ApproveThis manages your preezie Integration approvals.

When Guided Selling Meets Guided Approvals

Let's get real: Preezie's slick product discovery flows deserve better than getting stuck in email approval purgatory. We've all seen it - a hot lead comes through your interactive product guide, then... crickets. Sales waits on finance. Marketing waits on legal. Deals die in committee.

ApproveThis fixes this by adding structured decision-making to Preezie's conversion engine. Think of it like giving your entire company a universal "approve/reject" button that works with your existing tools, not against them.

Why This Combo Works for 50-5,000 Employee Companies

Mid-sized businesses get squeezed from both sides. You're too big for ad-hoc approvals, too lean for enterprise bureaucracy. This integration hits the sweet spot:

• No more license juggling: Approvers only need email access - crucial when working with external partners or stingy IT departments
• Decision velocity: Turn Preezie's instant leads into approved opportunities before competitors sniff the deal
• Compliance without friction: Built-in audit trails satisfy legal/Finance teams without slowing down revenue engines

Real-World Use Cases That Move Needles

The High-Velocity Sales Scenario

A regional electronics retailer uses Preezie's product quizzes to qualify leads. Their problem? Custom quote approvals took 3 days minimum.

After connecting to ApproveThis via Zapier:

• Preezie leads triggering approval workflows in <90 seconds
• Auto-escalation to regional managers if discounts exceed 15%
• Sales ops tracking stuck deals in real-time dashboards

Result: 22% faster quote turnaround, 15% increase in upsell approval rates.

The Compliance Tightrope (Manufacturing Edition)

A industrial equipment maker uses Preezie for custom configurators. Their compliance headache? Every custom order needed engineering sign-off.

ApproveThis integration added:

• Automatic technical review routing based on product specs
• Conditional approvals when modifications match pre-approved templates
• Delegated approvals when engineers are on PTO (no more "waiting for Dave from hydraulics")

Outcome: 40% reduction in engineering review workload, zero compliance misses.

Not Just Approvals - Strategic Alignment

This integration shines when you need multiple teams rowing in the same direction:

Marketing Teams

Finally prove campaign ROI by tying Preezie lead sources to approval velocity. That new product guide converting well? Now see exactly which leads get stuck in legal review.

Sales Ops

Set approval thresholds that actually work. Auto-approve common upsells under $5K while flagging non-standard deals. Bonus: Use calculated fields to auto-populate margin estimates.

Finance

Get real-time visibility into pending deals without micromanaging. Approval groups ensure CFO sign-off only when truly needed, not for every minor discount.

Setting This Up Without Losing Your Mind

We've all seen "easy integrations" that require a CS degree. Here's the real deal:

1. Create Zap in Zapier
2. Trigger: New Lead in Preezie (that shiny guided selling tool you're using)
3. Action: Create Approval Request in ApproveThis
4. Map critical fields (Pro tip: Use Preezie's custom attributes for approval rules)
5. Test with live data (We recommend using that one deal everyone's anxious to close)

Total setup time? Less than a coffee run. Maintenance? ApproveThis handles version control and updates automatically.

Features You'll Actually Use (No Bloat Here)

Approval Thresholds That Don't Annoy People

Set $$ limits where approvals auto-greenlight. Example: All Preezie leads under $2K? Auto-approve with manager CC. Over $10K? Require VP sign-off. No more "approval fatigue."

Vacation Coverage That Works

John from procurement taking a sabbatical? Approval routing automatically shifts to his backup. No IT tickets required.

Email Approvals Even Boomers Can Handle

Approvers get clean, mobile-friendly emails. One-click approve/reject. No portals. No passwords. No "how do I..." Slack messages.

When To Use This vs. Built-In Tools

Preezie's native workflows are great for lead routing. ApproveThis adds muscle when you need:

• Multi-department sign-offs (Sales + Legal + Finance)
• Conditional escalation paths
• Audit trails for compliance audits

Basically - if an approval might end up in a board meeting or courtroom, use ApproveThis. For everything else, keep it simple.

Bottom Line for Decision Makers

This integration isn't about chasing shiny tech. It's about fixing the approval black holes that drain your revenue pipeline. For companies scaling past 100 employees, it's table stakes.

ApproveThis + Preezie via Zapier gives you:

• Faster deal velocity without compliance risk
• Visibility into why deals stall
• Happy cross-functional teams (miracle included)

Your Move

If you've got Preezie humming but approvals still suck, let's fix this in one afternoon. No RFP needed. No IT backlog. Just actual working software.

Book a 20-minute demo and we'll show how other manufacturers/retailers/distributors cut approval delays by 60%+. Or start a free trial and connect your first workflow before lunch.

Either way - stop letting approval sludge undo Preezie's hard work. Your bottom line will notice.