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Conga CPQ Implementation Services

Your sales team deserves quotes that are fast, accurate, and margin-protected. Perigeon delivers end-to-end Conga CPQ implementation — from product catalog and configuration rules to guided selling, approval workflows, subscription quoting, and the full CPQ+CLM+Billing revenue stack.
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AI

Product Catalog &
Configuration

Pricing Rules
& Discounts

Guided
Selling Setup

pen

Approval Workflow &
Margin Governance

CPQ + CLM +
Billing Integration

order

Asset-Based
Ordering & Renewals

conga CPQ banner

Platform Overview

What Is Conga CPQ, and Why Do Sales Teams Need It?

Conga CPQ (Configure, Price, Quote) is an enterprise quoting platform that automates every step of the quote-creation process — from product configuration and pricing rules through discount approvals, proposal generation, and contract handoff — all within your Salesforce environment.
Without a dedicated CPQ platform, sales reps manually assemble quotes from spreadsheets, check pricing with Finance, chase discount approvals by email, and recreate proposal documents from scratch. This produces slow, error-prone quotes that erode margins and lose deals to faster competitors. Complex products with hundreds of configuration options amplify every one of these problems.
Conga CPQ replaces that fragmented process with a structured quoting engine. Configuration rules prevent incompatible product combinations. Pricing guardrails protect margin automatically. Guided selling steers reps to the right product and bundle for every customer. Approval workflows enforce discount limits before quotes leave Salesforce. For organizations managing significant quote volumes or selling complex configured products, the impact on sales velocity and deal accuracy is transformational.
Perigeon implements both Conga CPQ products — Advantage CPQ and Smart CPQ — and connects them to the full Conga revenue stack.
Explore our Conga CLM and Conga Billing implementation services.
Conga C

What Perigeon Delivers

Our Conga CPQ Consulting & Implementation Services

From initial product catalog design through guided selling configuration, approval workflows, and post-launch managed services — Perigeon covers every layer of your Conga CPQ deployment with certified consultants who specialise in complex quoting environments.

Product Catalog & Configuration

  • Product catalog design — categories, attributes, and pricing structures
  • Configuration validation rules — auto-validation of complex product mixes
  • Solution selling setup — hardware + software + services + subscription bundles
  • Product comparison views — side-by-side options during configuration
  • Asset-based ordering — renewals and mid-term amendments from active assets

Pricing Rules & Approval Workflows

  • Pricing waterfall setup — list, attribute-based, tiered, and promotional pricing
  • Discount management and discount schedule configuration
  • Approval workflow design — discount thresholds and escalation matrix
  • Margin governance guardrails — prevent under-priced quotes leaving Salesforce
  • Advanced promotions and rebate management configuration

Guided Selling & Quote Automation

  • Guided configuration setup — product search and category navigation flows
  • Cross-sell and upsell rules — surface opportunities during configuration
  • Real-time collaboration setup — shared quote inputs across sales teams
  • Quote template and proposal output configuration
  • Subscription lifecycle setup — renewal automation and agreement validation

Integration & Managed Services

  • Conga CLM integration — seamless quote-to-contract configuration handoff
  • Conga Billing integration — order-to-invoice from CPQ approval
  • Conga Composer integration — branded proposal document generation
  • Post-launch pricing rule updates and product catalog changes
  • Quarterly health checks, Conga upgrades, and priority SLA support

Our Delivery Methodology

How We Implement Conga CPQ

CPQ implementations fail when the product catalog is not designed before configuration begins. Our methodology resolves product architecture upstream so every pricing rule, configuration constraint, and approval workflow is built on a solid foundation.

Step 1

Discovery & Product Architecture Design
We begin with an audit of your current quoting process — how reps build quotes today, where errors occur, how pricing is structured, what approval rules Finance requires, and which products or bundles cause the most friction. This phase produces a CPQ Architecture Document defining your product hierarchy, attribute model, pricing waterfall, and approval matrix before any configuration begins.

