Conga CPQ

Conga CPQ

About TrustRadius Scoring
Score 8.2 out of 100
Conga CPQ


Recent Reviews

Good tool but support can be improved.

November 06, 2021
In our organization, this tool [Conga CPQ] is used to create complex bundle structures along with attribute based pricing. It supports [a] …
Read full review

Don't Buy Apttus, The ROI is negative.

August 24, 2018
Apttus was brought in to use globally for all of Sales in generating quotes and contracts (the two are different in this case) to be sent …
Read full review

Apttus CPQ works great for us.

August 19, 2018
We use Apttus CPQ across our sales organization the create quotes. Prior to using Apttus, we had multiple ways of quoting including using …
Read full review

Apttus is a Snap to Use

December 07, 2017
Apttus is used by our international sales organization. 3 time zones, 14 languages, 450 users. Dynamic, simple tool that is native to …
Read full review

Quite good

December 05, 2017
Apttus's CPQ is a simple yet powerful quoting solution tool for sales. Most of the times, finding a solution that is easy to use for sales …

Reviewer Sentiment

Positive ()
Negative ()
Learn how we calculate reviewer sentiment


TrustRadius Award Top Rated 2018

Popular Features

View all 10 features

Configuration options (23)


Product configuration (23)


Attachments to quotes (23)


Pricing rules (23)


Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Conga CPQ, and make your voice heard!


View all pricing

What is Conga CPQ?

82% of B2B decision-makers think sales reps are unprepared. Conga CPQ aims to handle the most complex use cases and scalability requirements that enterprise customers demand. Conga CPQ helps scale the actions of sales reps across the entire sales organization through guided selling, pricing…

Entry-level set up fee?

  • Setup fee optional


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Would you like us to let the vendor know that you want pricing?

2 people want pricing too

Alternatives Pricing

What is Salesforce CPQ?

Salesforce CPQ (formerly SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

What is Conga CLM?

Conga CLM (formerly Conga Contracts, or Novatus) is a contract management software solution built around features such as contract creation, automated notifications, and approval and workflows.

Features Scorecard



Product Details

What is Conga CPQ?

82% of B2B decision-makers think sales reps are unprepared. Conga CPQ aims to handle the most complex use cases and scalability requirements that enterprise customers demand. Conga CPQ helps scale the actions of sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection.

Conga CPQ acts as a “virtual coaching staff.” By eliminating manual processes and driving better selling behaviors, CPQ lets reps generate large and complex quotes faster and more accurately, in order to drive bigger deals at a higher win rate.

Conga CPQ Features

CPQ Features

  • Supported: Quote sharing/sending
  • Supported: Credit approvals
  • Supported: E-signature
  • Supported: Product configuration
  • Supported: Configuration options
  • Supported: Pricing rules
  • Supported: Price adjustment
  • Supported: Purchase history and open contracts
  • Supported: Guided selling/Sales portal
  • Supported: Self-service CPQ
  • Supported: CPQ reporting & analytics
  • Supported: Proposals
  • Supported: Excel integration
  • Supported: CPQ-CRM integration
  • Supported: Attachments to quotes
  • Supported: Renewal management
  • Supported: Order capturing

Additional Features

  • Supported: Unlimited Attribute-based configuration
  • Supported: Discounting and deal scoring
  • Supported: Subscription and renewal opportunity management
  • Supported: Multi-channel selling
  • Supported: Quote collaboration and versioning

Conga CPQ Screenshots

Manage Unlimited Product Capability - validate any combination of rules & constraints with an unlimited number of configuration attributes​.Model & deploy any pricing structure or strategy​ - pricing intelligence & discounting rules​ and profitability insights ​& margin visibility​Increase revenue - simple to complex product & pricing configurations​Close deals faster, increase your bottom line - empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes.

Conga CPQ Video

Conga CPQ Integrations

Conga CPQ Competitors

Conga CPQ Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android


View all alternatives

Frequently Asked Questions

What is Conga CPQ's best feature?

