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Conga CPQ

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 - to drive higher win rates and a more pleasurable buying experience. Conga…

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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

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/pricing?utm_campaign=…

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.

8.1
Avg 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 - 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

Screenshot of Unlimited Product Capability - Can 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 Simple to complex product & pricing configurations​Screenshot of Helps sellers to quote accurately and spend less time selling, no matter how complex a business becomes.

Conga CPQ Video

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 Attachments to quotes highest, with a score of 9.6.

The most common users of Conga CPQ are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(90)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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

(1-3 of 3)

Apttus - Comprehensive Business Automation Solution

Rating: 9 out of 10
August 15, 2018
GM
Vetted Review
Verified User
Conga CPQ
3 years of experience
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.
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.

Struggled with implementation. Needs IT involvement.

Rating: 8 out of 10
October 24, 2012
Verified User
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.
  • 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.

Awesome tool, but overkill for us.

Rating: 5 out of 10
October 15, 2012
Verified User
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.
  • 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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