Quoting process audit

Product hierarchy design

Pricing waterfall mapping

Approval matrix design

Architecture document

Step 2

Product Catalog & Configuration Rules Build
Our certified Conga CPQ consultants build the product catalog inside Salesforce — creating product families, attribute definitions, bundle structures, and the configuration validation rules that enforce compatibility and flag errors during quoting. Solution selling bundles for hardware, software, services, and subscription combinations are configured during this phase.

Product catalog build

Attribute configuration

Bundle rules

Configuration validation

Solution selling setup

Step 3

Pricing, Discounts & Approval Workflows
We build the pricing waterfall — configuring list pricing, attribute-based adjustments, tiered discount schedules, and promotional pricing rules. Approval workflows are built to match your exact discount matrix, with automated escalation routing to the correct approver at each threshold. Margin governance guardrails are set to prevent non-compliant quotes from reaching customers.

Pricing waterfall

Discount schedules

Approval workflows

Margin guardrails

Promotional pricing

Step 4

Guided Selling, Integration & Quote Output
We configure the guided selling experience — product search flows, category navigation, cross-sell recommendation rules, and product comparison views. CPQ integration with Conga CLM (quote-to-contract handoff), Conga Billing (order-to-invoice), and Conga Composer (branded proposal generation) are connected during this phase. Quote templates and proposal output formats are finalized.

Guided selling flows

Cross-sell rules

CLM integration

Billing integration

Quote templates

Step 5

UAT, Sales Team Validation & Go-Live
Structured UAT sessions with your sales, Finance, and RevOps stakeholders validate every configuration rule, pricing calculation, approval route, and quote output against real deal scenarios. Edge-case testing catches issues with complex bundles and unusual discount combinations before production. Go-live is followed by 30 days of dedicated hypercare support and role-based training for sales reps and admins.

Sales team UAT

Finance sign-off

Edge-case testing

Production deployment

30-day hypercare

Full Revenue Stack

Conga CPQ + CLM + Billing: The Complete Quote-to-Cash Stack

Most Conga partners implement CPQ in isolation and leave the contract and billing handoffs as manual steps. Perigeon implements the entire Quote-to-Cash workflow as a single connected platform — because the configuration data from CPQ directly determines what goes into the CLM contract, which determines what the billing schedule generates.
When CPQ and CLM are connected correctly, quote fields auto-populate contract templates — eliminating re-keying, reducing errors, and compressing the time from approved quote to countersigned contract from days to hours. When Billing is added, the order created from the signed contract automatically generates the billing schedule and first invoice with no manual intervention.
What this means for your team: Sales closes a deal, approves a quote, and the rest happens automatically. No manual contract creation. No chasing signatures. No billing team manually building invoices from quote PDFs.

Built for Every Team

Who Benefits from Conga CPQ at Perigeon-Implemented Organizations?

Conga CPQ is not just a sales tool. When implemented correctly, it transforms how every team that touches a quote operates daily.
Growth

Sales Team

  • Guided configuration — no more manual product selection errors
  • One-click quote generation from within Salesforce Opportunity
  • Asset-based renewals — amendment quotes built from active customer assets
real estate for sale

Finance & Deal Desk

  • Automated approval workflows — no quote leaves without required sign-off
  • Margin governance guardrails — real-time visibility into deal profitability
  • Discount schedules enforced automatically — no exceptions without escalation

RevOps & Salesforce Admin

  • Configuration validation catches errors before reps submit quotes
  • Pricing rules update centrally — no spreadsheet distributions to reps
  • Subscription renewals and mid-term amendments handled automatically
regulatory

Legal & Contracts

  • CPQ data populates CLM contract templates — no re-keying
  • Contract terms match quoted terms exactly — every time
  • eSignature routed automatically via Conga Sign after contract generation