Reviewers rate CPQ reporting & analytics highest, with a score of 8.4.

Who uses Conga CPQ?

The most common users of Conga CPQ are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.


(1-25 of 37)
Companies can't remove reviews or game the system. Here's why
Harrison Pershing | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We currently use it to generate quotes for one business unit. However, we are currently in the process of implementing CPQ for our other business unit and are in the midst of deciding whether or not to use Conga CPQ. The division that uses it, Ready Mix, is extremely complex and offers 100's of products that are constantly changing in price. Conga CPQ has allowed to constantly change our pricing and quantities for product and generate quotes very quickly. I find it extremely useful and it has definitely helped increase our revenue.
  • Merge documents
  • It is extremely quick
  • Can constantly be changed and updated
  • Allows us to add users very quickly through CPQ licenses.
  • Maybe more user friendly
  • can occasionally be difficult to find the problem
  • Be easier to teach users
I think it is well suited, and this is for CPQ in general, for companies with extremely complex pricing on their products. It's sensational for its' ability to adapt pricing to the current market trends or what products need to be pushed at certain points of the year. I would say it wouldn't be that useful when it comes to fairly simple businesses that don't offer a range of products.
It was extremely difficult to use in the beginning, but is now very user-friendly and has great usability. Once a quote has been approved by the manager, the user simply clicks "Generate a Quote" and all the merging from the edit lines to our credit applications is seamlessly connected and then the sales rep can ship it off to the customer.
We had to use an outside vendor to implement the software and we paid them for a while during the initial choppy months. I was learning as I went along and then we could occasionally reach out to Salesforce if we really needed to. I think the support is there, but you obviously have to pay for it if the admin team doesn't have enough experience.
Aastha Nasa | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We're using Conga within our organization to create documents like order forms and contracts . It's so easy to generate and store documents and send them to your customers to sign. It made the entire process quite streamlined.The Conga composer and Conga sign integrates pretty well with Salesforce so it's a smooth process of document generation and mapping.
  • The Conga composer helps to create and generate professional documents using templates within a couple if minutes.
  • It also allows to change the file type of the document and make changes.
  • It offers a lot of flexibility in terms of customization to your documents with templates and features.
  • Conga sign makes it easy to have the contracts signed by the customer in an efficient way.
  • Their pricing is pretty steep and they have been changing the pricing model a lot.
  • The support offered is limited and not very helpful with technical issues.
  • Once you create documents , there's no way to organize those documents.
It's a very powerful tool if you have to create multiple documents every day with good customization and editting.It also includes Conga sign that can be useful and can be an alternate to any e-signature tool you're using. If integrates well with salesforce , so if you're using it as your CRM it becomes a very job of creating documents frequently.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Conga CPQ is a key part of our sales and renewal process, processing product inputs to generate quotes and sales orders in a range of templates and which can be downloaded as Word or PDF and even sent directly to the customer with an email template. It's a useful and intuitive tool that allows us to quickly collect signatures from clients to close the sale.
  • Multi-template quote/sales order
  • Email templates to send directly to customer
  • Ability to download for further editing
  • It would be nice if templates could be edited during the closing process and within browser.
Conga CPQ is useful for routine new sales and renewals, however for any kind of particularity specific to an account (which is especially common in renewals) it might be easier to edit templates in another app and send to the customer manually rather than directly through Conga CPQ.
Score 7 out of 10
Vetted Review
Verified User
Review Source
We needed something that would integrated with Salesforce and be able to provide product listing and suggestion for the sales rep. Also due to our extended number of product offerings, it was difficult to know what products could be sold together and what are included in the existing bundle. This was causing a lot of issues with the quotes that were sent to the customers and also causing cancellation of orders due to incorrect fulfillment.
  • Has a good Guided selling engine
  • Can handle large quantity of products in a single quote without crashing
  • Product Catalog is very simple and easy to setup
  • Has a very robust inclusion and exclusion engine
  • Lightning Compatibility is still a challenge
  • Pricing Callback needs expert APEX skill
  • UI for configuration items would be nice
  • Collaborative editing is difficult
If you have large quotes that you want to manage, then this is a great product to handle those complex scenarios. However you need to put a lot of thought in the design and how your business is going to use it. There are a lot of horror stories where Conga CPQ (Apttus) has caused headaches, and most of the time the company has tried to customize the heck out of it where the product functionality is not being capitalized on. If your business process is complex (which for most it is) see how you can get your business process to fit into the software rather than customizing for some edge case scenarios that may happen once in a blue moon.
If implemented correctly this works great and is able to scale with the needs of the business.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Conga to create and work documents online. I love how it merges data directly from salesforce, so we can get our customers to sign order forms with ease.
  • Merging fields with salesforce.
  • Conga Composer to create documents.
  • Online signing documents.
  • It's hard to make changes sometimes to conga documents once it has been sent.
  • A few of my customers had issues with Esign
  • Can be glitchy at times.
I love being able to send my customers a document to sign using Conga. I like how we're able to track the process electronically to ensure it gets signed by the right people and filed away.
Score 7 out of 10
Vetted Review
Verified User
Review Source
In our organization, this tool [Conga CPQ] is used to create complex bundle structures along with attribute based pricing. It supports [a] variety of configuration options like Attitude Rules and Constraint Rules. It is used by our practice and solve[s] the problem that Salesforce CPQ has that is the UI is pretty good and interactive.
  • Most of the things can be done using configuration.
  • Attribute based pricing is easy and user friendly as compared to other CPQ tools.
  • Integration between CPQ and CLM can be done easily by installing managed package.
  • Customer support can be improved as the turn around time is very high.
  • Knowledge base doesn't list down frequent user errors thus we have to raise a support case for each issue.
  • Performance of the cart can be improved as it gets very slow when there are a lot of rules.
It [Conga CPQ] is suitable in organizations who have complex bundle within bundle structures and attributes based pricing as this tool supports those functionalities easily, but when the quantity of data increases which include the product attribute rules and constraint rules, the performance suffers a lot. Also, it takes a lot of time to return the pricing.
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.
The Conga CPQ support is not good [in my opinion]. It takes a lot of time to debug the issues by them which could be easily fixed by checking the subscriber logs, but they take time which makes it difficult for us to proceed further with the configuration and other development activities in the application.
Jack Borland | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

