Conga CPQ improvements
I manage a team who supports Conga CPQ for clients, it is used by our client for adding products to the cart and driving overall CPQ …
Starting at $35 per month per user
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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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Popular Features
- Configuration options (32)8.686%
- Pricing rules (31)7.777%
- Product configuration (32)7.171%
- Price adjustment (31)6.969%
Reviewer Pros & Cons
Pricing
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://conga.com/pricing?utm_campaign=…
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- 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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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
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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
Conga CPQ starts at $35.
Reviewers rate Attachments to quotes highest, with a score of 9.3.
The most common users of Conga CPQ are from Enterprises (1,001+ employees).
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Reviews and Ratings
(84)Attribute Ratings
Reviews
(1-25 of 46)Companies can't remove reviews or game the system. Here's why
October 03, 2023
Conga CPQ improvements
- it helps in cart management
- customization should be minimalized
- Constraint rules
- Search Filters
- Advanced approvals
- Pricing rules
- Quote cart page
September 22, 2023
Conga CPQ: Powerful and complex
- Highly advanced pricing rules without the need to resort to custom code.
- Highly configurable user experience supporting concurrent types of sales.
- Strong support for seller- and product owner-collaboration to drive pricing.
- Product documentation is at times poorly written and hard to understand, in particular KBAs.
- Even with enhancements like CPQ Admin, our CPQ administrators find the solution highly complex and difficult to maintain and configure.
- Even with small carts, system performance is not adequate.
September 19, 2023
Conga - an unskippy tool
Score 8 out of 10
Vetted Review
Verified User
- Able to display as many tables required
- integrating with Adobe or DocuSign is very easy
- It handles multiple queries at a time
- As of now, mess is there in toggling. Very early versions have direct and simple ways
- Need to reduce complexity in formulating tables
- Need to give a simple way to select fields instead of going through whole process
September 15, 2023
The quicker and hassle free route to your Quoting process
- More Cart customization features
- Addressing Heap size issues
- An easier and less tedious process for the migration of products
- X-author for migration of products
September 08, 2023
Conga CPQ for better, faster and more accurate sales cycle
- Product Catalog
- Pricing and Shopping Cart
- Approvals
- Document generation, need more control on repeat tables to control formatting at line level.
September 07, 2023
Conga CPQ - Robust Sales Tool
- Dynamic Pricing
- Advanced Approvals
- Legal Documentation
- Support E-Signatures
- Integrations
- Customize the tool according to our needs
- Performance
- Dynamic Cart Update
- Merge multiple legal documents
September 01, 2023
Experience with Conga CPQ
- Regular release which allows enhancements & new features to be added
- User friendly , Good User experience
- Compatibility with XA , which allows the data migration between orgs smooth
- Allows & supports customization
- Delay in introducing expected features
- scalability
- Compatibility with other migration tools
August 29, 2023
Conga CPQ, Now it is just some software that we used to use.
- Conga CPQ is extremely configurable. One can support almost any pricing model.
- The screens for Conga CPQ look very clean, and it is a user friendly interface.
- Our number one complaint with Conga CPQ has been speed. In my experience, Conga CPQ is extremely slow, especially for large orders.
- In my opinion, the configuration methods of Conga CPQ are outdated and error-prone. One literally puts configurations into string-based custom settings, including the API field names. This often leads to deployment issues and run-time configuration errors.
- In my experience, Conga CPQ is everything but simple to develop. You need things like a 12-step pricing callback to support custom pricing.
- In my experience, Conga CPQ support is not responsive.
- When it comes time to lock in a renewal contract for Conga CPQ, in my experience, they delay engagement, so you are truly behind the 8 ball when it comes time to decide if you are going to continue with Conga CPQ.
- Pricing
- Configuration
- Revalidation configuration
- Pricing methods
February 24, 2022
Great Tool for Quoting-Highly Recommend!
- Merge documents
- It is extremely quick
- Can constantly be changed and updated
- Allows us to add users very quickly through CPQ licenses.
- Maybe more user friendly
- can occasionally be difficult to find the problem
- Be easier to teach users
February 09, 2022
Conga CPQ simplifies pricing and quoting incredibly well, but lacks a bit in direct to customer communications.
- Multi-template quote/sales order
- Email templates to send directly to customer
- Ability to download for further editing
- It would be nice if templates could be edited during the closing process and within browser.
February 04, 2022
Quote the right way with Conga CPQ
- Has a good Guided selling engine
- Can handle large quantity of products in a single quote without crashing
- Product Catalog is very simple and easy to setup
- Has a very robust inclusion and exclusion engine
- Lightning Compatibility is still a challenge
- Pricing Callback needs expert APEX skill
- UI for configuration items would be nice
- Collaborative editing is difficult
February 04, 2022
Conga helps sales reps create and send contracts with ease.
- Merging fields with salesforce.
- Conga Composer to create documents.
- Online signing documents.
- It's hard to make changes sometimes to conga documents once it has been sent.
- A few of my customers had issues with Esign
- Can be glitchy at times.
November 06, 2021
Good tool but support can be improved.
- Most of the things can be done using configuration.
- Attribute based pricing is easy and user friendly as compared to other CPQ tools.
