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Explore Top 6 Revenue Lifecycle Alternatives to Conga | Proposify

Written by Michelle Lowery | Aug 27, 2024 4:23:31 PM

When you have a broad, customizable product line, being able to provide accurate quotes to prospects is critical. The process can be made easier and more accurate through automation with configure, price, quote (CPQ) software. 

Conga is a revenue lifecycle solution featuring contract lifecycle management (CLM) and document automation, as well as CPQ solutions. It's designed to help businesses streamline and automate their sales processes. It integrates with Salesforce, making it beneficial for organizations already using Salesforce as their CRM, and offers numerous other features.

But you're here because you're searching for Conga alternatives, and we've done the research for you. To help decide which software to choose, take a look at these six other options.

Proposify

Proposify is cloud-based proposal software that provides full control and visibility into the sales process. If you're looking for powerful software at a lower price, it offers many of the same features as Conga, such as document automation, contract management (though not a complete CLM), and e-signature features—and at a lower price than most Conga competitors.

Proposify simplifies the proposal creation process with a user-friendly interface and an extensive set of features. It will allow your team to design professional-looking documents that impress prospects and close more deals.

Key Features

Automation: Proposify integrates seamlessly with CRM platforms such as Salesforce, HubSpot, and Pipedrive, allowing reps to sync proposal data with their existing workflows. This integration tracks and records all prospect interactions, and automates proposal creation, making for an efficient and shortened sales cycle.

Contract Management: Proposify offers a consistent and repeatable contract management process. This is accomplished through customizable templates, a content library, standardized workflows and integrated approval processes. It ensures contracts are uniform in creation, execution and monitoring, which leads to greater efficiency and compliance, and mitigated risk.

Interactive Quoting Software: Proposify allows reps to create tailored quotes with dynamic pricing, ensuring accuracy and optimization for upsells. There's also a fee library, which links to interactive fee tables to automatically calculate prospects' pricing choices. This is especially helpful for sales of complex products and services. 

Electronic Signatures: Proposify offers e-signature capability similar to Conga Sign, which enables reps to send proposals for signature and track their status in real-time. This eliminates the need for printing, scanning, and mailing documents, saving time and accelerating the sales cycle.

Analytics: Proposify allows you to track metrics such as how many proposals each rep sends. It also allows reps to see when a proposal is opened, and how much time a prospect spends on any one section. These detailed analytics provide insights into proposal performance, helping to improve future processes. This enables teams to make data-driven decisions and improve their close rates over time.

SAP CPQ

SAP CPQ is a software solution that helps businesses streamline and automate the process of configuring complex products, determining pricing, and generating quotes for prospects. 

It's designed to enhance the efficiency of sales processes, particularly in environments where products have multiple configurations or where pricing needs to be dynamically calculated.

Key Features

Dynamic Pricing: Provides advanced pricing capabilities, including real-time pricing calculations based on various factors such as customer segments, discounts, and promotions. Supports complex pricing models, including tiered pricing, bundle pricing, and volume discounts.

Quote Generation: Automates the generation of accurate and professional-looking quotes. Users can create and customize quote templates to ensure consistency and branding across all prospect-facing documents.

Integration: Integrates with other SAP systems, such as SAP CRM and SAP ERP, as well as with third-party CRM and ERP systems. This integration ensures that data flows between systems, helping to maintain accuracy and consistency.

SalesForce CPQ

Salesforce CPQ helps companies automate the process of configuring products, pricing them accurately, and generating quotes. 

It integrates with Salesforce CRM, enabling sales teams to create customized quotes, apply discounts, manage approvals, and streamline the sales process.

Key Features

Integration: Integrates with Salesforce CRM, providing a unified platform for managing the entire sales process from lead to close.

Guided Selling: Guides sales teams through the product selection process, ensuring they choose the right products and configurations based on prospect needs.

Quote Generation: Automates the creation of professional, branded quotes that can be quickly generated and sent to prospects, reducing the time to close deals.

DealHub

DealHub is a sales engagement platform that streamlines the entire sales process by combining CPQ capabilities with sales playbooks, contract management, and analytics. 

It offers deal optimization and quote automation, with a focus on enhancing the sales process through data-driven insights. It also integrates with major CRM systems.

Key Features

Contract Management: Includes contract management features that streamline the creation, approval, and tracking of contracts, ensuring compliance and reducing the time to close deals.

Deal Room: Offers a collaborative digital workspace where sales teams and prospects can interact, share documents and negotiate deals in real-time, enhancing communication and speeding up the sales cycle.

Analytics and Insights: Provides detailed analytics and insights into sales performance, helping businesses track key metrics, identify bottlenecks, and optimize their sales strategies.

You'll also find several DealHub alternatives on the market.

PandaDoc

PandaDoc is a document automation platform that streamlines the creation, management and eSignature of business documents, such as proposals, contracts and quotes. 

It offers customizable templates, real-time collaboration, and integration with various CRMs and payment gateways.

Key Features

CPQ: Includes CPQ features, enabling sales teams to generate accurate quotes, configure products, and automate pricing directly within documents, streamlining the sales process.

Document Automation: Automates the creation of various business documents, such as proposals, contracts, and invoices, using customizable templates.

Real-Time Collaboration: Enables multiple users to collaborate on documents in real-time, allowing teams and prospects to work together on proposals and contracts.

Oracle CPQ

Oracle CPQ is cloud-based software that helps businesses automate the process of configuring products, determining pricing and generating quotes. 

It streamlines complex sales processes, ensuring accuracy and efficiency from product selection to pricing and contract generation. It also integrates with Oracle’s suite of enterprise applications.

Key Features

Quote and Proposal Generation: Enables the automated creation of professional quotes and proposals, which can be customized and branded to meet specific prospect needs.

Workflow Automation: Supports the automation of approval processes, task assignments and notifications.

Integration Capabilities: Integrates with other Oracle applications, such as Oracle CRM and ERP, as well as with third-party systems.

Proposify vs. Conga

Conga offers several revenue lifecycle solutions, but some Conga competitors offer more features in general. This is especially true of Proposify. Many of our capabilities surpass Conga's, and offer users more options and better functionality.

Design Flexibility: Proposify offers strong visual design capabilities with customizable templates, allowing users to create visually appealing proposals that reflect their brand identity. Conga doesn't offer the same level of design flexibility and aesthetics.

Ease of Use: Proposify is known for its ease of use and simplicity, making it ideal for reps who need to streamline the sales process without extensive training. Conga's features are more complex, requiring more complicated setup and training.

Pricing: Proposify is transparent with our pricing, publishing plan costs on our website, something Conga doesn't provide without first collecting your personal data.

Get CPQ Features with Proposify

Whether you're looking for an API, advanced reporting, or easy back-end setup, or you simply want an affordable Conga alternative, Proposify provides a wide range of essential features to automate your sales processes and efficiently drive growth.

Schedule a demo today to learn how Proposify gives you end-to-end visibility into and control of your quoting process to help you close deals more quickly and efficiently.