The Apttus Configure Price Quote (CPQ) tool is being used by our Wolters Kluwer Legal & Regulatory sales organization. This includes a variety of different sales teams with different sales processes and pricing models. The spectrum ranges from SaaS implementations with 12-18 month sales cycles, negotiation of annual renewals of existing contracts for access to online content (3-6 months prior to renewal date), to transactional book sales occurring same day.

The CPQ tool helps sales reps to:

  • Assemble the appropriate product variations and combinations for qualifying opportunities
  • Conduct needs assessment exercises
  • Identify the appropriate product combinations for customers
  • Ensure that they arrive at suitable price for specific product mixes or bundles
  • Ensure that the details concerning initial estimates and final quotes are represented accurately

The CPQ tool also:

  1. Substantially reduced cycle times to create complex quotes, proposals and orders
  2. Reduced quoting errors and rework caused by errors
  3. Ensured discounts and pricing are accurate based on standard pricing rules
  4. Ensured discounts and pricing were approved, prior to providing the quote to the customer
  5. In conjunction with our adoption of eSignature, reduced returns due to speculative ordering
  • Apttus CPQ handles complex pricing rules with ease. We have tiered pricing, user based pricing, and quantity pricing discounts. Apttus CPQ allows us to easily provide correct pricing based on attributes of the sales rep, the customer and the product.
  • Apttus CPQ administration is easy compared to similar products. As a product available on the platform, we were able to cross train our Salesforce administrators and take on the additional administrative overhead without significantly increasing our sales operations team size.
  • Apttus CPQ is flexible. We are able to rapidly test and deploy new pricing models and offers using the Apttus model.
  • Apttus has not completely transitioned from a product suite to a product platform vendor. Upgrades of certain products can have interoperability issues with other products in the Apttus stack. Our pain point here was attempting to use Apttus Xauthor for Excel to get around product line limitations in the Apttus CPQ shopping cart. The ultimate resolution was for us to upgrade and leverage the latest version of CPQ, where pricing callback limitations were addressed by client side processing, rather than the hybrid Xauthor process we tried to use.
  • Upgrades in general require significant testing to ensure no unanticipated issues occur. We have a complete Salesforce sandbox dedicated to providing an environment for testing any modifications or upgrades.
  • Apttus support model almost requires you to purchase premium support. Given the CPQ system is complex, the level of skilled support available through basic support require you to escalate several times before getting to a resource that can address your issue.
Apttus CPQ excels for complex contract and/or complex pricing requirements. If your business has simple pricing rules, a less full featured solution may be more appropriate.

Apttus CPQ is an easy system to administer, using the same object logic as the Salesforce platform.

We implemented Apttus for virtually all of our sales representative processes, and in doing so found that we virtually eliminated speculative ordering.
Cameron Walker | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
The Apttus tool is great for managing the contract management lifecycle. It integrates nicely into the platform. It has eliminated a lot of manual steps required to generate contracts, reduced the QA process, and enabled us to decrease the time it takes to craft and execute a contract to push it through the process.
  • Full suite of solutions
  • Very flexible with complex pricing models
  • Produces quotes/contracts quickly
  • Ease of use
  • Integrates well with Salesforce
  • Not mobile friendly
  • Lacks reporting options
  • The UI could be cleaner and more intuitive
Apttus is best suited for organizations with complex product configurations and multi-tiered pricing/packaging options. It would be less appropriate for a simpler organization where pricing/products are simpler and straightforward.
Score 1 out of 10
Vetted Review
Verified User
Review Source
