Conga CPQ improvements
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 …
Starting at $35 per month per user
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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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Popular Features
- Configuration options (32)8.686%
- Pricing rules (31)7.777%
- Product configuration (32)7.171%
- Price adjustment (31)6.969%
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Entry-level set up fee?
- Setup fee optional
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- 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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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
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Conga CPQ Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Global |
| Supported Languages | German, English, French, Dutch, Portuguese, Spanish, Chinese (Simplified) |
Frequently Asked Questions
Conga CPQ starts at $35.
Reviewers rate Attachments to quotes highest, with a score of 9.3.
The most common users of Conga CPQ are from Enterprises (1,001+ employees).
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(84)Attribute Ratings
Reviews
(1-19 of 19)Companies can't remove reviews or game the system. Here's why
February 24, 2022
Great Tool for Quoting-Highly Recommend!
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
February 09, 2022
Conga CPQ simplifies pricing and quoting incredibly well, but lacks a bit in direct to customer communications.
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.
February 04, 2022
Quote the right way with Conga CPQ
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
August 19, 2018
Apttus CPQ works great for us.
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
December 07, 2017
Apttus is a Snap to Use
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.
September 14, 2016
Apttus is a solid CPQ platform that will grow with its customers
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 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.
August 19, 2016
Apttus - A Scalable CPQ Solution That's Great for SMB
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
August 19, 2016
Apttus CPQ Review
Score 10 out of 10
Vetted Review
Verified User
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
August 18, 2016
Great Enterprise level tool
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.
Score 10 out of 10
Vetted Review
Verified User
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!
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.
November 20, 2015
Highly sophisticated tool for handling CPQ. 100% Native on SFDC!
Score 10 out of 10
Vetted Review
Verified User
Apttus is widely used in our org across all sales divisions. Below are the features it provides and problems it addresses:
Allowing our sales reps a way to create accurate proposals for our customers per the pricing structure we have put in place. The ability to quote accurately in multiple currencies. The ability to create sales promotions and discounts seamlessly. Implementing approval processes for managerial sign-off on discounts.
Allowing our sales reps a way to create accurate proposals for our customers per the pricing structure we have put in place. The ability to quote accurately in multiple currencies. The ability to create sales promotions and discounts seamlessly. Implementing approval processes for managerial sign-off on discounts.
- Completely native to Salesforce. This is a huge plus as it allows you to maintain and customize features in a way that you are already familiar with
- Apttus provides a lot of functionality out of the box and it can handle all of our pricing models natively
- Allows the admins to restrict choices for Sales reps and easily implement approval processes for reps to requests discounts or other changes.
- Although a lot of things can be customized, the main "shopping cart" feature that the sales reps interact with is not as easily customized. We did try making our own feature via visualforce, however this provides complications when it comes time to upgrade.
- The X-Author tool for editing documents is also a little lacking; it requires us to create additional fields in SF when trying to edit display elements like number of decimal places and date format.
- There also appeared to be a fair amount of staff turnover at Apttus, as our staff changed a number of times during some of our projects
November 12, 2015
X-Author is X-Amazing
Score 10 out of 10
Vetted Review
Verified User
We use the Apttus tool called X-Author. It is an amazing tool that allows my users to pull data from our Salesforce.com org into an Excel based template. From that point, simply using the standard features in Excel, we can manipulate the data and push it back into the cloud. This was originally brought into our company to help with a complex spreadsheet used to build a scope of supply for complex waste water processes. That implementation went so well that we found ways that X-Author could reduce data entry time for nearly every department in the company. X-Author and the Apttus team have provided me with a solution to nearly any business process hurdle I run across.
- It is clear that the Apttus Team understands that my implementation of their product is a key development. They made sure we were running on full steam, even if it called for "All hands on Deck".
- Customer Support - If my developer or I were ever hung up on the building of a template, their Support Team provided excellent assistance; never giving in until the problem was resolved.
- Very friendly.
- Growing Pains
October 21, 2015
Streamlined Contract Management with Speed!
Score 9 out of 10
Vetted Review
Verified User
We have been using Apttus since 2011 and have not looked back! Before Apttus, we had very old systems and processes in place. With Apttus we have gone completely paper free - no more filing cabinets! We have cut our contract cycle process in half and increased speed and volume of productivity. My favorite part is our reports and metrics. Before Apttus, we had no idea what kind of volumes we were handling, what kind of trends we could see, and important information that we now capture that gives our executive team insight from the contracting world. I can't say enough about all the great changes that have come out of using Apttus with Salesforce.com and EchoSign-- amazing! Because we have been so successful with this product, we have moved other departments on Salesforce.com and integrated their information with ours. The only issue I have had is with technical support. I find them hard to understand because English is their second language, and they speak very technical, so as a non-tech user, I'm not always sure what I am supposed to do to fix the problem. I also find them very slow to respond unless I escalate it each time.
- Handles more volume in less time
- User friendly
- Flexible and integrates with other systems
- Tech support
- Response to issues
- Templates are very technical, if you don't know what you are doing, you have to take training
September 16, 2015
Apttus Rocks!
