How ApproveThis + Better Proposals Cuts Approval Chaos (Without the Meetings)

Let’s get real: approval processes are where productivity goes to die. You’ve got sales teams waiting on legal, project managers chasing department heads, and clients stuck in email purgatory. Enter ApproveThis and Better Proposals – two tools that turn “waiting mode” into “getting sh*t done mode” when connected through Zapier. No fluff, no jargon – just fewer bottlenecks and faster yeses.

Why This Combo Works Like a Double Shot of Espresso

Better Proposals makes your sales docs look pro. ApproveThis makes your approval chains act pro. Together? They automate the handoff between “Let’s do this” and “Actually doing it.”

What You’re Solving

Ever had a $50K deal stall because Karen from accounting missed an email? Or lost a client because your proposal approval took longer than their attention span? This integration fixes the cracks where deals fall through:

• Zero manual copying/pasting between systems
• No more “Who approved this version?” confusion
• Automatic paper trails for compliance nerds

Real-World Use Cases (Not Just Theory)

1. Sales Teams: From Proposal Draft to Client Hands in 24 Hours Flat

Scenario: Your AE finishes a proposal in Better Proposals. Instead of Slack-bombing the VP of Sales, ApproveThis automatically:

• Routes it to legal for compliance check
• Sends to finance if deal size exceeds $25K
• Pushes approved docs back to Better Proposals for signing

Who wins: Marketing agencies closing retainers, SaaS companies upselling enterprise plans.

2. Operations: Contracts That Don’t Collect Dust

When a vendor signs a Better Proposals contract, ApproveThis can:

- Trigger procurement to order supplies
- Alert IT to provision software licenses
- Notify project managers to schedule kickoffs

Who wins: Construction firms managing subcontractors, hospitals onboarding medical suppliers.

3. Finance: No More Playing Spreadsheet Detective

ApproveThis’ calculated fields automatically:

- Flag proposals exceeding budget thresholds
- Require extra approvals for non-standard payment terms
- Sync approved financials back to your ERP

Who wins: Manufacturing companies quoting custom orders, consultancies with variable pricing.

Setup That Takes Less Time Than Your Morning Coffee

1. Create a Zapier account (if you don’t have one)
2. Connect your Better Proposals and ApproveThis accounts
3. Pick a trigger (e.g., “New Proposal Drafted”)
4. Choose an action (e.g., “Create Approval Request”)
5. Test with a real proposal → approval chain

Pro tip: Use ApproveThis’ conditional logic to auto-approve small expenses but escalate big-ticket items.

Team-Specific Wins

For Sales Leaders

Cut proposal-to-close time by 40% with automatic routing. Your AEs stop babysitting deals and start hunting new ones.

For Operations Managers

Get alerts when signed proposals need resource allocation. No more last-minute scrambles because someone forgot to approve the AWS budget.

For Finance Teams

Enforce approval chains without being the “bad cop.” Rules auto-flag non-compliant proposals before they become your problem.

The Unspoken Advantage: External Approvals That Don’t Suck

Client needs to approve a change order? Vendor requires PO sign-off? ApproveThis lets external users approve via email without needing a Better Proposals license. No more “Can you resend the portal login?” delays.

Keeping the Engine Running Smoothly

ApproveThis’ vacation delegate feature prevents bottlenecks when approvers are OOO. Combined with Better Proposals’ real-time analytics, you’ve got a system that works even when people don’t.

Bottom Line: This Isn’t Just Automation, It’s Accountability

When every proposal approval is tracked and every signature triggers the next action, you stop losing deals to inertia. Teams stay aligned, leaders have visibility, and clients actually respect your process.

Ready to stop being a human router? Register for ApproveThis or grab a demo. We’ll even help you build the first Zap.