Apttus was brought in to use globally for all of Sales in generating quotes and contracts (the two are different in this case) to be sent and signed by customers. It is being used across Sales globally. The business problem it was supposed to address is to help our sales teams produce quotes faster, in the correct format, and be able to send them on the fly through Apttus/Salesforce to the customer to be reviewed.
  • 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 platform.
  • They provide multiple releases of their product per year.
  • The configuration of this product in terms of setting it up for users, requires a developer. The sales process tells you that it is built on the platform and an admin can configure it, however, this is not true. It required Visual Force and APEX configuration to make it work for the users.
  • Upgrading to the next version of the product also requires developers involved. It is not a simply managed package to be downloaded and updated, it requires post-upgrade development to return it to users for testing.
  • The Contract management module is not very robust. It is essentially a separate object that just houses the physical document and you can put "Send Email" buttons and apply an approval process to it, however it is not a contract management tool in the sense of managing document versioning and redlining. Negotiations just occur in word like they normally do.
  • Misleading Template builder "included." To get templates, and contracts you need to buy the add-in to those modules which you've already purchased called "X-Author." The plug-in allows you to edit templates and manage some redlines, but it's cost prohibitive as it costs as much as a user license to the product itself.
  • Expensive. When we compared a license of this product vs the license to Salesforce itself, Apttus, with standard modules, costs double the price of a normal Salesforce seat license.
I would not recommend this product to anyone. This product is hard to manage, requires development in house which becomes expensive. The tool itself is extremely expensive for the features it delivers. And ultimately, the sales "bait and Switch" will occur on you, which will require you to buy more licenses or add-ins that were not planned on to get the desired feature set.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Apttus CPQ across our sales organization the create quotes. Prior to using Apttus, we had multiple ways of quoting including using an Excel worksheet. Today we all use the same tool and across sales and accounting to go from quote to cash. This includes using it to create assets and bill auto-renewals. This has automated several processes that used to be independent systems that often did not match.
  • Very good at complex pricing and situations. Pricing can be related (% of another value), based on an attribute, Tiered, or done with formulas. It also has the ability to bundle and use options.
  • Two great tools in the Apttus toolbox are X-Author and Intelligent workflows for approvals
  • Flexibility for multiple use cases for pricing
  • Speed was initially an issue but they have made great improvements in this area
  • Better documentation for administrators
Great for situations were you need to have multiple ways of pricing one product. For example: you need to be able to price a software product for Licensing or for SaaS. Also great where you need to be able to build out a solution with multiple options.
Greg McLaughlin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We recently signed a contract with Apttus to leverage their Contract Lifecycle Management application to better automate the way we generate, approve, deliver and track our contracts within our environment. The Apttus team got to know our business and understand our challenges and became a trusted partner to our business. Their solution will help us eliminate many of the manual steps required to process our contracts; reduce the number of manual quality checks; enable us to better search and track contracts by specific terms and ultimately increase the speed at which we are able to push our contracts through our process.
  • Understand business challenges.
  • Provide a full suite of solutions for a wide range of business challenges.
  • Provide executive sponsorship to eliminate obstacles to success.
  • Ease of Implementation.
Apttus is best suited for a company with enough volume of quotes and contracts to merit an enterprise-scaled solution.
December 07, 2017

