ApproveThis manages your BidClips Integration approvals.

When Bids Meet Approvals: Why This Combo Works

Let's get real - service businesses live or die by two things: closing deals fast and not blowing budgets on sketchy projects. BidClips nails the first part with smooth proposal workflows. ApproveThis handles the second by putting guardrails on who can greenlight what. Together? You get deals moving without someone accidentally approving a $50k landscaping job for a client who actually wanted petunias.

Here's the dirty secret most CRMs won't tell you: approval bottlenecks aren't about process. They're about humans chasing down other humans across six different apps. This integration stops the email tennis matches by connecting bid creation directly to structured approvals. Sales teams keep using BidClips like normal. Finance/ops gets automatic oversight. Nobody dies of CC overload.

How This Plays Out in Real Life

Imagine you're a commercial roofing company. Your BidClips workflow just got a new $120k project request. Without this integration:

• Sales rep emails the COO for approval
• Email gets buried under 62 other "URGENT" requests
• Project stalls for 3 days
• Client thinks you're ghosting them

With ApproveThis hooked up via Zapier:

• BidClips auto-creates approval request with project specs
• COO gets email/Slack approval button (no app login needed)
• If no answer in 12hrs, request escalates to CFO
• Approved? BidClips auto-updates deal status
• Denied? Sales lead gets notified with rejection reasons

Bonus: Approvers don't need BidClips logins. Huge when dealing with external partners or tight security policies.

Who Actually Cares About This Integration?

Field Service Teams

Landscapers, HVAC companies, contractors - anyone sending crews onsite. They win more bids when they respond fast but get burned when projects go sideways. Auto-approvals for jobs under $5k? Done. Bigger projects auto-route to regional managers? Check. Vacation coverage rules so approvals don't die when Bob from procurement is on leave? Absolutely.

Marketing Agencies

Client wants a $200k campaign by tomorrow. Your creative director needs to vet scope, legal checks branding guidelines, and accounting confirms the client's payment terms. Normally this takes 4 days of Slack pings. With the integration? BidClips submission kicks off parallel approvals. Legal gets the compliance checklist, accounting reviews the PO terms, creative director okays the scope - all in one thread.

Enterprise Sales Orgs

Deal desks hate surprises. When enterprise reps submit bids through BidClips, ApproveThis can:

- Auto-flag non-standard contract terms
- Require CRO signoff on discounts over 15%
- Cross-check against existing client agreements
All before the proposal ever reaches legal's inbox.

Setting This Up Without Losing Your Mind

We've all seen "easy" integrations that require a PhD in systems architecture. This isn't one of those. Here's the drill:

Step 1: Create a Zapier account (free tier works)
Step 2: Connect BidClips → ApproveThis (takes 2 mins)
Step 3: Set trigger: "New Job or Contact" in BidClips
Step 4: Set action: "Create Request" in ApproveThis
Step 5: Map BidClips fields to your approval template
Step 6: Test with a $1 dummy bid to confirm routing

Pro tip: Use ApproveThis' calculated fields to auto-flag bids needing special attention. Like if a BidClips submission exceeds $50k or includes custom SLAs, require VP approval automatically.

Where ApproveThis Does the Heavy Lifting

Approval Thresholds That Actually Work

Most approval tools make you choose between rigid rules or free-for-all chaos. Our thresholds adapt:

- Auto-approve small recurring bids (under $2k? Greenlight instantly)
- Escalate high-risk projects before legal sees them
- Adjust limits by client tier (Platinum customers get higher auto-approve limits)

Delegation That Doesn't Require a Meeting

Approver OOO? ApproveThis shifts their approvals to a backup - no IT tickets needed. BidClips submissions keep moving even when people are offline.

Real-Time Tracking That Doesn't Suck

BidClips shows proposal status. ApproveThis shows approval status. Combined, you get a dashboard showing exactly which deals are stuck waiting on who. No more "I thought you were handling that" moments.

Why This Beats Manual Processes

Let's say you're managing 50 bids/month in BidClips. Without automation:

- 15 minutes per approval chase (12.5 hours/month)
- 3% error rate on missed approvals ($36k risk on $1.2M pipeline)
- 2-day avg. approval latency

With the integration:
- 90% of approvals handled in <4 hours
- Full audit trails for compliance
- Approvers spend 73% less time on admin

Translation: Your sales ops lead stops threatening to quit every month.

When Not to Use This Integration

Look, we're not trying to sell you something useless. This combo doesn't make sense if:

- All your bids are pre-approved cookie-cutter projects
- You have <5 monthly proposals needing oversight
- Your entire approval process lives in Excel (bless your heart)

But if you're scaling past 20 employees or dealing with complex client requirements? This is your escape hatch from approval purgatory.

Getting Started Without the Sales Pitch

Two options:

DIY Route:
- Sign up for ApproveThis (free 14-day trial)
- Connect to BidClips via Zapier using the steps above

Demo Route:
- Book a 15-min walkthrough
- We'll pre-build your most common approval workflows

Either way, you're not stuck in some annual contract. Use it for a month. If it doesn't save you at least 4 hours of approval headaches? Cancel. We're cool.

The Bottom Line

BidClips makes your proposals look pro. ApproveThis makes your approvals actually professional. Together, they stop revenue leaks from slow or sketchy signoffs.

Not convinced? Think about the last bid that went sideways because someone approved it who shouldn't have. Now imagine that never happening again. That's the point.