> ## Documentation Index
> Fetch the complete documentation index at: https://alguna.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales & RevOps

> Quotes, pricing, CRM integration, and deal velocity

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.

***

## What Sales & RevOps Care About

| Priority               | Why It Matters                                   |
| ---------------------- | ------------------------------------------------ |
| **Fast quoting**       | Reduce time from opportunity to signed deal      |
| **Accurate pricing**   | Eliminate manual errors and discounting mistakes |
| **CRM integration**    | Keep Salesforce/HubSpot as source of truth       |
| **Deal visibility**    | Track quotes, approvals, and pipeline            |
| **Renewal management** | Prevent churn, maximize expansion                |

***

## Key Workflows

### 1. Creating Quotes

Navigate to **Quotes** → **Create Quote**

<Steps>
  <Step title="Select customer">
    Search for existing customer or create new from CRM sync.
  </Step>

  <Step title="Choose plan template">
    Start from a pre-built plan or build custom.
  </Step>

  <Step title="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)
  </Step>

  <Step title="Submit for approval">
    If discount exceeds threshold, quote routes for approval.
  </Step>

  <Step title="Send to customer">
    Generate PDF or send e-signature link.
  </Step>
</Steps>

### 2. Managing Approvals

Navigate to **Quotes** → **Pending Approval**

| You'll See                    | Action                              |
| ----------------------------- | ----------------------------------- |
| Quotes awaiting your approval | Approve, reject, or request changes |
| Approval history              | See who approved and when           |
| Discount details              | Understand what's being approved    |

### 3. Tracking Pipeline

Navigate to **Dashboard** → **Sales**

| Metric                | What It Shows                  |
| --------------------- | ------------------------------ |
| **Quotes sent**       | Total quotes in customer hands |
| **Quotes pending**    | Awaiting customer signature    |
| **Win rate**          | Signed ÷ Sent                  |
| **Average deal size** | Mean ARR of closed deals       |
| **Time to close**     | Days from quote sent to signed |

***

## CRM Integration

### 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.

### 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.

***

## Pricing & Discounting

### Discount Guardrails

Set up approval thresholds to prevent over-discounting:

| Discount Level | Approver      |
| -------------- | ------------- |
| 0-10%          | Auto-approved |
| 11-20%         | Sales Manager |
| 21-30%         | VP Sales      |
| 31%+           | CFO           |

Configure at **Settings** → **Quotes** → **Approval Rules**

### Volume Pricing

Build volume tiers into your products:

| Quantity | Price/Seat | Auto-Applied |
| -------- | ---------- | ------------ |
| 1-50     | \$100      | Yes          |
| 51-200   | \$85       | Yes          |
| 201-500  | \$75       | Yes          |
| 500+     | Custom     | Needs quote  |

***

## Renewals & Expansion

### Renewal Dashboard

Navigate to **Subscriptions** → **Renewals**

| View                  | What It Shows                                |
| --------------------- | -------------------------------------------- |
| **Upcoming renewals** | Contracts ending in next 90 days             |
| **At risk**           | Customers with declining usage or engagement |
| **Expansion ready**   | Customers near usage limits                  |

### Expansion Signals

Watch for these upsell opportunities:

| Signal                       | Action              |
| ---------------------------- | ------------------- |
| Usage at 80%+ of included    | Propose higher tier |
| Adding team members          | Propose more seats  |
| Using advanced features      | Propose add-ons     |
| Contract approaching renewal | Propose multi-year  |

***

## Reports for RevOps

| Report                | Location            | Use Case                 |
| --------------------- | ------------------- | ------------------------ |
| **Quote pipeline**    | Quotes → Reports    | Forecast pending revenue |
| **Discount analysis** | Quotes → Reports    | Track discounting trends |
| **Win/loss by rep**   | Quotes → Reports    | Sales performance        |
| **ARR by segment**    | Dashboard → Revenue | Revenue breakdown        |
| **Churn analysis**    | Dashboard → Revenue | Identify churn patterns  |

***

## Key Features

<CardGroup cols={2}>
  <Card title="Quotes" icon="file-contract" href="/quotes/create-quotes">
    Create and manage custom quotes.
  </Card>

  <Card title="Approval Flows" icon="check-double" href="/automations/overview">
    Configure discount approvals.
  </Card>

  <Card title="CRM Integration" icon="plug" href="/integrations/marketplace">
    Connect Salesforce or HubSpot.
  </Card>

  <Card title="Revenue Dashboard" icon="chart-pie" href="/dashboard/insights">
    Track ARR, MRR, and pipeline.
  </Card>
</CardGroup>

***

## API Reference

<CardGroup cols={2}>
  <Card title="Customers API" icon="users" href="/api-reference/customers/create">
    Create and sync customer accounts.
  </Card>

  <Card title="Subscriptions API" icon="repeat" href="/api-reference/subscriptions/getSubscriptions">
    Retrieve subscription details for CRM sync.
  </Card>

  <Card title="Plans API" icon="rectangle-list" href="/api-reference/plans/listPlans">
    Get available plans for quoting.
  </Card>

  <Card title="Webhooks" icon="webhook" href="/api-reference/webhooks">
    Sync billing events to CRM.
  </Card>
</CardGroup>

***

## Related Quick Starts

<CardGroup cols={3}>
  <Card title="Sales-Led" icon="handshake" href="/quickstarts/sales-led">
    Enterprise quoting and contracts.
  </Card>

  <Card title="Hybrid Motion" icon="arrows-split-up-and-left" href="/quickstarts/hybrid-motion">
    Combine self-serve and sales.
  </Card>

  <Card title="Finance & Billing Ops" icon="calculator" href="/quickstarts/finance-ops">
    Invoicing and revenue recognition.
  </Card>
</CardGroup>

<Card title="← Back to Quick Starts" icon="arrow-left" href="/quickstarts/overview">
  See all quick start guides
</Card>