ApproveThis manages your Bidsketch Integration approvals.

Let’s be real: approval processes are where good ideas go to die a slow death. You’ve got proposals stuck in email threads, decision-makers playing hide-and-seek with their inboxes, and finance teams manually chasing down signatures. It’s a mess. But here’s the thing – it doesn’t have to be.

When Approval Meets Action

ApproveThis and Bidsketch are like the Batman and Robin of getting shit done. Bidsketch helps you whip up professional proposals faster than you can say “scope creep,” while ApproveThis automates the back-and-forth of getting those proposals approved. Together? You’re looking at a system where proposals get created, reviewed, and launched without the usual circus act.

Why This Isn’t Just Another “Integration”

Most tools promise to work together. These two actually do. Here’s what changes when you connect them via Zapier:

• No more approval black holes: Track exactly where every proposal is – whether it’s stuck with legal, waiting on the client, or doing the finance team shuffle
• Zero license headaches: Clients or contractors can approve directly via email without needing a Bidsketch login (because nobody wants to pay for 50 extra seats)
• Automatic paper trails: Every approval, rejection, or “can we talk about slide 4?” comment gets logged where it matters

Real-World Wins (Not Just Feature Lists)

Let’s break down how actual teams use this combo without losing their minds:

Use Case 1: The Proposal Safety Net

Scenario: Your sales team’s excited about a new client. Too excited. They’re about to send a proposal that promises 24/7 support your ops team can’t actually deliver.

Fix: Every new Bidsketch proposal triggers an ApproveThis workflow. Legal checks compliance, ops verifies timelines, finance runs the numbers. Only then does it go to the client.

Who benefits: Agencies, consultants, anyone who’s ever had a salesperson overpromise

Use Case 2: Post-Approval Rocket Fuel

Scenario: Your project manager just got sign-off on a big deliverable. Now they have to manually create a new proposal in Bidsketch, copy-paste details, and hope they didn’t miss anything.

Fix: Approved deliverables in ApproveThis auto-generate Bidsketch proposals with pre-approved terms. The PM just adds client-specific details and hits send.

Who benefits: Software dev shops, construction firms, anyone with repeat project types

Use Case 3: The Money Follow-Through

Scenario: Finance approved a discount… but the sales team “forgets” to add it to the final proposal. Now you’re eating margin.

Fix: Approved discounts or special terms in ApproveThis automatically create fees in Bidsketch. Sales can’t send the proposal until finance’s conditions are locked in.

Who benefits: Manufacturers, wholesalers, companies where pricing isn’t just a number on a page

The Nuts and Bolts (Without the Engineering Degree)

Setting this up isn’t rocket science. Here’s the 30-second version:

1. Connect both apps to Zapier (takes 2 minutes if you’ve had coffee)
2. Pick your trigger: “New Proposal in Bidsketch” or “Approval Completed in ApproveThis”
3. Map the key fields – proposal ID, approval comments, dollar amounts
4. Test with a real proposal (start with something small, like office snack budget)

Pro tip: Use ApproveThis’ calculated fields to auto-flag proposals that exceed budget thresholds before they even hit the approver’s inbox.

Who Actually Cares About This Stuff?

Different teams, different wins:

Sales Teams:

Stop babysitting proposals through approvals. Get notified when legal signs off instead of checking in every 2 hours. Use the vacation delegation feature so deals don’t die because someone’s at a conference.

Finance Teams:

Set approval thresholds so small discounts auto-approve but big ones get eyeballed. Get automatic audit trails for compliance without the spreadsheets-from-hell.

Operations Teams:

Use conditional logic to route proposals. New client? Needs risk assessment. Existing client under $10K? Auto-approve. Stop being the bottleneck without losing control.

The Quiet Killer Feature Nobody Talks About

Email approvals. Seriously. Your approvers don’t need to log into another system. They get an email, click approve/reject, and get back to work. For external clients? Golden. They’ll never know you’re using ApproveThis – just that you’re weirdly organized.

When Not to Use This Combo

We’re honest here. This setup isn’t magic fairy dust. If you’ve got three people total and approvals take 10 minutes, maybe overkill. But if any of these sound familiar, keep reading:

• Proposals regularly get stuck waiting for sign-offs
• You’ve had scope creep because terms weren’t locked down
• Finance keeps finding “surprise” discounts after deals close

Getting Started Without the BS

Pick one process that’s currently a pain point. Maybe it’s new client proposals over $50K. Maybe it’s change orders. Connect the apps for that single workflow. See how it feels. Tweak the automation rules. Then scale to other areas.

ApproveThis isn’t about adding more process – it’s about making existing processes less annoying. Combined with Bidsketch, it’s like giving your team superpowers to actually focus on work that matters instead of approval paperwork.

Time to Stop Being a Human Router

You didn’t get into business to babysit proposal approvals. Set up the ApproveThis + Bidsketch integration in an afternoon. Next time a proposal needs five sign-offs? You’ll be the one sipping coffee while the system does the heavy lifting.

Ready to approve less and do more? Get a custom demo or start your free trial. No sales bingo, we promise.