Vertical Expertise

Conga CPQ Implementation Across Key Industries

CPQ complexity varies significantly by sector. Product configuration logic, pricing structures, and approval requirements differ between manufacturing, SaaS, and financial services. Our industry experience means your implementation starts from proven patterns, not from zero.
factory

Manufacturing

Engineering configuration logic for complex product rules and industrial configurations. Solution selling across hardware, software, and service bundles. Asset-based ordering for equipment renewals and service contract amendments. Advanced promotions and rebate management for distributor channels.
data usage

Hi-Tech & SaaS

Subscription lifecycle management — renewals, upgrades, downgrades, co-terming, and mid-term amendments from active assets. Tiered pricing and usage-based pricing rules. Automated renewal quoting from existing asset records. Cross-sell recommendations during subscription configuration.
account balance

Financial Services

Complex product eligibility rules and guided configuration for regulated financial products. Multi-tier pricing with compliance-enforced discount limits. Advanced approval workflows for deals requiring legal or compliance sign-off. Solution selling across investment, insurance, and banking product lines.
health cross

Healthcare & Life Sciences

Complex medical device and clinical solution bundle configuration. Solution selling across device, software, service, and training components. GPO and contract pricing rules with tiered schedule management. Asset-based ordering for equipment service contract renewals and amendments.
auto towing

Logistics & Transport

Multi-service solution selling across freight, warehousing, and last-mile components. Complex rate card and volume-tier pricing configuration. Asset-based ordering for carrier agreement renewals. Approval workflows for high-value contract pricing decisions.

Energy & Utilities

Complex energy supply agreement configuration with multi-year ramp pricing. Solution selling across energy, services, and financing components. Advanced approval workflows for large commercial and industrial deals. Subscription lifecycle management for service contract renewals.

Our Differentiators

Why Choose Perigeon as Your Conga CPQ Partner?

There are several Conga partners in the market. Here is what makes Perigeon the right choice for organizations that need a reliable, experienced team behind their CPQ deployment.

Guided Selling Configuration

Guided selling is the feature that most directly improves rep adoption and quote accuracy — but it is also the hardest to configure correctly. Perigeon’s consultants design the product search experience, category navigation flows, compatibility rules, and cross-sell recommendation logic that makes guided selling actually guide, rather than just presenting a product list.

CPQ + CLM + Billing Full Stack

Most Conga partners implement CPQ alone and leave the contract and billing handoffs unresolved. Perigeon implements all three products together — ensuring the quote data correctly populates the CLM contract template and the approved order automatically triggers the Conga Billing schedule. No integration gaps, no manual steps between systems.
public

Global Delivery & Managed Services

Delivery teams across the US and India provide coverage across time zones — so pricing rule changes and catalog updates are handled without waiting for the next business day. Post-launch managed services cover product catalog updates, new pricing model configuration, Conga CPQ version upgrades, and priority support SLAs for ongoing revenue operations needs.
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AI

Both CPQ Products — Advantage & Smart

Perigeon implements both Conga Advantage CPQ (Salesforce-native, subscription lifecycle, CLM integration) and Conga Smart CPQ (CRM-agnostic, 100,000+ line items, neural network pricing, industrial configuration). We recommend the right product for your specific environment — and implement it correctly the first time.

Product Catalog Architecture Depth

The quality of a CPQ implementation is determined almost entirely by how well the product catalog is designed before configuration begins. Perigeon’s consultants run a structured product architecture workshop at the start of every engagement — defining the hierarchy, attribute model, bundle logic, and pricing waterfall before writing a single configuration rule.
sync

Salesforce CPQ Migration Expertise

Perigeon has hands-on experience with Salesforce CPQ (Steelbrick) architecture and runs Salesforce CPQ → Conga CPQ migrations as a structured service. We begin with a full configuration audit of your existing Salesforce CPQ setup — product catalog, pricing rules, discount schedules, approval workflows — before mapping each element to Conga’s architecture.

