ApproveThis manages your Evalinator Integration approvals.

Why This Combo Hits Different

Let’s get real – approvals suck when they’re manual. Someone finishes an assessment in Evalinator, then someone else has to chase down three people via Slack to get it signed off. It’s like herding cats with a laser pointer. But when you connect Evalinator’s interactive assessments to ApproveThis’s approval automation through Zapier? That’s when you turn a messy process into a straight-shot workflow.

Evalinator’s great at getting clients or prospects to show their cards – think needs assessments, capability reviews, or onboarding checklists. But until now, acting on those results meant playing middleman between systems and stakeholders. With ApproveThis, every completed assessment becomes a trigger to route decisions to exactly who needs to sign off – no chasing, no lost emails, no “I thought YOU were handling this.”

Who Wins (Besides Your Sanity)

This isn’t just about making one person’s job easier. We’re talking about entire teams getting hours back:

Sales Teams: Close Deals Before They Cool Off

Picture this: A prospect completes your “Solution Fit” assessment in Evalinator. The score automatically triggers a discount approval request in ApproveThis if they’re borderline. Your sales director gets an email, taps “Approve” from their phone, and the rep gets instant notification to send the revised proposal. No waiting until the next ops review. No deal stagnation.

ApproveThis’s calculated fields mean you can set thresholds – maybe deals under 10% discount auto-approve, while anything higher goes to the VP. Sales stays lean but doesn’t hemorrhage margin.

Customer Success: Onboarding Without the Headaches

New client completes their implementation checklist in Evalinator? That kicks off approval chains in ApproveThis for provisioning resources. Maybe the CSM needs sign-off from security, legal, and engineering based on client responses. With approval groups, you can route to all three at once (consensus) or in order (sequential). No more “I was waiting on you” bottlenecks.

And here’s the kicker – your client’s stakeholders can approve via email without needing Evalinator logins. External approvers? Handled.

Ops Teams: Procurement That Doesn’t Drag

Internal teams use Evalinator for vendor assessments? Connect those responses to ApproveThis for purchase approvals. The best part? Vacation delegation means if the usual approver’s OOO, requests auto-reassign – no digging through out-of-office notices.

How It Actually Works (Without the Tech Jargon)

Setting this up is simpler than explaining it:

1. Hook Evalinator to Zapier: When a new assessment response hits (Zapier trigger), grab key data points
2. Map to ApproveThis: Turn those responses into an approval request with context (score, answers, client info)
3. Set Your Rules: Use ApproveThis’s conditional logic to route based on thresholds or content

Example: A marketing agency uses Evalinator for client creative briefs. When the brief scores below 80% completeness, ApproveThis automatically routes it back to the account manager. Above 80%? Goes straight to creative directors for greenlight.

Features You’ll Actually Use (No Bloat)

We’re not here to sell you features you’ll never touch. These matter:

• Email approvals: External clients approve without another platform login
• Calculated fields: Auto-determine approval paths based on Evalinator scores
• Real-time tracking: See where every assessment-driven request is stuck

Real-World Plays (Steal These Setups)

Consulting Firms: Client strategy assessments in Evalinator auto-trigger SOW approvals in ApproveThis. Partners approve scopes >$50k via mobile while traveling.

Software Vendors: Security audits (Evalinator) kick off contract approvals with calculated fields adjusting legal review tiers based on risk score.

Manufacturers: Supplier assessments route to QA, procurement, and logistics teams simultaneously – first to reject kills the deal, all must approve to proceed.

The Bottom Line

If you’re using Evalinator, you’re already collecting smarter data. Connecting it to ApproveThis through Zapier means acting on that data without the administrative circus. Approvals happen where the work does – in email, Slack, or between episodes of whatever’s streaming tonight.

This isn’t about replacing human judgment. It’s about cutting the crap that slows decisions down. Your team knows their stuff – give them a system that keeps up.

Ready to Stop Being a Approval Middleman?

Get Started with ApproveThis or schedule a 15-minute demo to see how it plays with Evalinator. No sales drones, just straight talk about automating your worst approval bottlenecks.