Sales-Led Billing Flow
Key Characteristics
Recommended Alguna Setup
1
Create enterprise plan templates
Navigate to Plans → Create Plan
- Create “Enterprise” plan as a starting template
- Include common enterprise products/add-ons
- Set default pricing (will be customized per deal)
2
Configure quote workflow
Navigate to Quotes → Settings
- Set approval thresholds (e.g., discounts > 20% need VP approval)
- Configure quote expiration (30-60 days typical)
- Enable e-signature integration
3
Build custom quotes
Navigate to Quotes → Create Quote
- Select customer and plan template
- Customize products, quantities, pricing
- Add multi-year terms with price escalators
- Include one-time implementation fees
- Apply volume discounts
4
Configure invoice-based billing
Navigate to Settings → Billing
- Set payment terms (Net 30, Net 45, Net 60, Net 90, Net 120)
- Enable invoice delivery via email
- Configure ACH and wire payment instructions
5
Set up contract management
- Track contract start/end dates
- Configure renewal reminders (90, 60, 30 days out)
- Set up auto-renewal or manual renewal workflows
Enterprise Pricing Structures
Volume Discounts
Multi-Year Contracts
Price Escalators (Ramps)
For multi-year deals, build in annual price increases:Quote Components
Approval Workflows
Configure approvals based on deal characteristics:Key Features to Configure
Quotes
Create and manage custom quotes.
Approval Flows
Set up approval workflows for deals.
Subscriptions
Convert quotes to active subscriptions.
Invoicing
Configure enterprise invoicing.
API Reference
Subscriptions API
Create subscriptions from signed quotes.
Invoices API
Generate and manage invoices.
Customers API
Manage enterprise accounts.
Webhooks
Track subscription and invoice events.
Related Quick Starts
B2B SaaS
SaaS pricing models and plan structures.
Sales & RevOps
Quoting workflows and CRM integration.
Hybrid Motion
Add self-serve for smaller deals.
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