ApproveThis manages your ActiveCalculator Integration approvals.

Two Tools, One Powerful Partnership

When financial services firm Sterling & Cross connected ActiveCalculator to ApproveThis, their client onboarding time dropped from 14 days to 3. This isn't magic - it's what happens when you combine precision data collection with structured approval workflows.

ActiveCalculator's dynamic forms and quote generators solve one problem: gathering accurate, calculation-driven inputs from clients or internal teams. ApproveThis solves another: ensuring those submissions get reviewed by the right people, at the right time, with zero bureaucratic overhead. Together through Zapier, they create closed-loop automation where data triggers decisions, and decisions trigger actions.

Why This Integration Changes the Game

Most companies use forms or calculators to collect critical data - loan applications, budget requests, project estimates. But when those submissions require human review, bottlenecks form. Emails get buried. Approvers miss deadlines. Version control breaks down. ApproveThis eliminates these gaps by adding three core capabilities to ActiveCalculator workflows:

1. Context-Aware Routing

ActiveCalculator submissions containing specific values (like loan amounts over $50K) automatically route to senior underwriters in ApproveThis. Junior staff handle smaller requests, maintaining compliance without micromanagement.

2. Decision Auditing

Every approval or rejection in ApproveThis records who decided what, when, and why. This audit trail attaches directly to the original ActiveCalculator submission, crucial for financial services and healthcare compliance.

3. Multi-Stakeholder Alignment

Complex submissions often need input from finance, legal, and department heads. ApproveThis sequences approvals based on dependencies - legal can't review until finance greenlights the budget.

Real-World Workflows That Deliver ROI

Let’s examine how different industries operationalize this integration:

Commercial Lending

Mortgage brokers embed an ActiveCalculator-powered affordability quiz on their site. When a applicant submits their financial details:

1. ActiveCalculator computes debt-to-income ratio
2. ApproveThis routes the application to:
   • Underwriting if DTI < 36%
   • Senior credit officer if DTI > 36%
3. Approved applications auto-populate loan docs; denied ones trigger a personalized email explaining next steps

Result: 22% faster application processing at First Regional Bank.

Manufacturing Procurement

A supplier's "bulk order discount calculator" feeds into ApproveThis where:

• Orders under $10K auto-approve via threshold rules
• Larger orders require plant manager review
• Custom fields highlight if requested delivery dates impact production schedules

Result: 40% reduction in rush order fees for automotive parts maker TorqTek.

Implementation Made Simple

Connecting ActiveCalculator to ApproveThis via Zapier takes under 15 minutes:

Step 1: Map Your Trigger

Choose which ActiveCalculator event starts the workflow - typically a new form submission or calculator completion. Zapier passes key data points (email, calculated values, timestamps) to ApproveThis.

Step 2: Configure Approval Logic

In ApproveThis, build a workflow template that:

• Assigns approvers based on ActiveCalculator inputs (e.g., department, location)
• Sets deadlines aligned with SLAs (48-hour turnaround for HR requests)
• Defines escalation paths if approvals stall

Step 3: Automate Post-Approval Actions

Once approved, Zapier can:

• Update CRM deals in Salesforce
• Generate invoices in QuickBooks
• Send confirmed quotes via ActiveCalculator's email tools

Pro Tip: Use ApproveThis' Calculated Fields to compare ActiveCalculator outputs against budget ceilings or inventory levels before routing for approval.

Cross-Functional Benefits

Finance Teams

Automate purchase order approvals with real-time budget checks. If an ActiveCalculator-submitted vendor quote exceeds department limits, ApproveThis instantly flags it for CFO review.

Sales Teams

Proposals built in ActiveCalculator auto-send to ApproveThis for legal/ops review. Sales reps track approval status without switching tools, reducing deal cycle time by 30%.

Operations Teams

Maintenance requests submitted via ActiveCalculator forms route to facilities managers in ApproveThis. Urgency scores calculated in ActiveCalculator determine escalation rules.

Key Differentiators

While other approval tools exist, ApproveThis offers unique advantages for ActiveCalculator users:

No Guest Account Hassle

External approvers (clients, vendors, partners) review requests via email without needing ActiveCalculator logins. Internal teams maintain control over data access.

Dynamic Deadline Management

If an ActiveCalculator submission has a time-sensitive offer (like a promo price), ApproveThis can shorten approval windows and auto-remind lagging approvers.

Conditional Approvals

For complex submissions requiring partial sign-offs, ApproveThis allows staged approvals. Example: A construction firm's equipment rental calculator might need safety officer approval before financial review.

Getting Started

To implement this integration:

1. Sign up for ApproveThis (14-day free trial)
2. Build your core approval templates in ApproveThis
3. Connect to ActiveCalculator via Zapier
4. Test with low-risk workflows before scaling

For complex use cases like multi-region compliance approvals, request a personalized demo to see conditional logic and audit features in action.

The Bottom Line

ActiveCalculator excels at capturing data-driven inputs; ApproveThis ensures those inputs lead to timely, compliant decisions. Together, they turn manual review processes into competitive advantages - whether you're streamlining client onboarding, accelerating procurement, or governing budget requests.

By eliminating approval bottlenecks, companies using both tools report:

• 60-80% faster decision cycles
• 50% fewer compliance exceptions
• 90%+ approver adoption rates (thanks to email-based actions)

Ready to transform submissions into actions? Launch your free ApproveThis trial or schedule a custom demo to see advanced automation scenarios.