ApproveThis manages your Touch & Sell Integration approvals.

Two Platforms, One Unified Workflow

Approval bottlenecks slow down sales teams. Content misalignment frustrates marketers. Manual processes drain operations. What if you could fix all three? By connecting ApproveThis (approval automation) and Touch & Sell (sales enablement) through Zapier, businesses gain a closed-loop system where content creation, client approvals, and sales execution happen in one streamlined flow. Let’s break down why this integration matters.

Why This Integration Works

Touch & Sell helps sales teams deliver polished presentations, proposals, and marketing materials. ApproveThis ensures those materials get reviewed and approved by the right people—fast. Together, they solve a critical problem: delays caused by fragmented approval processes. Marketing teams get clarity on what’s approved for use. Sales reps avoid last-minute scrambles for sign-offs. Clients and stakeholders stay in the loop without needing direct access to internal tools.

Key business benefits:

• Shorten sales cycles by automating content approvals
• Reduce errors with version-controlled, pre-approved assets
• Improve cross-team visibility without oversharing logins

Real-World Use Cases (Beyond the Basics)

1. Contract Approvals That Don’t Kill Momentum

When a sales rep submits a custom proposal via Touch & Sell, ApproveThis automatically routes it to legal and finance teams. Conditional logic ensures contracts over $50K go to the CFO. Approval thresholds auto-approve small discounts, while larger deals get escalated. Example: A commercial real estate firm uses this to approve lease terms within 4 hours instead of 3 days.

2. Instant Asset Publishing Post-Approval

Once marketing approves a new product video in ApproveThis, Zapier triggers Touch & Sell to publish it to the sales team’s library. Sales reps immediately access the video without manual follow-ups. Example: A SaaS company reduced time-to-market for campaign materials by 65% using this workflow.

3. Client Feedback Loops Without the Chaos

External clients review sales proposals via ApproveThis’ email-based approvals. Their feedback syncs to Touch & Sell as comments on the original document. No more endless email threads or conflicting edits. Example: A design agency uses this to collect client sign-offs on project mockups, cutting revision rounds by half.

Key Features That Make It Click

ApproveThis adds precision to Touch & Sell’s content workflows:

• Approval Groups: Route proposals to entire legal teams (consensus) or require C-suite sign-offs in sequence
• Vacation Delegation: Never stall a deal because a VP is OOO—approvals automatically reroute
• Calculated Fields: Auto-approve discounts under 10% but flag anything higher for review

Meanwhile, Touch & Sell ensures approved content is instantly accessible in sales decks, email templates, and client portals.

Setup Made Simple

Connect both apps in Zapier (no coding required):

1. Create a Zapier account if you don’t have one (free tier works)
2. Choose a trigger from Touch & Sell (e.g., “New Form Submit”)
3. Select ApproveThis as the action app (“Create Request”)
4. Map form fields to approval request details
5. Test with a real submission

Pro Tip: Use ApproveThis’ calculated fields to auto-populate deal values or compliance flags based on Touch & Sell form data.

Who Benefits Most?

Sales Teams

Close deals faster with pre-approved pricing exceptions and contract terms. Real-time tracking lets reps know exactly where a proposal stands.

Marketing Teams

Ensure all customer-facing materials are reviewed before sales use them. Get audit trails for compliance reporting.

Operations Leaders

Spot bottlenecks in approval chains (e.g., Legal always delays RFP responses). Use data to optimize processes.

External Partners

Clients and contractors can approve documents via email without needing a Touch & Sell license—saving seat costs and login headaches.

Why This Beats Manual Approvals

Old way: Sales rep emails a PDF quote to their manager. Manager forwards to Finance. Finance can’t open the file. Three days later, someone realizes the pricing is wrong. New way: Touch & Sell submits the quote as structured data. ApproveThis routes it based on amount and region. Finance gets auto-generated reports. Approved quotes sync back as Touch & Sell templates. Errors caught early. Deals move faster.

Getting Started

Ready to stop chasing approvals? Start with these steps:

1. Register for ApproveThis (14-day free trial)
2. Connect to Touch & Sell via Zapier
3. Build one automation (e.g., proposal → legal approval)

For complex workflows, book a demo to see conditional logic and escalation rules in action.

The Bottom Line

Approvals aren’t just about getting a “yes” or “no.” They’re about moving deals forward without friction. By pairing Touch & Sell’s content tools with ApproveThis’ workflow automation, teams can:

• Cut approval times by 40-70%
• Reduce errors in client-facing documents
• Give leaders real-time visibility without micromanaging

In sales, speed wins. This integration makes sure you’re not stuck waiting.