ApproveThis manages your Apparound Integration approvals.

Why Combine ApproveThis and Apparound?

Apparound simplifies sales processes by digitizing quotes, customer interactions, and product catalogs. ApproveThis automates approval workflows, ensuring decisions happen quickly and transparently. Together, they bridge the gap between sales execution and governance. By connecting these platforms through Zapier, businesses reduce manual handoffs, eliminate bottlenecks in quote approvals, and maintain accurate records across systems. This integration is particularly impactful for companies balancing rapid sales cycles with compliance requirements.

Key Benefits of the Integration

When Apparound’s sales automation meets ApproveThis’s approval governance, teams gain three competitive advantages:

• Faster Deal Closure: Automatically route quotes for approval the moment they’re finalized in Apparound, cutting days from review cycles.
• Cross-Team Alignment: Sync customer data and pricing updates between systems, ensuring sales, finance, and operations work from a single source of truth.

For example, a manufacturing company using Apparound for custom equipment quotes can set approval thresholds in ApproveThis. Quotes over $50K automatically route to senior managers, while smaller deals go to department heads. Approvers receive email notifications with embedded quote details, making decisions without logging into Apparound. This setup reduces approval times by 60% and prevents oversights in high-value contracts.

Use Case 1: Automate Quote Approvals

Template: "Create Approval Request for New Quotes"

How It Works: When a sales rep finalizes a quote in Apparound, Zapier triggers ApproveThis to create an approval request. The request includes quote specifics like total value, products, and customer history. Approvers receive an email with a summary and one-click approve/reject options.

Business Impact: A medical supplies distributor used this workflow to handle seasonal spikes in RFQ volume. By adding conditional logic in ApproveThis, quotes from strategic accounts bypassed junior approvers and went straight to regional directors. This cut their average approval time from 48 hours to 6.

Advanced Features in Play: Approval thresholds in ApproveThis auto-approve quotes under $5K, while calculated fields add markup percentages to quotes for margin validation.

Use Case 2: Sync Customer Records

Template: "Create Customer for New Requests"

How It Works: When a client submits a contract approval request via ApproveThis (e.g., for a service agreement), Apparound automatically creates a customer record. This ensures the sales team can track follow-ups even if the deal originated outside Apparound.

Business Impact: A SaaS company integrated their partner contracts (approved via ApproveThis) with Apparound’s CRM. Partners now appear in Apparound immediately after contract approval, triggering onboarding emails and renewal reminders. This reduced missed renewals by 22% in Q1.

Pro Tip: Use ApproveThis’s custom fields to capture customer segments during approval, then map them to Apparound’s tags for targeted upselling.

Use Case 3: Manage Quote Revisions

Template: "Create Approval Request for Changed Quotes"

How It Works: If a quote’s status changes in Apparound (e.g., from “Pending” to “Revised”), ApproveThis initiates a new approval chain. This is critical for industries like construction, where material costs fluctuate daily.

Business Impact: A HVAC supplier links quote revisions to conditional approval groups in ApproveThis. If a revision increases the quote by over 10%, it requires CFO sign-off. This policy enforcement prevented $120K in margin erosion last year.

Use Case 4: Update Pricing Post-Approval

Template: "Update Product Price After Approval"

How It Works: Once a pricing change is approved in ApproveThis (e.g., a limited-time discount), Zapier updates the product’s price in Apparound. This keeps quotes accurate without manual data entry.

Business Impact: A beverage distributor uses this to manage promotional pricing. Regional managers approve discounts in ApproveThis, which sync to Apparound’s price lists overnight. Sales reps then access approved rates instantly, eliminating quote errors during promotions.

Advanced Features: Pair with ApproveThis’s vacation delegation to ensure pricing updates aren’t delayed if a manager is out.

Setting Up the Integration

Step 1: In Zapier, create a new Zap. Choose Apparound as the trigger app (e.g., “New Quote” or “Quote Status Changed”).

Step 2: Select ApproveThis as the action app. Use “Create Request” to build an approval workflow. Map critical fields like quote amount, customer ID, and product SKUs from Apparound to ApproveThis.

Step 3: Configure ApproveThis settings:

• Set approval thresholds based on quote values.
• Assign approval groups (e.g., Sales Director + CFO for quotes over $100K).

Pro Tip: Use ApproveThis’s webhooks to notify Apparound when approvals are denied, triggering automatic quote revisions.

Team-Specific Benefits

Sales Teams

Reps spend less time chasing approvals and more time selling. Real-time tracking in ApproveThis lets them update clients instantly, while Apparound’s mobile app ensures quotes can be revised and re-approved on-site.

Finance Teams

Auto-escalation for high-value quotes enforces spending policies. ApproveThis’s audit trails simplify compliance reporting, and synced data reduces invoice discrepancies.

Operations Teams

Instant price list updates prevent fulfillment errors. Vacation delegation in ApproveThis keeps workflows moving during holidays, avoiding production delays.

Why This Integration Wins

Unlike native approvals in CRMs, ApproveThis provides granular control without requiring approvers to learn Apparound. External partners can approve quotes via email, reducing onboarding friction. Meanwhile, Apparound maintains its strength as a sales-focused tool without bloating it with complex approval logic.

A textile manufacturer using both platforms reduced quote-to-cash cycles from 14 days to 3, while a IT reseller cut approval-related inquiries to their support team by 40%.

Next Steps

Ready to accelerate sales cycles and tighten operational control? Register for ApproveThis and connect it to Apparound in under an hour using Zapier. For a tailored demo showing how your specific workflows can be optimized, schedule a consultation today.