Conga Advantage CPQ

Score8.9 out of 10

153 Reviews and Ratings

Conga Advantage CPQ

Top Performing Features

-1%

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Cat avg: 9.2

+2%

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Cat avg: 8.8

0%

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Cat avg: 8.9

-3%

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Cat avg: 9.1

Worst Performing Features

-8%

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Cat avg: 7.6

-12%

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Cat avg: 8.7

0%

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Cat avg: 8.5

Conga Advantage CPQ Features from Reviews

8.5-2%

Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 9.2
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 9.1
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 8.5
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Category average: 8.8
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Category average: 8.7
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8.5
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Category average: 7.6
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 8.9
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 8.9
Order capturing
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.
Category average: 8.9

Conga Advantage CPQ Features from the Vendor

Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Credit approvals
Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.
E-signature
Includes electronic signature functionality so that proposals can be approved and signed digitally.
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Self-service CPQ
Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Proposals
Allows users to generate/automate sales proposals.
Excel integration
Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Renewal management
Includes features for managing renewals and recurring (subscription) payments.
Order capturing
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

Unlimited Attribute-based configuration
Discounting and deal scoring
Subscription and renewal opportunity management
Multi-channel selling
Quote collaboration and versioning