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Conga CPQ

Conga CPQ

Overview

What is Conga CPQ?

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…

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Recent Reviews

Conga - an unskippy tool

8 out of 10
September 19, 2023
Regularly we use documents/PDF's for our billing and invoicing. As of now, we are using Conga to generate Quotation documents and Invoice …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Configuration options (32)
    8.5
    85%
  • Pricing rules (31)
    7.5
    75%
  • Product configuration (32)
    7.2
    72%
  • Price adjustment (31)
    6.9
    69%

Reviewer Pros & Cons

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Pricing

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Entry-level set up fee?

  • Setup fee optional

Offerings

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

Starting price (does not include set up fee)

  • $35 per month per user
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Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

7.5
Avg 8.6
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Product Details

What is Conga CPQ?

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 capabilities that can be embedded into any eCommerce, Direct Sales, and Partner Portal, the software helps to streamline configuration and pricing across the revenue lifecycle, and provide the flexibility to add CPQ capabilities to existing revenue operations at a pace that supports business needs.

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

Screenshot of Unlimited Product Capability - Can validate any combination of rules & constraints with an unlimited number of configuration attributes​.Screenshot of Model & deploy any pricing structure or strategy​ - pricing intelligence & discounting rules​ and profitability insights ​& margin visibility​Screenshot of Simple to complex product & pricing configurations​Screenshot of Helps sellers to quote accurately and spend less time selling, no matter how complex a business becomes.

Conga CPQ Video

Conga CPQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesGlobal
Supported LanguagesGerman, English, French, Dutch, Portuguese, Spanish, Chinese (Simplified)

Frequently Asked Questions

Conga CPQ starts at $35.

SAP CPQ, PROS Smart CPQ, and Cincom CPQ are common alternatives for Conga CPQ.

Reviewers rate Attachments to quotes highest, with a score of 9.1.

The most common users of Conga CPQ are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(88)

Attribute Ratings

Reviews

(1-25 of 46)
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October 03, 2023

Conga CPQ improvements

Score 6 out of 10
Vetted Review
Verified User
Incentivized
I manage a team who supports Conga CPQ for clients, it is used by our client for adding products to the cart and driving overall CPQ process.
  • it helps in cart management
  • customization should be minimalized
Conga CPQ is suited for the overall selling process.
Namahshivaya Dudikatla | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it to streamline our Quote to cash operation
  • Constraint rules
  • Search Filters
  • Advanced approvals
  • Pricing rules
  • Quote cart page
Streamlining revenue operations to scale the organisation
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Conga CPQ to package, price and present our product- and service-offerings to clients and prospects. With Conga CPQ, we are able to support several concurrent pricing methods for our different markets, with the logic and price details co-existing in the same solution. In Conga CPQ, we have several approval rules built around net adjustments, overall deal sizes and even products, all tied to Salesforce's Enterprise Territory Management.
  • Highly advanced pricing rules without the need to resort to custom code.
  • Highly configurable user experience supporting concurrent types of sales.
  • Strong support for seller- and product owner-collaboration to drive pricing.
  • Product documentation is at times poorly written and hard to understand, in particular KBAs.
  • Even with enhancements like CPQ Admin, our CPQ administrators find the solution highly complex and difficult to maintain and configure.
  • Even with small carts, system performance is not adequate.
I think Conga CPQ is very well suited towards complex business models and complex validation, pricing- and product structure-requirements. For less complex business models and requirements, I think there are probably other CPQ solutions of less complexity that can achieve the requirements at lower effort in maintenance.
September 19, 2023

