You don’t need a new CPQ.You need an always-on deal desk.
An always-on deal desk in Slack that moves deals forward at sales speed — while keeping RevOps and Finance in control with approvals, receipts, and audit-ready workflows.
Guided implementation included · Private hosted or customer-managed Docker deployment
Sellers want speed. RevOps needs control. Finance needs receipts.
Gremlin gives all three groups what they need in the same workflow — with deterministic execution, bounded automation, and receipts on every action.
For Sales
- Get answers, quote status, revisions, and next steps in Slack
- Approval routing and blocker resolution in seconds
- Available 24/7 — not just business hours
For RevOps
- Enforce policy, manage approvals, and keep a receipted control plane
- Close certification and quote integrity checks
- You set the rules — the system enforces them
For Finance
- Stronger compliance and documentation quality at close
- Audit-ready evidence on every deal mutation
- Cleaner process from quote through close and renewal
A deal at 9:12pm shouldn’t wait until tomorrow
Your buyer is ready. Your rep is ready. Your deal desk is not.
9:12 PM
The buyer sends last-minute changes
The buyer needs a revision tonight before travel. Adjust products, increase quantities, update the discount, modify terms.
If this waits until morning, the deal is at risk.
9:13 PM
The rep opens Slack
Before the rep even types, Gremlin has already flagged 3 blockers on the deal.
Rep → @gremlin
“Add [email protected] as Decision Maker”
Rep → @gremlin
“Update the Acme quote — 50 seats, 10% partner discount, net-45 terms”
No tickets. No CPQ screens. No guessing who to ask.
9:13 PM
Gremlin handles the change
- Identifies the rep and active opportunity
- Finds the correct quote in Salesforce CPQ
- Applies changes, checks discount and term thresholds
- Auto-approves because the changes are within policy
No routing. No waiting. No human dependency.
9:14 PM
Approved quote delivered
@gremlin → Rep
“Updated and approved. Quote attached — ready to send.”
Quote generated. Approvals satisfied. Audit trail recorded.
10:02 PM
The deal is signed
The buyer signs and sends it back. The rep drops the signed PDF in Slack.
Rep → @gremlin
“Close this out.”
10:03 PM
Close certified
- Verifies signatures and document integrity
- Matches quote to contract to opportunity
- Confirms pricing, approvals, and terms
- Closes the deal in CRM with full receipt
Everything reconciled. Nothing missed.
The same Slack thread that updated the quote now finishes the close.
The deal desk went home at 5.
The deal still closed at 10:03.
Sales moved at deal speed. RevOps kept every control, validation, and receipt.
What actually happened under the hood
Every step was validated, enforced, and recorded — not just executed.
Quote & Document Integrity
- Signed contract hashed and matched to the approved quote
- Post-approval edits trigger a hard block
- Dollar amounts, terms, and dates reconciled against CRM
Smart Document Processing
- Each document classified: native, form, or scanned
- Routed to the correct extraction path
- Structured first, AI fallback only when needed
Real Reconciliation
- Every mismatch tracked and scored
- Binary vs semantic mismatches distinguished
- Evidence linked to source: quote, contract, CRM
RevOps Sees Everything
- Full trust context on every escalation
- Exactly what changed, by how much, and why
- Approve with evidence, not guesswork
Example: mismatch detected during close certification
Mismatch detected: ARR −10%
Status: Blocked — requires approval before close
The messy middle is where deals die.
Most revenue teams don’t lose time because they can’t create a quote. They lose time because every deal gets slowed down by approvals, handoffs, missing fields, stale quotes, manual follow-up, and RevOps bottlenecks. Your tools aren’t broken — the operating layer between them is.
Deals slip because nobody knows what’s actually blocking them
Handoffs between sales, RevOps, and finance drop context — and deals stall
Stale quotes sit for days while reps chase status in side channels
Finance finds problems after the deal is already closed — revenue leakage, audit exposure
RevOps becomes a ticket queue instead of a control layer
Every deal is a one-off process that nobody can audit after the fact
Keep your CRM. Keep your CPQ.Add the always-on deal desk.
