Alguna provides an end-to-end Quote-to-revenue workflow by having a Quote module natively integrated in the Billing Engine. This allows enterprise teams to create custom order forms, define pricing, add discounts and close deals in the most flexible way possible.

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Quote Statuses Lifecycle in Alguna

Allows you to create and edit quotes before sending to customers. Quote editing is allowed.

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Create a Quote

Quotes follow a very similar creation pattern to plans. Once you’ve configured your accounts and products, you can then start creating Quotes for your customers.

To create a Quote, navigate to the relevant customer account and click the New Quote button. If you have saved Quote templates, you can choose a pre-filled Quote or you can start building a Quote from scratch.

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Add Quote Details

  • Name: Enter a clear and descriptive name for the Quote. This will be visible to customers during checkout or in Quotes.
  • Description: Provide a detailed description of the Quote. This should outline what the Quote offers and any key features customers need to know.

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Custom Quote Terms

You can set specific terms that will apply to the entire Quote. These include:

  • Trial Period: If offering a free trial, specify the number of days the trial will last. During the trial, the customer is not charged.
  • Minimum Spend: Set a minimum spend that the customer must reach during each billing period, regardless of their usage. This ensures a base revenue for the Quote.
  • Maximum Spend: Optionally, you can cap the maximum amount a customer is billed in each period, limiting the charges for a specific billing cycle.
  • Discount: Apply a discount to the entire Quote. This can be a monetary amount or a percentage off for a specified time period.

These terms provide flexibility in how the Quote is structured, enabling you to offer promotional pricing, free trials, and controlled spending limits.

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Add Products to the Quote

Once your Quote details are set, you can add products. To do this, click the Add Product button. A modal will appear where you can search for the products you want to include in the Quote. Select the products and click Save to add them to the Quote.

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Fixed Products

When adding a fixed product, you can:

  • Set the Fee: Define the fixed amount to charge the customer for this product.
  • Billing Interval: Choose how frequently the product will be billed. For example, you can select Monthly, Quarterly, or Yearly intervals, depending on the Quote’s structure.

Fixed products are ideal for services or subscriptions that have a consistent, unchanging price.

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Metered Products

For metered products, you can set:

  • Billing Interval: Choose how frequently the product will be billed. For example, you can select Monthly, Quarterly, or Yearly intervals, depending on the Quote’s structure.
  • Pricing Model: You can choose from a variety of pricing models to match your product’s billing structure.
You can review available Pricing Models.

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Sending & Activating Quotes

Once you’ve added all the products you want to the Quote, you can activate it.

Manage PlansSending Quotes