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Sales and Revenue Operations teams need fast quoting, accurate pricing, and seamless CRM integration. This guide covers the workflows that accelerate deal velocity and reduce revenue leakage.

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What Sales & RevOps Care About

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Key Workflows

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1. Creating Quotes

Navigate to Quotes → Create Quote
1

Select customer

Search for existing customer or create new from CRM sync.
2

Choose plan template

Start from a pre-built plan or build custom.
3

Customize pricing

  • Adjust quantities (seats, usage commitments)
  • Apply discounts (percentage or fixed)
  • Add one-time fees (implementation, training)
  • Set contract terms (1, 2, or 3 years)
4

Submit for approval

If discount exceeds threshold, quote routes for approval.
5

Send to customer

Generate PDF or send e-signature link.

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2. Managing Approvals

Navigate to Quotes → Pending Approval

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3. Tracking Pipeline

Navigate to Dashboard → Sales

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CRM Integration

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Salesforce

Connect Alguna to Salesforce to:
  • Sync accounts and opportunities automatically
  • Create quotes from opportunity records
  • Push signed deals back to Salesforce
  • Track ARR and MRR on account records
Navigate to Integrations → Salesforce to connect.

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HubSpot

Connect Alguna to HubSpot to:
  • Sync companies and deals
  • Create quotes from deal records
  • Update deal stage when quote is signed
  • Enrich HubSpot with billing data
Navigate to Integrations → HubSpot to connect.

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Pricing & Discounting

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Discount Guardrails

Set up approval thresholds to prevent over-discounting: Configure at Settings → Quotes → Approval Rules

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Volume Pricing

Build volume tiers into your products:

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Renewals & Expansion

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Renewal Dashboard

Navigate to Subscriptions → Renewals

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Expansion Signals

Watch for these upsell opportunities:

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Reports for RevOps

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Key Features

Quotes

Create and manage custom quotes.

Approval Flows

Configure discount approvals.

CRM Integration

Connect Salesforce or HubSpot.

Revenue Dashboard

Track ARR, MRR, and pipeline.

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API Reference

Customers API

Create and sync customer accounts.

Subscriptions API

Retrieve subscription details for CRM sync.

Plans API

Get available plans for quoting.

Webhooks

Sync billing events to CRM.

Sales-Led

Enterprise quoting and contracts.

Hybrid Motion

Combine self-serve and sales.

Finance & Billing Ops

Invoicing and revenue recognition.

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