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100 % native to Salesforce · managed package

Quote to renewal,
natively in Salesforce.

CPQ, subscriptions and the ARR reporting after. One managed package inside your own Salesforce. No second system, nothing to sync.

One appFrom quote to ARR
Stays in your orgNothing leaves Salesforce
Live in daysNo configuration project
RevOps owns itNo developer needed
Sound familiar?

Six people in your company.
One missing system between them.

Hover a card to pause it.

Sales Rep

Two hours to build a quote, and no two reps price it the same.

Last quarter's spreadsheet, pricing from memory, proration worked out by hand, then a PDF emailed with no tracking and no approval. If the price is wrong, you find out at invoicing.

The cost
Hours per quote, and a price nobody can explain three months later

One guided flow — priced against your own closed deals, prorated, rendered and sent for signature.

28% of a sales rep’s time is spent actually selling. The rest goes to deal admin and data entry. Salesforce, State of Sales, 7,775 reps, 2022

VP Sales

A rep gave 30% away to win the deal. Nobody signed off on it.

With no approval step, reps discount whatever it takes to close. You spot the pattern at quarter end, when the margin is already gone.

The cost
Margin leaking deal by deal, invisible until the quarter closes

The rule fires on submit, the quote locks, and you decide from Slack.

1% on price moves operating profit by about 8%. Discount discipline shifts profit faster than volume ever does. McKinsey, The Power of Pricing

Legal & Contracts

Non-standard terms get agreed in a thread nobody can find later.

A custom liability clause goes to Legal, the discount goes to the CRO, and they run one after the other because there is no way to run them side by side. Six months on, nobody can say who agreed to what, or which version the customer actually signed.

The cost
Days of dead time, and no defensible record of the commitment

Legal and commercial approve in parallel, and the exact document sent is re-renderable years later.

RevOps / Salesforce Admin

A new price tier means a ticket, a sprint, and a three week wait.

Change an approval threshold, add a volume band, rebrand a quote template — each one needs a developer, an admin, or a consultant on retainer. The commercial team waits weeks for a change that should take minutes.

The cost
Commercial strategy moving at the speed of the engineering backlog

A no-code console. Products, tiers, rules, templates, tax — all yours.

Customer Success

You walk into the renewal call without knowing what they bought.

What they started on, what they added last year, what the contract says about the uplift — it is spread across an old quote PDF, a spreadsheet and somebody's memory. So you open the call by asking the customer.

The cost
The renewal conversation starts from behind, every time

The full commercial history sits on the account, before the call starts.

Median net revenue retention is 101%, gross retention 91%. Half of B2B SaaS is shrinking its existing base. SaaS Capital, 1,000+ private B2B SaaS companies, 2025

CFO / Finance

Nobody can say what ARR is today without rebuilding it.

Salesforce keeps what a deal closed at. It does not keep the upgrade in March, the ten seats dropped in June, or the uplift at renewal. So every quarter somebody exports to a spreadsheet and reconciles by hand.

The cost
A week of finance time a quarter, and a board number nobody can trace

Every change in ARR written once as a dated event — ARR, NRR and lifetime value become queries, not projects.

Quoting & pricing intelligence

Every rep prices
like your best rep.

Tiers, ramps and proration are calculated for the rep, not by the rep.

Suggested add-ons and upgrade paths
Related products surface as the rep builds — the add-on that usually goes with this plan, the tier above, the natural replacement. Expansion stops depending on who knows the catalogue best.
Benchmarks from your own history
What similar deals actually closed at, per product, so the rep knows the range before they concede.
Where this price sits, live as they type
The last three comparable deals, shown beside the number the rep is typing. Most self-correct before a manager has to.
Tiers, ramps and proration
Price snaps to the right volume band, multi-year ramps and part-period maths handled for you.
Bigger deals, priced with evidence, in a fraction of the time.
Approvals

No discount leaves
the building unseen.

Your rules, not a fixed template.

Rules that see the whole picture
"Over 20% off" is blunt. "Over 20% off, on a renewal, for an account already below list" is a real policy — and that is the kind of rule you can write.
Sequential or parallel
VP then CRO, or Legal alongside commercial. Nothing waits in a queue it does not need to be in.
The quote locks while it is pending
Nothing changes underneath the approver. A rejection comes back unlocked, with their comments attached.
Decided in seconds, from anywhere
Approvers act from Slack, from email, or from an inbox in Salesforce — whichever gets an answer fastest.
Every decision stamped with who, when and why — permanently.
Documents & signature

Out the door in minutes.
Defensible for years.

Build the document once.

Design it once, use it everywhere
Cover page, pricing table, terms, signature block. New business, renewal and expansion each get the right layout.
Change it without breaking history
The document a customer signed two years ago still renders exactly as they received it — useful in an audit, a dispute or due diligence.
One send, everything attached
Master agreement, DPA, SLA or a security report ride along with the proposal.
E-signature, tracked back to the deal
Set the signing order, send, and watch the status land on the opportunity. No copying files between systems.
The proposal, the approval and the signature all live on one record.
Subscription management

No renewal reaches you
as a surprise.

Closing the deal creates the subscription, and the contract runs itself from there.

Renewals raise themselves
Ahead of the end date, the renewal quote is created for you — existing products loaded, contracted uplift applied, ready to review rather than rebuild.
The right people get told
Owner, CSM and manager are notified in Slack or email while there is still time to run a proper renewal conversation.
Upgrades, downgrades and add-ons mid-term
Change the subscription whenever the customer does, with proration handled and the ARR kept honest.
The whole relationship on the account
What they started on, everything added since, what they pay today — visible before anyone dials.
Renewal becomes a pipeline you manage, not a date you missed.
Revenue reporting

ARR and NRR straight from
the deals that made them.

