ApproveThis manages your RepCard approvals.

When Approval Bottlenecks Meet Sales Hustle

Let’s be real: sales teams move fast. They’re closing deals, nurturing leads, and chasing quotas. But when every client discount, event ticket, or contract change needs three layers of approval? That’s where the wheels fall off. Enter ApproveThis and RepCard – the tag team that keeps your sales engine running without bureaucratic gridlock.

ApproveThis isn’t just another "approval app." It’s the traffic cop for your decision-making processes. RepCard? That’s your sales team’s automated wingman for follow-ups and referrals. Together, they automate the boring stuff so your team can focus on what matters: selling.

Why This Combo Works (Besides Saving Your Sanity)

Here’s the thing about approvals – they’re necessary, but they shouldn’t be a bottleneck. With ApproveThis plugged into RepCard via Zapier, you’re not just speeding things up. You’re creating a system where:

• Approvals happen where the work does: No more switching between RepCard and 12 other tools to get a "yes"
• External clients can approve without logins: Send approval requests via email – they click, decide, done
• Sales ops actually knows what’s happening: Real-time tracking means no more "I thought YOU approved that?!"

Take discount approvals. A sales rep offers 15% off in RepCard → ApproveThis automatically routes it to the regional manager → If approved, RepCard sends the updated proposal. All before the lead cools off. That’s the power play here.

Real Use Cases That Don’t Suck

1. Appointment Changes That Don’t Ghost Your Pipeline

The Problem: Your rep reschedules a key demo with EnterpriseCo. Finance needs to approve the new travel budget. Legal wants to review the updated contract terms. Meanwhile, the client’s getting antsy.

The Fix: When a RepCard appointment status changes, ApproveThis:

1. Auto-creates an approval request with all details
2. Routes it to finance AND legal simultaneously
3. Updates RepCard once both approve

Who This Helps: Field sales teams dealing with last-minute changes. Example: A medical device rep moving a demo hospital visit triggers immediate budget re-approvals.

2. Turning "Approved" into "Onboarded" Without the Paperwork

The Problem: New client gets approved… and then falls into a CRM black hole for two weeks.

The Fix: When ApproveThis greenlights a new vendor request:

• Zapier pushes their contact info to RepCard
• RepCard auto-schedules the first follow-up sequence
• Sales gets notified to start the outreach

Who This Helps: Channel sales teams managing dozens of new partners monthly. No more manual data entry from PDF forms.

3. Event Tickets That Don’t Require a Seance to Track

The Problem: Your big industry conference is next week. 37 reps promised tickets to prospects. No one knows who actually got approved.

The Fix: ApproveThis + RepCard:

1. Rep requests ticket in RepCard
2. ApproveThis checks if prospect meets tier criteria
3. Auto-adds ticket to RepCard if approved

Who This Helps: Trade show teams at manufacturing or SaaS companies. Bonus: automatic denials if the prospect hasn’t been contacted in 90 days.

Setting This Up Without an IT Degree

Here’s the beauty of Zapier – you don’t need to be a tech wizard:

1. Connect RepCard and ApproveThis to Zapier (5 minutes)
2. Pick your trigger: "Appointment changed" in RepCard → "Create approval request" in ApproveThis
3. Add filters: Only trigger for deals over $50K
4. Test with a real sales rep (because IT’s test data lies)

Pro Tip: Use ApproveThis’s calculated fields to auto-approve small discounts (under 5%) but escalate bigger ones. Saves 20+ approval requests/week.

Who Actually Benefits (Besides Your CFO)

Sales Teams

Get approvals before the prospect’s next coffee break. Vacation delegation means no waiting for Karen from accounting to get back from Maui.

Sales Ops

Finally see where deals get stuck. That “pending approval” column in RepCard? Now it shows exactly who’s sitting on requests.

Finance

Threshold approvals mean they only see exceptions. Auto-reject anything that doesn’t meet discount policies. Sleep better at night.

External Partners

Vendors approve PO changes via email – no guest logins to your RepCard. Less security risk, fewer password reset calls.

The Part Where We Tell You What to Do Next

If you’re still manually forwarding RepCard updates for approvals, you’re leaving deals (and sanity) on the table. Here’s your play:

For the DIY Crowd:
Grab an ApproveThis trial, connect to RepCard via Zapier, and automate one approval process this week. Start with event tickets – low risk, high visibility.

For the “Just Show Me” Folks:
Book a 15-minute demo. We’ll show how a 500-person med device company cut approval times by 70% using these exact integrations.

Either way, stop letting approvals be the reason deals die in RepCard. That’s just bad business.