ApproveThis manages your Elfsquad CPQ Integration approvals.

When Quote Management Meets Approval Automation

Let’s get real – if your sales team is still chasing down approvals via email chains or Slack pings every time they generate a quote, you’re leaving money (and sanity) on the table. That’s where connecting Elfsquad CPQ with ApproveThis turns into your secret weapon. We’re talking about automating the bureaucratic sludge that slows down deals, while keeping the control your finance and operations teams need.

Elfsquad CPQ handles the heavy lifting of creating accurate, configurable quotes. ApproveThis handles the human bottleneck of getting those quotes approved. Together, they create a straight-shot process from "Hey, we want to buy this" to "Here’s your approved quote" without the usual administrative circus.

Why This Combo Works for Mid-Sized Companies

If you’re managing 50-5,000 employees, you’ve likely got multiple departments touching every deal – sales, finance, legal, maybe even engineering for custom configurations. The problem isn’t getting quotes out the door; it’s getting them approved without creating new full-time jobs in chasing signatures.

ApproveThis plugs into Elfsquad CPQ via Zapier to handle three critical pain points:

• Speed: Auto-route quotes to approvers based on deal size, product type, or customer tier
• Compliance: Enforce approval rules without micromanaging every quote
• Visibility: Track where every quote is in the approval chain without digging through CRM notes

Real-World Use Cases That Actually Matter

1. Auto-Trigger Quote Approvals When Deals Hit Thresholds

Picture this: Your sales team finalizes a $250K quote in Elfsquad CPQ for a custom manufacturing setup. Instead of hoping someone remembers to CC the CFO, ApproveThis automatically:

• Routes the quote to the regional sales director (sequential approval)
• Simultaneously pings the finance team (consensus approval)
• Escalates to execs if not approved within 24hrs

Who this helps: Industrial equipment sellers, custom software dev shops, anyone dealing with complex B2B deals where discount approvals matter.

2. Sync Approved Quotes Back to CPQ Without Data Entry

When ApproveThis greenlights a quote, Zapier can push the approved version back to Elfsquad CPQ as a locked record. No more “version 12_FINAL_REALLY” PDFs floating around. Finance gets audit trails, sales gets clean handoffs to order fulfillment.

Who this helps: Medical device companies needing FDA-compliant records, SaaS companies with strict discount policies.

3. Validate New Product Configurations Before They Go Live

Engineers publish a new configuration model in Elfsquad? Auto-trigger an ApproveThis workflow requiring sign-off from product management, legal, and compliance. No more “Oops, we accidentally offered that” moments.

Who this helps: Automotive suppliers, industrial hardware manufacturers, anyone with complex product rules.

The Nuts and Bolts of Setting This Up

Here’s the good news: You don’t need an IT team or a PhD in integrations. If you can use Zapier, you can connect ApproveThis to Elfsquad CPQ in about 15 minutes:

1. Create your approval templates in ApproveThis (think: quote approvals, config approvals, etc.)
2. In Zapier, set Elfsquad CPQ as the trigger app (e.g., “New Quote Created”)
3. Choose ApproveThis as the action app (“Create Approval Request”)
4. Map your Elfsquad CPQ fields to the approval request

Pro tip: Use ApproveThis’ calculated fields to auto-flag quotes needing executive review. For example, if Elfsquad’s quote total exceeds $50K, route directly to VP of Sales.

Why Your Finance Team Will Stop Yelling at Sales

ApproveThis isn’t just about speed – it’s about control. Features like approval thresholds mean finance can set hard rules (“All quotes over $100K require CFO approval”) without manually checking every deal. If someone tries to sneak through a massive discount? The system blocks it until proper eyes review.

And here’s the kicker: Approvers don’t need Elfsquad CPQ licenses. External partners or clients can approve quotes via email without accessing your CPQ system. Less software sprawl, fewer security headaches.

What You’re Not Getting (And Why That’s Good)

Let’s be clear – this integration isn’t:

• A replacement for your CRM
• An AI-powered crystal ball predicting deal outcomes
• Another platform your team has to log into daily

It’s a surgical tool for eliminating approval bottlenecks. Sales keeps working in Elfsquad CPQ. Approvers keep working in email. And you? You stop playing air traffic controller for every quote.

When to Consider This Integration

If any of these sound familiar, it’s time to connect the dots:

• Deals get stuck waiting for approvals longer than it takes to actually configure the product
• Finance keeps finding “special discounts” that weren’t approved
• Sales complains that compliance checks kill their momentum
• You’re using email/Slack for approvals and constantly losing track

The Bottom Line for Your Business

Combining Elfsquad CPQ with ApproveThis isn’t about flashy tech – it’s about removing friction in deals that actually matter. For companies scaling past 100 employees, manual approval processes become silent revenue killers. This integration acts like guardrails on a highway: Deals move faster because there’s less risk of crashing.

Ready to stop being the approval bottleneck? Get started with ApproveThis or schedule a demo to see how it plays with your Elfsquad CPQ setup.

Frequently Ignored Questions (But We’ll Answer Them Anyway)

“What if approvers are on vacation?”
ApproveThis’ vacation delegation automatically reroutes requests. No more “Out of Office” reply chains.

“Can we customize approval paths for different products?”
Yes. If Elfsquad tags a quote as “Enterprise Software”, you can require legal review. “Hardware-only” quote? Skip straight to operations.

“How much time does this actually save?”
Companies using both tools report 2-5 day reductions in quote-to-cash cycles. Your mileage may vary, but your sales team will notice.