We have build several CPQ applications from scratch but the versalitiy and rich products with Conga provides are just great and should be used for growth and success of the customers

Pros

CPQ and CLM is great and the product versatility is unique with very easy to use not requiring any specialized knowledge
API integration
portability and fitment to many business areas
can solve x=complex business problems

Cons

integrate more AI
make easier to use by embedding steps and instructions within

Likelihood to Recommend

will recommend to everyone. No need to build projects from scratch and CLM and CPQ solution offered by Conga fits every kind of business case

Verified User

Manager in Engineering (Computer Software company, 10,001+ employees)

Vetted Review

5 years of experience

Just Conga CPQ it....

Rating: 10 out of 10

Incentivized

January 23, 2025

Use Cases and Deployment Scope

I use Conga CPQ for pricing and quoting. It helps us to finalize the quote in a shorter time and hassle-free

Pros

Generating the quote
Updating the details during the process

Cons

UI Improvement
better synchronisation

Likelihood to Recommend

I think Conga CPQ's separation of products is really good. But UI can be improved for better navigation

Verified User

Engineer in Information Technology (Broadcast Media company, 10,001+ employees)

Vetted Review

Conga CPQ, a trustworthy business partner for your organizational growth

Rating: 9 out of 10

Incentivized

October 2, 2023

Use Cases and Deployment Scope

We use it to streamline our Quote to cash operation

Pros

Constraint rules
Search Filters
Advanced approvals

Cons

Pricing rules
Quote cart page

Likelihood to Recommend

Streamlining revenue operations to scale the organisation

Namahshivaya Dudikatla

Business analyst in Finance and Accounting at Salesforce (Computer Software, 10,001+ employees)

Vetted Review

6 years of experience

View profile

Conga CPQ - Robust Sales Tool

Rating: 8 out of 10

Incentivized

September 7, 2023

Use Cases and Deployment Scope

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.

Pros

Dynamic Pricing
Advanced Approvals
Legal Documentation
Support E-Signatures
Integrations
Customize the tool according to our needs

Cons

Performance
Dynamic Cart Update
Merge multiple legal documents

Likelihood to Recommend

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.

Verified User

Manager in Legal (Computer Software company, 10,001+ employees)

Vetted Review

8 years of experience

Conga CPQ, Now it is just some software that we used to use.

Rating: 1 out of 10

Incentivized

August 29, 2023

Use Cases and Deployment Scope

Red Hat uses Conga CPQ for both Direct and Indirect Sales products and services.

Pros

Conga CPQ is extremely configurable. One can support almost any pricing model.
The screens for Conga CPQ look very clean, and it is a user friendly interface.

Cons

Our number one complaint with Conga CPQ has been speed. In my experience, Conga CPQ is extremely slow, especially for large orders.
In my opinion, the configuration methods of Conga CPQ are outdated and error-prone. One literally puts configurations into string-based custom settings, including the API field names. This often leads to deployment issues and run-time configuration errors.
In my experience, Conga CPQ is everything but simple to develop. You need things like a 12-step pricing callback to support custom pricing.
In my experience, Conga CPQ support is not responsive.
When it comes time to lock in a renewal contract for Conga CPQ, in my experience, they delay engagement, so you are truly behind the 8 ball when it comes time to decide if you are going to continue with Conga CPQ.

Likelihood to Recommend

I think the case when I would recommend Conga CPQ is in a legacy org. In that case, the older style and configuration might be more useful, and you are less likely to find yourself forced to upgrade to lightning.

If you are already using lightning, or migrating to lightning, then I would only recommend Conga CPQ if the alternative does not support the features you need.

Bill C. Riemers

Senior Principle Software Engineer in Finance and Accounting at Red Hat (Computer Software, 10,001+ employees)

Vetted Review

6 years of experience

View profile

Good tool but support can be improved.

Rating: 7 out of 10

Incentivized

November 6, 2021

Use Cases and Deployment Scope

In our organization, this tool [Conga CPQ] is used to create complex bundle structures along with attribute based pricing. It supports [a] variety of configuration options like Attitude Rules and Constraint Rules. It is used by our practice and solve[s] the problem that Salesforce CPQ has that is the UI is pretty good and interactive.

Pros

Most of the things can be done using configuration.
Attribute based pricing is easy and user friendly as compared to other CPQ tools.
Integration between CPQ and CLM can be done easily by installing managed package.

Cons

Customer support can be improved as the turn around time is very high.
Knowledge base doesn't list down frequent user errors thus we have to raise a support case for each issue.
Performance of the cart can be improved as it gets very slow when there are a lot of rules.

Likelihood to Recommend

It [Conga CPQ] is suitable in organizations who have complex bundle within bundle structures and attributes based pricing as this tool supports those functionalities easily, but when the quantity of data increases which include the product attribute rules and constraint rules, the performance suffers a lot. Also, it takes a lot of time to return the pricing.

