How ApproveThis + Cacheflow Cuts Approval Chaos for Scaling Teams

When CPQ Meets Approval Automation

Let’s get real: subscription management and proposal approvals shouldn’t require a PhD in corporate bureaucracy. Cacheflow nails the CPQ (configure-price-quote) game, while ApproveThis handles the messy human decisions that follow. Together? They’re like caffeine for your revenue operations.

Why This Combo Works

Cacheflow structures your deals – ApproveThis structures your decisions. When proposals hit critical thresholds or subscriptions need greenlights, manual follow-ups create bottlenecks. This integration through Zapier acts as your auto-pilot for governance.

No More Approval Black Holes

Sales teams love moving fast. Finance teams love control. Here’s how both win:

• Deal Desk Teams: Auto-route $100k+ proposals to CFO while letting sales managers approve smaller deals
• Renewal Managers: Flag subscription changes requiring legal review before updating terms

Real-World Juice

A SaaS company we work with slashed their enterprise deal approval time from 72 hours to 4. How? Cacheflow proposals now auto-trigger ApproveThis workflows. Legal gets emailed PDFs with redlines, sales ops sees real-time status, and VPs approve via Slack. No more “Who’s got the latest version?” cluster.

Four Ways This Duo Delivers

1. Proposals That Don’t Stale

New Cacheflow quote? ApproveThis pings the right approver based on deal size. We’ve seen manufacturers use calculated fields to auto-flag proposals needing engineering sign-off for custom parts. Bonus: Approvers only need ApproveThis access – no extra Cacheflow seats required for external partners.

2. Subscription Guardrails

When a Cacheflow subscription changes, ApproveThis can:

• Require CSM approval for downgrades
• Auto-approve upsells under $5k
• Escalate custom contract terms to legal

A cybersecurity client auto-pauses subscriptions until approval – stops $80k/yr in accidental renewals.

3. Two-Way Street Sync

Approved a discount exception in ApproveThis? Cacheflow updates the proposal instantly. Denied a renewal change? Subscription stays locked. This handshake keeps Salesforce, your CPQ, and actual contracts in sync without spreadsheets.

4. Audit Trail Armor

ApproveThis logs every approval step with timestamps and comments. When combined with Cacheflow’s version history, you’ve got a compliance forcefield. Perfect for industries like healthcare IT where change audits are non-negotiable.

Setting Up Your Safety Net

Here’s the cheat code:

1. Connect the Pipes: Create a Zapier account (takes 2 minutes)
2. Pick Your Trigger: “New Proposal” in Cacheflow or “Approval Completed” in ApproveThis
3. Map Critical Fields: Deal size > approval threshold, customer tier > approver group

Pro tip: Use ApproveThis’ calculated fields to auto-add markup percentages or compliance checks before routing.

Who Gets Their Time Back?

Sales Ops Teams

No more herding VPs for signatures. Set rules like:

“Enterprise deals >$250k require CRO + CFO approval. Mid-market gets regional VP. SMB? Sales director’s call.”

Finance Controllers

ApproveThis thresholds act as your policy enforcers. Margins below 30%? Route to pricing team. Payment terms over 60 days? CFO eyes required. All before deals hit NetSuite.

Customer Success

Auto-approve standard upsells but flag churn risks. One Cacheflow customer slashed MRR leakage by 18% by requiring CSM approval on any subscription decrease.

The Hidden Perks

Beyond the obvious, this combo delivers sneaky value:

Vacation Coverage: ApproveThis automatically reassigns approvals if someone’s OOO. No more “Waiting on Megan” while she’s hiking the Alps.

Client-Friendly: External approvers (like channel partners) get email approvals without Cacheflow logins. Cleaner access control.

When to Think Twice

This isn’t magic fairy dust. If your approval rules change weekly or you’ve got 50+ exception cases, you’ll need heavier workflow tuning. But for 90% of companies scaling through 5000 employees? It’s plug-and-play governance.

Bottom Line

Cacheflow built the car. ApproveThis adds the traffic laws. Together, they let you scale revenue operations without creating a approval bureaucracy monster.

Ready to stop being a human router? Get ApproveThis and plug it into your Cacheflow via Zapier. Or book a demo to see how approval automation actually works when it’s not stuck in 2015.