FOUNDATIONS

Foundations

Foundations are a set of informational walk through modules explaining key topics and concept on specific Apttus Products. Throughout these eLearning modules you will complete personalized hands-on exercises inside your own customized test environment that you will be able to practice in.

User-added imageConfigure Price QuoteUser-added image
User-added imageContract ManagementUser-added image
User-added imageX-AuthorUser-added image
User-added imageBillingUser-added image
User-added imageIWAUser-added image
User-added imageMeet MaxUser-added image
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Configure Price Quote

Apttus provides powerful, flexible tools that you can use to streamline your quote generation process. This learning path will help you learn the concepts and tasks necessary to setup and administer the Apttus Configure Price Quote (CPQ) application for Standalone Products and Bundled Products. You will also learn how to configure and control these products through Attributes and Constraint Rules.

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Contract Management

Apttus provides powerful, flexible tools that you can use to streamline your contract management. This guide will help you learn the concepts and tasks necessary to be a successful Apttus Contract Management Administrator. Through this learning path you will learn how to effectively create and control agreements to understand managing the agreement and process administration.

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X-Author

Apttus provides powerful, flexible tools that you can use to streamline your contract management. This guide will help you learn the concepts and tasks necessary to be a successful Apttus Template Administrator. This learning path will focus on how to manage your connections to Apttus CPQ using X-Author functionality to further develop your understanding of Apttus CPQ and its benefits.

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Billing

Apttus provides powerful, flexible tools that you can use to streamline your revenue process. This guide will help you learn the concepts and tasks necessary to setup and administer the Billing Management application in order to manage and generate invoicing. You will also learn how to customize your billing needs including payment terms and custom billing scenarios.

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IWA

Apttus provides powerful, flexible tools that you can use to streamline your quote/proposal generation process. As part of the quote/proposal lifecycle, approvals of business line items, such as shopping cart and agreement line items (for CPQ and CLM, respectively), can be setup using Intelligent Workflow Approvals (IWA). IWA approval processes allow much greater flexibility and functionality than standard Salesforce approvals, and this course will allow you to create approval processes that maximize your use of Apttus products.

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Meet Max

Meet Max! Max is the world’s first Quote-to-Cash Intelligent Agent that helps organizations create optimal deals, configure solutions, prepare quotes, update contracts, manage discounting and pricing, and manage many other user functions. This learning path will teach you all about how to use and interact with Max, so you can speed through your sales process with the help of Max’s machine learning.