Conga CPQ vs. PandaDoc

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
PandaDoc
Score 9.0 out of 10
N/A
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$35
per month per seat
Pricing
Conga CPQPandaDoc
Editions & Modules
No answers on this topic
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
Offerings
Pricing Offerings
Conga CPQPandaDoc
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalOptional
Additional DetailsPandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
More Pricing Information
Community Pulse
Conga CPQPandaDoc
Features
Conga CPQPandaDoc
CPQ
Comparison of CPQ features of Product A and Product B
Conga CPQ
8.5
Ratings
2% below category average
PandaDoc
-
Ratings
Quote sharing/sending8.80 Ratings00 Ratings
Product configuration8.60 Ratings00 Ratings
Configuration options8.60 Ratings00 Ratings
Pricing rules8.00 Ratings00 Ratings
Price adjustment8.10 Ratings00 Ratings
Purchase history and open contracts8.40 Ratings00 Ratings
Guided selling/Sales portal8.00 Ratings00 Ratings
CPQ reporting & analytics7.10 Ratings00 Ratings
CPQ-CRM integration9.30 Ratings00 Ratings
Attachments to quotes9.40 Ratings00 Ratings
Order capturing8.70 Ratings00 Ratings
User Ratings
Conga CPQPandaDoc
Likelihood to Recommend
8.4
(0 ratings)
9.0
(0 ratings)
Likelihood to Renew
9.8
(0 ratings)
9.1
(0 ratings)
Usability
8.0
(0 ratings)
8.3
(0 ratings)
Availability
10.0
(0 ratings)
9.1
(0 ratings)
Performance
10.0
(0 ratings)
9.6
(0 ratings)
Support Rating
6.0
(0 ratings)
6.1
(0 ratings)
Online Training
7.0
(0 ratings)
-
(0 ratings)
Implementation Rating
1.0
(0 ratings)
6.3
(0 ratings)
Configurability
-
(0 ratings)
2.8
(0 ratings)
Ease of integration
-
(0 ratings)
9.0
(0 ratings)
Product Scalability
-
(0 ratings)
8.6
(0 ratings)
Vendor post-sale
-
(0 ratings)
9.7
(0 ratings)
Vendor pre-sale
-
(0 ratings)
6.7
(0 ratings)
User Testimonials
Conga CPQPandaDoc
Likelihood to Recommend
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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As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.
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Pros
  • 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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  • PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
  • The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
  • Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.
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Cons
  • 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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  • I would like to see the ability to LOCK a field instead of locking an entire block or document.
  • I would like to see more standard features that need to be part of the service instead of add-ons.
  • Would like to see an option to allow different levels of users than just the two standard options.
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Likelihood to Renew
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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We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it
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Usability
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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Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
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Reliability and Availability
As a native Salesforce.com app, it's up as long as Salesforce.com is running.
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We haven't had any real issues regarding downtime as of yet.
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Performance
No answers on this topic
As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.
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Support Rating
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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Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
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Online Training
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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No answers on this topic
Implementation Rating
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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Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
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Alternatives Considered
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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PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.
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Scalability
No answers on this topic
I agree. We have created folders for multiple departments and have been successful with the usage.
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Return on Investment
  • 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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  • We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
  • We have been able to find older documents very easily.
  • W-9 have been very difficult due to Section 3, but this was addressed with conditional logic
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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.

PandaDoc Screenshots

Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of document analytics that display what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.