Apttus, now known as Conga, is a software company that specializes in providing solutions for contract lifecycle management (CLM), configure-price-quote (CPQ), and other related business processes. These solutions are typically integrated with Salesforce to enhance the platform’s capabilities in managing sales, contracts, and revenue operations. Here’s an overview of Apttus (Conga) solutions and their integration with Salesforce:

1. CLM (Contract Lifecycle Management): Apttus CLM, now part of Conga, offers tools to manage the entire contract lifecycle, from creation and negotiation to execution and renewal. It helps organizations streamline the contract process, improve compliance, and reduce risks. CLM solutions are tightly integrated with Salesforce, allowing sales teams to manage contracts directly within the CRM environment.

2. CPQ (Configure-Price-Quote): CPQ solutions help sales teams configure complex products and services, generate accurate quotes, and provide pricing information. Apttus CPQ, now part of Conga, enables businesses to create quotes that reflect the latest pricing, discounts, and product configurations. The integration with Salesforce ensures a seamless flow of information between the CPQ and CRM systems.

3. Billing and Revenue Management: Apttus (Conga) also offers solutions for billing and revenue recognition, helping businesses manage subscription billing models, revenue recognition rules, and financial reporting. These solutions integrate with Salesforce to ensure accurate and compliant billing processes.

4. X-Author for Contracts: X-Author for Contracts is a solution that bridges the gap between Microsoft Word and Salesforce. It allows users to work on contract documents within Microsoft Word while maintaining a real-time connection with Salesforce data. This helps streamline the contract creation and editing process.

5. Document Generation and Management: Conga provides solutions for document generation, automation, and management. Users can generate documents such as proposals, quotes, contracts, and more using templates that merge with Salesforce data.

6. E-Signature Integration: Conga’s solutions often include integration with electronic signature providers, allowing users to send documents for electronic signatures directly from Salesforce. This enhances the efficiency of contract execution and reduces the need for manual signatures.

These solutions are designed to enhance the capabilities of Salesforce by providing specialized tools for contract management, quoting, and related processes. By integrating Apttus (Conga) solutions with Salesforce, businesses can create a unified platform for managing their sales processes, contracts, and revenue operations, leading to improved efficiency, accuracy, and customer engagement.