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Sales and RevOps teams use Alguna to quote from a governed catalog, route non-standard deals through approval, capture signature, and keep the CRM in step with what was actually sold and billed. Because the quote becomes the subscription and the subscription produces the invoices and revenue schedule, the numbers a rep quotes are the numbers finance recognises. This quick start covers the workflows in that order; see How Alguna Works for the full chain.

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What the team cares about

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1. Quoting

From the customer, click New Quote.
1

Select the customer

Search for an existing customer, or one created by the CRM sync. Customers can also be created via POST /customers.
2

Seed from a plan

Start from the plan closest to the deal, or from a previous subscription for the same customer.
3

Adjust the deal

  • Quantities (seats, usage commitments)
  • Discounts, percentage or fixed, for a set duration or ongoing
  • One-off fees (implementation, training)
  • Contract term (12, 24, 36 months) and phases for ramped pricing
  • Entitlements the deal grants
4

Approval

If a rule matches (discount above threshold, non-standard clause), the quote goes to Pending approval.
5

Send

Send for e-signature, or copy the signing link. On signature the subscription is created and activates on its start date.
Detail: Create Quotes, Sending Quotes.

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2. Approvals

Under Quotes → Approvals, approvers see the quotes waiting on them, the discount and terms being approved, and the history of who approved what. Rules are defined in Approval Rules and grouped into flows in Approval Flows.

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Discount guardrails

Build this as tiered discount rules with different approver groups; the highest-matching rule applies. See Approval Workflows.

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3. Pipeline visibility

Quote status tells you where each deal is: Draft, Pending approval, Sent, Signed, Active, plus Rejected, Withdrawn and Expired for deals that stopped. Filter the Quotes list by status and owner. For the money side, GET /insights/revenue, GET /insights/revenue/by-customer and GET /insights/revenue/subscription/{id} return ARR, MRR and ACV; see Revenue Insights.

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CRM integration

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Salesforce

Connect under Settings → Connections → Integrations → CRM to sync accounts and opportunities, link opportunities to subscriptions, and write subscription fields (status, currency, contract dates, legal entity) back to the account. See Salesforce.

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HubSpot

Connect the same way to sync companies and deals and enrich HubSpot with billing data. See HubSpot. Where the CRM already holds the customer, record the link on the Alguna customer with POST /customers/{id}/connected-accounts so IDs resolve in both directions. Address customers by their CRM ID anywhere the API takes a customer {id}.

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Pricing and discounting

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Volume pricing in the catalog

A tiered seat price applies the right rate automatically, so reps do not hand-enter discounts for volume: See Pricing Models.

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Renewals and expansion

  • Contract end and next renewal are on every subscription (GET /subscriptions/{id} → contract.end_date; GET /subscriptions/{id}/billing-dates → next_renewal_date). Pull them into the CRM to drive renewal tasks.
  • Renewal repricing is an amendment with effective: "next_term_renewal", or a renewal quote when a signature is needed. A standing annual uplift is price_escalation.
  • Expansion (more seats, an add-on) is an amendment, signed via an amendment quote when the contract requires it.
  • Usage signals: metered subscriptions expose consumption on invoices and through revenue insights; a customer near a prepaid commitment is a candidate for a higher tier.

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Key features

Quotes

Build and send order forms.

Approval Flows

Discount and term guardrails.

CRM Integration

Salesforce and HubSpot.

Revenue Insights

ARR, MRR and breakdowns.

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API reference

Create a customer

Create and alias accounts from the CRM.

List subscriptions

Pull contract dates and status into the CRM.

List plans

The catalog reps quote from.

Webhooks

Push activation and invoice events to the CRM.

Sales-Led

Enterprise quoting and contracts.

Hybrid Motion

Self-serve plus sales.

Finance & Billing Ops

Invoicing and revenue recognition.

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