The quote, the contract and the ARR are one system, so the waterfall builds itself.

A waterfall you can defend
Opening ARR to closing ARR, with every movement categorised — and each one traceable back to the deal that caused it.
NRR, gross retention, expansion rate
The metrics your board and your investors ask for, calculated from contracts rather than estimated from pipeline.
Contraction reported on its own
Shrinking accounts are separated from lost ones, so a flat quarter cannot disguise a retention problem.
By segment, region or entity
Slice it in standard Salesforce reports and dashboards. No export, no separate BI licence.
One number, in the CRM, the board pack and the data room.
Built for RevOps

Change the commercial model
without opening a project.

Products, pricing, rules, templates, tax and alerts, all in a no code console. No tickets, no consultants.

No code admin console
Products, pricing, rules, templates, notifications and e-signature in one place.
Plug and play, live in 1 to 2 days
Installs in minutes. Reps write their first quote the same day.
Pre built templates
New Business, Renewal and Expansion, ready to brand in the console. No designer needed.
Salesforce security, nothing extra
Profiles, permission sets and field level security apply automatically — the setup you already have.
Enterprise ready

Five legal entities.
One way of selling.

For companies selling across several legal entities, currencies, languages and partner channels.

Multiple selling entities
Own branding, currency, tax rules and approval chain, assigned by account location.
Multi language
Templates in many languages. Proposals go out in the customer's language.
Multi currency
Full Salesforce multi currency, ARR in your reporting currency.
Partner selling
Partner specific pricing, products and approvals, with partner ARR tracked separately.
Before you put AI on top

An AI agent will answer
whether or not it should.

Ask it which accounts are shrinking. It can only use what your org actually records.

Salesforce alone

"Three accounts look at risk — reduced email activity and a missed QBR."

Inferred from behaviour.
With Revligent

"Four accounts contracted this quarter, totalling €41,300. Acme dropped 8 seats at renewal."

Read from contracts.

Your reps create that record simply by quoting. Put Agentforce, Einstein or your own agents on top, and they are working from what was actually sold.

Honest comparison

Four ways to solve this.
Each one is right for someone.

Most of you are comparing us to what you already run. Here is the whole picture, including where somebody else is the better answer.

Salesforce CPQ
End-of-sale

The incumbent for years, and genuinely deep — but Salesforce has stopped selling it and moved the roadmap elsewhere.

What end of sale means for you
Where it wins
  • Native, proven, deeply configurable
  • Handles very complex catalogues
What it costs you
  • No new capability arriving
  • Every change needs a specialist
  • The migration is coming regardless
Our takeFine for now. Not a destination.
Revenue Cloud
Powerful, heavy

Salesforce’s long-term answer, and the right one at genuine enterprise scale. Building blocks you configure, with a partner, over months.

Where it wins
  • The vendor-blessed migration path
  • Usage billing and revenue recognition
What it costs you
  • Partner-led implementation, scoped as a project
  • Six to eighteen months to a first quote
  • Every change is a project
Our takeThe right call if you have the budget and the window.
DealHub & Conga
Great quoting, stops there

Polished quoting products. DealHub’s guided selling is excellent; Conga’s document engine handles complexity better than almost anyone.

Where it wins
  • Best-in-class quoting experience
  • Mature no-code configuration
What it costs you
  • Data lives outside Salesforce and syncs back
  • Another processor in your records of processing
  • Stops at the signed document
Our takePick them if quoting is genuinely your only problem.
Revligent
Native, and past the quote

For the SaaS company on Salesforce that needs quoting, approvals, subscriptions and ARR working this quarter. It installs working — there is nothing to build first.

Where it wins
  • 100% native. No second system, nothing to sync.
  • Price benchmarks from your own closed deals
  • Subscriptions, renewals and ARR after the signature
  • Live in days, owned by your RevOps team
What it costs you
  • Usage-based billing is coming, not here
  • Revenue recognition stays with your finance system
Our takePick us if you need the whole loop working now, not next year.
What actually differsSalesforce CPQRevenue CloudDealHub / CongaRevligent
Still sold to new customersEnd-of-saleYesYesYes
Native — no second systemYesYesNoYes
Subscriptions & renewals after signaturePartialYesNoYes
ARR waterfall & NRRNoAdd-onNoYes
Price benchmarks from your own dealsNoAdd-onNoYes
Data never leaves your Salesforce orgYesYesNoYes
RevOps owns it — no consultantNoNoPartialYes
Usage-based billingNoYesNoComing
Time to first quoteMonths6–18 monthsWeeks + rollout1–2 days
YesPartial or add-onNo
Shipping nextUsage-based billing · Churn risk signals · Deeper revenue analytics

Capabilities compiled from publicly available vendor information, August 2026. Timings reflect implementations we have scoped and run as a Salesforce partner, not vendor commitments. Partial = the capability exists with meaningful limitations. Verify current vendor detail before you decide.

Book a demo

Bring a real deal.
We’ll quote it in your sandbox.

No slides. We install Revligent in your own Salesforce sandbox and take one of your real opportunities all the way through. You keep the sandbox.

In the 30 minutes
  1. 1We install RevligentIn your own Salesforce sandbox
  2. 2We load your productsAnd your price list
  3. 3We quote a real opportunityApproved, documented, sent for signature
  4. 4You see what it becomesA subscription, and a line in your ARR
Salesforce ISV PartnerAppExchange security review underwayGDPR by architecture — your data never leaves your org