ApproveThis manages your Salesboard Integration approvals.

Why Approval Automation Matters for Modern Sales Teams

Salesboard gives field teams everything they need to close deals – from mobile-friendly sales decks to real-time prospect insights. But even the slickest sales process hits roadblocks when teams wait days for contract approvals, budget sign-offs, or client document reviews. This is where ApproveThis transforms operations through Zapier-powered automation.

By connecting Salesboard's sales execution capabilities with ApproveThis' structured approval system, organizations gain:

• 30-50% faster deal cycles through automated approval routing
• Full audit trails for compliance-sensitive industries
• Zero license costs for external approvers (clients, partners, executives)

How It Works: Approval Automation Without the Headaches

Salesboard excels at equipping reps with client-facing materials and capturing interaction data. ApproveThis adds intelligent approval routing that adapts to your business rules. Together through Zapier, they create closed-loop automation:

Key Integration Points

From Salesboard to ApproveThis: When new contracts, proposals, or expense reports land in Salesboard, Zapier automatically creates approval requests with all relevant context. Approvers get email notifications with one-click approve/reject options – no app login required.

From ApproveThis to Salesboard: Approved deals automatically update Salesboard records, triggering next steps like contract generation. Denied requests flag sales managers for immediate follow-up.

Real-World Use Cases That Move the Needle

1. Client Proposal Approvals (Marketing Agencies)

A Denver-based digital agency uses this integration to slash proposal turnaround times. When account managers upload new client SOWs to Salesboard:

• ApproveThis routes documents to legal and client stakeholders via email
• Automated reminders ensure responses within 24 hours
• Approved contracts auto-sync to Salesboard for e-signature

Result: 68% faster client onboarding versus manual email chains.

2. Purchase Order Approvals (Manufacturing)

A heavy equipment distributor eliminated budget overspending with conditional approval rules:

Field reps submit parts requisitions through Salesboard mobile app → ApproveThis automatically approves orders under $5k or routes to plant managers → Approved POs sync back to Salesboard for fulfillment tracking.

Result: 22% reduction in emergency expedite fees.

3. Sales Team Expense Reporting

National sales organizations use calculated fields in ApproveThis to auto-flag out-of-policy expenses:

Reps upload receipts to Salesboard → Zapier triggers approval requests with real-time mileage calculations → Expenses exceeding per-diem limits route to regional directors → Approved reports sync to accounting software.

Setup Made Simple

Connecting Salesboard and ApproveThis takes under 15 minutes:

1. Create Zapier Account: Sign up at zapier.com (free tier works)
2. Connect Apps: Search for Salesboard and ApproveThis in Zapier's app directory
3. Build Trigger: Select "Document Received" from Salesboard
4. Set Approval Rules: Map document fields to ApproveThis' conditional thresholds
5. Test Live: Upload test PDF to Salesboard and validate approval flow

Pro Tip: Use ApproveThis' vacation delegation feature to avoid bottlenecks during holidays.

Who Benefits Most?

Sales Leaders

Regional directors at medical device companies use approval analytics to identify reps consistently needing pricing exceptions. Real-time dashboards show where deals stall – enabling targeted coaching.

Operations Teams

At a SaaS scale-up, ops managers automated 83% of customer contract reviews using approval thresholds. Legal only intervenes for enterprise deals over $100k ARR.

Finance Controllers

A food service distributor eliminated rogue spending by requiring dual approvals for all non-inventory purchases. ApproveThis automatically routes requests based on category and amount.

Why This Combo Beats Native Tools

While Salesboard offers basic approval features, ApproveThis brings enterprise-grade capabilities without the complexity:

Getting Started

Ready to eliminate approval delays? Start your ApproveThis free trial or book a custom demo to see how approval automation works with your Salesboard setup.

For Salesboard users new to Zapier, explore pre-built templates at salesboard.com/integrations.

Final Thought: Approval as Competitive Advantage

In 2024, sales velocity separates market leaders from laggards. By automating approvals between Salesboard and ApproveThis, teams don't just speed up processes – they create institutional accountability. Every approved deal, signed contract, or compliant purchase becomes a building block for scalable growth.