Verified User

Engineer in Information Technology (Computer Software company, 5001-10,000 employees)

Vetted Review

2 years of experience

Apttus CPQ works great for us.

Rating: 9 out of 10

Incentivized

August 19, 2018

Use Cases and Deployment Scope

We use Apttus CPQ across our sales organization the create quotes. Prior to using Apttus, we had multiple ways of quoting including using an Excel worksheet. Today we all use the same tool and across sales and accounting to go from quote to cash. This includes using it to create assets and bill auto-renewals. This has automated several processes that used to be independent systems that often did not match.

Pros

Very good at complex pricing and situations. Pricing can be related (% of another value), based on an attribute, Tiered, or done with formulas. It also has the ability to bundle and use options.
Two great tools in the Apttus toolbox are X-Author and Intelligent workflows for approvals
Flexibility for multiple use cases for pricing

Cons

Speed was initially an issue but they have made great improvements in this area
Better documentation for administrators

Likelihood to Recommend

Great for situations were you need to have multiple ways of pricing one product. For example: you need to be able to price a software product for Licensing or for SaaS. Also great where you need to be able to build out a solution with multiple options.

Verified User

Administrator in Sales (Computer Software company, 501-1000 employees)

Vetted Review

3 years of experience

Apttus CPQ - When you need Complex Rules Modeled Easily

Rating: 5 out of 10

Incentivized

December 19, 2017

Use Cases and Deployment Scope

The Apttus Configure Price Quote (CPQ) tool is being used by our Wolters Kluwer Legal & Regulatory sales organization. This includes a variety of different sales teams with different sales processes and pricing models. The spectrum ranges from SaaS implementations with 12-18 month sales cycles, negotiation of annual renewals of existing contracts for access to online content (3-6 months prior to renewal date), to transactional book sales occurring same day.

The CPQ tool helps sales reps to:

Assemble the appropriate product variations and combinations for qualifying opportunities
Conduct needs assessment exercises
Identify the appropriate product combinations for customers
Ensure that they arrive at suitable price for specific product mixes or bundles
Ensure that the details concerning initial estimates and final quotes are represented accurately

The CPQ tool also:

Substantially reduced cycle times to create complex quotes, proposals and orders
Reduced quoting errors and rework caused by errors
Ensured discounts and pricing are accurate based on standard pricing rules
Ensured discounts and pricing were approved, prior to providing the quote to the customer
In conjunction with our adoption of eSignature, reduced returns due to speculative ordering

Pros

Apttus CPQ handles complex pricing rules with ease. We have tiered pricing, user based pricing, and quantity pricing discounts. Apttus CPQ allows us to easily provide correct pricing based on attributes of the sales rep, the customer and the product.
Apttus CPQ administration is easy compared to similar products. As a product available on the Force.com platform, we were able to cross train our Salesforce administrators and take on the additional administrative overhead without significantly increasing our sales operations team size.
Apttus CPQ is flexible. We are able to rapidly test and deploy new pricing models and offers using the Apttus model.

Cons

Apttus has not completely transitioned from a product suite to a product platform vendor. Upgrades of certain products can have interoperability issues with other products in the Apttus stack. Our pain point here was attempting to use Apttus Xauthor for Excel to get around product line limitations in the Apttus CPQ shopping cart. The ultimate resolution was for us to upgrade and leverage the latest version of CPQ, where pricing callback limitations were addressed by client side processing, rather than the hybrid Xauthor process we tried to use.
Upgrades in general require significant testing to ensure no unanticipated issues occur. We have a complete Salesforce sandbox dedicated to providing an environment for testing any modifications or upgrades.
Apttus support model almost requires you to purchase premium support. Given the CPQ system is complex, the level of skilled support available through basic support require you to escalate several times before getting to a resource that can address your issue.

Likelihood to Recommend

Apttus CPQ excels for complex contract and/or complex pricing requirements. If your business has simple pricing rules, a less full featured solution may be more appropriate.

Apttus CPQ is an easy system to administer, using the same object logic as the Salesforce platform.

We implemented Apttus for virtually all of our sales representative processes, and in doing so found that we virtually eliminated speculative ordering.

Jack Borland

Sales Operations Manager at Wolters Kluwer Legal & Regulatory US (Computer Software, 5001-10,000 employees)

Vetted Review

3 years of experience

View profile

Apttus is a Snap to Use

Rating: 8 out of 10

Incentivized

December 7, 2017

Use Cases and Deployment Scope

Apttus is used by our international sales organization. 3 time zones, 14 languages, 450 users. Dynamic, simple tool that is native to salesforce.com and more or less easy to implement.

