From quote to booked. Run by agents.
RevPass turns your deal-desk, MSA, and Salesforce policies into agents that generate order forms, route approvals, capture signatures, and book in Salesforce — end-to-end.
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.
No spam. Work email only.
One agent layer touches every role at once.
One platform. Every step of the 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. Agents render the order form with live Opp data, line items, and account info — 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 evaluate every deal automatically.
→ Only deals that need a human get one.
- 3
Send
DocuSign envelopes or downloadable PDFs, with anchored sign tabs and webhook 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 signed PDFs auto-attach to Salesforce Notes & Attachments. Full audit trail — every agent action, every policy check — follows the deal.
→ Finance gets a clean booking. Audit gets the trail.
The whole deal lifecycle. Not a slice of it.
Each capability is an agent your policies configure — not a workflow you have to maintain.
Salesforce-native generation
Upload your order form template. Map placeholders 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. Re-evaluation runs on every regeneration.
MSA drift detection
Every order form is compared against your master agreement — payment terms, liability caps, governing law, indemnification. Drift surfaces before send and after sign.
End-to-end signature
DocuSign envelopes with anchored sign tabs, status webhooks, and signed-PDF capture. No copy-paste between CPQ, signature, and finance tools.
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.
Slack exceptions
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 to Salesforce
Cleared signed PDFs land in the Opportunity’s Notes & Attachments automatically. Finance and audit pull from the deal record, not a shared drive.
Complete audit trail
Every agent action, every policy check, every field write — timestamped, attributable, exportable for finance and audit teams.
Humans handle judgment. Agents handle everything else.
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.
Your deal desk shouldn't be the bottleneck.
Reps close. Finance books. Nobody chases a PDF. Join the waitlist and we'll get you onboarded.
No credit card. We'll email you when access is open.