Apttus is a Snap to Use

Score 8 out of 10
Vetted Review
Verified User
Review Source
Apttus is used by our international sales organization. 3 time zones, 14 languages, 450 users. Dynamic, simple tool that is native to and more or less easy to implement.
  • We have only a few SKU's, we crank out many quotes and have to make adjustments often. The configurator tool is easy to use and simple to train on.
  • Seems to really shine when the quotes get complicated with multi-product, multi-year deals.
  • Apttus Configure Price Quote has a solid team that provides assistance when we need it.
  • Develop a mobile application that synchs with SFDC DBA and runs independently.
  • Advanced approval config is a chore and should be easier.
Transactional environments would benefit from the deep CPQ offerings Apttus provides. Smaller shops that have a much longer sales cycle may see Apttus as cost prohibitive. Implementation was a chore. We had to hire a full-time person to manage the package. That was an unexpected cost that we were not prepared for.
December 05, 2017

Quite good

Alejandro A. Cabral | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Apttus's CPQ is a simple yet powerful quoting solution tool for sales. Most of the times, finding a solution that is easy to use for sales reps and sales managers means spending a lot of time reviewing processes, training and such. Apptus's CPQ is quite straightforward and once it's set up it provides sales reps a kind-of streamlined process to get customer-ready quotes (even executable ones) in a matter of minutes. The fact that we were able to use within our platform only made the experience leaner and better for both the reps and myself.

Some things that could definitely be better are:

