Conga Composer vs. ConnectWise CPQ

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Conga Composer
Score 8.7 out of 10
N/A
Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to dynamically merge data from these sources into templates to generate personalized documents.
$20
per month per user
ConnectWise CPQ
Score 9.7 out of 10
N/A
ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically update their sales pipelines accordingly. The vendor says key benefits include: Save time creating IT quotes and proposals through automation …N/A
Pricing
Conga ComposerConnectWise CPQ
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Conga ComposerConnectWise CPQ
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
Conga ComposerConnectWise CPQ
Top Pros
Top Cons
Features
Conga ComposerConnectWise CPQ
CPQ
Comparison of CPQ features of Product A and Product B
Conga Composer
-
Ratings
ConnectWise CPQ
6.6
42 Ratings
26% below category average
Quote sharing/sending00 Ratings7.442 Ratings
Product configuration00 Ratings6.841 Ratings
Configuration options00 Ratings7.140 Ratings
Pricing rules00 Ratings8.441 Ratings
Price adjustment00 Ratings7.742 Ratings
Purchase history and open contracts00 Ratings6.037 Ratings
Guided selling/Sales portal00 Ratings6.036 Ratings
CPQ reporting & analytics00 Ratings2.034 Ratings
CPQ-CRM integration00 Ratings6.839 Ratings
Attachments to quotes00 Ratings8.039 Ratings
Best Alternatives
Conga ComposerConnectWise CPQ
Small Businesses
Jotform
Jotform
Score 8.7 out of 10
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Medium-sized Companies
Responsive
Responsive
Score 6.4 out of 10
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Enterprises
Responsive
Responsive
Score 6.4 out of 10
SAP Sales Cloud
SAP Sales Cloud
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Conga ComposerConnectWise CPQ
Likelihood to Recommend
8.5
(84 ratings)
6.1
(48 ratings)
Likelihood to Renew
9.0
(13 ratings)
1.0
(10 ratings)
Usability
9.0
(6 ratings)
4.6
(6 ratings)
Performance
9.0
(1 ratings)
6.3
(5 ratings)
Support Rating
8.3
(8 ratings)
6.1
(8 ratings)
Implementation Rating
8.0
(4 ratings)
8.8
(4 ratings)
Ease of integration
9.0
(1 ratings)
-
(0 ratings)
Product Scalability
-
(0 ratings)
8.2
(5 ratings)
User Testimonials
Conga ComposerConnectWise CPQ
Likelihood to Recommend
Conga
We used to manually process information which are available in Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
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ConnectWise
The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.
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Pros
Conga
  • It is positive that Conga integrates with and is operated within SFDC
  • Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature
  • Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale
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ConnectWise
  • ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
  • ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.
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Cons
Conga
  • It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all?
  • the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders.
  • i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all?
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ConnectWise
  • I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
  • I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
  • I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.
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Likelihood to Renew
Conga
Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.
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ConnectWise
We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of
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Usability
Conga
It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues
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ConnectWise
Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.
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Performance
Conga
This product appears to work well. It was not a fit for us this time, but we would consider in future
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ConnectWise
I dont think we use this tool to potential
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Support Rating
Conga
It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.
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ConnectWise
Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7
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Implementation Rating
Conga
It was painful internally to build out all of the templates, but the actual implementation of the product was okay.
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ConnectWise
Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.
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Alternatives Considered
Conga
I think Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.
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ConnectWise
When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized.
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Scalability
Conga
No answers on this topic
ConnectWise
Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.
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Return on Investment
Conga
  • Without Conga Composer we wouldn't be able to auto generate documents in Salesforce, the extra customisation is needed.
  • The ROI is obvious when it comes to having customised documents
  • As long as the data is available in Salesforce, it's available in Conga, and so we have no issues with it's efficiency
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ConnectWise
  • Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
  • Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
  • Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.
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ScreenShots

Conga Composer Screenshots

Screenshot of how documents are created automatically, directly from SalesforceScreenshot of documents generated with any data, from any object - standard or customScreenshot of Conga Document GenerationScreenshot of popular document formats available, like Word, Excel, PowerPoint, HTML, and PDFScreenshot of how large documents are sent via a link - and they provide visibility into customer document engagementScreenshot of how multiple documents can be sent with one or no clicks

ConnectWise CPQ Screenshots

Screenshot of Sell DashboardScreenshot of Sell EtilizeScreenshot of Sell IntelScreenshot of Sell Order Porter E-SignatureScreenshot of Sell Place Order