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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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
Jack Borland | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

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:

  1. Substantially reduced cycle times to create complex quotes, proposals and orders
  2. Reduced quoting errors and rework caused by errors
  3. Ensured discounts and pricing are accurate based on standard pricing rules
  4. Ensured discounts and pricing were approved, prior to providing the quote to the customer
  5. 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.
Apttus CPQ excels for complex contract and/or complex pricing requirements. If your business has simple pricing rules, a less full featured solution may be more appropriate.

Apttus CPQ is an easy system to administer, using the same object logic as the Salesforce platform.

We implemented Apttus for virtually all of our sales representative processes, and in doing so found that we virtually eliminated speculative ordering.
CPQ (8)
100%
10.0
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
CPQ reporting & analytics
100%
10.0
CPQ-CRM integration
100%
10.0
Attachments to quotes
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.
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.
  • 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.
The rating is based on several things:
1) Ongoing support requirements being able to be addressed by cross training existing Salesforce administrators
2) Apttus superior corporate vision for the quote to cash space
3) Apttus execution of the corporate vision with automated agents (Max), and Artificial Intelligence/Machine Learning offerings to leverage the investment in Configure Price Quote
4) Apttus corporate health and investment in the product line
Greg McLaughlin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We recently signed a contract with Apttus to leverage their Contract Lifecycle Management application to better automate the way we generate, approve, deliver and track our contracts within our Salesforce.com environment. The Apttus team got to know our business and understand our challenges and became a trusted partner to our business. Their solution will help us eliminate many of the manual steps required to process our contracts; reduce the number of manual quality checks; enable us to better search and track contracts by specific terms and ultimately increase the speed at which we are able to push our contracts through our process.
  • Understand business challenges.
  • Provide a full suite of solutions for a wide range of business challenges.
  • Provide executive sponsorship to eliminate obstacles to success.
  • Ease of Implementation.
Apttus is best suited for a company with enough volume of quotes and contracts to merit an enterprise-scaled solution.
CPQ (10)
92%
9.2
Quote sharing/sending
90%
9.0
Product configuration
100%
10.0
Configuration options
100%
10.0
Pricing rules
100%
10.0
Price adjustment
90%
9.0
Purchase history and open contracts
80%
8.0
Guided selling/Sales portal
90%
9.0
CPQ reporting & analytics
90%
9.0
CPQ-CRM integration
90%
9.0
Attachments to quotes
90%
9.0
  • Improved process speed.
  • Increased contract quality.
  • Ability to search contracts by term or clause.
  • Template Generators
Apttus is a much more comprehensive solution that any other partner we reviewed.
20
Procurement
2
1 Business Admin & a IT person
  • Procurement Contract Management
  • Eventually, Quoting
  • Eventually, Customer Contract Management
  • Ensure accurate pricing
  • Avoid rogue discounting
  • Properly configure solutions
  • MAX - automated attendant
We have seen great results. 25% reduction in cost, 40% improvement in process efficiency, 60% increase in velocity of signed contracts.
No
  • Prior Experience with the Product
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
I have used Apttus at two previous companies and always had a positive experience with strong business outcomes.
I'd interview more reference customers about the implementation experience as it was difficult at first, but eventually resolved itself smoothly with satisfactory results.
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
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