Other vendors ask you to replace your stack. Gremlin makes the stack you already have operable at GTM speed.
| What they ask you to do | What Gremlin does |
|---|---|
| Replace your quote engine | Works on top of the one you already have |
| Replatform your CRM | Connects to Salesforce or HubSpot as-is |
| Multi-quarter implementation | Guided implementation, live in weeks |
| New UI for reps to learn | Reps stay in Slack |
| Per-seat pricing | Per deployment, not per seat |
Close Certification Pipeline
When a deal reaches a trigger stage — Submitted for Close or Closed Won — the agent runs a multi-step certification pipeline. Every step is independently toggleable and configurable as auto, approve, or skip.
Field & Product Validation
Verify required fields, product mix, quantities, service dates, term coherence, ARR/MRR math, and close-period boundaries.
Quote & Approval Validation
Confirm expected quote state, approver chain, discount posture, and required approvals.
Document Verification
Preflight every close artifact, route deterministic or fallback extraction intentionally, persist provenance on every value, and verify signed documents against quote baselines before close progression.
Deep diveDiscrepancy Handling
Auto-fix trivial mismatches if policy allows. Escalate discrepancies to RevOps, finance, or legal with a structured reconciliation packet.
Final Close Progression
Move the opportunity to final Closed Won if policy allows, or route the exception and post the certification result for human close.
Post-Close Execution
Create the renewal shell, trigger configured Flows/Apex/webhooks, and publish the final receipt bundle.
AI extracts, policy decides. Document extraction informs certification, but deterministic policy remains the final authority on close progression. Historical Closed Won patterns calibrate what is normal; RevOps policy defines what is allowed.
Three surfaces. One product.
The rep never needs to know there are separate modules underneath. They talk to the deal desk. The deal desk handles it.
Slack — Rep Channel
Sales Reps
- Request deal updates and ask deal questions
- Initiate quotes and get status
- Fix blockers flagged by health checks
- Guided field updates scoped to active deals
Slack — RevOps Channel
RevOps & Approvers
- Review and approve escalations with full context
- Monitor agent activity and override policy
- Approval/rejection with evidence and risk tier
- Daily briefings with overnight findings
Control UI
RevOps Admin
- Configure policy and approval thresholds
- Set autonomy tiers per write class
- Review full audit trail and receipt history
- Manage agent autonomy and kill switches
Plan → Risk → Apply → Verify → Receipt
Every CRM mutation flows through this pipeline. No side doors, no shortcuts.
Plan
Findings become executable plans
Risk
Green / Yellow / Red tier assignment
Apply
Deterministic execution with budget caps
Verify
Post-execution confirmation
Receipt
Before/after snapshot with reason codes
AI proposes
Analyzes environment, history, and policy to recommend actions
Humans approve
Out-of-policy actions routed to the right approver with context
Deterministic code executes
No LLM in the write path. Validated, audited code executes
Autonomy Tiers — Set by RevOps
Green
Auto-execute within policy
e.g. Update a contact role, fix a blank required field
Yellow
Propose and wait for approval
e.g. Create a quote with >5% discount, change deal owner
Red
Surface and explain, never execute
e.g. Delete an opportunity, override a closed deal
Active Deal Support
Reps ask questions, fix blockers, update active deals, and route approvals — without living in CRM or CPQ screens. Works on day one with just a Salesforce or HubSpot connection.
Phase 1a
Read-Only Deal Intelligence
- Deal status and field summaries
- Deal health checks and blocker identification
- Close readiness assessment
- Missing fields, stale dates, incomplete contact roles
Phase 1b
Low-Risk Deal Writes
- Add contacts and contact roles to active deals
- Fix missing or stale fields flagged by health checks
- Guided field updates scoped to the active deal
Phase 1c
Close Certification & Approvals
- Policy-driven approval routing for out-of-policy changes
- Close certification on submitted deals
- Deal health alerts and escalations to RevOps
- Audit trail on every mutation
Read-first approach builds trust before any writes. No dependency on customer's quote tool. Proves the trust model before touching quote creation.
