ActiveDocs vs. Conga CPQ

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ActiveDocs
Score 7.2 out of 10
N/A
ActiveDocs is a document management software offering from ActiveDocs.N/A
Conga CPQ
Score 8.5 out of 10
N/A
Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - to drive higher win rates and a more pleasurable buying experience. Conga CPQ also helps to maintain a single price book, discounting structure, and quoting structure across all channels. With an API-first approach, configuration, pricing, or quoting capabilities that can…N/A
Pricing
ActiveDocsConga CPQ
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ActiveDocsConga CPQ
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
ActiveDocsConga CPQ
Considered Both Products
ActiveDocs
Chose ActiveDocs
In relation to other software that have a functionality similar to ActiveDocs, they don't even compare in relation to the interface, I didn't use all the software available on the market, but the ones I used and I can compare, ActiveDocs is without a doubt the best among them. …
Chose ActiveDocs
ActiveDocs and HotDocs are very similar. HotDocs requires training or a technically savvy mind to pick up and run with. ActiveDocs seems much more user-friendly and easy to use. HotDocs, however, can produce some very intricate documents based on the templates. Both use rules …
Conga CPQ
Chose Conga CPQ
Our other option was Oracle EBS and we went w/conga due to price and SF integration
Chose Conga CPQ
Conga allowed greatest flexibility in configuration and volume support to meet system requirements
Chose Conga CPQ
Conga CPQ processes are more streamlined and easy to use and install. well structured study material and easy to follow instructions makes it even greater
Chose Conga CPQ
Salesforce CPQ does not handle large quotes
Chose Conga CPQ
Conga CPQ provides a tool that is scalable and configurable for our business
Chose Conga CPQ
It has better functionality and features as compared to salesforce cpq.
Chose Conga CPQ
Conga has more customisation and Out of the box features
Chose Conga CPQ
We have used DocuSign for signatures and it is also a good product.
Chose Conga CPQ
For better meeting the business requirement in defined time limits with accuracy
Chose Conga CPQ
Salesforce Revenue Cloud and Zilliant
Chose Conga CPQ
The understanding and building of products is very easy compared to Salasforce CPQ. The Quoting process is much faster and easier. The functionalities provides for rules are much more compared to Salesforce CPQ. User friendly layouts is one of the best things about Conga CPQ. …
Chose Conga CPQ
Ease of configuration and admin tasks, ability to introduce products quickly, awesome customer service from Conga CPQ whenever needed
Chose Conga CPQ
We use Conga CLM in conjunction with Conga CPQ to manage legal processes alongside quoting. It's how legal teams get looped into the sales cycle and assist in closing deals.
Chose Conga CPQ
It has been too long for me to remember all the various CPQ products we evaluated. But our short list came down to Salesforce CPQ and and Conga CPQ. At the time, we considered them both pretty close to equivalent solutions for meeting our needs, so negotiation mainly came …
Chose Conga CPQ
many similar features are there between the CPQ tools, but there are also features that are available in previous CPQ tool is missing in Conga CPQ, need improvisation.
Chose Conga CPQ
Steelbrick was not ready for enterprise customers and at the time was not the product that would work for us.
Chose Conga CPQ
Conga CPQ is better from the competition as it provides a good UI for the users to interact with which includes a lot of configuration items like attributes, options, bundles and standalones. Attribute based pricing is easy to setup and can be configured for price lists very …
Features
ActiveDocsConga CPQ
CPQ
Comparison of CPQ features of Product A and Product B
ActiveDocs
-
Ratings
Conga CPQ
8.5
Ratings
2% below category average
Quote sharing/sending00 Ratings8.80 Ratings
Product configuration00 Ratings8.60 Ratings
Configuration options00 Ratings8.60 Ratings
Pricing rules00 Ratings8.00 Ratings
Price adjustment00 Ratings8.10 Ratings
Purchase history and open contracts00 Ratings8.40 Ratings
Guided selling/Sales portal00 Ratings8.00 Ratings
CPQ reporting & analytics00 Ratings7.10 Ratings
CPQ-CRM integration00 Ratings9.30 Ratings
Attachments to quotes00 Ratings9.40 Ratings
Order capturing00 Ratings8.70 Ratings
Best Alternatives
ActiveDocsConga CPQ
Small Businesses
airSlate WorkFlow
airSlate WorkFlow
Score 7.5 out of 10
QuoteWerks
QuoteWerks
Score 9.4 out of 10
Medium-sized Companies
Foxit PDF Editor
Foxit PDF Editor
Score 8.6 out of 10
QuoteWerks
QuoteWerks
Score 9.4 out of 10
Enterprises
Conga Composer
Conga Composer
Score 9.6 out of 10
SAP Sales Cloud
SAP Sales Cloud
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ActiveDocsConga CPQ
Likelihood to Recommend
9.0
(0 ratings)
8.4
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.8
(0 ratings)
Usability
9.0
(0 ratings)
8.0
(0 ratings)
Availability
-
(0 ratings)
10.0
(0 ratings)
Performance
8.0
(0 ratings)
10.0
(0 ratings)
Support Rating
8.0
(0 ratings)
6.0
(0 ratings)
Online Training
-
(0 ratings)
7.0
(0 ratings)
Implementation Rating
-
(0 ratings)
1.0
(0 ratings)
Ease of integration
10.0
(0 ratings)
-
(0 ratings)
User Testimonials
ActiveDocsConga CPQ
Likelihood to Recommend
I often use ActiveDocs for team building materials. During the day to day rush, we really like to use the models provided, we can be agile with that ease. And the team can share different documents. We no longer have to spend hours in front of the computer typing up a document that can easily be created in minutes.
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Conga CPQ is flexible in the price setup. We achieve a lot of customized pricing setups using CPQ. Usage flowing into billing works well also. The Conga cart is a huge painpoint for us. We bill each route and trip we run individually so we have a very large amount of manual, complex cart configuration.
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Pros
  • Easy to use for basic users, extremely configurable for advanced users.
  • Deep Microsoft Word integration ensuring consistent document output.
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  • Fully integrated with Salesforce.com. Allows for the seamless update of all objects on the SFDC platform. As primary quotes are updated, so to are the opportunities.
  • Supports integration with Avalara for Sales Tax and Docusign for E-Signature.
  • Supports the quoting of product that requires customization that results in a dynamic cost, MSRP and customer price.
  • Significant amount of R&D is being invested in to the platform. Many of the items on our wish list have already been incorporated as a standard feature or on the near term roadmap.
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Cons
  • The built-in template designs are a bit lackluster. While there are numerous, they all have the same blase style and formatting
  • The built-in template designs are not very diverse and could be expanded upon.
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  • The GUI design of Apttus is configurable but prescriptive. If you want a very specific look and feel, it will take some effort to do so. There have been some modern design updates recently using AngularJS. Check it out to see if it works for you.
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Likelihood to Renew
No answers on this topic
It is a stable repository management tool but needs to upgrade its search engine to make it more efficient and user friendly. There can be an advanced search option which allows me to find agreements based on Contract numbers, Company name and Agreement Type as well as by affiliates
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Usability
Very good usability overall. Any user can pick this up and run with it. HotDocs, the closest competitor, has similar end-user usability, but from a designer of templates perspective, ActiveDocs definitely has the edge in this regard. I would recommend this for any company that mass produces documents from templates as deliverables.
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Conga CPQ is a great tool but lacks good support and [a] very limited knowledge base which doesn't include day to day errors which users face, thus leading us to support and take more time in turn. Also cart performance can be improved drastically which will enhance the user experience as the user doesn't have to wait for the pricing.
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Reliability and Availability
No answers on this topic
As a native Salesforce.com app, it's up as long as Salesforce.com is running.
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Performance
The software overall is very excellent. It responds quickly and produces documents well. The integration with systems makes data input easy. Questions can be designed to allow further expansion of template creation/customization. The rules section is very useful for complicated If/Than/Else style templates. Although experience and training help, the software is very user-friendly out of the box.
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No answers on this topic
Support Rating
ActiveDocs can be a considerably complex product because your use cases can be potentially endless. In our experience, when we have come across a problem or issue with the product ActiveDoc's support has always responded to our queries within 24 hours. Support is only provided via email in 95% of cases. Each year your support and maintenance includes support hours. These are used when you contact support and your issue is not found to be a bug or problem with the product (completely fair and understandable). When we've identified or discovered bugs (mainly with the latest version of Word) it is patched by the next release. They typically release about 4-5 updates per year.
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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.
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Online Training
No answers on this topic
We attended 5 hours worth of webinars early on.

