Conga Document Generation solutions (including Conga Composer and Conga Collaborate) is a solution that helps organization is designed to help organizations streamline the creation and distribution of Salesforce reports. The solution can be used to generate invoices & receipts, proposals and quotes.
$20
per month per user
servicePath CPQ+
Score 9.1 out of 10
Mid-Size Companies (51-1,000 employees)
Who are servicePath?: Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. The vendor states their CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. They present the solution as ideal for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to…
If you have a sales team that has several sales departments or has a sales team with many different functions that need to be able to quickly generate contracts of multiple types on the fly, CongaSign and Collaborate are good options. You will have to spend some time with engineering to get it properly configured, however, and it does have a learning curve for less tech-savvy users.
Very well suited to technology and technology service provider businesses. Very much best in its class for those focused on more than just vendor product resale.
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.
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
We have not been able to find an offering that allowed for the level of customization or could handle the complexity of the solutions we've built using Conga's products. We selected Conga originally as it was recommended at the time (2012) and there weren't any better alternatives - but we have looked recently and still can't find anything better.
ServicePath stood out from the rest due to: a) Product management including cost modeling, through CPQ, and client lifecycle management capability. b) Easy of use and simplification of complex scenarios. c) Easy to use, very capable, no code configured, and guided products.