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
Conga CPQ Screenshots
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Conga CPQ Integrations
Conga CPQ Competitors
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).
Comparisons
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(84)Attribute Ratings
Reviews
(26-46 of 46)Companies can't remove reviews or game the system. Here's why
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.
August 17, 2016
Apttus CPQ - It simply works!
Score 10 out of 10
Vetted Review
Verified User
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
March 15, 2016
Amazing Tool!
Score 10 out of 10
Vetted Review
Verified User
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!
March 03, 2016
X-Author a real time saver!
Score 9 out of 10
Vetted Review
Verified User
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
March 03, 2016
Apttus X-Author to the RESCUE
Score 10 out of 10
Vetted Review
Verified User
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.
January 29, 2016
Business Partner
Score 10 out of 10
Vetted Review
Verified User
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.
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.
December 29, 2015
Apttus CPQ - force.com native and complex (pro and con)
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.
- Force.com 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.
November 23, 2015
Great Partner for our CPQ Journey
Score 10 out of 10
Vetted Review
Verified User
We have deployed Apttus to 550+ field sellers and managers as part of very prescriptive guided selling solution. Our core solution is a Java-based tablet application that leverages Apttus via web app windows for browser based access. We support several products with thousands of pricebooks. Our quote model is more complex than a typical organization in that we have over 30 quote header level attributes that will [have] impact over deal profitability as much as the line item pricing and levers. Our line quantity calculations required additional attributes to support a rental model that uses different computations based on product type. We leveraged the Salesforce.com Process Builder and Approval Workflow for our approval process and used DocuSign for contract execution which includes internal contract counter signatures. This requirement drove us to also leverage the Apttus DocuSign API Integration solution.
- Native Salesforce.com has allowed us to extend the solution and enable very tight integration to the sales process as implemented in Salesforce.
- Highly configurable with alot of strong out-of-the-box functionality.
- Document generation and maintenance very easy with X-Author
- Customization needs handled with Apex code and Visualforce pages.
- Current Opportunity Sync feature only syncs Quote Line with Opportunity Product. Need ability to sync data from Quote Header to Opportunity.
- Complex conditional logic is difficult in X-Author.
- Need the ability to have multiple shopping cart layouts and rename and manage standard buttons on screen.
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 16, 2015
Apttus contracting provides control and automation
Score 10 out of 10
Vetted Review
Verified User
Apttus is used in one of our Salesforce instances for contract management. We chose to utilize Apttus for a variety of reasons, including version management, approval processing, electronic signature, and document retention. Apttus helped us move to a more streamlined, controlled process for not only creating and maintaining contracts, but also for activities such as negotiating terms. We have since expanded our functionality to include automation that enables us to move information through the system and into other systems using APIs.
- Apttus enables us to control versions of contracts as well as ensure the approved terms are populating in the contract.
- Apttus reduced the cycle time of moving a contract from term approval through execution by enabling functions to be completed online, from any device.
- When updating templates, the ability to add notes and report out on versions would be nice to have in a more automated or built in fashion.
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.
August 18, 2014
Good CPQ Tool
Apttus will be used across the whole organization of my client as a quoting tool. It address the business problem of configuring quotes.
- Ease of use for configuration.
- Easy to manage and maintain using configurable options and rules.
- Flexible UI that was easily customized.
- Speed.
- Implementation Expertise.
- Training.
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.