Post-signature review for Salesforce teams

Every signed deal, checked before it books.

RevPass reads each signed order form and PO, compares it to the customer’s MSA and the Salesforce opportunity, and flags what drifted before finance books it.

30 minutes. We connect your Salesforce sandbox and review a signed deal together. No implementation project.

See what a catch looks like
Ridge Platforms — Enterprise
Signed order form · uploaded 9:41 AM
1 deviation found
Read 14 fields from the signed copy
ACV, term, entity, dates, signatory
Matches the Salesforce opportunity
ACV $96,000 · 36-month term · legal entity
Payment terms drift from the MSA
Signed order form · p.2 §4
Net 60
MSA (Mar 2024) · §7.2
Net 30
Proposed: send to deal desk with the clause and page. Autonomy for this action: Propose
Illustrative deal. Findings link to the page they came from.
Per-customer MSA drift

The MSA says one thing. The signed order form says another.

Redlines get negotiated once and forgotten. RevPass compares every signed order form against that customer’s own master agreement, not a template, and shows you each clause that moved.

ClauseCustomer MSASigned order formResult
Payment termsNet 30Net 60Flagged
Liability cap12 months’ fees24 months’ feesFlagged
Auto-renewal notice60 days30 daysFlagged
Governing lawDelawareDelawareMatches
Signed-copy reconciliation

Customers mark up PDFs. The signed copy is re-read and compared to the opportunity or quote.

PO verification

Customer POs are checked against the signed order form before they reach finance.

Booking handoff and audit

Cleared PDFs land on the opportunity. Every agent action is timestamped and attributable.

You set how much it does alone

Start by catching. Hand over fixes when you trust it.

Set it per action. Fixes only touch fields your admins allow. Amount, owner, close date and currency are never changed by a fix.

Notify
Flags the mismatch

Slack alert to the rep with both numbers. Your team fixes it.

Propose
Drafts the fix

A proposal with Confirm and Dismiss arrives in Slack.

Auto
Fixes and logs it

Allowlisted fields are corrected and re-validated. You get an FYI.

Free field guides

The deal-desk field guide library

One email gets you all three.

Checklist
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.

Playbook
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.

Checklist
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.

Your deal desk shouldn’t be the bottleneck.

Founding customers get a custom pilot on their own signed deals. We size it with you. After that, you pay per deal we check; a deal counts once per contract year, and every document on it that year is included.

Built by founders who’ve spent 12+ years running revenue operations, order management and finance.