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…
$35
per month per user
M‑Files
Score 8.9 out of 10
N/A
M-Files delivers Context-First Document Management with a metadata-driven architecture that improves productivity across the document lifecycle. By linking documents to the people, processes, clients, and projects that give them meaning, M-Files creates a unified environment that strengthens governance.
It is well suited to providing quick pricing recommendations, allowing those who are quoting to get our agreements out efficiently. Where I find there may be some limitations is around the details that it uses to establish recommendations and the overrides. For example it would be nice to have a way to set overrides for those criteria like length of agreement, etc. and have it apply across the board
M‑Files is great for companies with multiple locations. Drive letters can become cumbersome to use and collaborate with colleagues and M‑Files fills that gap. The check out/check in system is great and allows only one editor at a time. This can be good and bad depending on the situation.
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.
Reliable: Our M-Files system has only gone down one time (for a very short period of time) at the beginning of the two years that we have been with M-Files. Our previous vendor's system had so many downtimes that our IT Department had to assign an associate to work with me for sending out notifications to associates etc. With our last vendor, one day I came to work and only 60 of the 260 consent for surgery forms were available to our end users although they were visible to me as the Administrator but weren't showing up for the end-users!
Our M-Files system was created for us. It was created by working with developers to only have on our system what we required, and I must say, there were so many extra features that M-Files offered in our program that weren't available with our previous vendor. As mentioned previously, we can have two policies or forms visible to the end-user so one can be listed as "draft" or "training only" so our end users can read and use for training as we get ready to roll out a new medical record system. I can also preload policies and leave them in the working stage until they are approved and go back and publish them the day they are approved. The list goes on with so many great features.
Our end users would say the greatest asset of this product is the search function. It's amazing how fast it is. There are many ways to search out a form or policy which makes it a true asset for our associates.
Our number one complaint with Conga CPQ has been speed. In my experience, Conga CPQ is extremely slow, especially for large orders.
In my opinion, the configuration methods of Conga CPQ are outdated and error-prone. One literally puts configurations into string-based custom settings, including the API field names. This often leads to deployment issues and run-time configuration errors.
In my experience, Conga CPQ is everything but simple to develop. You need things like a 12-step pricing callback to support custom pricing.
In my experience, Conga CPQ support is not responsive.
When it comes time to lock in a renewal contract for Conga CPQ, in my experience, they delay engagement, so you are truly behind the 8 ball when it comes time to decide if you are going to continue with Conga CPQ.
If you are new to Electronic Document Management, this can be a really difficult product to roll out. Since it is infinitely versatile, there are infinite ways to configure it wrong. I highly recommend the M-Files admin training offered by M-Files as it will set you in the right direction.
Many options are paid add-ons. So while you are not paying for what you don't need, many great features will come at a cost.
If you don't have a technical person on staff, this will be tricky to maintain. Not impossible. If your processes do not change, once setup it will be fine.
The rating is based on several things: 1) Ongoing support requirements being able to be addressed by cross training existing Salesforce administrators 2) Apttus superior corporate vision for the quote to cash space 3) Apttus execution of the corporate vision with automated agents (Max), and Artificial Intelligence/Machine Learning offerings to leverage the investment in Configure Price Quote 4) Apttus corporate health and investment in the product line
M-files meets our almost all needs, we dont have other option to replace m-files. it saves lots, like Hardware because of Vault Feature means we can create many vaults (mini-servers) in m-files in other solutions we need more hardware for more installations.
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.
It is a powerful system that can locate content fast and effectively. The system takes quite some time to setup initially. It can be hard for M-Files support to know how businesses operate and how they want to use the system in a way that works for them. The customization makes it great for companies to cater to their own needs. Once the system is set up in a way that makes sense for the business, the user experience is positive. There is room for improvement in the notifications, workflow, and support areas.
I noticed some lagging with the integration with Microsoft Office but not so much that I would not use it. It has gotten better with updates. to be fair the issues were when Office 2013 first came out.
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.
Usually when I need help from them I got support and it was very good and focused to solve my problem. I didn't have so many problems, but when used it worked. I just would like to have a support in my native language, but I can understand that sometimes is hard for the companies.
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
The key insight is that the most important thing is to have a open mind. The application is easy to use, but if you have a company with different views and it is not aligned could be a huge problem. So the company transformation is required together with the application. Ensure to use as much as possible the capabilities of the application helps to have best ROI.
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.
The customization ability seemed to be a level above and easy to navigate and available options are constantly being reinvented. We have used OnBase for years and now desire to move away from this option for a number of reasons.
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.
M-Files allows us to track important milestones and expiration dates. We are now able to easily track revisions to contracts with community partners and record comments and history in one place.
We are able to track all contracts that come through our District and to create monthly reports to present to our Board.