  • Speed. At some points (especially quarter end) when a huge number of reps were using the tool, we would suffer a heavy lag that would time-out operations most of the times.
  • Mobile app. If there's one, we never used it. Not sure if it's our own company policy in regards to apps, or if there's none actually. If there's none, it would be good to have one.
  • Easy to use for reps. Not a lot of training needed.
  • Produces quotes / executables quotes in a matter of minutes.
  • Catalog / Inventory is pretty straightforward
  • Mobile app, if there's any.
  • Better response in high-peak circumstances (like quarter end). This could have been a issue, but honestly, everything else worked just fine.
  • Reporting. It would be great to be able to see how many of my reps requested discounts and compare that to the standard quotes they can build.
I'd say it's a very strong tool for mid to large sales teams.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Apttus is being used to generate customer proposals for our direct customers in North America. We anticipate having Apttus CPQ rolled out to EMEA and APAC by the end of 2016. The solution is fully integrated with our SFDC sales processes. Our customer proposals include the customization of our product, pricing that may be freely negotiated or based on a contract, up to 4 levels of approval and the presentation of the quote to the end customer.
  • Fully integrated with Allows for the seamless update of all objects on the SFDC platform. As primary quotes are updated, so to are the opportunities.
  • Supports integration with Avalara for Sales Tax and DocuSign for E-Signature.
  • Supports the quoting of product that requires customization that results in a dynamic cost, MSRP and customer price.
  • Significant amount of R&D is being invested in to the platform. Many of the items on our wish list have already been incorporated as a standard feature or on the near term roadmap.
  • As a SAAS solution with a large amount of R&D being invested, there is functionality that is becoming standard in the platform that previously would have required some customer customization. The incorporation of the standard functionality will require regression testing and migration off of custom code. In the long term this is a positive, but in the short term does create some overhead with testing.
Apttus is well suited to provide an SFDC integrated CPQ experience. It can handle complex configurations and multiple languages. As a company that was transitioning off of a legacy CPQ solution, the adoption by our users was seamless with training lasting less than 4 hours. The user experience between SFDC and Apttus is so smooth that I would have a hard time imagining using Apttus independent of SFDC. That being said, I have heard they are developing an integrated experience with other CRM/ERP platforms. You will be best served if you are integrating with a platform that Apttus supports.
King Ou | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Apttus CPQ is being used by our customer and engineering organization to configure custom products. The CPQ accelerates the time to generate the bill of material. It is an engineering process that used to take days or even weeks, but with CPQ, it takes only minutes.
  • Ability to manage large quantities of validation rules necessary for complex product builds.
  • No product addresses a company's requirement right out of the box, but Apttus CPQ is built on the platform which is a distinct advantage for us. It allows us to build functional extensions, and customize the application to our specific usage.
  • Service and support is the key for any product, and Apttus has always made efforts to support their products with continual improvements.
  • The GUI design of Apttus is configurable but prescriptive. If you want a very specific look and feel, it will take some effort to do so. There have been some modern design updates recently using AngularJS. Check it out to see if it works for you.
We use the Apttus CPQ primarily to configure complex engineered products. We are able to manage numerous technologies and install new technologies quickly. This is a key advantage as new products do not require an additional software build, but a simple data load of the validation rules. This tool has transformed our customer engagement process, and it allows us to enable customers to enter their requirements for us to review. This is much better than interviewing customers and entering data on behalf of the customers.
Matt Amundson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

EverString is a SaaS platform that helps B2B organizations identify and engage with their ideal customers by providing Predictive Demand Generation, Insights, Scoring and Segmentation. We have some typical SaaS characteristics—subscription sales model, a small number of products at first glance but a tiered structure, meaning selling is a lot more complicated than it seems, and a business that is growing and evolving fast. We had common problems in our quoting process - a disconnect between our CRM data and what was put in front of our customers. [They were] simple errors that should never happen. Additionally, as we grew we needed to relieve the burden to Finance and Legal.

We went with Apttus for two simple reasons: they were fantastic to work with and they could solve our problems. The sales process was incredibly smooth—just a great team overall. The CPQ does exactly what we wanted by creating consistency in our sales process, something we needed to scale. CPQ forces you to look critically at your sales process, but their team of experts helped us achieve that in a thoughtful way. You don’t want to just automate what you already do… you have to think about doing it better, the Apttus team really helped us with that. Great experience overall, would definitely recommend them.

  • Their solution completely solved our problems
  • They have an incredible team
  • Very easy to work with
  • Apttus CPQ is a strong, enterprise grade tool
  • Invest early in training your Sales Operations team
  • Capitalize on their community as their are some great solutions there
For any organization that runs standard or non-standard sales cycles Apttus is a great fit. If you're an organization that requires heavy involvement for approvals from finance, legal or executives, having Apttus CPQ streamlines your process and ensures that you are able to deliver both accurate and timely quotes as well contracts. Additionally, partnering with Apttus will help you identify and shore up gaps in your current process.
August 19, 2016

Apttus CPQ Review

Tim Johnson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

EverString is a predictive marketing platform and we’ve been growing fast in the last few years. Sales, sales team, and our solution suite have all grown rapidly. We needed repeatability and consistency in our sales process—like any business growing rapidly and needing to scale. We wanted to get a CPQ in early in our growth to solve for these problems and help us scale easier. We choose Apttus because they could give us exactly what we needed and have been great partners to our business.

