ApproveThis manages your Elevate Integration approvals.

Why Approval Automation Matters in Subscription Businesses

Modern subscription businesses face a critical challenge: maintaining agility while ensuring financial control. Elevate handles recurring billing with precision, but financial compliance requires human oversight. This is where ApproveThis transforms operations – not by replacing judgment, but by accelerating it. When connected via Zapier, these platforms create a closed-loop system where billing events automatically trigger structured approvals, keeping revenue flowing while maintaining audit-ready compliance.

How Elevate and ApproveThis Complement Each Other

Elevate excels at managing complex subscription models, usage-based billing, and customer lifecycle events. ApproveThis adds governance layers without bureaucracy. Together, they enable:

• Automatic approval routing for high-value customer onboarding
• Real-time audit trails for billing changes

Unlike clunky ERP systems, this integration respects the pace of SaaS businesses. Finance teams gain control without becoming bottlenecks, while customer-facing teams maintain operational speed.

Real-World Use Cases That Drive Revenue Protection

Enterprise Customer Onboarding

When a $50K/year account signs up in Elevate, ApproveThis automatically:

1. Routes contract terms to Legal
2. Sends discount approvals to Sales Leadership
3. Triggers provisioning only after all checks pass

A cybersecurity SaaS company reduced onboarding errors by 68% using this workflow, ensuring every enterprise deal followed pricing guidelines.

Mid-Cycle Subscription Changes

A healthcare tech client uses the integration to handle patient volume overages. When usage exceeds contracted limits in Elevate:

1. ApproveThis calculates prorated fees
2. Routes approval to both Client Success and Finance
3. Auto-updates Elevate billing upon approval

This eliminated 23 hours/month of manual reconciliation while improving client trust through transparent billing.

Technical Setup Made Simple

Connecting Elevate and ApproveThis takes under 15 minutes:

1. In Zapier, choose Elevate's "New Customer" trigger
2. Map critical fields: Contract Value, Customer Tier, and Discount %
3. Set ApproveThis rules:
   • >20% discounts require VP approval
   • Enterprise deals route to Legal

Pro Tip: Use ApproveThis' Calculated Fields to auto-flag deals exceeding historical discount thresholds.

Department-Specific Benefits

Finance Teams

ApproveThis' approval thresholds automatically approve recurring charges under $5K while flagging larger amounts. When combined with Elevate's billing data, this reduces CFO approval workload by 41% (based on early adopter metrics).

Sales Operations

Deal desks use the integration to enforce pricing rules without manual oversight. A Martech company eliminated $220K in annual revenue leakage by automatically requiring CRO approval for non-standard payment terms.

Customer Success

CSMs gain visibility into pending billing approvals through ApproveThis' dashboard, allowing proactive client communication. One B2B SaaS firm improved NPS by 14 points by reducing billing surprise escalations.

Advanced Features That Multiply ROI

Approval Escalations

If an Elevate subscription renewal sits unapproved for 48 hours, ApproveThis automatically escalates to alternate approvers. This feature alone helped a logistics SaaS provider maintain 99.8% renewal rate compliance.

Cross-Platform Visibility

ApproveThis provides a unified audit trail showing Elevate billing data alongside approval comments and decision timestamps – crucial for SOC 2 compliance audits.

Client-Facing Approvals

External approvers (e.g., client procurement teams) can approve Elevate billing changes via email without needing Elevate logins. A managed services provider cut vendor onboarding time from 14 days to 3 using this feature.

When to Consider Custom Extensions

While the core integration solves most needs, enterprises often add:

• CRM checks (e.g., auto-reject approvals if Salesforce opportunities aren't marked "Closed-Won")
• Revenue recognition triggers in NetSuite upon final approval

These extensions typically take under 3 hours to implement through Zapier's multi-step Zaps.

Getting Started Strategically

First, audit recent billing adjustments in Elevate. How many required retroactive approval? That's your potential risk exposure. Most companies start with these high-impact areas:

1. Custom contract terms approval
2. Discounts exceeding standard tiers
3. Service credit issuances

ApproveThis' real-time dashboards then help quantify time saved and compliance improvements – critical for expansion-stage companies preparing for due diligence.

Why This Integration Outperforms Built-In Tools

While Elevate offers basic approval features, ApproveThis adds:

• Multi-department routing (Legal → Finance → Exec)
• Conditional logic based on deal attributes
• External participant tracking

A fintech scaleup replaced their manual spreadsheet process with this integration, reducing month-end close delays caused by pending approvals.

Your Next Steps

1. Register for ApproveThis (free 14-day trial)
2. Connect your Elevate account in the integrations hub
3. Clone pre-built templates for common subscription approval scenarios

For complex environments: Request a custom demo showing enterprise-grade workflows like parallel legal/finance reviews and automated billing holds.

Final Thought: Approval as Competitive Advantage

In subscription economics, revenue retention depends on both billing accuracy and operational velocity. By embedding intelligent approvals directly into Elevate's billing engine through ApproveThis, companies don't just prevent errors – they enable faster deal cycles while maintaining ironclad financial controls. The result? Finance teams sleep better, sales teams close faster, and customers get frictionless billing experiences.