ApproveThis manages your Daftra Integration approvals.

When Accounting Meets Approval Power

Let's cut to the chase: Your finance team shouldn't be chasing down signatures. Your sales leads shouldn't drown in email threads for contract approvals. And your operations manager? They've got better things to do than play detective with invoice statuses.

That's where ApproveThis and Daftra come in. We're talking about connecting your ERP's financial muscle with an approval system that actually works the way your teams do. No extra logins for clients. No convoluted processes. Just decisions getting made faster.

Why This Combo Works for Mid-Sized Companies

Daftra handles your numbers. ApproveThis handles your decisions. Together through Zapier, they handle your sanity. Here's what changes:

• No more approval black holes: That $25K vendor invoice doesn't get stuck because Jim from procurement is on vacation
• Client approvals that don't suck: External partners approve estimates via email without needing a Daftra login
• Audit trails that actually audit: See who approved what, when, and why – directly tied to financial records

Real Workflows for Real Teams

These aren't hypothetical "could-be" scenarios. These are fixes your teams will use tomorrow:

1. Invoice Approvals That Don't Require Mind Reading

Problem: Accounting creates a Daftra invoice → Manager ignores it in their inbox → AP team plays phone tag → Payment gets delayed.

Fix: Connect Daftra's "Invoice Created" trigger to ApproveThis' "Create Request" action via Zapier. Now:

- High-value invoices ($10K+) automatically route to department heads first
- Standard invoices go straight to AP with auto-approval under thresholds
- Everyone gets reminders that actually work (because they're tied to approval deadlines)

Who this helps: Manufacturing companies approving raw material purchases, agencies managing client project invoices, wholesalers dealing with bulk orders.

2. Estimates Clients Actually Sign Off On

Problem: Sales sends a Daftra estimate → Client has questions → 12 email threads later → Deal stalls.

Fix: Zapier triggers an ApproveThis request when Daftra estimates are created. But here's the kicker – use ApproveThis' calculated fields to:

- Show volume discounts automatically in the approval request
- Attach T&Cs based on deal size
- Let clients comment directly on line items via email

Who this helps: IT services firms pricing managed contracts, equipment rental companies quoting long-term leases, consultants scaling project scopes.

3. Post-Approval Actions That Don't Require Data Entry

Problem: Approval gets granted → Someone forgets to update Daftra → Finance closes the books → Month-end reporting is wrong.

Fix: When ApproveThis sends a "Request Approved" trigger, Zapier auto-adds the invoice payment in Daftra. Bonus points for using approval thresholds to:

- Flag payments over budget for CFO review
- Auto-apply early payment discounts
- Update project budgets in real time

Setup That Takes Minutes, Not Days

We're not talking API developers here. If you can use Daftra, you can connect this:

1. Create a Zapier account (free tier works)
2. Choose Daftra's trigger (new invoice, estimate, etc.)
3. Select ApproveThis' "Create Request" action
4. Map Daftra fields to your approval template
5. Test with a $1 test invoice → Approve via email → Watch Daftra update

Pro tip: Use ApproveThis' vacation delegation so summer Fridays don't tank your approval SLAs.

Who Gets Their Time Back?

This isn't just about finance teams. It's about fixing cross-functional crap:

Finance & Accounting

- Close books 2 days faster with real-time approval tracking
- Reduce payment errors by tying approvals directly to Daftra records
- Stop being the approval police (we handle reminders/escalations)

Operations & Procurement

- Get PO approvals before suppliers hound you
- Automatically escalate urgent requests past stuck approvers
- Prove compliance without digging through 6 apps

Sales & Client Services

- Clients sign off on estimates without login hassles
- Attach contract PDFs to approval requests automatically
- See when clients open/approve quotes (no more "the email must have gotten lost")

The Nuts and Bolts You Care About

Let's address the elephant in the room – yes, Daftra users need licenses. No, approvers don't. Here's how that plays out:

- External contractors approve SOWs via email → No Daftra access needed
- Department heads review budgets in ApproveThis → Don't touch Daftra daily
- Execs get mobile-friendly approvals → No training required

And because we know you're wondering: ApproveThis scales with your Daftra setup. Add conditional approval steps when you expand to new regions. Build location-specific approval chains when you open that second warehouse.

Bottom Line: This Isn't About Software

It's about closing the gap between deciding and doing. Every day your approval process sucks is a day your competitors move faster. Every hour your team spends herding approvers is an hour not spent on strategic work.

ApproveThis + Daftra via Zapier isn't magic. It's just workflow automation that respects how mid-sized companies actually operate – no corporate red tape, no IT dependencies, no nonsense.

What Now?

1. Grab an ApproveThis trial (takes 3 minutes)
2. Bookmark the Daftra-Zapier docs
3. Steal one of the workflows we mentioned above

Or if you're the "show me first" type: Schedule a 15-minute demo. We'll connect it to your Daftra sandbox and prove it works before you commit.