Pros

We have only a few SKU's, we crank out many quotes and have to make adjustments often. The configurator tool is easy to use and simple to train on.
Seems to really shine when the quotes get complicated with multi-product, multi-year deals.
Apttus Configure Price Quote has a solid team that provides assistance when we need it.

Cons

Develop a mobile application that synchs with SFDC DBA and runs independently.
Advanced approval config is a chore and should be easier.

Likelihood to Recommend

Transactional environments would benefit from the deep CPQ offerings Apttus provides. Smaller shops that have a much longer sales cycle may see Apttus as cost prohibitive. Implementation was a chore. We had to hire a full-time person to manage the package. That was an unexpected cost that we were not prepared for.

Verified User

Analyst in Sales (Computer Software company, 501-1000 employees)

Vetted Review

4 years of experience

Quite good

Rating: 8 out of 10

Incentivized

December 5, 2017

Use Cases and Deployment Scope

Apttus's CPQ is a simple yet powerful quoting solution tool for sales. Most of the times, finding a solution that is easy to use for sales reps and sales managers means spending a lot of time reviewing processes, training and such. Apptus's CPQ is quite straightforward and once it's set up it provides sales reps a kind-of streamlined process to get customer-ready quotes (even executable ones) in a matter of minutes. The fact that we were able to use within our Salesforce.com platform only made the experience leaner and better for both the reps and myself.

Some things that could definitely be better are:

Speed. At some points (especially quarter end) when a huge number of reps were using the tool, we would suffer a heavy lag that would time-out operations most of the times.
Mobile app. If there's one, we never used it. Not sure if it's our own company policy in regards to apps, or if there's none actually. If there's none, it would be good to have one.

Pros

Easy to use for reps. Not a lot of training needed.
Produces quotes / executables quotes in a matter of minutes.
Catalog / Inventory is pretty straightforward

Cons

Mobile app, if there's any.
Better response in high-peak circumstances (like quarter end). This could have been a salesforce.com issue, but honestly, everything else worked just fine.
Reporting. It would be great to be able to see how many of my reps requested discounts and compare that to the standard quotes they can build.

Likelihood to Recommend

I'd say it's a very strong tool for mid to large sales teams.

Alejandro A. Cabral

Head of Indirect Sales and Business Development for Latin America in Sales at BMC Software (Computer Software, 5001-10,000 employees)

Vetted Review

2 years of experience

View profile

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Apttus CPQ - When you need Complex Rules Modeled Easily

Rating: 5 out of 10

Incentivized

December 19, 2017

Use Cases and Deployment Scope

The CPQ tool helps sales reps to:

Assemble the appropriate product variations and combinations for qualifying opportunities
Conduct needs assessment exercises
Identify the appropriate product combinations for customers
Ensure that they arrive at suitable price for specific product mixes or bundles
Ensure that the details concerning initial estimates and final quotes are represented accurately

The CPQ tool also:

Substantially reduced cycle times to create complex quotes, proposals and orders
Reduced quoting errors and rework caused by errors
Ensured discounts and pricing are accurate based on standard pricing rules
Ensured discounts and pricing were approved, prior to providing the quote to the customer
In conjunction with our adoption of eSignature, reduced returns due to speculative ordering

Pros

Apttus CPQ handles complex pricing rules with ease. We have tiered pricing, user based pricing, and quantity pricing discounts. Apttus CPQ allows us to easily provide correct pricing based on attributes of the sales rep, the customer and the product.
Apttus CPQ administration is easy compared to similar products. As a product available on the Force.com platform, we were able to cross train our Salesforce administrators and take on the additional administrative overhead without significantly increasing our sales operations team size.
Apttus CPQ is flexible. We are able to rapidly test and deploy new pricing models and offers using the Apttus model.

Cons

Apttus has not completely transitioned from a product suite to a product platform vendor. Upgrades of certain products can have interoperability issues with other products in the Apttus stack. Our pain point here was attempting to use Apttus Xauthor for Excel to get around product line limitations in the Apttus CPQ shopping cart. The ultimate resolution was for us to upgrade and leverage the latest version of CPQ, where pricing callback limitations were addressed by client side processing, rather than the hybrid Xauthor process we tried to use.
Upgrades in general require significant testing to ensure no unanticipated issues occur. We have a complete Salesforce sandbox dedicated to providing an environment for testing any modifications or upgrades.
Apttus support model almost requires you to purchase premium support. Given the CPQ system is complex, the level of skilled support available through basic support require you to escalate several times before getting to a resource that can address your issue.

Likelihood to Recommend

Jack Borland

Sales Operations Manager at Wolters Kluwer Legal & Regulatory US (Computer Software, 5001-10,000 employees)

Vetted Review

3 years of experience

View profile