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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Pricing
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://conga.com/pricing?utm_campaign=…
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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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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Reviews and Ratings
(84)Attribute Ratings
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
September 22, 2023
Conga CPQ: Powerful and complex
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.
60%
6.0
- Takes less than 2 mins to compare alternative quotes on the same opportunity.
- Initial deals quoted within 10 mins using templates.
Conga CPQ secures efficient quoting and pricing support for any current and future combination of products and services. Less time spent in the system means more time "out there" selling.
January 09, 2020
Apttus CPQ - When you need Complex Rules Modeled Easily
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:
- Substantially reduced cycle times to create complex quotes, proposals and orders
- Reduced quoting errors and rework caused by errors
- Ensured discounts and pricing are accurate based on standard pricing rules
- Ensured discounts and pricing were approved, prior to providing the quote to the customer
- 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.
100%
10.0
- We purchased Apttus CPQ as an infrastructure requirement. As such we did not calculate an ROI value.
- Positive impact 1: Improved quote accuracy and quote approval process, thus reducing sales rep time to finalize a quote.
- Positive impact 2: Improved compliance with required disclosures of appropriate terms for subscriptions from 50% to 98%, thus reducing rework to change contract terms.
- Positive impact 3: Requiring eSignature for every quote resulted in an unanticipated reduction in speculative ordering. The reduction in overall orders was offset by a reduction in returns - resulting in a net increase of 2% to recognized revenue.
- Positive impact 4: Shifted ratio of auto renewing subscriptions from 40/60 (auto renew vs annual invitation to subscribe) to 60/40.
We evaluated Configure Price Quote in 2015. At that time we evaluated Steel Brick & determined it could not easily handle our complex pricing rules. We also evaluated Big Machines and determined it was too much of a tool kit, requiring significantly more ongoing administrative support.
Apttus CPQ provide a clean solution with capabilities to address our complex pricing rules with the ability to leverage our existing Salesforce administrator resources to support it.
Apttus CPQ provide a clean solution with capabilities to address our complex pricing rules with the ability to leverage our existing Salesforce administrator resources to support it.
165
Sales Representatives and Sales Managers: inside and outside sales teams, both hunters and account managers.
4
2 Certified Apttus CPQ Administrators/Salesforce Advanced Administrators + 2 Salesforce Administrators.
Apttus CPQ on the force.com platform can be supported by cross-training existing Salesforce Administrators. Effectively, this cost us 0.5 additional FTE in our support organization, which was much lower than comparable solutions like Big Machines, that required 1.0 to 1.5 additional FTE.
Apttus CPQ on the force.com platform can be supported by cross-training existing Salesforce Administrators. Effectively, this cost us 0.5 additional FTE in our support organization, which was much lower than comparable solutions like Big Machines, that required 1.0 to 1.5 additional FTE.
- Complex product pricing rules - dependent on attributes of the user (sales rep), customer, sale type, and product. Apttus provides the ability to have multiple pricing rules separated by different price lists, and assign those price lists based on attributes of the user, customer and sale type.
- Ability to adjust line level pricing or section pricing based on differing rules: surcharge or discount amount or percentage, application of promotion code.
- Strong native integration to eSignature solutions such as DocuSign or Adobe.
- Ability to manage basic quote terms & conditions using Xauthor for Word: we have 21 separate types of standard terms, depending on the market segment (academic, federal government, corporate, etcetera), and type of sale (various flavors of subscription, standing order, one off sale, service sale, etcetera). These are all managed through a single template which auto generates the correct terms based on system information.
- We are leveraging Apptus Machine Intelligence and Apttus CPQ to provide product family sale recommendations to our sales representatives. The Salesforce Account page has a button which appears when recommendations are available for a specific sales rep. This references the Asset Lines of the Apttus CPQ, and selection of products results in automatic creation of an Opportunity and Quote (with appropriate pricing) in the CPQ solution.
- We are extending Apttus CPQ and Apttus Machine Intelligence to integrate with Salesforce Analytics to produce a whitespace analysis tool which allows the reps to create target Opportunities as part of overall account and territory planning.
- We are utilizing Apttus Max for intelligent Agent/process automation. We intend to integrate Max within Apttus CPQ to streamline the quote creation and order creation process.
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!
76%
7.6
- Massive time saver for sales pipeline.
- Time saver for financial reporting (date changes, etc.).
- Helps me stay accurate for forecasting.
- Data clean up - Salesforce is in decent shape now in terms of consistency!
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.
90%
9.0
- We have better control of pricing and product visibility.
- Sellers have visibility of deal profitability.
- We have an automated approval process based on deal types, products and size.
The key determinate was level of integration with Salesforce and the ease of configuration. We needed a tool that we can evolve with. We view Apttus as a tool that will grow with us as we mature.
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