Powerful document generation tool , saves a lot of time
February 10, 2022

Powerful document generation tool , saves a lot of time

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

Overall Satisfaction with Conga CPQ

We're using Conga within our organization to create documents like order forms and contracts . It's so easy to generate and store documents and send them to your customers to sign. It made the entire process quite streamlined.The Conga composer and Conga sign integrates pretty well with Salesforce so it's a smooth process of document generation and mapping.

Pros

  • The Conga composer helps to create and generate professional documents using templates within a couple if minutes.
  • It also allows to change the file type of the document and make changes.
  • It offers a lot of flexibility in terms of customization to your documents with templates and features.
  • Conga sign makes it easy to have the contracts signed by the customer in an efficient way.

Cons

  • Their pricing is pretty steep and they have been changing the pricing model a lot.
  • The support offered is limited and not very helpful with technical issues.
  • Once you create documents , there's no way to organize those documents.
  • Improvement in our customer experience
  • Reduction in the entire cycle of document generation to getting the contract signed
  • Reduction in our overall sales cycle
It has saved a lot of time which was earlier required to create documents , make frequent changes which used to take days for having the final document and then sharing it with the client. It's also easier now to create professional documents with less time .
The quotes are 90% accurate . The rules that we have set for the pricing gets us the right quote majority of the time and even if there's a difference you can easily change that.

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?

No

Did implementation of Conga CPQ go as expected?

Yes

Would you buy Conga CPQ again?

Yes

It's a very powerful tool if you have to create multiple documents every day with good customization and editting.It also includes Conga sign that can be useful and can be an alternate to any e-signature tool you're using. If integrates well with salesforce , so if you're using it as your CRM it becomes a very job of creating documents frequently.

Conga CPQ Feature Ratings

6.9
Quote sharing/sending
7
Product configuration
6
Configuration options
7
Pricing rules
4
Price adjustment
5
Purchase history and open contracts
8
Guided selling/Sales portal
6
CPQ reporting & analytics
8
CPQ-CRM integration
9
Attachments to quotes
9

Comments