- Integration between CPQ and CLM can be done easily by installing managed package.
- Customer support can be improved as the turn around time is very high.
- Knowledge base doesn't list down frequent user errors thus we have to raise a support case for each issue.
- Performance of the cart can be improved as it gets very slow when there are a lot of rules.
January 09, 2020
Apttus CPQ - When you need Complex Rules Modeled Easily
- 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.
January 14, 2019
Comprehensive Contract Management Tool
- Full suite of solutions
- Very flexible with complex pricing models
- Produces quotes/contracts quickly
- Ease of use
- Integrates well with Salesforce
- Not mobile friendly
- Lacks reporting options
- The UI could be cleaner and more intuitive
August 24, 2018
Don't Buy Apttus, The ROI is negative.
- The perceived power strength is that it is supposed to contain CPQ, Contract Management, Document generation and template manipulation, and cash/invoice process all in one wrapped package.
- It was developed on the Force.com platform.
- They provide multiple releases of their product per year.
- The configuration of this product in terms of setting it up for users, requires a developer. The sales process tells you that it is built on the Force.com platform and an admin can configure it, however, this is not true. It required Visual Force and APEX configuration to make it work for the users.
- Upgrading to the next version of the product also requires developers involved. It is not a simply managed package to be downloaded and updated, it requires post-upgrade development to return it to users for testing.
- The Contract management module is not very robust. It is essentially a separate object that just houses the physical document and you can put "Send Email" buttons and apply an approval process to it, however it is not a contract management tool in the sense of managing document versioning and redlining. Negotiations just occur in word like they normally do.
- Misleading Template builder "included." To get templates, and contracts you need to buy the add-in to those modules which you've already purchased called "X-Author." The plug-in allows you to edit templates and manage some redlines, but it's cost prohibitive as it costs as much as a user license to the product itself.
- Expensive. When we compared a license of this product vs the license to Salesforce itself, Apttus, with standard modules, costs double the price of a normal Salesforce seat license.
August 19, 2018
Apttus CPQ works great for us.
- Very good at complex pricing and situations. Pricing can be related (% of another value), based on an attribute, Tiered, or done with formulas. It also has the ability to bundle and use options.
- Two great tools in the Apttus toolbox are X-Author and Intelligent workflows for approvals
- Flexibility for multiple use cases for pricing
- Speed was initially an issue but they have made great improvements in this area
- Better documentation for administrators
August 15, 2018
Apttus - Comprehensive Business Automation Solution
Score 9 out of 10
Vetted Review
Verified User
- 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.
December 07, 2017
Apttus is a Snap to Use
- We have only a few SKU's, we crank out many quotes and have to make adjustments often. The configurator tool is easy to use and simple to train on.
- Seems to really shine when the quotes get complicated with multi-product, multi-year deals.
- Apttus Configure Price Quote has a solid team that provides assistance when we need it.
- Develop a mobile application that synchs with SFDC DBA and runs independently.
- Advanced approval config is a chore and should be easier.
December 05, 2017
Quite good
- Easy to use for reps. Not a lot of training needed.
- Produces quotes / executables quotes in a matter of minutes.
- Catalog / Inventory is pretty straightforward
- Mobile app, if there's any.
- Better response in high-peak circumstances (like quarter end). This could have been a salesforce.com issue, but honestly, everything else worked just fine.
- Reporting. It would be great to be able to see how many of my reps requested discounts and compare that to the standard quotes they can build.
September 14, 2016
Apttus is a solid CPQ platform that will grow with its customers
Score 10 out of 10
Vetted Review
Verified User
- Fully integrated with Salesforce.com. Allows for the seamless update of all objects on the SFDC platform. As primary quotes are updated, so to are the opportunities.
- Supports the quoting of product that requires customization that results in a dynamic cost, MSRP and customer price.
- Significant amount of R&D is being invested in to the platform. Many of the items on our wish list have already been incorporated as a standard feature or on the near term roadmap.
- As a SAAS solution with a large amount of R&D being invested, there is functionality that is becoming standard in the platform that previously would have required some customer customization. The incorporation of the standard functionality will require regression testing and migration off of custom code. In the long term this is a positive, but in the short term does create some overhead with testing.
Score 10 out of 10
Vetted Review
Verified User
- Ability to manage large quantities of validation rules necessary for complex product builds.
- No product addresses a company's requirement right out of the box, but Apttus CPQ is built on the Salesforce.com platform which is a distinct advantage for us. It allows us to build functional extensions, and customize the application to our specific usage.
- Service and support is the key for any product, and Apttus has always made efforts to support their products with continual improvements.
- The GUI design of Apttus is configurable but prescriptive. If you want a very specific look and feel, it will take some effort to do so. There have been some modern design updates recently using AngularJS. Check it out to see if it works for you.
August 19, 2016
Apttus - A Scalable CPQ Solution That's Great for SMB
Score 10 out of 10
Vetted Review
Verified User
- Their solution completely solved our problems
- They have an incredible team
- Very easy to work with
- Apttus CPQ is a strong, enterprise grade tool
- Invest early in training your Sales Operations team
- Capitalize on their community as their are some great solutions there