Conga CPQ

Score8.5 out of 10

114 Reviews and Ratings

What is Conga CPQ?

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 be embedded into any eCommerce, Direct Sales, and Partner Portal, the software helps to streamline configuration and pricing across the revenue lifecycle, and provide the flexibility to add CPQ capabilities to existing revenue operations at a pace that supports business needs.

Categories & Use Cases

Media

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.

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Screenshot of Unlimited Product Capability - Can validate any combination of rules & constraints with an unlimited number of configuration attributes.

CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 9.2
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 9
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9

Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 8.7
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Category average: 7.6

#1 most frequent

Professional, Scientific, and Technical Services

23.1%

89 installations of 386

#2 most frequent

Information

22.5%

87 installations of 386

#3 most frequent

Finance and Insurance

16.3%

63 installations of 386

Anish Chetri

Supervisor in Product Management at Alorica (201-500 employees employees)

Use Cases and Deployment Scope

With Conga CPQ, we are able to now configure, price, and quote our outsourcing solutions directly within our CRM. For use cases, CPQ helps us with pricing, volume discounts(if any) and region specific service. The workflows are now automated, which has helped to save a hefty amount of valuable time.

Pros

Great at providing a directions at configuration. Reducing errors and saves time.
CPQ handles intricate pricing logic without manual calculations quite well.
The integration with Conga CLM is remarkable and provides strong results.

Cons

I've seen some performance lags while handling heavier carts or items.
I would be really happy to see some new visual and aesthetics updates.

Return on Investment

I would say with guided selling and bundling, we are upselling more services.
I've seen a substantial amount of increase in our operational efficiency. Far less errors and manual mistakes.
Obviously, superb ROI but with that better compliance and process adherence.

Other Software Used

Microsoft Sentinel, INSIDE

Verified User

Engineer in Information Technology (10,001+ employees employees)

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

Return on Investment

Overall it's good for configuring the product and complete the pricing to generate quote
It's really good in terms of time saving

Erica Hernandez

Sr manager in Sales at Abbott (5001-10,000 employees employees)

Use Cases and Deployment Scope

global process for quoting and integration with SF

Pros

localize with country pricing
easy configuration of products
validation

Cons

faster performance
more intuitive error messages
High complex and low complex processing

Return on Investment

approvals processes facilitates appropriate guardrails are achieved

Akshay Antrolkar

Technical Consultant in Product Management at Intutitve Surgical (10,001+ employees employees)

Use Cases and Deployment Scope

At Intuitive Surgical we use Conga CPQ right from Opportunity conversion, Complex Bundle Configuration & Pricing, Multi level approvals to Proposal Generation. Conga CPQ handled our complex Robot products very well along with dynamic pricing. Being a global company we have very lot of different type of Proposal documents based on languages & XAuthor handles it pretty well.

Pros

Pricing
Document Generation
Complex Bundle Configuration

Cons

Bring latest LWC screens on Salesforce, lot of screens are still old VF Page.

Return on Investment

Reduced Quote Creation Time
Reduced Human Error for Complex Product Configuration
Quote Template Management

Alternatives Considered

SAP BW/4HANA

Other Software Used

Adobe Acrobat Sign, Salesforce Experience Cloud, Salesforce Einstein Bots

Verified User

Director in Finance and Accounting (1001-5000 employees employees)

Use Cases and Deployment Scope

We use Conga CPQ and Billing to configure pricing for Home-To-School bus routes transporting students from home to school and back again. We also use it to price shuttles and field trips. We have integrated Conga/SF with dispatch system via MSAzure to bring in daily usage quantities. We batch up all the quantities at the end of the month to create a monthly invoice for our customers. We also use Conga and SF for reporting to give insight back upstream to our bid/pricing team to standardize pricing/offerings where possible.

Pros

Standard Invoice Run
Invoice run and send to customer
Allow for pricing flexibility

Cons

Controls in billing - e.g. don't allow a due date that is prior to invoice date
Support - we find that our implementation/use of the product is very different from the core use cases
Profuct Catalog/Price list mgmt

Return on Investment

We have transformed 60 sites (110 contracts) from customized xls spreadsheets to bill and standardized them in Conga. This resulted in $4M in discovered revenue opportunities. We have another 60 sites to go...

Other Software Used

Salesforce CMS

Conga CPQ

What is Conga CPQ?

Categories & Use Cases

Media

Key Features

Top Performing Features

CPQ-CRM integration

Attachments to quotes

Quote sharing/sending

Areas for Improvement

Pricing rules

Guided selling/Sales portal

CPQ reporting & analytics

Most Frequent Users

Professional, Scientific, and Technical Services

Information

Finance and Insurance

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Other Software Used

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