Conga CPQ vs. ContractWorks, An Onit Product

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.

Incentivized

[A] user-friendly platform that allows multiple users to store and organize documents across various departments within the company for easy access. [A] tagging feature is a helpful tool in sending reminders for upcoming renewals, etc.

• 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.

• Managing renewals[.]
• Managing timed fee increases[.]
• Easy storing and retrieval of contracts[.]
• Manage roles to determine who sees what. Very granular.
• [The] signature process is quite powerful, and because it's integrated comes with management.

• 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.

• E-sign: Transferring of signatures would be ideal or the loading of a personal signature into the e-sign field rather than a generic signature being populated.
• AI: The tagging does not pick up things nor does the software really learn what you want it to. There is a fair bit of manual data entry that has to be done.

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

Current Supply Chain users find great value in ContractWorks. We've been able to demonstrate a better, faster, efficient, cost effective way to solve document and data requirements. ContractWorks is gaining greater interest and acceptance across the Enterprise.

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.

Incentivized

This is a highly approachable product, even for users who are not quick to learn or who have only a basic mastery of basic software applications. If you find that you have members in your organization who have struggled to adapt to a working-from-home model, you may find that this product creates a simple point of entry for them. It is similar in interface to products they have used before and includes generous, high-quality support.

Incentivized

As a native Salesforce.com app, it's up as long as Salesforce.com is running.

I've never heard that we've had an outage or error and I 'm in ContractWorks days, evenings and weekends.

We haven't integrated ContractWorks with other systems. Otherwise, reasonably sized documents load fairly quickly and reports extract quickly. I work remotely sometimes it takes an extra minute

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.

Incentivized

I have been offered to review a solution on Zoom by [support manager] and offered on the spot a better way to do things. Have been very pleased with their seminars, their response, their courtesy.

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

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.

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.

Incentivized

Read my points before. Cost, features, ease of use.

Tasked with finding a cost conscious Contract Management platform, we knew change and acceptance across the Enterprise would come slow. Using ContractWorks means not overspending in initial months with fewer users. As our core group becomes more proficient and we demonstrate/prove ease of use to other departments with scale up use and cost together

• 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.

Incentivized

• Complete elimination of paper-based review process.
• Greatly enhanced search capability for legacy documents.
• Enhanced satisfaction among contract reviewers, ease of use.

Incentivized