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Paperless Parts Integration

ApproveThis manages your Paperless Parts Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Your Shop Floor Meets the Boardroom

Let's get real - manufacturing isn't just about CNC machines and G-code. It's about the 37 approval emails stuck in your sales manager's inbox, the pricing quote that's been "under review" for two weeks, and the production lead who's on vacation while a critical order gathers digital dust.

That's where pairing Paperless Parts with ApproveThis via Zapier becomes your secret weapon. Think of it like putting your entire approval process on a CNC router - precise, automated, and leaving zero room for manual errors.

Why This Combo Hits Different

Paperless Parts gives you the industrial-grade quoting and estimating tools. ApproveThis brings the organizational muscle to actually get decisions made. Together? They turn "we'll get back to you" into "approved, let's cut metal."

For the Shop Owner Who Hates Missed Deadlines

Connect RFQ approvals directly to your quoting team's workflow. When a new quote pops up in Paperless Parts, ApproveThis automatically routes it to the right people based on dollar value or customer tier. Your VP of Sales gets anything over $50K, production manager handles the rest. No more guessing games.

For the Procurement Team Buried in Spreadsheets

Every approved purchase component in Paperless Parts can trigger an approval chain that actually understands manufacturing lead times. ApproveThis' calculated fields automatically flag orders that need expedited shipping approvals based on your production schedule.

Real-World Use Cases That Don't Suck

1. Order Approvals That Keep the Lights On

Here's how a mid-sized machine shop uses this setup:

New order in Paperless Parts → Auto-check against inventory thresholds → If below minimum stock, route to purchasing manager + plant supervisor → Both approve via email → PO automatically generated.

Their old process took 3 days. Now? 3 hours. And that's with union break schedules.

2. Client Quotes That Close Before Competitors Wake Up

Aerospace component manufacturer needed to slash quote approval times. Their Zapier flow:

Paperless Parts quote → ApproveThis checks customer history → Under $25K? Auto-approve → Over $25K? Route to sales director with margin calculations pre-baked → Approved quotes auto-send with terms.

Result: 68% faster quote-to-close on complex bids. Even the CFO approved that.

3. Supplier Management That Doesn't Require a PhD

When a new vendor gets approved in ApproveThis:

Auto-create Paperless Parts contact → Tag with "Approved Vendor" → Add to appropriate supplier groups → Notify purchasing via Slack.

No more duplicate entries. No more "Wait, did we approve these guys?". Just clean supplier data flowing where it needs to go.

Setting This Up Without Losing Your Mind

Here's the beautiful part - you're not building some custom API integration. We're talking 15-minute Zapier setup:

  1. Connect Paperless Parts to Zapier
  2. Pick your trigger (new quote, order, etc.)
  3. Map fields to ApproveThis
  4. Set approval rules (thresholds, groups)
  5. Test with a real order

Pro tip: Start with your most painful approval bottleneck. Usually that's either rush orders or custom quote approvals.

Department-Specific Wins

Production Teams

Approved orders automatically populate production schedules in Paperless Parts. Machine shop leads get real-time updates without checking five different systems.

Sales Ops

Complex quotes get conditional approvals - engineering signs off on specs first, then pricing gets reviewed. All tracked in ApproveThis with timestamps for commission disputes.

Procurement

New vendor approvals require NDA sign-off → quality cert review → credit check. ApproveThis handles the sequence automatically, then updates Paperless Parts when greenlit.

Why This Beats "Just Using Email"

Let's say you're approving a custom machined part quote:

  • Email approach: 12 forwards, someone forgets the attachment, approval gets lost
  • ApproveThis approach: All specs visible, digital sign-offs, auto-archiving in Paperless Parts

Bonus: Approvers don't need Paperless Parts logins. Your customer's procurement team can approve directly via email without getting access to your entire system.

No More "Out of Office" Nightmares

ApproveThis' vacation delegation means when your lead engineer is at IMTS, approvals automatically route to their backup. No more production holds because someone's checking emails from a trade show floor.

The Bottom Line

This integration isn't about fancy tech - it's about eliminating the stupid delays that kill manufacturing margins. Every minute saved on approvals goes straight to your bottom line. And in an industry where 72% of shops report delayed orders due to approval bottlenecks, that's real money.

Ready to stop being your own worst bottleneck? Get started with ApproveThis or book a demo to see exactly how this plays with your Paperless Parts setup.

PS: If you're still approving quotes with handwritten notes on printed PDFs, we need to talk. Your shop deserves better.

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Integrate with Paperless Parts Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Paperless Parts

Suggested workflows (and their Zapier components) for Paperless Parts

Create approval requests for new Paperless Parts orders

Streamline order approvals with this integration. Whenever a new order is created in Paperless Parts, an approval request is automatically sent via ApproveThis. This ensures efficient review and decision-making for every order placed. *Note: Ensure you configure your approval criteria and assign appropriate approvers.*

Zapier Components

Paperless Parts Logo

Trigger

Order Created

Triggers when a new order is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update Paperless Parts contacts for approved requests

Easily manage your contact database by updating contacts in Paperless Parts for each request that is approved via ApproveThis. This automation ensures your contact details are always current following approval cycles. *Note: Ensure email addresses are correctly aligned with contact entries to avoid duplicates.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Paperless Parts Logo

Action

Create or Update Contact

Creates or Updates a Contact with the same logic as Purchased Components. Emails are used as a unique identifier.

Initiate approval workflows for new quotes

Automate approval processes by creating approval requests in ApproveThis for every new quote sent from Paperless Parts. This ensures that all quotes are reviewed and approved smoothly, fostering better pricing strategies. *Note: Set up conditions in ApproveThis to suit your pricing approval guidelines.*

Zapier Components

Paperless Parts Logo

Trigger

Quote Sent

Triggers when a quote is sent from Paperless Parts.

Action

Create Request

Creates a new request, probably with input from previous steps.