ApproveThis manages your OrderForms Integration approvals.

Why Approval Automation Matters in E-Commerce

In e-commerce, speed and accuracy define success. Delayed approvals for high-value orders, custom quotes, or subscription changes can lead to abandoned carts, strained client relationships, or revenue leaks. Traditional approval processes – scattered across emails, spreadsheets, and Slack threads – create bottlenecks that hurt both customer experience and operational efficiency.

ApproveThis and OrderForms solve this problem together. OrderForms captures orders seamlessly, while ApproveThis automates the decision-making behind them. This integration isn’t just about connecting two tools – it’s about creating a closed-loop system where orders move from submission to fulfillment without manual handoffs.

Core Strengths of Each Platform

OrderForms: The Transaction Engine

OrderForms specializes in converting interest into action. Its drag-and-drop form builder lets businesses create tailored order experiences for:

• One-time purchases with upsell options
• Recurring subscriptions with tiered pricing
• Custom quotes for B2B or enterprise deals

Where most form tools stop at data collection, OrderForms extends into payment processing and basic CRM integration. However, it doesn’t natively handle scenarios requiring human judgment – like approving discounted bulk orders or vetting high-risk clients.

ApproveThis: The Decision Layer

ApproveThis adds structured governance to OrderForms’ flexibility. Key features that complement OrderForms:

• Approval Thresholds: Auto-approve orders below $5K, escalate those above to senior staff
• Multi-Step Routing: Send custom quote requests from sales > legal > finance sequentially
• Client-Facing Approvals: Let external partners approve order changes without accessing OrderForms

Together, they ensure every order complies with business rules before fulfillment begins.

Real-World Use Cases Across Industries

Manufacturing: Bulk Order Verification

A industrial equipment supplier uses OrderForms for custom machinery requests. Their ApproveThis workflow:

1. Order submitted via OrderForms
2. ApproveThis checks inventory via connected ERP
3. If in stock: auto-approve and notify warehouse
4. If custom build: route to engineering for feasibility check

This reduced lead times by 40% by eliminating back-and-forth emails.

Subscription Services: Plan Upgrades/Downgrades

A SaaS company handles 500+ monthly plan changes. Their integration:

1. Customer submits upgrade request via OrderForms
2. ApproveThis triggers credit check for annual commitments over $20K
3. CS manager approves/rejects with one click from email
4. Approval triggers Zuora subscription update via Zapier

Result: 92% of upgrades processed same-day vs. 3-day average previously.

Nonprofits: Donation Approval Compliance

A charity receiving restricted gifts uses the integration to:

1. Donor submits earmarked donation via OrderForms
2. ApproveThis routes to program head + legal simultaneously
3. Both must approve within 48 hours
4. If denied, automated email suggests alternative funds

This ensured 100% compliance with donor agreements last fiscal year.

Technical Setup: Simple but Powerful

Connecting OrderForms and ApproveThis takes under 15 minutes via Zapier:

1. Trigger: New OrderForms submission
2. Filter: Set conditions (e.g., "Total > $10,000")
3. Action: Create ApproveThis request with mapped fields
4. Post-Approval: Connect to ERP, email, or shipping systems

Key advantage: Approvers interact only with ApproveThis via email or dashboard. They don’t need OrderForms logins – critical when involving external stakeholders.

Department-Specific Benefits

Finance Teams: Control Without Bottlenecks

CFOs appreciate how approval thresholds enforce spending policies automatically. Example: All orders using promo codes over 25% discount require marketing lead + CFO approval. This prevents margin erosion without finance manually reviewing every transaction.

Sales Teams: Faster Deal Cycles

Sales reps using OrderForms for quotes can:

1. Submit custom deal via OrderForms
2. ApproveThis routes to manager based on deal size
3. Upon approval, OrderForms auto-generates contract

This cut approval follow-ups by 70% for a medical device sales team.

Operations: Error Reduction

A food distributor links ApproveThis to their OrderForms-powered B2B portal. Now, any order exceeding a truck’s capacity (calculated via ApproveThis’ dynamic fields) gets flagged for logistics review before confirmation. This reduced expedited shipping costs by 22%.

Going Beyond Basic Approvals

While the OrderForms integration excels at order approvals, creative teams use it for ancillary processes:

Merchandising: Sample Requests

A apparel brand’s buyers submit sample requests via OrderForms. ApproveThis routes them to:

1. Budget manager (cost approval)
2. Logistics (shipping feasibility)
3. Design lead (aesthetic fit)

All must approve within 72 hours, with automatic reminders.

Event Management: Sponsorship Packages

A conference organizer uses OrderForms for sponsorship sales. ApproveThis adds:

1. Auto-check against sponsor competitor clauses
2. Route premium tiers to legal for contract review
3. Send approved sponsors to HubSpot for onboarding

Why This Integration Outshines Native Tools

While some CRMs offer basic approvals, they lack:

• Conditional Logic: "If order from Region X, require Y approver"
• Client Portals: External users can’t track requests in most CRMs
• Calculated Escalations: "If no response in 24h, notify VP"

ApproveThis adds this layer without needing custom development.

Getting Started: Tips for Success

To maximize the integration:

1. Map Critical Fields: Ensure OrderForms data like Customer Tier populates in ApproveThis
2. Set Escalation Rules: Avoid delays with auto-reassignments
3. Use Webhooks: Connect approvals to inventory systems for real-time checks

Most clients launch their first workflow in under a week.

The Bottom Line: Speed Meets Control

In e-commerce, every minute between order and approval risks losing a customer. ApproveThis and OrderForms turn what was once a liability – manual reviews – into a competitive advantage. By automating decision guardrails, businesses can move faster without sacrificing compliance.

Start your free ApproveThis trial or explore OrderForms’ capabilities today. For complex workflows, book a custom demo to see how approval automation can transform your order processing.