Conga CPQ

Conga CPQ

Score 8.4 out of 10
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 - ensuring higher win rates and a more pleasurable buying experience. Maintain a...

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Recent Reviews

Quite good

8 out of 10
December 05, 2017
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 …
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How Conga CPQ Differs From Its Competitors

Time Saved

It has saved a lot of time which was earlier required to create documents , make frequent changes which used to take days for having the final document and then sharing it with the client. It's also easier now to create professional documents with less time .
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Time Saved

Conga CPQ has saved us time and money by streamlining our product offerings and allowing us to bundle products making it easier for users to see what is in the bundle so they are able to sell the correct stuff the first time. It has also reduced the number of returns and reprocessing of orders …
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Time Saved

When Conga works correctly, it saves me a ton of time! The only time it can actually create more work for me is if a customer has trouble accessing the document to sign and I have to create a manual workaround.
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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 10 features
  • Configuration options (23)
    7.7
    77%
  • Product configuration (23)
    7.6
    76%
  • Attachments to quotes (23)
    7.4
    74%
  • Pricing rules (23)
    6.3
    63%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://conga.com/products/commerce/con…

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.

7.5Avg 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 - ensuring higher win rates and a more pleasurable buying experience. Maintain a single price book, discounting structure, and quoting structure across all your channels.

With an API-first approach, configuration, pricing, or quoting capabilities can be embedded into any eCommerce, Direct Sales, and Partner Portal, helping streamline configuration and pricing across the revenue lifecycle, and the flexibility to add the CPQ service needed to existing revenue operations at a pace that supports our customer’s 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 Manage Unlimited Product Capability - 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 Increase revenue - simple to complex product & pricing configurations​Screenshot of Close deals faster, increase your bottom line - empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes.

Conga CPQ Video

Conga CPQ Integrations

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 CPQ reporting & analytics highest, with a score of 8.4.

