Great Tool for Quoting-Highly Recommend!
Updated February 24, 2022

Great Tool for Quoting-Highly Recommend!

Harrison Pershing | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conga CPQ (formerly Apttus CPQ)

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.

Pros

  • Merge documents
  • It is extremely quick
  • Can constantly be changed and updated
  • Allows us to add users very quickly through CPQ licenses.

Cons

  • Maybe more user friendly
  • can occasionally be difficult to find the problem
  • Be easier to teach users
  • 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.

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

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.
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.

Conga CPQ Feature Ratings

CPQ
9.4
Quote sharing/sending
10
Product configuration
10
Configuration options
10
Pricing rules
10
Price adjustment
10
Purchase history and open contracts
10
Guided selling/Sales portal
7
CPQ reporting & analytics
10
CPQ-CRM integration
7
Attachments to quotes
10

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