ApproveThis manages your Prospero Integration approvals.

Why Bother Connecting These Two?

Let's cut to the chase: if your team's still chasing down approvals via email threads or Slack pings, you're leaving money on the table. ApproveThis and Prospero solve two different but equally annoying problems - one handles the chaos of approvals, the other keeps proposals from getting lost in the shuffle. Together? They're like a bureaucratic bulldozer.

Prospero's great at making proposals look sharp and keeping track of versions. ApproveThis? It's the enforcer that actually gets people to sign off on things without playing hide-and-seek with decision makers. Connect them through Zapier, and you've got a system where proposals automatically trigger approvals, and approvals actually get done.

What This Actually Does For Your Business

We're not here to sell you on "streamlined synergies." Here's the real deal:

• No more proposal purgatory: 87% of deals stall because of approval delays (yeah, we made that stat up - but you know it's true)
• Client-facing teams stop babysitting: Sales doesn't need to play middleman between legal and accounting
• Finance actually trusts the numbers: Auto-calculated fields in ApproveThis mean fewer "Wait, is this margin right?" emails

The kicker? Approvers don't need Prospero licenses. Client needs to review a proposal? Just send them an ApproveThis link. They'll think you're fancy, you'll save $50/user/month.

Three Ways This Combo Actually Gets Used

1. The "Stop Wasting Sales' Time" Workflow

Template: New Prospero draft → Auto-create ApproveThis request

Here's how a mid-sized marketing agency uses this:

1. Sales lead creates $50K influencer campaign proposal in Prospero
2. Zapier pings ApproveThis to start approvals
3. Legal reviews compliance stuff
4. CFO's team checks budget alignment
5. Managing partner gives final nod
All while the sales team... actually sells.

Why it works: Approval thresholds mean smaller proposals (<$10K) auto-approve if margins hit 30%. No human needed.

2. The "Stop Losing Client Requests" Setup

Template: New ApproveThis request → Auto-create Prospero proposal

Construction company example:

- Client approves $200K renovation via ApproveThis
- Zapier triggers Prospero to generate:
  • Scope doc with approved budget
  • Change order templates
  • Compliance checklist
Project managers get everything pre-baked before first meeting.

Secret sauce: Vacation delegation in ApproveThis means even if the VP's fishing in Montana, their deputy gets auto-assigned.

3. The "Actually Get Paid" System

Template: Prospero proposal published → ApproveThis payment terms review

IT consultancy case:

1. Engineer publishes $150K cloud migration proposal
2. Zapier fires approval chain for:
  • Payment schedule (30/40/30 split?)
  • SLA commitments
  • Penalty clauses
3. Once approved, Prospero auto-adds signed terms to final contract

Money move: Calculated fields in ApproveThis auto-flag proposals where payment terms exceed 60 days.

Setting This Up Without Losing Your Mind

We've all seen "5-minute setup" lies. Here's the real timeline:

Step 1: Create your Zap
- Pick Prospero trigger (new draft/published proposal/etc.)
- Map critical fields: Client name, $ amount, expiry date

Step 2: Connect ApproveThis
- Set approval rules: Who needs to sign off at each stage
- Configure escalation rules: "If no response in 48h, ping CFO"
- Add calculated fields: Auto-flag proposals over budget

Step 3: Test with real data
Pro tip: Use an actual stale proposal from last quarter. See how fast it moves now.

Who Actually Cares in Your Company

Sales Teams

They care about: Not having to explain why legal is taking 3 weeks on a simple NDA.
Win for them: Auto-approved templates for common proposals under $25K.

Finance Departments

They care about: Not being the bad guys who "always say no."
Win for them: Budget thresholds that auto-reject anything over quarterly caps.

Operations Managers

They care about: Not herding cats every time a client asks for changes.
Win for them: Approval groups that loop in exactly who's needed - no more, no less.

Why This Isn't Just Another Integration

Most approval tools just shuffle PDFs around. What makes this combo different:

Two-way street: Changes in Prospero update ApproveThis requests, and approvals lock proposal terms. No version mismatch hell.

Client-proof: External users get ApproveThis links that even your least tech-savvy client can figure out. No "How do I log in?" support tickets.

Audit trail that matters: See exactly which proposal version got approved, by whom, and what changes were made post-approval.

When You Should Probably Ignore This

This setup isn't magic fairy dust. Don't bother if:

• Your team approves maybe 5 proposals a month
• Every deal requires 15 custom legal clauses
• You still fax contracts (we don't judge... much)

But if you're scaling past 50 employees and deals keep getting stuck in "review," this is your eject button.

Alright, What's Next?

Option 1: Keep doing what you're doing. Your competitors will love that.
Option 2: Get ApproveThis, connect it to Prospero via Zapier, and actually hit your quarterly targets for once.

Need to see it work? Book a 15-minute demo. We'll show how to cut approval time from weeks to hours. No sales jargon - just the stuff that actually matters.