to your contract management process.

Manage any type of contract and support the full lifecycle including contract generation, negotiation and redlining, and obligation management.

Contract Lifecycle Management (CLM)

Generate accurate invoices directly from the latest orders and contracts, including invoices for subscriptions, professional services, hard goods, and usage-based services.

View orders, contracts and invoices in a central place, understand billing flow, and create unique revenue recognition policies for each line item.

Revenue Management

Define and enforce deal parameters (e.g., discount level, product status, customer history, operational constraints) to maximize your margins, profits, and revenue.

Help sellers see how a proposed deal ranks and provide recommendations that improve the deal through the approval process.

Contract Lifecycle Management (CLM)

Order Management

Capture orders, changes, and orchestrate with multiple external systems across all channels.


Validate changes across contract versions, and get a comprehensive view of customer orders, expected delivery dates, and shipment costs.


Turn Excel into a user interface for both Apttus and CRM software, boosting application adoption, increasing productivity, saving administrative hours, and easily automating many processes throughout an enterprise.


X-Author leverages users’ existing familiarity with the Excel user interface and its functionality to quickly and easily manage many tasks across Middle Office processes. Automatically sync changes across profitability calculations, product catalog, and price book updates with the click of a button.


Enable self-service, partner-service, and hybrid models that are consistent with the direct sales experience. Apttus ensures all channels have access to the product catalog, customer-specific pricing, capture of new orders, and reordering of existing assets and compatible products.

Apttus Max

Max is an intelligent agent that enables users to interact with third-party enterprise software solutions via a conversational user interface, such as text or speech, Execute Apttus processes through established channels (e.g., Skype, Slack, SMS) and orchestrate aspects of the commercial process like quoting, contracts, and discounts.

Other Related Resources

Integrating Diverse Applications & Platforms in the Middle Office

Best practices for common integration patterns

Learn More >

Integrated Configure Price Quote and Contract Management

An examination of the exponential value produced when modern businesses link their CPQ and CLM processes

Learn More >