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Conga › CPQ

Conga CPQ
implementation services

Product modelling, pricing, guided selling and approvals. On the Conga Advantage Platform, inside Salesforce, or across both. Including the migration between them.

Conga Certified Partner

120Days from kick-off to go-live on the Advantage Platform
160,000Active asset records queried at quote time
1,500Cart line items validated for performance
100+Constraint rules on a single bundle

Which Conga CPQ, and where does it run?

Two separate decisions, and they get collapsed into one more often than not. Get the second one wrong and you inherit an architecture nobody chose.

Decision one: which product

Advantage CPQ Smart CPQ
Lineage The Conga line, hosted on the Conga Advantage Platform The engine that came in with the PROS B2B business, February 2026
Reach Synchronises across CRM environments and out to ERPs such as SAP and Oracle through standard APIs Runs natively on both Salesforce and Microsoft Dynamics 365, API-first to SAP and Oracle
Suite fit Connected natively to Conga CLM, Composer and Billing on the same platform Integrates with Conga document automation, CLM and price optimisation
Distinctive strengths Deep product configuration, constraint modelling, asset-based ordering and amendments AI-led pricing and win-rate probability, guided configuration, quotes past 10,000 line items

Both now reach across CRMs and ERPs, so this is not a Salesforce versus everything-else choice, whatever the product pages imply. It turns on how your product model and pricing governance actually work, and on which suite you want the rest of your revenue lifecycle sitting in.

Where the engine runs is a separate decision

Figure 02: WHERE THE CPQ ENGINE RUNSFIG. 02 / WHERE THE CPQ ENGINE RUNS01IN SALESFORCESALESFORCE ORGCPQ ENGINETURBOENGINES OFFLOAD HEAVY WORK02PLATFORM, SALESFORCE FRONT ENDSALESFORCEBRIDGECONGA ADVANTAGE PLATFORMCPQ ENGINE03PLATFORM, STANDALONECONGA ADVANTAGE PLATFORMCPQ ENGINEINTERFACEDYNAMICS / SAP / NO CRMADVANTAGE CPQ IS HOSTED ON THE CONGA PLATFORM. SALESFORCE IS ONE FRONT END OPTION, NOT A REQUIREMENT.
Three deployment shapes. The second is the most common in enterprise, and the third is the one most buyers do not realise is available.

This is the one most often assumed rather than decided, and the assumption is usually wrong in the same direction. Advantage CPQ is not a Salesforce-only product. It is hosted on the Conga Advantage Platform, it functions outside Salesforce entirely, and Conga is explicit that you can deploy on any CRM or third-party solution. Salesforce is one front end option among several.

Deployment shape Where the engine sits Choose it when
CPQ for Salesforce A managed package inside your own Salesforce org. TurboEngines offload heavy pricing and configuration to Conga compute when the cart outgrows the org Your product model fits comfortably inside Salesforce and you want a single org to administer
Advantage Platform, Salesforce front end On the Conga platform, with your Salesforce org connected through the CPQ bridge package. Sellers never leave Salesforce You want platform-grade configuration and pricing without moving your sales team, which is the most common enterprise shape
Advantage Platform, standalone or another CRM Engine and interface both on the Conga platform, synchronised to Dynamics, SAP or Oracle, or to no CRM at all Salesforce is not your system of record, or quoting genuinely does not belong inside the CRM

The decision is also not permanent. Conga documents a route where the managed package stays in Salesforce while the platform picks up the heavy work, which turns a migration into a sequence rather than a single cutover. In most enterprises that is the right way to do it.

Straight answer on our own record. Every platform CPQ programme we have delivered so far keeps Salesforce as the front end, because that is what those clients wanted. The platform does not require it, and we will tell you when a different shape fits you better.
Where teams get caught. Conga ships the Salesforce managed package on a seasonal release cadence with published upgrade paths between versions. Orgs that fall two or three releases behind find the next upgrade is no longer routine. Keeping current is cheaper than catching up.

What we build

Product modelling and catalogue

Multi-level hierarchies, bundles inside bundles, option groups, and the constraint rule sets that most implementations quietly avoid. We have modelled around 2,500 product master records from SAP down to a sellable catalogue.

Pricing

Price lists and tiers, matrices, volume and currency handling, customer-specific and partner discount structures, mass price updates, and asset-based bottom-up pricing driven by live asset queries at quote time.

Guided selling and cart

Configuration flows people will actually use, cart totalling and summary groups, custom and formula fields on cart line items, and cart performance tested at scale rather than assumed.

Approvals

Approval rules and flows, search-filter approvals driven off deal-value fields, and escalation patterns that match how your commercial governance really works rather than how the org chart looks.

Asset-based ordering and amendments

Renewals, amendments and change orders against an installed base, including the service rules that decide what a customer is allowed to change and when.

Quote documents

The document that leaves the building. Generated from the cart, on brand, and correct, through Conga Composer or X-Author.

Migrating CPQ from Salesforce to the Advantage Platform

We are doing this now, on a live programme at a Finnish industrial manufacturer, keeping Salesforce as the front end. The work is more specific than a lift and shift, and the specifics are where the risk sits.

  • Pricing callbacks. Turbo pricing callback classes rebuilt as platform pricing callback classes, then behaviour-diffed against the source implementation rather than assumed equivalent.
  • Constraint rules. Replicated and tested against the original, including option-group expansion behaviour, on bundles carrying more than 100 rules each.
  • Configuration at scale. Two bundles in the current proof of concept carry 200 to 300 options across multiple option groups, with bundles nested inside bundles.
  • Cart performance. Validated at around 1,500 line items, because a migration that is functionally correct and unusably slow has not succeeded.
  • Proof before commitment. A scoped proof of concept on your most difficult products first, so the full migration is planned against evidence rather than optimism.

Questions

How long does a Conga CPQ implementation take?

Our fastest go-live on the Advantage Platform was 120 days from kick-off, for a single business unit with a well-understood product model. A multi-business-unit programme with ERP integration and asset-based ordering runs across quarters. We give a not-to-exceed number at the end of Phase Zero rather than a range at the start.

Is Advantage CPQ a Salesforce product?

No, and this is the most common misconception we meet. Advantage CPQ is hosted on the Conga Advantage Platform and functions outside Salesforce entirely. Conga is explicit that you can deploy on any CRM or third-party solution. Salesforce is one front end option, and a popular one, but it is not a requirement.

Can we keep Salesforce as the front end and put CPQ on the Advantage Platform?

Yes, and it is the most common enterprise shape. Your Salesforce org connects to the platform through the CPQ bridge package, the heavy configuration and pricing run on Conga compute, and your sellers stay where they already work. We have live programmes running exactly this.

What are TurboEngines, TurboPricing and TurboConfig?

TurboEngines are microservice compute engines that move heavy work off Salesforce. TurboPricing handles pricing calculation, TurboConfig handles configuration, and TurboEngines Data Sync moves data between Salesforce and Conga. They are the answer when your cart has become slow rather than a default install.

Our Conga managed package is several releases behind. Is that a problem?

It is the most common condition we find and it is fixable. Conga publishes upgrade paths between seasonal releases. The work is in regression testing your customisations rather than in the upgrade itself, which is why it gets deferred and then compounds.

Can Conga CPQ replace Salesforce CPQ?

It can, and we have done that migration. Whether you should depends on where your complexity actually lives. If your pain is product configuration and pricing logic rather than the quoting UI, the case is stronger.

Tell us where the quoting process breaks.

A CPQ health check is a short, fixed piece of work that ends in a document you own. It does not commit you to an implementation.