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
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.
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 Salesforce.com platform, it is IT managed. The fact that it’s on Salesforce.com, 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.
24
Couple of people in legal who administer, then people who request and approve. Mostly people who approve – divisions, finance.
0
Implementation took 20% of Salesforce.com 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 Salesforce.com.
  • 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
  • Salesforce.com
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 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.
  • 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.
The business is not seeing the value and we are not ready to use the features. We will likely switch back to native Salesforce.com 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.
75
About to upgrade to 100 – sales, inside and SEs
0
We had a Salesforce.com 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 Salesforce.com.
  • 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.
No
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 Salesforce.com app, it's up as long as Salesforce.com is running.
  • Salesforce.com.
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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