World Water Works is leveraging Apttus to to drive efficiency, quality and enhance our customer experience. The technology has been super helpful since we implemented it less than a year ago. We are seeing certain functions which took days be reduced to less than 30 minutes. We are excited to implement in many areas of our business from finance, engineering, sales, ERP, manufacturing, and beyond. Many thanks Apttus. Great discussions with you at Dreamforce this week!
- It enables us to leverage complex design modeling that we have built in Excel directly with Salesforce in a two way fashion.
- I would like it to be used with a MAC. Apple rocks!
December 04, 2014
Apptus- Simple Repository tool with a too simple "Search" mechanism.
Score 8 out of 10
Vetted Review
Verified User
- Allows users to store documents under a single record thus simplifying storing and allows document visibility.
- Has a very efficient Contract forwarding mechanism allowing users to forward contracts for electronic signature.
- Lacks advanced Search option and the search engine is pretty generic making it difficult to find a specific docuement if there are multiple records.
August 22, 2014
Apttus could be great ......... someday
Apttus was implemented because my former employer ( as SAS provider) was seeking a tool that would create customized reporting capabilities for our contract clauses, based on subject and risk factor. We also wanted a tool that was integrated into Salesforce, so that, at a later date, we could enable our sales team to initiate MSAs , based on the customized templates created by Legal.
Unfortunately, I did not find Apttus to be a useful reporting tool. I found that the built-in filters did not offer a significant amount of data that we would have preferred, causing us to build additional filters into the Excel documents the reports generated. Our implementation team, was very hands off and did not provide guidance on a lot of the customizations we were promised in the beginning only to find that the features we needed were not included in the current version of the software.
If you're looking for a template repository that will enable your sales team to initiate agreements or to be able to track the status of contracts in process, then I believe Apttus is a useful tool. Anything more in depth than that would be pointless.
Currently, the tool is limited to Legal and 3 sales directors because licensing in so costly.
Unfortunately, I did not find Apttus to be a useful reporting tool. I found that the built-in filters did not offer a significant amount of data that we would have preferred, causing us to build additional filters into the Excel documents the reports generated. Our implementation team, was very hands off and did not provide guidance on a lot of the customizations we were promised in the beginning only to find that the features we needed were not included in the current version of the software.
If you're looking for a template repository that will enable your sales team to initiate agreements or to be able to track the status of contracts in process, then I believe Apttus is a useful tool. Anything more in depth than that would be pointless.
Currently, the tool is limited to Legal and 3 sales directors because licensing in so costly.
- Tracks contract status. It's basically a time stamping function and hard to mess up.
- I think Apttus is to heavily reliant on Salesforce and that you should have the option to create an account without a SF number
- Considering that it's a CRM, I think the interface could stand to be a bit more reader friendly and geared towards legal users as opposed to Sales
- Configurations and data loads are very cumbersome and I wish that you didn't need a Salesforce administrator to create customizations.
- When creating new contract clauses for an account, many were duplicative because that function is very sensitive and would duplicate at the slightest unintentional flinch of the mouse.
January 14, 2014
Apttus is a great and easy to use tool.
Score 9 out of 10
Vetted Review
Verified User
- Our current IT department could customize it for our department since it was built into Salesforce.
- Apttus was easy to use.
- Sales people had to go through the contract management department to make certain changes, thereby avoiding errors.
- Data was secure.
- Lacks the ability to support complex business rules for configuration, pricing and discounting.
October 24, 2012
Struggled with implementation. Needs IT involvement.
Score 8 out of 10
Vetted Review
Verified User
- Document management and workflow have been a success. This was the main benefit we were looking for.
- It is not a very complicated application
- If you are working with a specific account on a specific design, there is a tie between the NDA and design i.e., a CRM view.
- The # of IT tickets is modest now that it’s up and running.
- It was a struggle to get implemented. The reasons may be more organizational than system based however.
- We were told, just sign us on and you’re going but we learned that doesn’t work. You cannot just hand-off small apps that will be owned by the business.
- The rep from Apptus glossed over a lot of the facts about how implementation needed to work, specifically, the role of business, IT. We didn’t have someone from IT driving the project. At our company, it’s considered a User Managed Application, whereby the business is responsible for it. Since however it’s on the Salesforce.com platform, it is IT managed. The fact that it’s on Salesforce.com, drives the need for IT involvement – that along with the nature of the level of integration required.
October 15, 2012
Awesome tool, but overkill for us.
Score 5 out of 10
Vetted Review
Verified User
- What it can do in the end is great.
- It gives a very robust shopping cart experience.
- It’s good if you are going to track minute stages in a process - then it’s awesome.
- The administration burden is very high. There are a lot of objects included and they link to each other.
- If all you are looking for is quoting, then it’s I feel that it’s overkill today.
- In hindsight, I would have hired a developer to customize Salesforce.com. A step up from the basic Salesforce.com functionality is what we really need.
- There were a couple of solution options in between customizing Salesforce.com and Apttus, but they weren’t able to do configurable bundles and handle our pricing.
- Frankly, our needs have simplified from our original search.