Quote Intelligence
Read-heavy quote awareness layered on top of deal operations. Surface quote status, approval chains, and deal forensics across supported engines — without writing into any quote engine.
Quote status reads
Surface existing quote status, approval chain visibility, flag stale or conflicting quotes
Deal forensics
"How did we price similar deals?" — answered with evidence from historical closed-won patterns
Quote readiness
"Is this deal ready to quote?" — field completeness, approval path, pricebook resolution
Engine detection
Automatically detect Standard Quotes vs Salesforce CPQ vs HubSpot native vs third-party tools
Salesforce
Standard Quotes and Salesforce CPQ — auto-detected. Full read support, write-path for supported engines.
HubSpot
Native quotes with read support. Third-party tools (DealHub, PandaDoc) detected by discovery.
Quote execution and cross-CPQ orchestration expand on top of this governed operating layer. The universal quote interface sits on top of the quote systems you already own — not instead of them.
Discovery, not configuration
The agent doesn't rely on static configuration. It discovers your CRM environment and learns how your org actually prices and approves deals. All inferences are reviewable, versioned, and bounded by policy.
Schema Discovery
Objects, fields, relationships, custom fields, picklist values
Quote Engine Detection
Standard Quotes vs CPQ vs third-party — detected automatically
AI Field Resolution
Maps customer-specific field names to semantic concepts with confidence scores
Deal Forensics
Analyzes recent Closed Won and in-flight deals to learn pricing, structure, and approval patterns
Deal Archetypes
Clusters deals by motion (new logo, expansion, renewal), segment, product family, and size band
Approval Patterns
Learns who approves what, how long approvals take, and where exceptions happen
All inferred mappings, profiles, and archetypes are reviewable by RevOps, versioned, and bounded by policy. The agent does not silently mutate its own operating assumptions.
How it compares
Every alternative either asks you to replace something or hire someone. Gremlin is the operator layer on top of what you already have.
| Alternative | Works with existing stack | Rep UX | Control / auditability | Availability |
|---|---|---|---|---|
Ticket-based deal desk Slack tickets, Jira, email | Works alongside | Async, slow | Manual review | Business hours |
CPQ UI Revenue Cloud, Steelbrick | Native but admin-heavy | CRM-bound | Native only | Yes |
Replacement quote tools DealHub, Conga, PandaDoc | Replaces your stack | Another UI | Own system | Yes |
Internal Slack workflows Custom bots, Zapier | Fragile integration | Slack | No audit trail | Partial |
Gremlin Deal Desk by FoundryOps | Overlay, not replace | Slack-native | Policy-controlled + audit trail | 24/7 |
Clarity on scope
Stronger with Gremlin CLI
Deal Desk fixes the front of the process. Gremlin CLI fixes the system underneath it.
For Salesforce and CPQ-heavy teams, CLI gives RevOps a faster, more reproducible operating model for the revenue stack — so the systems Deal Desk runs on top of actually stay healthy.
Bulk price book and discount schedule changes with receipts
Catch config drift before it breaks live quote workflows
Migrate and reconcile catalog data across environments
Field maps, approval chains, and quote flow documentation from live config
Especially valuable for teams carrying years of CPQ customization. Same receipts, same control plane, same audit trail as Deal Desk.
Deal Desk runs on the same platform as the rest of the FoundryOps toolkit.
Gremlin Deal Desk supports Salesforce and HubSpot. Close certification, deal support, and quote intelligence work across both CRMs. Same control plane, same receipts.
See Gremlin Deal Desk on your stack
Close certification, approval routing, quote intelligence, and always-on deal support on top of Salesforce, HubSpot, and your existing quote systems.
Annual contract · Per deployment · Guided implementation included