How ApproveThis + Salesdock Cuts Approval Chaos for Sales Teams

When Sales Meets Approvals, Magic Happens

Let’s be real – sales teams move fast, and approval processes move like molasses in January. That’s where pairing ApproveThis with Salesdock changes the game. We’re talking about connecting your sales engine (Salesdock) with an approval system (ApproveThis) that doesn’t require begging people to check their inboxes. Together, they turn “Hey, can you approve this?” into “It’s already handled.”

Why This Combo Works

Salesdock automates sales workflows. ApproveThis automates decisions. Connect them through Zapier, and you’ve got a self-running machine where approvals happen exactly when and where they’re needed – no chasing, no lost emails, no spreadsheet roulette.

Three Ways This Duo Saves Your Sanity

1. No More “Who Approved This?”
When Salesdock captures a lead, ApproveThis automatically kicks off compliance checks or manager approvals. Legal gets notified if deals need special terms. Finance gets looped in on pricing exceptions. Everyone stays in their lane without slowing down the deal.

2. Approval Status = Task List
Approved a contract in ApproveThis? Salesdock automatically creates follow-up tasks for onboarding. Denied a discount request? Tasks get created to revisit the proposal. The sales team keeps moving without manual handoffs.

3. Escape License Jail
Here’s the kicker: approvers don’t need Salesdock logins. Legal, finance, or external partners approve directly via email or ApproveThis’ dashboard. No more buying extra CRM seats just for occasional approvers.

Real-World Scenarios That Don’t Suck

Use Case 1: Lead Qualification That Actually Works

A cybersecurity company uses Salesdock to capture leads from their website. Every new lead triggers an ApproveThis workflow where:

• Sales managers approve/disqualify leads based on budget thresholds
• Legal reviews any data privacy questions upfront

Result: Their sales team stopped wasting 12 hours/week chasing dead-end leads. Approvals happen in 2 hours instead of 2 days.

Use Case 2: Closing Deals Without the Paperwork Hangover

A commercial HVAC supplier connects Salesdock offers to ApproveThis for:

• Automatic margin checks on custom quotes
• Escalating discount requests to regional directors

Result: They cut approval delays on complex bids by 65%, using ApproveThis’ calculated fields to auto-approve standard deals.

Use Case 3: Post-Sale That Doesn’t Fall Apart

When a SaaS company’s Salesdock shows a client accepted an offer, ApproveThis:

• Triggers legal contract review
• Notifies finance to create invoices
• Assigns CSMs via approval groups

Result: Their implementation team gets notified 3 days faster, reducing onboarding slippage.

Setup That Doesn’t Require a PhD

Here’s how to connect the dots in 15 minutes flat:

1. Create Your Approval Template: Build workflows in ApproveThis for leads, quotes, or contracts
2. Pick Your Zapier Trigger: New Salesdock lead? Accepted offer? Closed deal?
3. Map the Data: Pull Salesdock info into approval requests (deal size, client info, terms)
4. Set Up Notifications: Approvers get emails; denials trigger Salesdock tasks

Pro Tip: Use ApproveThis’ vacation delegation so summer Fridays don’t bottleneck approvals.

Who Benefits (Besides Your Sanity)

Sales Ops Teams

Finally prove that approvals aren’t the reason deals stall. Real-time tracking in ApproveThis shows exactly where bottlenecks happen.

Finance Teams

Get automatic alerts for deals that need special attention. Set approval thresholds so only exceptions hit their radar.

Field Sales

Close deals onsite knowing approvals happen before the client changes their mind. Email approvals work from anywhere – no VPN required.

The Nuts and Bolts You Care About

ApproveThis plays nice with Salesdock through Zapier triggers and actions. Key details:

Triggers in ApproveThis:
- New request created
- Request approved/denied

Actions You Can Take:
- Create Salesdock tasks when approvals complete
- Push approved deals to contract generation

Bonus: Use calculated fields to auto-approve standard deals below $10k, or escalate large deals to execs.

Why This Isn’t Just Another Integration

Most approval tools make you choose between speed and control. With Salesdock + ApproveThis, you get:

Conditional Logic That’s Actually Logical:
Route approvals based on deal size, client location, or product mix – not just org charts.

Approvals That Respect the Sales Process:
Time-bound reminders, mobile-friendly reviews, and audit trails that don’t make you want to scream.

Ready to Stop Being an Approval Babysitter?

If your sales team is still forwarding emails for sign-offs, you’re leaving deals (and sanity) on the table. ApproveThis + Salesdock via Zapier turns approval bottlenecks into automated handoffs.

Get Started with ApproveThis or schedule a demo to see how it works with your Salesdock setup.

P.S. No, this isn’t another “transform your workflow” BS claim. It’s literally connecting two tools so approvals happen where the work already gets done. You’ve got better things to do than herd cats.