The system has been easy to use and the sales team adopted it quickly. We wanted to think through as many scenarios as possible in terms of what our future state and needs might be. Apttus helped us through this process—that’s critical. Apttus has been a partner, not a vendor, which is what you need for CPQ. Our goal was to future proof our organization, and we can see the success there in our growth.

  • True partner, helped us look to the future, set us up for success
  • Helps drive consistency across all reps, streamlines the approval process and eliminates customer confusion/multiple quote revisions
  • Feature complete, total solution for our needs with room to grow
  • Fast deployment
  • Great hands on support team
  • Easy customizations
  • Responded to every request with an easy yes or a great suggestion on an alternative which will save us future pains as we continue to grow
  • APTTUS CPQ has more than what we need but we're glad to know its there for when we need it
Jenny Kandah | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Apttus Configure Price Quote is used for creating quotes by our sales departments. It helped streamline the process of quoting and reporting. It is an easy to use tool.
  • It is an enterprise level tool which allows us to sell products with attributes and bundle products.
  • We are also using Advanced Approvals by Apttus which allow us to configure complex approvals which seamlessly integrate with the CPQ tool. Email approvals are especially important for our organization which allow managers to approve the quotes on the go.
  • The UI takes a little longer time to load, they have done improvements with angular UI which we have not implemented yet.
  • I would also like to see better administrative training guides.
It is enterprise level tool in the market. If your company is large and deals are complex then Apttus is the right tool to use. If the products that you sell are not too complex you can probably use salesforce's native functionality. AWS approvals allow you to configure really complex approvals with different levels and multiple price rules. If your organization has really simple approval processes then you are better off using salesforce's native approvals.
Ravi Thota | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Before Apttus, we used a manual process to configure products and calculate pricing while providing quotes to customers. This process was not consistent, it was very cumbersome, complex, high-maintenance, and error prone. We also did not have the ability to systematically track the progression of the quote through negotiations with the customer and analyze the impact of negotiations on the final outcome.

With Apttus CPQ, we were able streamline and optimize the product configuration, pricing and proposal creation and management process. We also seamlessly integrated this with our existing sales and contract generation processes. Our sales team now has the ability to configure product offers in a consistent manner with improved efficiency, and are able to track and improve related sales metrics.

  • Improved ability to price complex deals
  • Generate professional, compelling proposals from templates
  • Avoid duplicate data entry for product and pricing related data in CLM by integrating CPQ with Apttus CLM
  • Advanced workflow could be made easier
  • Complex discount approval rules are hard to implement
It is well suited for complex product configurations, multi-tired pricing, discount calculation, markups, price overrides, etc. It needs customization for product bundling, and multiple pricing models for same product.
March 15, 2016

Amazing Tool!

