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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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Recent Reviews

Conga - an unskippy tool

8 out of 10
September 19, 2023
Regularly we use documents/PDF's for our billing and invoicing. As of now, we are using Conga to generate Quotation documents and Invoice …
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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 11 features
  • Configuration options (32)
    8.5
    85%
  • Pricing rules (31)
    7.6
    76%
  • Product configuration (32)
    7.2
    72%
  • Price adjustment (31)
    6.9
    69%

Reviewer Pros & Cons

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Pricing

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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
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Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

7.6
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 9.2.

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

(84)

Attribute Ratings

Reviews

(1-25 of 42)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Conga CPQ to package, price and present our product- and service-offerings to clients and prospects. With Conga CPQ, we are able to support several concurrent pricing methods for our different markets, with the logic and price details co-existing in the same solution. In Conga CPQ, we have several approval rules built around net adjustments, overall deal sizes and even products, all tied to Salesforce's Enterprise Territory Management.
September 19, 2023

Conga - an unskippy tool

Score 8 out of 10
Vetted Review
Verified User
Regularly we use documents/PDF's for our billing and invoicing. As of now, we are using Conga to generate Quotation documents and Invoice documents.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use Conga CPQ for a healthcare company to build healthcare products sold across the globe. Conga provides a very user friendly interface for the sales reps to place their orders. Helps us run the business smoothly with all the customizations provided. Any issue reported is addressed very actively which helps us to deliver the best.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have been using Conga CPQ to improve the overall sales experience for our very large customer base. Conga CPQ is the front end solution used by the sales team to structure new sales deals as well as contract renewals. These processes had a very long lead time (sometimes a few months) to properly put together a deal, negotiate the pricing and generating the customer facing documents. We attacked these problems using most of the standard features offered by Conga CPQ and today, we are proud to say that our lead time to generate a professional quote has reduced by as much as 72 % from the before. Today we use Conga CPQ to create large customer quotes for device as well as service side of the business. We also leverage the different pricing capabilities of the software to address customer specific needs. We leverage Conga Approvals to enable multi-level approvals based on various criteria and finally, we use document generation feature to create professionally looking quotes. We plan to continue leveraging standard features of the software to enable Asset based ordering, Conga Sign etc to further enhance the system.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Conga CPQ for quoting and selling. In our company, it is the go-to tool for the sales process. During the sales cycle, our sales team interacts with customers/partners and sells our products and subscriptions. It allows us to control dynamic pricing, manage approvals and legal documentation as we close deals and fulfil orders.
Harrison Pershing | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We currently use it to generate quotes for one business unit. However, we are currently in the process of implementing CPQ for our other business unit and are in the midst of deciding whether or not to use Conga CPQ. The division that uses it, Ready Mix, is extremely complex and offers 100's of products that are constantly changing in price. Conga CPQ has allowed to constantly change our pricing and quantities for product and generate quotes very quickly. I find it extremely useful and it has definitely helped increase our revenue.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Conga CPQ is a key part of our sales and renewal process, processing product inputs to generate quotes and sales orders in a range of templates and which can be downloaded as Word or PDF and even sent directly to the customer with an email template. It's a useful and intuitive tool that allows us to quickly collect signatures from clients to close the sale.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We needed something that would integrated with Salesforce and be able to provide product listing and suggestion for the sales rep. Also due to our extended number of product offerings, it was difficult to know what products could be sold together and what are included in the existing bundle. This was causing a lot of issues with the quotes that were sent to the customers and also causing cancellation of orders due to incorrect fulfillment.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
In our organization, this tool [Conga CPQ] is used to create complex bundle structures along with attribute based pricing. It supports [a] variety of configuration options like Attitude Rules and Constraint Rules. It is used by our practice and solve[s] the problem that Salesforce CPQ has that is the UI is pretty good and interactive.
Jack Borland | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized

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
Cameron Walker | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The Apttus tool is great for managing the contract management lifecycle. It integrates nicely into the Salesforce.com platform. It has eliminated a lot of manual steps required to generate contracts, reduced the QA process, and enabled us to decrease the time it takes to craft and execute a contract to push it through the process.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
Apttus was brought in to use globally for all of Sales in generating quotes and contracts (the two are different in this case) to be sent and signed by customers. It is being used across Sales globally. The business problem it was supposed to address is to help our sales teams produce quotes faster, in the correct format, and be able to send them on the fly through Apttus/Salesforce to the customer to be reviewed.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Apttus CPQ across our sales organization the create quotes. Prior to using Apttus, we had multiple ways of quoting including using an Excel worksheet. Today we all use the same tool and across sales and accounting to go from quote to cash. This includes using it to create assets and bill auto-renewals. This has automated several processes that used to be independent systems that often did not match.
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.
December 05, 2017

Quite good

Alejandro A. Cabral | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 reps and sales managers means spending a lot of time reviewing processes, training and such. Apptus's CPQ is quite straightforward and once it's set up it provides sales reps a kind-of streamlined process to get customer-ready quotes (even executable ones) in a matter of minutes. The fact that we were able to use within our Salesforce.com platform only made the experience leaner and better for both the reps and myself.

Some things that could definitely be better are:

  • Speed. At some points (especially quarter end) when a huge number of reps were using the tool, we would suffer a heavy lag that would time-out operations most of the times.
  • Mobile app. If there's one, we never used it. Not sure if it's our own company policy in regards to apps, or if there's none actually. If there's none, it would be good to have one.
Score 10 out of 10
Vetted Review
Verified User
Apttus is being used to generate customer proposals for our direct customers in North America. We anticipate having Apttus CPQ rolled out to EMEA and APAC by the end of 2016. The solution is fully integrated with our SFDC sales processes. Our customer proposals include the customization of our product, pricing that may be freely negotiated or based on a contract, up to 4 levels of approval and the presentation of the quote to the end customer.
King Ou | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Apttus CPQ is being used by our customer and engineering organization to configure custom products. The CPQ accelerates the time to generate the bill of material. It is an engineering process that used to take days or even weeks, but with CPQ, it takes only minutes.
Matt Amundson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

EverString is a SaaS platform that helps B2B organizations identify and engage with their ideal customers by providing Predictive Demand Generation, Insights, Scoring and Segmentation. We have some typical SaaS characteristics—subscription sales model, a small number of products at first glance but a tiered structure, meaning selling is a lot more complicated than it seems, and a business that is growing and evolving fast. We had common problems in our quoting process - a disconnect between our CRM data and what was put in front of our customers. [They were] simple errors that should never happen. Additionally, as we grew we needed to relieve the burden to Finance and Legal.

We went with Apttus for two simple reasons: they were fantastic to work with and they could solve our problems. The sales process was incredibly smooth—just a great team overall. The CPQ does exactly what we wanted by creating consistency in our sales process, something we needed to scale. CPQ forces you to look critically at your sales process, but their team of experts helped us achieve that in a thoughtful way. You don’t want to just automate what you already do… you have to think about doing it better, the Apttus team really helped us with that. Great experience overall, would definitely recommend them.

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