ApproveThis manages your Quotient Integration approvals.

Two Platforms, One Competitive Edge

Approval bottlenecks cost businesses an average of 22 workdays per year in delayed decisions. When you combine Quotient's customer-facing quoting power with ApproveThis' structured approval engine through Zapier, you're not just solving a workflow problem – you're building an operational advantage. This integration lets sales teams close deals faster while keeping finance teams firmly in control of compliance.

Why This Integration Works

Quotient excels at creating dynamic, client-ready quotes but wasn't built to handle complex internal approvals. ApproveThis adds missing governance layers without slowing down sales cycles. Together through Zapier, they enable:

• Automatic approval routing based on quote values
• Real-time visibility into quote status for all stakeholders

A manufacturing company using both platforms reduced quote-to-contract time from 11 days to 38 hours by automating VP-level approvals for custom orders over $50K.

Real-World Use Cases That Move the Needle

1. High-Velocity Sales Teams

For IT services firms with rapid quote turnaround needs, the integration automatically routes quotes exceeding standard discounts to department heads. ApproveThis' calculated fields feature can trigger approvals based on profit margin thresholds pulled directly from Quotient's pricing data.

2. Regulated Industries

Healthcare equipment suppliers use the Zapier connection to require compliance officer sign-off on any quote including service agreements. ApproveThis automatically attaches audit trails to Quotient records, satisfying HIPAA documentation requirements.

3. Custom Manufacturing

Fabrication shops link material cost calculations in Quotient to ApproveThis' conditional workflows. Quotes triggering inventory replenishment needs automatically route to procurement teams before final approval, preventing stockouts.

Technical Setup Without the Headache

Connecting via Zapier takes under 15 minutes:

1. Enable Quotient's Zapier integration
2. Create trigger for "Quote Accepted" events
3. Map Quotient fields to ApproveThis request template
4. Set approval thresholds based on quote amount

Key benefit: Approvers only need ApproveThis access, not Quotient licenses. This keeps external partners or clients out of your CRM while maintaining oversight.

Department-Specific Wins

Sales Teams

Auto-approve standard quotes under $5K while routing exceptions. ApproveThis' email approvals let reps get VP sign-offs during client calls without switching tools.

Finance Teams

Enforce multi-tier approvals for discounted quotes. Vacation delegation ensures CFOs aren't approval bottlenecks during travel.

Operations Teams

Trigger inventory checks in other systems when approved quotes contain specific SKUs. ApproveThis' webhooks can connect to warehouse management systems.

Beyond Basic Approvals

While the Zapier integration handles core quote-approval automation, combining both platforms unlocks additional capabilities:

Version Control: When clients counteroffer in Quotient, ApproveThis automatically creates new approval chains instead of restarting workflows.

Compliance Proofing: Approval groups in ApproveThis ensure quotes requiring legal review (like NDAs) get proper scrutiny before finalization.

Common Pitfalls to Avoid

Don't replicate existing Quotient permissions in ApproveThis – layer governance instead. Example: Use Quotient for client-facing collaboration, ApproveThis for internal controls.

Do test threshold calculations with historical quote data. A logistics company discovered 18% of "auto-approved" quotes actually needed review after analyzing past exceptions.

Scaling With Your Business

The integration adapts as you grow:

Startups: Use for basic quote approvals with 2-step workflows

Mid-Market: Add conditional logic based on product categories

Enterprises: Implement consensus-based approvals for cross-departmental quotes

Getting Started

Ready to eliminate approval delays? Start your ApproveThis trial and connect it to Quotient via Zapier in under an hour. For complex use cases, request a custom demo showing how approval thresholds and calculated fields can work with your Quotient setup.

Key reminder: ApproveThis doesn't require approvers to have Quotient access. Keep external partners in the approval chain without exposing your quoting tool's backend.