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

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
Conga CPQ provides a tool that is scalable and configurable for our business

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?

Yes

Did implementation of Conga CPQ go as expected?

Yes

Would you buy Conga CPQ again?

Yes

Conga CPQ has helped automate our offline sales process

Conga 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

Comments

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