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
PROS Smart CPQ
Score 8.0 out of 10
Enterprise companies (1,001+ employees)
PROS Smart CPQ automates and simplifies the configuration, pricing and quoting process for a sales team, empowering them to instantly create accurate, personalized solutions for each customer. The vendor says what makes Smart CPQ different is the unique combination of dynamic pricing science with configuration and quoting capabilities. This solution enables sales teams to instantly provide tailored solutions with winning prices to deliver an exceptional buying experience for each…
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.
Is my IT team ready to handle the challenges with data integration ? Are all the features offered by my current quoting tool being offered by Cameleon? Do I need a SaaS based quoting tool? Would it be easy and intuitive for my sales team (who,quite frankly, worship MS Excel) to use Cameleon ? Do I need a real-time/near-real-time quoting tool or would delays in data refreshes be acceptable
Integration with other onsite systems such as Oracle databases require the expertise of knowledgeable developers. Manual upload of flat files are always an option , but not necessarily the cleanest.
Better Cameleon CPQ Designer UI would go a long way. Currently UI is a stark contrast to the intuitive UI of SalesForce.com or similar SaaS based tools. Not too much to ask for , considering the fact that we work in the era of Facebook and Twitter.
Real time data availability is a long way to go for Cameleon CPQ. Updates to data pushed over as batches to Cameleon are reflected at Salesforce.com only after a 'versioning' process is launched. Current recommended frequency for this process is once a day (an upgrade to make it twice a day is in the works).
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.
There are a few features that we expected from the tool but Cameleon's CPQ has fallen short on these. Possible enhancements and product fixes should be made as soon as possible to change the perspective. Unexpected bugs in the tool have come up during the roll-out that has caught the implementation team off-guard
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
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.
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.
A salesforce.com -esque approach to CRM has a whole gamut of advantages. Cameleon CPQ complements this approach.
Expect down times , feature problems or general disagreement about Cameleon's capabilities initially. This is true for adopting any new tool or technology. Hold on and it will tide over.
As a person who has used Cameleon purely as a developer standpoint , I do not have anything more to add-on.
