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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

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
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.
  • 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
I think it is well suited, and this is for CPQ in general, for companies with extremely complex pricing on their products. It's sensational for its' ability to adapt pricing to the current market trends or what products need to be pushed at certain points of the year. I would say it wouldn't be that useful when it comes to fairly simple businesses that don't offer a range of products.
CPQ (10)
94%
9.4
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
Purchase history and open contracts
100%
10.0
Guided selling/Sales portal
70%
7.0
CPQ reporting & analytics
100%
10.0
CPQ-CRM integration
70%
7.0
Attachments to quotes
100%
10.0
  • Better quoting
  • increased user's desire to use our CRM
  • Definitely increase revenue
I wasn't involved in the decision-making process for other potential options. I am currently involved in the decision-making process for our business unit, Cement, and we aren't considering any other options. We love everything that Salesforce has to offer and I am a huge proponent of using it for future needs. Our other business unit that currently uses Conga CPQ was slow out of the gate and there were a lot of initial issues, but now everything is running smoothly. We will either go with Conga CPQ or nothing.
It was extremely difficult to use in the beginning, but is now very user-friendly and has great usability. Once a quote has been approved by the manager, the user simply clicks "Generate a Quote" and all the merging from the edit lines to our credit applications is seamlessly connected and then the sales rep can ship it off to the customer.
We had to use an outside vendor to implement the software and we paid them for a while during the initial choppy months. I was learning as I went along and then we could occasionally reach out to Salesforce if we really needed to. I think the support is there, but you obviously have to pay for it if the admin team doesn't have enough experience.
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.
  • 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.
It [Conga CPQ] is suitable in organizations who have complex bundle within bundle structures and attributes based pricing as this tool supports those functionalities easily, but when the quantity of data increases which include the product attribute rules and constraint rules, the performance suffers a lot. Also, it takes a lot of time to return the pricing.
CPQ (10)
77%
7.7
Quote sharing/sending
80%
8.0
Product configuration
80%
8.0
Configuration options
100%
10.0
Pricing rules
80%
8.0
Price adjustment
80%
8.0
Purchase history and open contracts
70%
7.0
Guided selling/Sales portal
70%
7.0
CPQ reporting & analytics
60%
6.0
CPQ-CRM integration
80%
8.0
Attachments to quotes
70%
7.0
  • It has a positive impact as users can have a UI to see the products in real time.
  • The CLM integration has helped in creating contracts right from the agreement.
  • Generation of documents is easy and right there as soon as the cart is finalized.
Conga CPQ is better from the competition as it provides a good UI for the users to interact with which includes a lot of configuration items like attributes, options, bundles and standalones. Attribute based pricing is easy to setup and can be configured for price lists very efficiently and takes less time.
Oracle CPQ Cloud, Salesforce CPQ (formerly SteelBrick), Conga CLM (Conga Contracts)
Conga CPQ is a great tool but lacks good support and [a] very limited knowledge base which doesn't include day to day errors which users face, thus leading us to support and take more time in turn. Also cart performance can be improved drastically which will enhance the user experience as the user doesn't have to wait for the pricing.
The Conga CPQ support is not good [in my opinion]. It takes a lot of time to debug the issues by them which could be easily fixed by checking the subscriber logs, but they take time which makes it difficult for us to proceed further with the configuration and other development activities in the application.
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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