Robin Carey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
This tool has proven over and over again that it was more than worth the investment. My sales team's pipelines are up to date (I think for the first time since we got Salesforce) and I've been able to use the tool for several nasty projects (like updating country name formats, etc) that used to take days - and now take less than an hour. My favorite part is the Quick App feature - which I utilize all of the time to complete one-off tasks that come to light. Right now, our sales and finance teams are the primary users, but we have hopes to move project management on board soon!
  • Great Customer Service.
  • Flexibility with Salesforce field usage.
  • Quick and reliable.
  • Easy to sync with Salesforce.
  • Logic is difficult to learn when building custom applications - but definitely not impossible!
If you are leveraging your Salesforce usage at all, this is a must have. Especially for sales teams where opportunities need to be adjusted frequently.
Trish Buyer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We are using it in both the finance and sales departments for large updates to Salesforce.
  • Pulling data across objects
  • Deals with custom objects
  • Quick updates
  • A little difficult to learn
We are just beginning to use X-Author and already the time saving is tremendous. We have only built a few of our own apps so far and needed help with a more complex one. If you do not have a lot of customizations then writing apps is a breeze; custom objects can make it a bit more challenging. We are looking forward to using this tool across all users.
Jacquealine Carter | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are currently using X-Author for Excel with Salesforce to update and populate formula fields in Excel and then have X-Author attach the document to the opportunity record. It has made our interaction with Excel easy and effortless. The setup was less than 20 minutes and worked well with our complicated Excel spreadsheet. Thanks Apttus for making our lives easier and less complicated.
  • Mapping of fields from Salesforce to the app is quite easy.
  • Setup of multiple users to use the app was a breeze.
  • Getting the app to work within 20 minutes to demonstrate was no hassle.
  • I haven't had any issues using X-Author for Excel. All questions I had were answered and solved in the same day.
Apttus continues to stay in contact to ensure I'm happy with their product. I have also signed up with the XAuthor group on their site which always provides additional use cases on how other companies are using XAuthor. I enjoy working with Apttus as well as using their product.
January 29, 2016

Business Partner

Terry Ackerman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our organization is currently using Apttus CPQ for quoting and proposal management.
  • Apttus provides users the shopping cart UI which is easy to use and easy to train upon.
  • Simple guided selling configuration.
  • Easily upgradeable.
  • Promotions Management.
  • Some areas of UI and UX between the shopping cart and configurations screen.
Responsiveness, ownership, and partnership for success
John Tessandori | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
My company uses X-Author throughout various departments. It is an excellent tool because it allows users to operate in Excel, an environment with which they are more familiar. Allowing the users to work in Excel while simultaneously updating records in Salesforce is a critical aspect of generating accurate data in reports.

As an engineer, I spend a majority of my day working in Excel managing lists, performing calculations, etc. I had limited knowledge of administrative tasks in maintaining the Salesforce org when my company first got this app, but was able to easily learn how to integrate my design spreadsheets with Salesforce and created complex X-Author apps. This application has greatly propelled our engineering / technical sales departments to the next level of efficiency!
  • Apttus has excellent support of their product. They are quick to respond to any issues we are having. Apttus is also extremely accommodating of incorporating new ideas or fixes to future releases of the product.
  • Training and installation materials need to be updated more frequently.
Apttus X-Author for Excel is perfect for companies who use Salesforce to develop pricing and proposals, but use Excel to fine tune the technical design aspects of a sale. With a little bit of work and some creative thinking, linking the technical designs to the proposal generation can be a powerful resource for growing companies.
Stryder Thompkins | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Our North American and UK based sales teams use Apttus for all quotes (new business, add-on sales, renewals). We use it to manage pricing, quoting, and assets. We use X-Author for Word for our quote/order form. We have about 30,000 active price points, 400K active assets, and a few hundred inclusion rules.
  • native is very important to us - for reporting, administration, integration, and uptime.
  • 70% of our business is back to base, so having customer owned assets fall under the same inclusion rules as items in the cart is critical.
  • Variable bundles allow us to build fewer bundles.
  • Change management: Pricing changes are difficult to deploy, no regression testing for existing configurations.
  • Administrator usability: Very easy to create problems with price list items firing unintentionally which leads to price list item sprawl. No holistic testing tools to make sure you've set up pricing / rules the way you intended.
  • X-Author has limited capabilities to include related objects - our Quote header object has several hundred fields that serve no purpose but to make form generation more stable / faster.
In a complex environment where the IT team has plenty of SFDC expertise, Apttus is a great fit - especially if you sell the same product in multiple offerings / packages. In a simpler environment, it may not be worth the overhead.