Revenue & contract operations
We keep the deal, the signed contract and the bill in agreement.
Revenue leaks hide in the gaps between the deal, the contract and the invoice. We connect them so that what Sales sold, what Legal approved and what Finance bills are the same thing.
Where revenue leaks between quote and renewal
Pick a step to see what we enforce there, and what goes missing when nothing does.
What we enforce at this step
Price books and approved discounts, so the quote matches what Finance will bill.
What leaks when nothing does
Discounts typed by hand that nobody approved.
What we enforce at this step
Each clause routes to its approver, with the threshold written down.
What leaks when nothing does
Requests that sit in a queue nobody can see.
What we enforce at this step
The order form is generated from the deal and checked before it can be sent.
What leaks when nothing does
Word documents edited after generation, so the signed version is unknown.
What we enforce at this step
Signed terms, fees and billing contacts flow to billing as they were signed.
What leaks when nothing does
Set-up fees and billing contacts dropped on the way.
What we enforce at this step
Renewal dates and notice periods come from the signed contract, with reminders scheduled.
What leaks when nothing does
Renewal dates that drift away from the contract.
Do these sound familiar?
What we deliver
- Contract automationA Legal-owned clause library, approval routing by clause and DocuSign generation straight from deal data.
- Contract intelligenceSigned agreements read at the document level and loaded as structured, reportable terms.
- Pricing & renewalsPrice books, renewal rate carry-forward, scheduled price increases and notice-period automation.
- Sales process designStages with exit criteria enforced where the data is needed, migrated without losing history.
- Pipeline hygieneExpiry engines that preview before they close anything, and a weekly digest for leadership.
- Executive reportingOne weekly view of pipeline and revenue, with definitions written into the labels.
This practice in our case studies
- Signed contracts turned into reportable dataNobody could say which customers had signed which version of the terms. Every signed contract was read, and the terms now sit on each account as fields the business can report on.
- Revenue leaks closed between the deal and the billMoney leaked between the signed deal and the bill. Each leak was traced to its cause on real records, fixed at the rule and backfilled.
- A new sales process for every live deal, in one eveningLeadership wanted five stages with exit criteria. Every open deal moved in one evening, and the reports leadership reads each week kept their history.
Questions before we start
Do you implement CPQ?
Our contract work is built on Sales Cloud, price books, approval routing and DocuSign. If you already run a CPQ product, we integrate with it and make sure what it produces matches the signed contract and the bill.
Can you turn existing signed contracts into data?
Yes. We read the signed documents themselves, apply your Legal team’s rulings and load the result as reportable terms on each account.
Will a new sales process break our reports?
Not if the reports are swept first. We find every report and dashboard that references the old stages and re-point them before the migration runs.
Integrations and guides
- Salesforce and DocuSignAgreements go out from the deal with the right template and signers, and signed terms, dates and signers come back onto it every time.
- Salesforce and Microsoft Dynamics 365Closed deals become billing records in Dynamics 365 with the right product codes and dates, and billing status comes back to the account.
- Salesforce and Dun & BradstreetCompany details on every account, a credit check where the deal needs one, and the result reused instead of paid for twice.
- Why a completed DocuSign envelope never reaches SalesforceThe signer finished, DocuSign shows Completed, and the Salesforce record still says Sent. In the orgs we work on it is almost always one of five causes, and the package logs every one of them.
Related practices
- Salesforce architecture & engineeringApex, Flow and Lightning simplified and secured, and documented so your own team can run the org.
- Systems integrationSalesforce connected to your commerce, warehouse, contract, billing and support systems, with one owner for every field and an alert when a sync goes quiet.
- Data unification & migrationOne record per customer across regions and platforms, merged and migrated with a rollback for every change.
- AI agents & readinessIdentity, definitions and permissions fixed before any AI agent reads your records, with cost and accuracy measured.
Talk to us about your systems.
Tell us which systems are involved and what is going wrong. We reply within one business day, and new engagements begin in January 2027.