Humans handle judgment.
Agents do the rest.
RevPass runs your deal desk quote-to-booked — generating order forms, routing approvals, capturing signatures, validating against Salesforce, and booking. You set how much it does on its own.
Built for SaaS revenue teams from Series A to Series C. Connect Salesforce and ship your first cleared deal in under 30 minutes — no implementation.
Talk to sales. Work email only.
Rep, approvals, order management, signature — one system thinking about every deal at once.
The instant the ink dries — validated, reconciled, booked.
Anything the agent can't safely clear is escalated to your team in Slack — with the exact reason, not a vague kickback.
You decide how much it runs.
Start by catching errors. Move to proposing fixes. Hand it the wheel when you trust it — and dial back any time. Set it per action: chasing approvals, fixing CRM fields, closing won deals, watching renewals.
Autonomy isn't all-or-nothing. It's a dial — and you hold it.
Flags the mismatch in Slack with the exact numbers. Your team fixes it.
Auto-playing — click a level to take control.
One platform. The whole deal. Run by agents.
Software made humans faster at the work. RevPass makes agents do the work — across five steps that used to live in five different tools.
- 1
Generate
Pick a Salesforce opportunity and a template, or price it in the built-in quote builder — terms, ramps, escalators, ARR/ACV/TCV. Agents render the order form from live data and surface MSA drift before you send.
→ No copy-paste between CPQ and Salesforce.
- 2
Approve
Policies replace approval workflows. Set the rules once — discount thresholds, term length, risk geography — and agents route every deal automatically. Identical pricing grandfathers prior sign-off.
→ Only deals that need a human get one.
- 3
Send
Native click-to-accept out of the box, or DocuSign per org — with anchored sign tabs and tracking. Send is gated until approvals clear.
→ Nothing ships without authorization.
- 4
Sign
Signed PDF flows back. Agents re-extract every field, validate against the Opportunity, re-run MSA drift detection, and auto-fix safe issues in Salesforce.
→ Clean deals clear without a human in the loop.
- 5
Book
Cleared deals auto-attach the signed PDF to Salesforce and hand a clean booking file to finance. Full audit trail — every agent action, every policy check — follows the deal.
→ Finance gets a clean booking. Audit gets the trail.
The whole lifecycle. Not a slice of it.
Each capability is an agent your policies configure — not a workflow you have to maintain.
Built-in CPQ
Price the deal in RevPass — multi-year terms, ramps, escalators, proration, co-terming — with ARR, ACV, and TCV computed live. No separate CPQ tool to reconcile.
Salesforce-native generation
Map your order-form template to Opportunity fields once; every future order form renders from live SF data — line items, ACV, billing, dates.
Policy-driven approvals
No workflow builder. Set policies in plain language ("discount > 15% needs CFO"); agents enforce them on every generation and regeneration.
MSA drift detection
Every order form is compared against your master agreement — payment terms, liability caps, governing law. Drift surfaces before send and after sign.
Native + DocuSign signature
RevPass click-to-accept out of the box, or turn on DocuSign per org. Either way, the signed copy flows straight back into validation.
Signed-copy validation
Customers can mark up PDFs. Agents re-extract the signed copy, validate against the Opp + MSA, and flag what changed. No silent drift past signature.
Exceptions in Slack
Reps see what is wrong in Slack and reply in-thread. Agents update Salesforce, re-validate, and clear the deal. The desk never sees clean work.
Auto-attach + booking handoff
Cleared signed PDFs land on the Opportunity, and a clean booking file (ARR/ACV/TCV, payment schedule) hands off to finance — not a shared drive.
Complete audit trail
Every agent action, every policy check, every field write — timestamped, attributable, exportable for finance and audit teams.
When it needs a human, it asks one.
Workflow tools route every step through a human. RevPass routes only the steps that need one — and surfaces the exact issue right inside Slack. Reply in thread; the agent updates Salesforce, re-validates, and clears the deal.
Hi Emily — your Ridge Platforms order form is blocking. Form ACV is $96,000, Salesforce opp is $87,357.87. Reply with the correct figure to update.
Use $96,000. Customer signed the new tier.
Updated Salesforce. ACV → $96,000. All checks passed. Deal cleared and ready to book.
The deal-desk field guide library.
Sourced checklists, cheat sheets, and templates we built RevPass around. Drop your email once, then pull down whichever ones are useful.
The Order Form Kickback Audit
A self-scored checklist of why order forms get kicked back — amount mismatches, wrong legal entity, MSA drift, missing terms — and how to catch each before it stalls a deal.
The MSA Drift Playbook
The clauses that silently drift between an order form and the customer's MSA — discount caps, payment terms, liability caps, auto-renewal, expiry — as a one-page review checklist.
The Deal Desk Routing Template
A fill-in routing matrix — discount thresholds, ACV bands, MSA-violation paths, and who signs off at each tier — you can adopt as your deal-desk policy this quarter.
Multi-Year CPQ Math Cheat Sheet
ARR vs ACV vs TCV vs first-year billing, ramps, escalators, proration and co-terming — with worked examples and the gotchas that quietly break order-form totals.
The Salesforce Opportunity Hygiene Checklist
The fields, amounts, dates, and line items that have to be right on an opportunity before it becomes an order form — so deals validate clean, forecasts hold, and nothing kicks back.
Signs You’re Ready for a Formal CPQ System
A 10-signal self-score for when manual quoting has stopped saving money and started leaking it — discount guardrails, hand-built term math, kicked-back order forms — plus what CPQ fixes and where it stops.
Your deal desk shouldn't be the bottleneck.
Reps close. Finance books. Nobody chases a PDF. Talk to sales and we'll run a few of your live deals together.
Work email only. An account executive will reach out soon.