The most common users of Conga CPQ are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Stryder Thompkins | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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.
In a complex environment where the IT team has plenty of SFDC expertise, Apttus is a great fit - especially if you sell the same product in multiple offerings / packages. In a simpler environment, it may not be worth the overhead.
CPQ (10)
81%
8.1
Quote sharing/sending
70%
7.0
Product configuration
70%
7.0
Configuration options
90%
9.0
Pricing rules
90%
9.0
Price adjustment
80%
8.0
Purchase history and open contracts
80%
8.0
Guided selling/Sales portal
70%
7.0
CPQ reporting & analytics
70%
7.0
CPQ-CRM integration
100%
10.0
Attachments to quotes
90%
9.0
  • Positive: all opportunity values / forecast values come from actual quotes, improving accuracy.
  • Positive: automated approval and e-signature drive much faster time to close (hours vs. days).
  • Negative: Complex pricing without adequate testing leads to errors, usability issues, and incorrect quotes.
Apttus had the best SFDC integration (force.com native) which was by far the biggest point. It also had key showcase customers and ample rules / pricing features for our use cases. Asset - based inclusion rules was a big positive. We were concerned with the business models of the competitors (this was pre-Oracle acquisition of BM).
Sell-side contracts
450
Apttus is our full quote-to-order system for new sales, cross- and up-sells, and renewals. It is the database of record for our pricing and our customer purchased assets. We built our renewal process in SFDC, automating the creation of renewal opportunities from the Apptus assets. Finance teams use the asset and quote data to provision.
2
IT support includes support for sales ops and pricing managers. Finance support includes pricing setup, inclusion rule setup, and quoting support. Sales Operations supports the sales team directly and owns reporting / forecasting.
  • Automated approvals: we use SFDC approvals based on a complex matrix triggered by the Apttus quote. By staying with SFDC approvals we reduce our cost and
  • Quoting: the core value prop of Apttus is the ability to manage and automate the quoting process from within SFDC. Our quotes are now faster, more accurate, and visible -- and actively drive the forecast process.
  • X-Author for Word: Our quote/order forms are somewhat complex and varied, X Author enables us to give our reps the ability to create customer-ready forms.
  • Renewals automation: by customizing the Apttus assets we can drive a fully automated renewals process with full 180 day pipeline visibility
  • Selling based on installed products: both recommendation engines and inclusion rules can fire based not just on the cart but also on what the customer has already purchased
It is critical to our sales process. We are not satisfied with all aspects of the product and have gone through many tough experiences with their PS, support, and PD teams -- but we're not unhappy enough to re-build what we're already built.
  • Vendor implemented
  • Implemented in-house
Yes
We took a subset of our products and customer base as an initial 'phase I'. About a year later we went live with most of the rest of our products and customers. This was very key, as the first implementation was extremely rocky.
Change management was a major issue with the implementation
Apttus was badly unprepared to take us through this process. Expect to manage change on your own. It is a big step for most sales organizations to move from spreadsheets to a relatively complex and rigid UI, which can't be over-managed. We also had major problems converting existing active quotes, we would have been better off finding ways to create a cleaner go-forward catalog and using that in the old CRM to enable a clean cut-over to a new catalog. Again, Apttus was very unprepared to help us through this process.
  • Immature PS team: We went through a couple analysts before we decided to implement it by ourselves and bring our SI up to speed. They didn't document our configs, they were confused about how to use their own product to achieve our desired results, and they made very poor design decisions that took us months to un-do
  • No support or vision for Agile: We strongly believe that using an iterative approach (take a couple scenarios all the way through the process) would have saved us thousands of hours and resulted in a better product
  • Very poor testing and deployment planning: There is no vision or tool for regression testing or overall health checks. It is impossible to know if you are creating a problem. Most error codes are vague. Many configs were firing without leaving any log file or trace that they had affected the price. Migrating Apttus configurations from sandbox to production is very difficult.
  • Very poor release management by Apttus: We had to release on an earlier major release than we were demo'ed because the demo UI wasn't in GA 6 months later when we needed to go live. Many patches failed, broke existing configs, or had insufficient test coverage.
Be iterative. Take the opportunity to build a catalog based on how Apttus works well. Learn the tool yourself or use an SI. Take the time to build a configuration / pricing migration tool with X-Author for Excel or roll your own. Stick with OOTB Apttus as any customization will cost you every time a new version is released
Gregory Felton | TrustRadius Reviewer
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.
Overall love this product. I've implemented all the major competitors in a past life and like this one the best.
CPQ (10)
90%
9.0
Quote sharing/sending
100%
10.0
Product configuration
100%
10.0
Configuration options
100%
10.0
Pricing rules
100%
10.0
Price adjustment
100%
10.0
Purchase history and open contracts
100%
10.0
Guided selling/Sales portal
N/A
N/A
CPQ reporting & analytics
100%
10.0
CPQ-CRM integration
100%
10.0
Attachments to quotes
100%
10.0
  • 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.
Sell-side contracts
Ahmed Bajwa | TrustRadius Reviewer
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.
  • 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
Apttus CPQ is a thoroughly complex tool which would likely only be implemented for businesses at the enterprise level that have a significant amount of complexity in their products and sales processes. A key consideration is whether you need a CPQ tool native to Salesforce or not.
CPQ (10)
89%
8.9
Quote sharing/sending
100%
10.0
Product configuration
90%
9.0
Configuration options
100%
10.0
Pricing rules
100%
10.0
Price adjustment
100%
10.0
Purchase history and open contracts
100%
10.0
Guided selling/Sales portal
N/A
N/A
CPQ reporting & analytics
100%
10.0
CPQ-CRM integration
100%
10.0
Attachments to quotes
100%
10.0
  • Sales reps spend less time creating more accurate quotes
  • Easy to manage promotions and price changes
  • Proposal revision history was non-existant before
  • Extremely customizable to tailor to business needs, although this is not always a good thing
Sell-side contracts
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