ApproveThis manages your ConvertCalculator Integration approvals.

When Approval Workflows Meet Smart Calculators

Let's cut to the chase: manually approving calculated quotes, budgets, or project estimates sucks. Someone builds a custom calculator in ConvertCalculator, the numbers get emailed around, people debate percentages in Slack threads, and three days later you realize the client already signed with your competitor. ApproveThis fixes this by adding structured approval workflows to ConvertCalculator's razor-sharp calculations through Zapier. Together, they turn "Let me circle back on that" into "Approved - let's move."

Why This Combo Works (No Corporate Jargon)

ConvertCalculator builds the math engines that help customers self-serve quotes or ROI estimates. ApproveThis adds guardrails to ensure those numbers actually get reviewed by the right people - without creating bottlenecks. Here's what happens when they team up:

For Decision Makers

Your sales team's fancy ROI calculator just spit out a $250K deal. With this integration, that quote automatically routes to the CFO for review before it hits the client's inbox. No more "Oops, we can't actually honor that pricing."

For Operations Teams

That procurement calculator your suppliers use? Now every submission triggers an approval chain based on order size. Under $10K? Auto-approved. Over $50K? Escalates to the VP. You set the rules once, then stop babysitting spreadsheets.

The License Advantage

Here's the kicker: approvers only need ApproveThis access. Your client's procurement team can approve quotes directly from email without needing ConvertCalculator logins. Same goes for external partners or contractors - no added seats or permission headaches.

Real-World Use Cases That Don't Suck

1. Marketing Agencies: Client Proposal Sanity Checks

Scenario: Your ConvertCalculator-powered campaign estimator suggests a $80K Facebook ad spend. The sales rep clicks submit, triggering this flow:

ConvertCalculator → Zapier → ApproveThis → Creative Director + CFO → Approved/Revised → CRM update

Why it matters: Prevents overpromising on deliverables or underbidding complex projects. Uses ApproveThis's calculated fields to flag estimates exceeding client budgets.

2. Manufacturing: Dynamic Procurement Approvals

Scenario: A supplier calculates raw material costs using your portal. The integration automatically:

- Routes orders under $5K to junior buyers
- Flags orders over $25K for VP review
- Adds 2-factor approval for rush orders

Leverages ApproveThis's approval thresholds and ConvertCalculator's conditional logic to prevent stockouts without overspending.

3. SaaS Companies: Quote-to-Contract Speed

When enterprise clients use your pricing calculator:

1. Custom quote generated in ConvertCalculator
2. Approval request sent via ApproveThis with:
- Calculated LTV
- Discount percentage
- Implementation timeline
3. Legal + Finance approve parallelly
4. Approved terms auto-populate in DocuSign

Cuts deal closing from weeks to hours using parallel approval groups.

Setting This Up Without Losing Your Mind

If you can make toast, you can build this integration:

1. Connect ConvertCalculator + ApproveThis via Zapier
2. Choose triggers:
   - New calculator submissions
   - Approval status changes
3. Map critical data points:
   - Total calculated values → Approval thresholds
   - Client emails → Approval group assignments
4. Test with a $1 test transaction

Pro Tip: Use ApproveThis's calculated fields to auto-flag submissions needing special handling (e.g., international orders, rush fees).

Department-Specific Wins

Finance Teams

Finally kill spreadsheet approvals. When ConvertCalculator handles complex amortization schedules or ROI projections, ApproveThis ensures:
- Compliance checks before commitments
- Audit trails for every decision
- Automatic escalation if numbers hit preset risk thresholds

Sales Teams

Stop chasing approvals for custom quotes. Instead:
- Clients get real-time estimates
- Managers approve via email during client calls
- Approved quotes auto-convert to contracts

Uses ApproveThis's email approvals to keep deals moving.

Operations Teams

Make supplier/vendor calculators actually useful:
- Auto-approve routine orders
- Flag discrepancies from historical pricing
- Require 2 approvals for new vendors

Combines ConvertCalculator's forms with ApproveThis's conditional workflows.

Common "Yeah, But..." Scenarios

"We Need 17 Approvers Sometimes"

ApproveThis handles this without drama. Set up approval groups where:
- Regional managers approve first
- Department heads review over certain amounts
- Legal only gets involved for specific clauses

All while keeping the client-facing calculator experience simple.

"Our Approvers Are Old School"

They'll fit right in. Approvers can:
- Vote via email replies
- Get digest summaries instead of constant pings
- Delegate approvals when OOO (thanks to vacation delegation)

No app downloads required unless they want dashboard access.

Why This Isn't Just Another Integration

Most approval tools make you choose between flexibility and control. This combo gives both:

For Calculator Builders:
- Keep using ConvertCalculator's drag-and-drop interface
- Add approval logic without coding

For Process Nerds:
- Set escalation rules based on live calculations
- Modify workflows without breaking existing forms

For Finance:
- Instantly see which quotes are pending approval
- Export decision logs for audits

Getting Started (Without the BS)

Here's your playbook:

1. Grab an ApproveThis trial
2. Identify one calculator causing approval delays
3. Build a Zapier flow in 20 minutes
4. Test with a small team
5. Watch how fast others want in

No need to replatform. No user training beyond "Check your email."

The Bottom Line

If your business uses calculated quotes, budgets, or estimates, you're already losing deals to slower competitors. Every hour spent manually reviewing calculator outputs is an hour not spent improving margins or serving clients. ApproveThis + ConvertCalculator via Zapier isn't about flashy tech - it's about removing the crap that makes work tedious.

Next step: Book a 15-minute demo to see how approval workflows actually work. We'll show you live examples from your industry, or eat a hat. (Note: We really don't want to eat a hat.)

Schedule Demo | Start Free Trial