Conga CPQ

Conga CPQ

Score 8.4 out of 10
Conga CPQ


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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Popular Features

View all 10 features
  • Configuration options (23)
  • Product configuration (23)
  • Attachments to quotes (23)
  • Pricing rules (23)

Reviewer Pros & Cons

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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit…


  • 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 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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(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.
  • 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)
Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes
  • 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 ( 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
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.
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
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
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 platform, it is IT managed. The fact that it’s on, drives the need for IT involvement – that along with the nature of the level of integration required.
  • From an IT perspective, we have one less custom solution to manage. The guy that wrote the custom solution it replaced is no longer here.
  • We have a business process standardized, and a manageable workflow.
Couple of people in legal who administer, then people who request and approve. Mostly people who approve – divisions, finance.
Implementation took 20% of developer’s time for a 2 week implementation. There is very little on-going support unless you want to change business process.
  • Contract management - right now just using for NDAs.
Homemade contract management stuff in .Net, accessible via SharePoint.
  • Vendor implemented
You need to have IT involved. The implementation partner downplayed the role that IT would have to play. We needed data migration, user set-up, customizations within Apttus for legacy migrations. Luckily we had a developer on our staff for
  • Self-taught
We had to do some configuration to handle our account structure – customization of Apex classes
I am not an end user and have not used support
I cannot rate as I am not an end user.
I have not heard of any issue
Native integration.
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 A step up from the basic functionality is what we really need.
  • There were a couple of solution options in between customizing and Apttus, but they weren’t able to do configurable bundles and handle our pricing.
  • Frankly, our needs have simplified from our original search.
  • You have all irons in one system. Previously, we were fragmented - we were on paper contracts, some in our ERP, others in PDFs on someone’s desktop. The importance of having all data in in a standardized fashion has become blatant.
  • Avoiding more custom system maintenance burden. We try to use out of the box as much as possible. When considering what you do customize, make sure there’s a good business reason for it.
The business is not seeing the value and we are not ready to use the features. We will likely switch back to native and customize it to meet our needs or find a smaller vendor.
We are having some internal adoption issues. The complaints are less about software, and more about process.
About to upgrade to 100 – sales, inside and SEs
We had a administrator and developer involved during implementation. It took weeks of their time. Afterwards it depends on how often you change processes and products. We are not spending a lot of time today. We are constantly updating our approval process.
  • We use the CPQ (Configure Price Quote) module as a quoting tool. It also has interactive shopping cart configurator. We use it for bundled products and to set it up to price by usage and cost per click.
  • There is a very good document generator. You click a couple of buttons and can produce a proposal template with robust mail merge capabilities. It’s like a Microsoft Word merge, but much more robust.
  • The CPQ module links to the contract module which we also use. Any information on a proposal, carries over to service order, MSA, NDA etc. There is also a clause library. The legal team can use the module to track the status of contracts in review and to see a funnel.
Native functionality in
  • Implemented in-house
They gave us links to download into a sandbox, we had to fill in excel spreadsheets that you have to import, and we were guided by them as to what each object meant. In the beginning, our implementation contact needed to be replaced, but ultimately the implementation team who helped us was very responsive and nice. Key lessons – ask more questions up front before purchase about administration and get more detailed steps on what it really was going to take. Allow them to do as much of the heavy lifting as possible – I offered myself up more than necessary.
  • Online training
We attended 5 hours worth of webinars early on. We had to understand how objects worked to figure out how to structure our data. I would have liked more in-depth training but it would have been an additional cost.
We haven’t changed the software as much as the workflow triggers that push data. We have created own fields.
Tier1/tier 2 support can only handle native functionality. Customizations have to be escalated to developers which aren’t included in the support program. I go ahead and copy the people I directly worked with on implementation for assistance. I would rate them an 8 for support assistance.
From a user perspective, though it depends on how it's implemented.
As a native app, it's up as long as is running.
Native integration.
  • Nothing planned.
As expressed earlier, what we were demo’d was different from how the product actually works. We were demonstrated a smooth easy workflow. In order to do this takes a lot of implementation and customization.
We did not have any conflict with the standard terms. The only term we negotiated per license fee. We asked for discount based upon the fact we already had the contract module.
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