We had to understand how objects worked to figure out how to structure our data.

I would have liked more in-depth training but it would have been an additional cost
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Implementation Rating
No answers on this topic
You need to have IT involved. The implementation partner downplayed the role that IT would have to play. We needed data migration, user set-up, customizations within Apttus for legacy migrations. Luckily we had a developer on our staff for Salesforce.com.
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Alternatives Considered
ActiveDocs and HotDocs are very similar. HotDocs requires training or a technically savvy mind to pick up and run with. ActiveDocs seems much more user-friendly and easy to use. HotDocs, however, can produce some very intricate documents based on the templates. Both use rules and question-based information intake. Another benefit of ActiveDocs is its integration with numerous systems including Office 365.
Read full review
It has been too long for me to remember all the various CPQ products we evaluated. But our short list came down to Salesforce CPQ and and Conga CPQ. At the time, we considered them both pretty close to equivalent solutions for meeting our needs, so negotiation mainly came down to price of the solution, and estimates to implement. Now that we are migrating to Lightning, the balance has tipped very strongly in Salesforce CPQ's favour.
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Return on Investment
  • ActiveDocs allows us to create, edit and validate any type of content quickly and with no coding skills.
  • Easy and quick editing.
  • Really flexible and simple to set up
  • Helped us achieve a much higher level of efficiency in our daily operations.
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  • It cost the company almost $1million in 3 years of licensing. It then cost us the business to implement it in 2.5 years over $5 million dollars internally with resourcing involved to roll out globally. There was no ROI, that was just to implement it as the business continues to not adopt the product.
  • The adoption level of the product is ~25% of the business actually using the product.
  • Business areas ended up hiring and spending something near $150k/year in human resources to use the system for the sales team because of the low adoption.
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ScreenShots

Conga CPQ Screenshots

Screenshot of Unlimited Product Capability - Can validate any combination of rules & constraints with an unlimited number of configuration attributes​.Screenshot of Model & deploy any pricing structure or strategy​ - pricing intelligence & discounting rules​ and profitability insights ​& margin visibility​Screenshot of Simple to complex product & pricing configurations​Screenshot of Helps sellers to quote accurately and spend less time selling, no matter how complex a business becomes.