Reps are optimistic. Revenue forecasts need to be realistic. Here is how to bridge the gap.
The End of Quarter is chaos. Reps are scrambling. Managers are shouting. And the "Closed Won" column in HubSpot is filling up.
But if you audit those deals the next morning, you often find gaps.
- The contract is uploaded, but only signed by the client, not us.
- The contract is signed, but it's an old draft.
- There is no contract, just an email saying "We are good to go."
If you pay commissions on these deals, you are bleeding money. If you forecast revenue on them, you are lying to your board.
The "Honor System" Fails
Most CRMs rely on the Honor System. You trust the rep to only move the stage to "Won" when the documents are perfect. But incentives drive behavior. If moving the stage helps them hit a quota, they will move the stage and "fix the paperwork later."
The Automated Deal Desk
You can remove the human element from this validation step using SCANNY AI.
We treat the Google Drive folder as a "Quarantine Zone."
The Workflow:
1- Upload: Rep moves the deal to "Pending Review" and uploads the PDF to Drive.
2- Scan: SCANNY AI analyzes the document. It doesn't just read text; it looks for visual markers.
- Is there a signature in the "Customer" box?
- Is there a signature in the "Vendor" box?
- Is the document date valid?
3- Verdict:
Pass: The workflow (via Zapier/Make) updates the HubSpot Deal Stage to "Closed Won" and alerts Finance.
Fail: The workflow moves the Deal Stage back to "Negotiation" and posts a comment: "Missing Countersignature on Page 4."
Why Scanny is Different
Standard keyword search can't do this. A blank signature line contains the word "Signature." You need an AI model that understands visual context—identifying that a scribble over a line constitutes a legal execution.
Protect Your Revenue
Good governance doesn't mean slowing down sales. It means ensuring that Sales is actually Sales.
Early Access Offer: We are offering Free Credits to Sales Ops and Deal Desk managers. Set up a "Signature Check" workflow today and stop the Fake Close.
Verify before you pay.
Claim your Free Credits: https://scanny-ai.com/
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