IT: prevent contract and billing errors for sales

Sales leaders & closers spot after-close form errors that let incorrect contracts and billing enter operations. Validation flags issues and alerts closers to fix records.

Overview

Unchecked after-close errors create billing corrections and onboarding rework that ripple into operations. This workflow catches date, booking, and pricing mismatches, routes them to closers and sales leadership, and ensures incorrect records are corrected before onboarding proceeds. IT can deploy and maintain the ruleset to keep contract data reliable and reduce manual fixes.

Notable Features

Flag date and booking mismatches
Alert closers and sales leadership
Validate pricing and installment math