Softwr

Customer Success · head to head

Conga vs Planhat

Conga logo

Conga

Customer Success

Revenue Lifecycle Management

From
$50/month
Rated
-
Full reviewWebsite
Planhat logo

Planhat

Customer Success

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Conga conga's pricing page publishes no rate, no plan tier and no product list, and offers only a Get Conga Pricing enquiry button; Planhat implementation demands data-modeling expertise and dedicated technical administration
  • They diverge on capability: Conga covers CPQ, Planhat covers Customer portals.

Where they differ

Only the attributes on which Conga and Planhat actually diverge.

Attributes where Conga and Planhat differ
AttributeCongaPlanhat
Starting price$50/monthOn request
Pricing modelsubscriptionUnknown
Founded20062015

Identical on both: free tier (No), platforms (Web), user rating (Not yet rated), category (Customer Success).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Conga

  • CPQ
  • Contract lifecycle management
  • Document generation
  • E-signatures
  • Workflow automation
  • Microsoft Dynamics
  • SAP
  • Oracle

Only in Planhat

  • Customer portals
  • Revenue analytics
  • Health scores
  • Playbooks
  • Usage tracking
  • HubSpot
  • Segment
  • Stripe

Both cover

  • Salesforce
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Conga

  • Generating quotes, contracts and documents from CRM datanot Planhat
  • Contract lifecycle management with approvals and e-signaturenot Planhat
  • Configure price quote workflows for complex salesnot Planhat

Planhat

  • Customer Successnot Conga
  • Customer Portalsnot Conga
  • Data Managementnot Conga

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Conga

  • Conga's pricing page publishes no rate, no plan tier and no product list, and offers only a Get Conga Pricing enquiry button
  • Pricing is handled case by case through sales rather than through published tiers
  • Conga's CPQ product is now branded Advantage CPQ and is positioned as an integration on top of an existing CRM, so a Salesforce or equivalent CRM licence is required separately

Planhat

  • Implementation demands data-modeling expertise and dedicated technical administration
  • Zero pricing transparency requiring direct sales engagement for quotes
  • Integration and data synchronization complexity requiring developer involvement
  • Users report data inaccuracies affecting platform reliability

Pricing, plan by plan

Conga

$50/month
  • Essentials$50/month
    • Document generation
    • E-signatures
    • Templates
  • Professional$100/month
    • CPQ
    • CLM
    • Workflow automation

Planhat

On request
  • Start-Up$1150/month
    • Customer 360
    • Health scores
    • Basic playbooks
  • Professional$1750/month
    • All Start-Up features
    • Advanced playbooks
    • Renewal forecasting
  • Enterprise$custom/mo
    • All Professional features
    • Advanced analytics
    • Dedicated support

Which should you pick?

Choose Conga if

  • You need cpq.
  • You also want contract lifecycle management.
Conga review

Choose Planhat if

  • You need customer portals.
  • You also want revenue analytics.
Planhat review

Questions people ask

Is Conga or Planhat better?
Neither clearly leads. Conga starts at $50/month and Planhat at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Conga or Planhat?
Conga starts at $50/month and Planhat at On request.
Does Conga or Planhat run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is Conga best used for?
Conga is most often used for generating quotes, contracts and documents from crm data, contract lifecycle management with approvals and e-signature, configure price quote workflows for complex sales. Of those, generating quotes, contracts and documents from crm data and contract lifecycle management with approvals and e-signature are not what Planhat is typically brought in for.
What can Conga do that Planhat cannot?
Conga covers CPQ, Contract lifecycle management, Document generation, E-signatures. Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks. Both handle Salesforce, Web support.

Answered from the vendors’ own pages

Planhat: What is Planhat's pricing model?

Planhat uses custom, quote-based pricing with no published rates. Start-Up plans estimated at $1,150/month, Professional around $1,750/month ($25K-$45K/year for mid-market), and Enterprise from $50K-$100K+/year. All plans include unlimited users.

Source
Planhat: Does Planhat include unlimited users?

Yes. All Planhat plans include unlimited users, so scaling the platform across the organization does not increase per-seat costs.

Source
Planhat: What integrations does Planhat support?

Planhat offers a full REST API and webhooks for read/write access, enabling advanced integrations with CRMs, data warehouses, and other systems. However, integration complexity requires developer involvement.

Source
Planhat: How long does Planhat take to implement?

Planhat requires significant implementation time due to data modeling and configuration depth. The platform demands dedicated technical administration and planning expertise.

Source
Planhat: What customer success features does Planhat provide?

Planhat includes Customer 360 profiles, customizable health scores, playbooks and automations, renewal forecasting, expansion tracking, and flexible data modeling for complex customer lifecycles.

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