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 - to drive higher win rates and a more pleasurable buying experience. Conga…
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Conga CPQ, a trustworthy business partner for your organizational growth
Conga CPQ: Powerful and complex
Conga - an unskippy tool
The quicker and hassle free route to your Quoting process
Conga CPQ for better, faster and more accurate sales cycle
Conga CPQ - Robust Sales Tool
Experience with Conga CPQ
Conga CPQ, Now it is just some software that we used to use.
Good tool which is emerging day by day with advanced features.
Great Tool for Quoting-Highly Recommend!
Conga CPQ simplifies pricing and quoting incredibly well, but lacks a bit in direct to customer communications.
Quote the right way with Conga CPQ
How Conga CPQ Differs From Its Competitors
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Awards
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Reviewer Pros & Cons
Pricing
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $35 per month per user
Features
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
- 8.6Quote sharing/sending(32) Ratings
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
- 8Product configuration(34) Ratings
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
- 8.6Configuration options(34) Ratings
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
- 7.9Pricing rules(32) Ratings
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
- 7.5Price adjustment(32) Ratings
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
- 7.7Purchase history and open contracts(28) Ratings
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
- 7.5Guided selling/Sales portal(26) Ratings
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
- 6.1CPQ reporting & analytics(29) Ratings
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
- 9.3CPQ-CRM integration(32) Ratings
Integrates to the company’s CRM to update the customer record.
- 9.6Attachments to quotes(33) Ratings
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
- 8.1Order capturing(9) Ratings
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
Conga CPQ Video
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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
Comparisons
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Reviews and Ratings
(90)Community Insights
- Pros
- Cons
Advanced Pricing Rules: Users have praised the highly advanced pricing rules in the system, eliminating the need for custom code and making pricing strategies more efficient. This feature streamlines the pricing process and enhances overall productivity for users.
Configurability for Various Sales Types: Customers appreciate the highly configurable user experience that supports various types of sales simultaneously, providing them with flexibility and adaptability to cater to diverse sales scenarios effectively. The system's versatility in accommodating different sales models is a significant advantage highlighted by users.
Regular Releases of Enhancements: The regular releases of enhancements and new features are well-received by users, allowing for continuous improvement and ensuring that their evolving needs are met effectively. This consistent enhancement cycle demonstrates a commitment to keeping the system up-to-date and aligned with user requirements.
Complex Documentation: Users have expressed difficulties with the complexity of the product documentation, particularly with KBAs. Some users have found it challenging to navigate and understand the information provided, impacting their usage experience.
System Performance Issues: Users have reported inadequate system performance, even with small carts, leading to frustration and inefficiencies in their workflows. The slow performance has hindered their ability to work efficiently within the platform.
Outdated Configuration Methods: Users deemed the configuration methods in Conga CPQ as outdated and error-prone, especially for large orders. They have highlighted challenges in maintaining and configuring the solution despite using tools like CPQ Admin.
Reviews
(1-5 of 5)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 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.
- 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.
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 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.
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
Apttus - Comprehensive Business Automation Solution
- Understand business challenges.
- Provide a full suite of solutions for a wide range of business challenges.
- Provide executive sponsorship to eliminate obstacles to success.
- 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
- Procurement Contract Management
- Eventually, Quoting
- Eventually, Customer Contract Management
- Ensure accurate pricing
- Avoid rogue discounting
- Properly configure solutions
- MAX - automated attendant
- Prior Experience with the Product
- Vendor Reputation
- Existing Relationship with the Vendor
- Positive Sales Experience with the Vendor
Apttus CPQ - force.com native and complex (pro and con)
- 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.
- 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.
- CallidusCloud CPQ and BigMachines
- 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
- Vendor implemented
- Implemented in-house
- 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.
Struggled with implementation. Needs IT involvement.
- 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.
- 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.
- Contract management - right now just using for NDAs.
- Vendor implemented
- Self-taught
- Salesforce.com
Awesome tool, but overkill for us.
- 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.
- 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 Salesforce.com 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.
- 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.
- Implemented in-house
- Online training
- Salesforce.com.
- Nothing planned.