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 Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings
(84)Attribute Ratings
Reviews
(1-6 of 6)Companies can't remove reviews or game the system. Here's why
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.
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.
August 24, 2018
Don't Buy Apttus, The ROI is negative.
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.
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.
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!
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.