ApproveThis manages your Accord Integration approvals.

When Approval Management Meets Customer Collaboration

Let’s get real – approvals are the traffic jams of business operations. Someone’s always waiting on someone else to hit "approve," while deals stall and procurement requests gather dust. That’s why pairing ApproveThis (your approval sheriff) with Accord (the sales/buyer collaboration hub) isn’t just smart – it’s borderline survival tactics for companies scaling between 50-5,000 employees.

Here’s the deal: Accord connects your sales team with buyers to coordinate plays, share resources, and move deals forward. ApproveThis slaps structure on all the "Hey, can you sign off on this?" chaos happening in the background. Connect them through Zapier, and you’ve got a system where approvals trigger actions and vice versa – without making people jump between eight tools.

Why This Combo Doesn’t Suck

Most approval tools treat your sales team like toddlers needing hand-holding. ApproveThis acts more like a GPS – it routes requests where they need to go, adapts when someone’s OOO, and doesn’t require buyers to learn new software. Since Accord already lives in your sales team’s workflow, adding approvals here means:

• Fewer “Wait, where’s that contract?” moments because approvals auto-create Accord resources
• Zero license headaches – external clients approve via email, no new logins needed

For example, when your sales ops team finalizes a custom deal in Accord, ApproveThis can automatically route it to legal and finance based on deal size. No Slack pings, no spreadsheets – just the CFO getting an email they can approve from their phone.

Three Ways This Actually Works in the Wild

1. Auto-Create Approvals for New Accords (Because Sales Moves Fast)

The Setup: Every time your sales team creates a new customer playbook in Accord, ApproveThis generates an approval request. Legal reviews the terms, finance checks the numbers – all before the buyer sees it.

Who Cares: Marketing agencies pitching six-figure campaigns. Instead of Account Executives chasing down 3 department heads for sign-off, ApproveThis routes the SOW to the right people based on project scope. If the creative director’s on vacation? It auto-reassigns to their second-in-command.

2. Turn Approved Requests into Accord Resources (No Copy-Paste Required)

The Magic: Someone approves a budget request in ApproveThis → Zapier instantly creates a resource in Accord’s deal room. Buyer gets notified, sales rep looks organized, procurement doesn’t have to manually update three systems.

Real-World Win: Manufacturing companies dealing with custom part orders. Once engineering approves the specs in ApproveThis, Accord auto-generates a supplier checklist and shares it with the buyer. Bonus points: ApproveThis’ calculated fields ensure the PO total matches the approved budget.

3. Launch Playbooks After Final Approval (Because Timing is Everything)

The Flow: Contract gets approved → Accord creates a new playbook from your template → Sales team gets notified to start onboarding.

Case Study: SaaS companies rolling out enterprise plans. Legal approves the MSA in ApproveThis, which triggers Accord to spin up an implementation playbook. The customer success manager gets added automatically – no status meetings required.

Setting This Up Without Losing Your Mind

If you can send a Slack message, you can build this integration. Here’s the cheat sheet:

1. Connect ApproveThis and Accord to Zapier (takes 2 minutes per app)
2. Pick your trigger: “New Accord Created” or “Request Approved” usually work
3. Map critical fields – deal size → approval threshold, client email → approver list
4. Test with a $0 test deal to avoid accidentally approving your CEO’s lunch expense

Pro tip: Use ApproveThis’ approval thresholds to auto-approve small deals (under $5k?) but escalate bigger ones. Your VP of Sales will thank you when they’re not reviewing 20 minor contracts weekly.

Which Teams Stop Pulling Their Hair Out

Sales Ops:

Deal desks win back 6+ hours/week when custom pricing approvals auto-generate Accord playbooks. Plus, ApproveThis’ real-time tracking means they can actually answer “Where’s that approval?” without digging through emails.

Procurement:

Vendor contracts get approved before the sales team promises unrealistic delivery dates. Approval groups in ApproveThis mean legal, infosec, and finance review in parallel instead of playing approval ping-pong.

Customer Success:

No more “The contract’s signed but we haven’t started onboarding!” disasters. Approved contracts in ApproveThis trigger Accord checklists, so CSMs get notified the second ink dries.

But Wait, There’s Actual Features

We’re not just slapping two apps together and calling it innovation. The combo works because:

• Email approvals = buyers don’t need another login (they’ve got 127 passwords already)
• Calculated fields auto-check if the Accord deal size matches the approved budget
• Vacation delegation means deals don’t die because someone’s at Burning Man

Example: A healthcare tech company uses approval thresholds – any deal over $250k gets auto-routed to the compliance team in ApproveThis. Once approved, Accord generates a risk assessment doc and shares it with the buyer’s legal team. All without a single “Per my last email…”

Cool, But Does This Actually Work?

Look, we’re not claiming this cures cancer. But companies using both tools report:

- 40% faster deal closures (because approvals aren’t stuck in inboxes)
- 75% fewer compliance oopsies (thanks to mandatory legal checkpoints)
- Sales teams actually updating Accord (because it’s not manual busywork)

It’s not magic – it’s just connecting systems that should’ve been talking all along.

How to Not Screw This Up

Common pitfalls (so you can avoid being the cautionary tale):

Don’t: Set up auto-approvals for every tiny request – finance will revolt.
Do: Use conditional logic. Example: Only require CMO approval for marketing spends over $20k.

Don’t: Let sales reps bypass approvals by editing Accords directly.
Do: Enforce ApproveThis as the single source of truth. Sync approval statuses back to Accord so everyone’s aligned.

Ready to Stop Herding Approvals?

If your company’s grown past “YOLO, just Venmo me and I’ll expense it later,” it’s time to act. ApproveThis + Accord via Zapier is like giving your ops team a caffeine IV drip – minus the jitters.

Register for ApproveThis (free trial, no CC required), connect your Accord account, and build your first Zap in 15 minutes. Or, if you’re the “let me talk to a human” type, book a demo where we’ll show how to auto-approve snack budgets while escalating enterprise deals.

Either way – stop letting approval chaos slow down deals that actually matter.