Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - to drive higher win rates and a more pleasurable buying experience. Conga CPQ also helps to maintain a single price book, discounting structure, and quoting structure across all channels. With an API-first approach, configuration, pricing, or quoting capabilities that can…
$35
per month per user
DocuSign CLM
Score 8.3 out of 10
N/A
DocuSign CLM, formerly SpringCM, is a cloud-based platform that can be used to manage documents, contracts and related collateral. The solution includes workflows that can be tailored to an organization's business processes. It is also designed to accelerate team collaboration. SpringCM was acquired by DocuSign in the summer of 2018.
I think the case when I would recommend Conga CPQ is in a legacy org. In that case, the older style and configuration might be more useful, and you are less likely to find yourself forced to upgrade to lightning. If you are already using lightning, or migrating to lightning, then I would only recommend Conga CPQ if the alternative does not support the features you need.
DocuSign is useful for collecting electronic signatures on isolated documents and packets that are administered separately or integrated into another system. DocuSign is integrated into our onboarding system, Paylocity, which is where the employee completes all onboarding tasks required for employment. Integrating DocuSign with Paylocity allows us to send documents that require more than one signature along with other onboarding tasks, which makes for a less confusing onboarding experience for the worker. DocuSign also allows us to automatically run E-Verify from the integrated Form I-9 Document, which saves us lots of time onboarding each employee.
The perceived power strength is that it is supposed to contain CPQ, Contract Management, Document generation and template manipulation, and cash/invoice process all in one wrapped package.
It was developed on the Force.com platform.
They provide multiple releases of their product per year.
Apttus has not completely transitioned from a product suite to a product platform vendor. Upgrades of certain products can have interoperability issues with other products in the Apttus stack. Our pain point here was attempting to use Apttus Xauthor for Excel to get around product line limitations in the Apttus CPQ shopping cart. The ultimate resolution was for us to upgrade and leverage the latest version of CPQ, where pricing callback limitations were addressed by client side processing, rather than the hybrid Xauthor process we tried to use.
Upgrades in general require significant testing to ensure no unanticipated issues occur. We have a complete Salesforce sandbox dedicated to providing an environment for testing any modifications or upgrades.
Apttus support model almost requires you to purchase premium support. Given the CPQ system is complex, the level of skilled support available through basic support require you to escalate several times before getting to a resource that can address your issue.
When correcting a document, no new email is sent for notification of an update. The clients have to go back to the old document, and it feels uncomfortable for them.
It is critical to our sales process. We are not satisfied with all aspects of the product and have gone through many tough experiences with their PS, support, and PD teams -- but we're not unhappy enough to re-build what we're already built
Conga CPQ is a great tool but lacks good support and [a] very limited knowledge base which doesn't include day to day errors which users face, thus leading us to support and take more time in turn. Also cart performance can be improved drastically which will enhance the user experience as the user doesn't have to wait for the pricing.
Tier1/tier 2 support can only handle native functionality. Customizations have to be escalated to developers which aren’t included in the support program.
I go ahead and copy the people I directly worked with on implementation for assistance. I would rate them an 8 for support assistance.
Be iterative. Take the opportunity to build a catalog based on how Apttus works well. Learn the tool yourself or use an SI. Take the time to build a configuration / pricing migration tool with X-Author for Excel or roll your own. Stick with OOTB Apttus as any customization will cost you every time a new version is released
We selected Apttus CPQ over SteelBrick due to the simplicity of SteelBrick's out of the box pricing and ability to customize quoted products. As a global organization with selling a highly configurable products, we felt the ability of Apttus to handle our requirements as standard functionalty rather than a customization was a material difference between the platforms.
Adobe Acrobat Sign was a more confusing process compared to DocuSign CLM. Acrobat presented signature abilities, yet sometimes this was electronic and sometimes this was done manually. Additionally, it is difficult to send and track the document when it goes to more than one signatory.
The ability to generate engineered configurations that is right by construction has reduced the cycle time of the customer engagement. The fact that we are able to guide the process and end up with a validated bill of material reduces the iterations with the customers.
As long as the validations rules are correct the generated bill of material is accurate. We are now looking at using Apttus to perform quality checks in our product rules since the tool is able to test different configurations quickly and efficiently.
Configuration that use to take weeks and consumed valuable engineering resources has been transformed to become a customer facing application that is simple enough for customer to self-service.
Positive - has helped us track renewals which allows us to get out of "bad" contracts or renew "good" ones.
Negative - we had hoped for it to help us determine which terms and conditions we have agreed to in other contracts. This has made contract review remain a lengthy process.
Positive - We are now able to find all of our contracts which has helped us get out of unnecessary contracts (which positively impacts finances).