Frequently asked questions

How long does a Conga CPQ implementation take with Perigeon?
A Quickstart Conga CPQ implementation focused on standard quoting for a clean product catalog typically takes 6–8 weeks with Perigeon. More complex deployments involving large product catalogs, custom configuration rules, guided selling workflows, CPQ+CLM integration, and asset-based ordering for subscription renewals typically range from 10–16 weeks. Every engagement begins with a scoped project plan so you know the exact timeline and milestones before work starts.
Conga offers two distinct CPQ products. Conga Advantage CPQ is Salesforce-native — it runs inside your Salesforce org, integrates natively with Conga CLM and Billing, supports subscription lifecycle management and asset-based ordering, and is the right choice for Salesforce-first organizations. Conga Smart CPQ is CRM-agnostic — it supports Microsoft Dynamics and SAP environments, handles mega-quotes with 100,000+ line items, uses neural network pricing recommendations, and is designed for complex industrial configurations at massive scale. Perigeon implements both and advises on which fits your specific business.
Yes. Conga CPQ is designed to link configurations directly to Conga CLM for seamless contract transitions. When a quote is approved, the CPQ configuration data flows into CLM to generate the contract — eliminating manual re-entry and ensuring the contract terms match exactly what was quoted. Perigeon implements both products and specialises in configuring the CPQ-to-CLM handoff: quote field mapping, contract template population, approval stage synchronisation, and signature routing via Conga Sign.
Conga CPQ includes margin governance guardrails and automated approval workflows that enforce discount limits before a quote can proceed. Perigeon configures the approval matrix — defining who must approve at each discount threshold, setting automated escalation rules, and ensuring pricing guardrails prevent quotes from leaving Salesforce without the correct sign-off. This eliminates unauthorized discounts reaching customers and protects deal margins systematically across your entire sales organization.
Asset-based ordering allows sales reps to manage complex subscription renewals, upgrades, downgrades, and mid-term amendments directly from the customer’s existing asset records in Salesforce. Rather than building a new quote from scratch for every change, the rep starts from the customer’s current active assets, makes the required changes, and Conga CPQ generates an accurate change order with correct proration and pricing. Perigeon configures the asset-based ordering rules, amendment logic, and renewal automation so your team handles the entire subscription lifecycle from within Salesforce.
Migration from Salesforce CPQ to Conga CPQ is a structured configuration-mapping project. The key work involves mapping your existing product catalog to Conga’s object model, recreating pricing rules and discount schedules, rebuilding approval workflows, and migrating active asset records for subscription renewals. Perigeon’s team has hands-on experience with both platforms and runs migrations as a named service — beginning with a full configuration audit of your current Salesforce CPQ setup before any migration work starts. Contact us for a no-obligation migration scoping assessment.
Guided selling in Conga CPQ uses configuration rules to steer sales reps toward the right products and bundles for each customer situation — surfacing recommendations, filtering incompatible options, and prompting cross-sell and upsell opportunities during the quoting process. Perigeon configures the product search experience, category navigation flows, configuration validation rules, product comparison views, and the recommendation logic that drives cross-sell suggestions. The goal is a quoting experience where reps can’t make a wrong product choice — the system steers them to the right answer every time.
Yes. Conga CPQ’s solution selling capability allows sales teams to combine hardware, software, services, and subscriptions in a single quote — with configuration rules ensuring incompatible combinations are blocked and required components are automatically included. Perigeon configures the bundle structures, dependency rules, and pricing logic for complex solution quotes. This is particularly important for manufacturing and healthcare organizations where a single customer solution may include physical equipment, software licenses, installation services, and an ongoing support subscription all on the same proposal.

Ready to Accelerate Your Sales Quoting?

Talk to a certified Conga CPQ consultant at Perigeon. We’ll review your current quoting process, identify where CPQ will have the highest impact, and walk you through a realistic implementation plan — including a migration assessment if you are currently on Salesforce CPQ.
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Ujval Shah

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