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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Conga Advantage CPQ

    Score8.9 out of 10
    N/AConga 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

    Revv, by LegalZoom

    Score9 out of 10
    N/ARevv, by LegalZoom, is an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures.N/A
    Pricing
    Conga Advantage CPQRevv, by LegalZoom
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Conga Advantage CPQRevv, by LegalZoom
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalOptional
    Additional DetailsMake your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance
    More Pricing Information
    Community Pulse
    Conga Advantage CPQRevv, by LegalZoom
    Considered Both Products
    Conga
    No answer on this topic
    LegalZoom
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    47 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    44 Answers
    No answers on this topic
    Happy with the feature set
    92%
    Happy with the feature set
    46 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    73%
    Lived up to sales and marketing promises
    24 Answers
    No answers on this topic
    Implementation went as expected
    77%
    Implementation went as expected
    27 Answers
    No answers on this topic
    Features
    Conga Advantage CPQRevv, by LegalZoom
    CPQ
    Comparison of CPQ features of Conga Advantage CPQ and Revv, by LegalZoom
    Feature
    Conga Advantage CPQ
    8.6
    65 Ratings
    2% below category average
    Revv, by LegalZoom
    -
    Ratings
    Quote sharing/sending8.860 Ratings00 Ratings
    Product configuration9.260 Ratings00 Ratings
    Configuration options8.960 Ratings00 Ratings
    Pricing rules8.660 Ratings00 Ratings
    Price adjustment9.161 Ratings00 Ratings
    Purchase history and open contracts7.749 Ratings00 Ratings
    Guided selling/Sales portal8.646 Ratings00 Ratings
    CPQ reporting & analytics7.154 Ratings00 Ratings
    CPQ-CRM integration8.657 Ratings00 Ratings
    Attachments to quotes8.955 Ratings00 Ratings
    Order capturing8.831 Ratings00 Ratings
    Best Alternatives
    Conga Advantage CPQRevv, by LegalZoom
    Small Businesses
    QuoteWerks
    Score9.6 out of 10
    BoldSign, by Syncfusion
    Score10 out of 10
    Medium-sized Companies
    QuoteWerks
    Score9.6 out of 10
    OneSpan Sign
    Score9.6 out of 10
    Enterprises
    Agentforce Revenue Management
    Score8.6 out of 10
    DocuSign
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Conga Advantage CPQRevv, by LegalZoom
    Likelihood to Recommend
    8.9
    (82 ratings)
    9.0
    (1 ratings)
    Likelihood to Renew
    9.8
    (10 ratings)
    -
    (0 ratings)
    Usability
    8.0
    (3 ratings)
    -
    (0 ratings)
    Availability
    10.0
    (2 ratings)
    -
    (0 ratings)
    Performance
    10.0
    (2 ratings)
    -
    (0 ratings)
    Support Rating
    6.0
    (4 ratings)
    -
    (0 ratings)
    Online Training
    7.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    1.0
    (3 ratings)
    -
    (0 ratings)
    User Testimonials
    Conga Advantage CPQRevv, by LegalZoom
    Likelihood to Recommend
    Conga
    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
    Incentivized
    Read full review
    LegalZoom
    [Revv] is great in providing a template for sales documents for a team. Particularly proposals.
    Incentivized
    Read full review
    Pros
    Conga
    • 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.
    Incentivized
    Read full review
    LegalZoom
    • Creating templates for sales documents
    • Allows ability to see when client has opened up document
    • Ability to give client access to document through several methods
    Incentivized
    Read full review
    Cons
    Conga
    • 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.
    Incentivized
    Read full review
    LegalZoom
    • It is not intuitive as far as creating a new document from a previously created template
    Incentivized
    Read full review
    Likelihood to Renew
    Conga
    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
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Usability
    Conga
    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.
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Reliability and Availability
    Conga
    I have not heard of any issue
    Read full review
    LegalZoom
    No answers on this topic
    Support Rating
    Conga
    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.
    Read full review
    LegalZoom
    No answers on this topic
    Online Training
    Conga
    We attended 5 hours worth of webinars early on.

    We had to understand how objects worked to figure out how to structure our data.

    I would have liked more in-depth training but it would have been an additional cost
    Read full review
    LegalZoom
    No answers on this topic
    Implementation Rating
    Conga
    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
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Alternatives Considered
    Conga
    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.
    Read full review
    LegalZoom
    Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
    Incentivized
    Read full review
    Return on Investment
    Conga
    • 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.
    Read full review
    LegalZoom
    • It has saved the sales team time from having to create a proposal for each client.
    Incentivized
    Read full review
    ScreenShots

    Conga Advantage CPQ Screenshots

    Screenshot of the Product's Capabilities. It can validate any combination of rules & constraints with an unlimited number of configuration attributes​.Screenshot of the interface to model & deploy any pricing structure or strategy​ - pricing intelligence & discounting rules​ and profitability insights ​& margin visibility​.Screenshot of the interface for product & pricing configurations​, for simple and complex products.Screenshot of the quoting interface.

    Revv, by LegalZoom Screenshots

    Screenshot of ELECTRONIC SIGNATURES - Add signature blocks and signer details to request eSignatures on your documents. Recipients get notified via email to fill and sign documents from their mobile or desktop.Screenshot of FASTER & EASY COLLABORATION - Have threaded conversations with all stakeholders on the document itself. Annotate text and add private comments for teammates. Switch to public notes to share with recipients. You can even add attachments with every note.Screenshot of TRACK DOCUMENT ACTIVITY - All actions taken on the document get recorded along with a timestamp. Keep a track of how recipients are interacting with your documents - who opened the email, who viewed the document, and who signed it.Screenshot of EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.Screenshot of READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.Screenshot of RICH EDITOR - Creating professional-looking documents is easy with the drag & drop editor. Add text, images, tables, page breaks, signature blocks, and more. Personalize further with rich formatting options, customizable cover page themes, & backgrounds.