Conga CPQ for financial services
May 08, 2025

Conga CPQ for financial services

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

Overall Satisfaction with Conga CPQ

In our organization, We are using Conga CPQ today for our end to end sales process.

Pros

  • Configuring pricing and discounts
  • Easily finding the products for my customer
  • Automating our discount and term approval process

Cons

  • Complex product configurations
  • Addressing cross business bundles
  • Improved deal cycle time
Yes, Conga CPQ has improved our quoting turn around times
9/10 quotes are accurate while the issues are more user related
Conga CPQ provides a tool that is scalable and configurable for our business

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

Yes

Are you happy with Conga Advantage CPQ's feature set?

Yes

Did Conga Advantage CPQ live up to sales and marketing promises?

Yes

Did implementation of Conga Advantage CPQ go as expected?

Yes

Would you buy Conga Advantage CPQ again?

Yes

If asked, I think I am likely to recommend Conga CPQ to a colleague because, in my experience, Conga CPQ has helped automate our offline sales process

Conga Advantage CPQ Feature Ratings

CPQ
8.3
Quote sharing/sending
9
Product configuration
9
Configuration options
7
Pricing rules
8
Price adjustment
10
Purchase history and open contracts
9
Guided selling/Sales portal
7
CPQ reporting & analytics
8
CPQ-CRM integration
8
Attachments to quotes
8
Order capturing
8

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