ApproveThis manages your Pitchit Integration approvals.

When AI Meets Approval Automation

Let's cut through the BS: approvals suck. Especially when your sales team's chasing hot leads and your legal team's still debating comma placement in slide 12. That's where connecting Pitchit's AI-powered lead engine with ApproveThis' no-nonsense approval system turns "hurry up and wait" into "move fast without breaking things."

Pitchit automatically qualifies leads across every channel - great start. But then what? Without guardrails, you're either letting junior reps make six-figure commitments or bottlenecking every decision through your VP's inbox. ApproveThis adds the missing layer: structured, automated approvals that keep deals moving without the free-for-all.

Why This Combo Actually Matters

Most companies between 50-5k employees aren't dealing with one approval process - they're juggling a dozen variations across departments. The magic here isn't just connecting two tools, it's creating a system where:

• Sales doesn't have to beg for approvals in Slack
• Legal/Finance actually trusts the intake process
• Nobody's stuck approving $50 swag purchases

Pitchit handles the "who's serious" detection. ApproveThis handles the "who needs to sign off" logistics. Together, they turn lead-to-close into a relay race instead of an obstacle course.

Real-World Use Cases That Don't Suck

1. Auto-Escalate Big Ticket Pitches

Scenario: Your AI sales bot just landed a $250k enterprise lead at 3PM on Friday. Pitchit's excited. Your sales rep is excited. Your CFO? Not so much - they're on a raft somewhere without cell service.

The Fix: Create a Zap that triggers ApproveThis workflows based on deal size. Under $25k? Auto-approve with manager CC. Over $100k? Route through legal + finance + CRO with automatic SLA tracking. Approvers get everything they need to decide via email - no logins, no hunting for context.

Who This Helps:

• Marketing agencies approving client campaign budgets
• Medtech companies compliance-checking proposals
• Any org where deal size determines approval complexity

2. Meeting Hygiene for Distributed Teams

Problem: Your SDRs book 50 discovery calls a week. Half get canceled because prospects didn't realize they were talking to a junior rep. The other half get ghosted because nobody checked the lead's actual authority.

Solution: Connect Pitchit's meeting bookings to ApproveThis' validation workflows. Every booked call triggers a quick check: Does this lead meet BANT criteria? Is the assigned rep properly leveled? Has this prospect talked to us in the last 90 days? Approve in one click or kick it back with notes.

Real Impact:

A SaaS company reduced wasted sales calls by 37% in Q1 by adding lead validation gates. Their CRO's exact words: "Finally stopped paying enterprise AEs to do SDR work."

3. Close the Feedback Loop (Without the Spreadsheets)

The Hidden Win: Most approval systems stop at "yes/no." The Pitchit-ApproveThis combo actually feeds decisions back into your lead scoring. When ApproveThis rejects a deal for missing compliance docs, that data trains Pitchit's AI to flag similar gaps earlier next time.

Manufacturing Example: A heavy equipment supplier auto-rejects quotes missing safety certifications. After 3 months, Pitchit learned to prompt reps for certs before even sending the quote - cutting approval time from 2 days to 20 minutes.

Setup That Doesn't Require an IT Ticket

Here's the dirty secret: If you can set up a Slack channel, you can connect these tools. Through Zapier, it's three steps:

1. Pick your Pitchit trigger (new lead, booked meeting, etc.)
2. Map the key data points to ApproveThis
3. Set approval rules based on your actual policies

Pro Tip: Start with one workflow. Like requiring VP approval for any deal where Pitchit's AI confidence score is below 80%. See results in days, not months.

Why Your Teams Will Actually Use This

For Sales Ops:

Finally enforce discount approval policies without playing cop. Set thresholds so reps can offer up to 15% off autonomously, but anything beyond that requires documented sign-off. Automatic audit trails make quarter-end reporting less hellish.

For Finance:

Get context with every approval request. When Pitchit sends a proposal, ApproveThis can attach current pipeline health, previous deals with the client, and even utilization rates for the proposed services. No more "approve this PDF with zero supporting data" emails.

For Execs:

See what's stuck without micromanaging. ApproveThis' dashboard shows bottlenecks in real time - 80% of legal approvals delayed past SLA? Maybe hire another counsel. 90% of small deals approved instantly? Maybe raise your auto-approve threshold.

The Nuts and Bolts You Care About

Approval Groups That Make Sense:
Set up parallel approvals for cross-functional deals. When a manufacturing client needs both technical feasibility sign-off and commercial terms approval, route to both teams simultaneously instead of sequentially. Cuts approval time by 60% on average.

Vacation Coverage That Works:
Legal lead out on parental leave? ApproveThis automatically reroutes approvals without someone manually updating spreadsheets. Even handles partial delegation - keep critical deals coming to the acting GC while routing routine NDA renewals to junior staff.

Email Approvals Your Dad Could Use:
Approvers get a clean email with key data points and one-click decisions. No need for another software license. No "forgot password" support tickets. Just yes/no with optional comments.

When to Steer Clear

This isn't magic fairy dust. If your approval processes are broken because of office politics, no tool will fix that. But if you're drowning in manual routing, missed SLAs, and context-switching between tools? That's where this combo shines.

Bonus Reality Check: ApproveThis doesn't replace your CRM or legal docs. It's the traffic cop making sure the right people see the right requests at the right time. Pitchit remains your lead brain; we're just adding guardrails to the highway.

Bottom Line for Grown-Ups

Companies between 50-5k employees hit a wall where tribal knowledge and "just Slack John" approval processes start costing real money. Connecting Pitchit's AI qualification with ApproveThis' structured workflows lets you scale without the chaos.

It's not about more process - it's about the right process. Auto-approve the routine stuff. Escalate the exceptions. Feed decisions back into your systems. All without making your team hate you.

Ready to stop herding cats? Get started with ApproveThis or book a 15-minute demo to see real workflows from your industry.