Conga CPQ - Robust Sales Tool
September 07, 2023

Conga CPQ - Robust Sales Tool

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conga CPQ

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.
  • 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
  • Improved Documentation
  • Pricing Scenarios
  • Product Configuration
  • Approvals
It's really a question for the sales team. From what I hear is that Conga CPQ should have the ability to have a more flexible configuration process that can be owned by business teams and recommend next best actions based on sales history. I think there should also be a component for syncing Conga CPQ to cases to allow visibility into workload management.
I think the document generation feature is great. The way we can manage templates and product terms is very flexible. We can leverage the best of X-Author Excel and use native functionality perform pricing scenarios and modeling that is not native to Conga CPQ.
We use Conga CLM in conjunction with Conga CPQ to manage legal processes alongside quoting. It's how legal teams get looped into the sales cycle and assist in closing deals.

Do you think Conga CPQ delivers good value for the price?

Yes

Are you happy with Conga CPQ's feature set?

Yes

Did Conga CPQ live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Conga CPQ go as expected?

I wasn't involved with the implementation phase

Would you buy Conga CPQ again?

Yes

I think it is well suited for advanced quoting, advanced pricing scenarios, approvals and legal documentation. In my opinion, areas of improvements are cart loading time, merging multiple legal documents at run time. Any product has room for improvement. One areas I'd be interested to see Conga CPQ advancing is in AI and how it uses customer's historial purchasing data to recommend purchases.

Conga CPQ Feature Ratings

8.9
Quote sharing/sending
10
Product configuration
9
Configuration options
9
Pricing rules
8
Price adjustment
8
Purchase history and open contracts
7
Guided selling/Sales portal
9
CPQ reporting & analytics
9
CPQ-CRM integration
9
Attachments to quotes
10
Order capturing
10