Order-Form & Booking Completeness Validator

The problem this kills

Your deal desk is a bottleneck, and not because the team is slow - it's because half the order packages that land in the queue are missing something. No signed quote. The wrong billing entity. A PO that was "required" but never attached. An order total that doesn't match the quote, which doesn't match the contract. So finance bounces the deal back to the rep, the rep scrambles, days are lost, and the quarter-end pile-up gets worse every time.

The gatekeeping itself is valuable - you do not want incomplete deals hitting your system of record. But doing it by eyeball, deal by deal, over email, is the part that burns you. The checks are the same every time. They're just not written down anywhere a machine can run them.

What you'll build

A simple, login-protected web tool that does the boring checking for you:

• A rep (or you) submits an order package - the deal/order fields plus attachments (quote, PO, contract).
• The validator runs your booking checklist: required documents present, required fields filled, and consistency checks across the numbers (quote total vs order total vs contract, correct billing/legal entity, tax fields per your rules, PO present when that customer requires one, a valid start date).
• It shows a clear pass/fail with a gap list - exactly what's missing or inconsistent, in plain language.
• The deal desk reviews and either returns it to the rep with the gap list or approves it as book-ready.
• Only an approved, book-ready order produces a clean booking CSV in the exact columns your system of record expects.

No deal gets booked twice, and nothing reaches your system of record until a human says so.

What's inside the Implementation Plan

The plan is a single file you paste into an AI coding agent (Claude Code), and it builds the tool with you step by step - no prior coding needed.

Crucially, the plan opens by interviewing you about your business - your current booking process, the systems and spreadsheets you use, the exact fields and naming in your deal data, your typical and peak volumes, your real approval rules, and your messiest edge cases. It reflects a short tailored spec back to you and waits for your thumbs-up. Then it shapes the data model, the validation rules, and every later build step around your answers - so you get a validator that matches how your deal desk actually works, not a generic template.

From there it walks you through the database, the login, the submit form with file upload, the validation engine, the gap-list screen, the deal-desk review and approval gate, the booking CSV export, and email notifications - each step ending with a ready-to-paste prompt.

The governance it includes (this is the point)

This isn't a toy. Governance is built in from the start:

• Login so only your team can use the tool.
• Row-level security so people only ever see their own organization's deals.
• A complete audit trail - who submitted, who reviewed, who approved or returned, and when.
• A hard human-in-the-loop approval gate - the validator drafts a verdict, but a person on the deal desk must approve book-ready before anything is exported to your system of record.
• Duplicate guards keyed on the deal/order id, so the same order can't be booked twice and there's only one book-ready approval per order.

Who it's for

Sales ops and deal desks who gatekeep booking and lose hours every week to incomplete submissions. If you're the person who keeps emailing reps "this is missing X, please resubmit," this tool turns that exhausting loop into a one-click checklist with a clean handoff.

You've got this - paste the first prompt and let the plan interview you.