Conga - an unskippy tool

Score 8 out of 10
Vetted Review
Verified User
Regularly we use documents/PDF's for our billing and invoicing. As of now, we are using Conga to generate Quotation documents and Invoice documents.
  • Able to display as many tables required
  • integrating with Adobe or DocuSign is very easy
  • It handles multiple queries at a time
  • As of now, mess is there in toggling. Very early versions have direct and simple ways
  • Need to reduce complexity in formulating tables
  • Need to give a simple way to select fields instead of going through whole process
Very efficient generating complex structures/tables.
Building them is complex, it can be simplified like earlier versions of year 2010 or 2011
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use Conga CPQ for a healthcare company to build healthcare products sold across the globe. Conga provides a very user friendly interface for the sales reps to place their orders. Helps us run the business smoothly with all the customizations provided. Any issue reported is addressed very actively which helps us to deliver the best.
  • More Cart customization features
  • Addressing Heap size issues
  • An easier and less tedious process for the migration of products
  • X-author for migration of products
Conga CPQ is very well suited for the healthcare space. Gives the end user an easy understanding of the functionalities which helps them t to place the order faster with no hassle. The functionalities of auto adding of certain products based on specific criteria is one of the best features according to me. The pricing functionalities are very well curated.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have been using Conga CPQ to improve the overall sales experience for our very large customer base. Conga CPQ is the front end solution used by the sales team to structure new sales deals as well as contract renewals. These processes had a very long lead time (sometimes a few months) to properly put together a deal, negotiate the pricing and generating the customer facing documents. We attacked these problems using most of the standard features offered by Conga CPQ and today, we are proud to say that our lead time to generate a professional quote has reduced by as much as 72 % from the before. Today we use Conga CPQ to create large customer quotes for device as well as service side of the business. We also leverage the different pricing capabilities of the software to address customer specific needs. We leverage Conga Approvals to enable multi-level approvals based on various criteria and finally, we use document generation feature to create professionally looking quotes. We plan to continue leveraging standard features of the software to enable Asset based ordering, Conga Sign etc to further enhance the system.
  • Product Catalog
  • Pricing and Shopping Cart
  • Approvals
  • Document generation, need more control on repeat tables to control formatting at line level.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Conga CPQ for quoting and selling. In our company, it is the go-to tool for the sales process. During the sales cycle, our sales team interacts with customers/partners and sells our products and subscriptions. It allows us to control dynamic pricing, manage approvals and legal documentation as we close deals and fulfil orders.
  • Dynamic Pricing
  • Advanced Approvals
  • Legal Documentation
  • Support E-Signatures
  • Integrations
  • Customize the tool according to our needs
  • Performance
  • Dynamic Cart Update
  • Merge multiple legal documents
I think it is well suited for advanced quoting, advanced pricing scenarios, approvals and legal documentation. In my opinion, areas of improvements are cart loading time, merging multiple legal documents at run time. Any product has room for improvement. One areas I'd be interested to see Conga CPQ advancing is in AI and how it uses customer's historial purchasing data to recommend purchases.
September 01, 2023

Experience with Conga CPQ

Nazia Firdous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are using Conga CPQ for product modeling , configuration and quoting.
  • Regular release which allows enhancements & new features to be added
  • User friendly , Good User experience
  • Compatibility with XA , which allows the data migration between orgs smooth
  • Allows & supports customization
  • Delay in introducing expected features
  • scalability
  • Compatibility with other migration tools
For the product modelling and configuration I see Conga CPQ to be very well suited.
Bill C. Riemers | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
Red Hat uses Conga CPQ for both Direct and Indirect Sales products and services.
  • Conga CPQ is extremely configurable. One can support almost any pricing model.
  • The screens for Conga CPQ look very clean, and it is a user friendly interface.
  • 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.
I think the case when I would recommend Conga CPQ is in a legacy org. In that case, the older style and configuration might be more useful, and you are less likely to find yourself forced to upgrade to lightning.

If you are already using lightning, or migrating to lightning, then I would only recommend Conga CPQ if the alternative does not support the features you need.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Conga for both sales & services business in GE HealthCare.
  • Pricing
  • Configuration
  • Revalidation configuration
  • Pricing methods
It depends on business compatibility to consume as it may be good to those businesses where not much complex sells are there.
Harrison Pershing | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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.
Jack Borland | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized

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 Force.com 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
Incentivized
The Apttus tool is great for managing the contract management lifecycle. It integrates nicely into the Salesforce.com 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
Incentivized
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 Force.com 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 Force.com 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
Incentivized
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
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 Salesforce.com 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
Incentivized
Apttus is used by our international sales organization. 3 time zones, 14 languages, 450 users. Dynamic, simple tool that is native to salesforce.com 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
Incentivized
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 Salesforce.com 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 salesforce.com 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
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 Salesforce.com. 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
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 Salesforce.com 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

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.
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