ApproveThis manages your GoProposal Integration approvals.

When Accounting Meets Approval Automation

Let’s be real: nothing kills momentum faster than waiting days for someone to approve a proposal. Clients get antsy. Deals stall. And your team? They’re stuck playing email tag instead of closing business. This is why pairing GoProposal’s pricing consistency with ApproveThis’ approval automation isn’t just smart – it’s survival mode for growing firms.

Why This Combo Works (When Others Don’t)

GoProposal keeps accountants from undercharging. ApproveThis keeps approvals from bottlenecking. Together, they turn “Let me check with the team” into “Approved – let’s move.” No more:

• Manually forwarding PDFs for sign-off
• Chasing partners who are always “in meetings”
• Losing track of which proposals need urgent review

The License Hack You’ll Love

Here’s the kicker: approvers don’t need GoProposal logins. Just send them an email through ApproveThis, let them approve/deny in two clicks, and keep your client data secure. Perfect for external stakeholders or cheap bosses who hate buying extra software seats.

Real-World Use Cases That Actually Matter

1. Auto-Trigger Approvals on New Proposals

Scenario: Your sales team just built a killer proposal in GoProposal. Instead of Slack-bombing the CFO, ApproveThis:

• Creates an approval task with proposal details auto-attached
• Routes it based on deal size (thresholds rule!)
• Sends reminders if Susan from legal ghosts the request

Who benefits: Accounting firms with multiple partners. Imagine Partner A in London reviewing a $50K compliance package while Partner B in NY handles enterprise clients – all without cross-timezone drama.

2. Kill Scope Creep Before It Starts

Scenario: Junior associate saves a draft proposal with custom pricing. Your Zapier integration:

- Flags it for manager review via ApproveThis

- Locks editing until approved

- Auto-logs comments if revisions are needed

Who benefits: MSPs and consultancies. Because nothing hurts worse than delivering $100K worth of work for $75K because someone forgot to update the SOW.

3. Post-Win Workflows That Don’t Suck

Scenario: Proposal gets marked “Won” in GoProposal. ApproveThis automatically:

- Creates onboarding task approvals

- Triggers contract generation if needed

- Notifies delivery teams without manual handoffs

Who benefits: SaaS companies scaling fast. Because winning 100 deals/month means nothing if implementation becomes a dumpster fire.

Setup That Takes Less Time Than Your Morning Coffee

1. Create a Zapier account (free tier works)

2. Connect GoProposal as your trigger app

3. Pick your trigger event (“New Proposal Created”, etc.)

4. Connect ApproveThis as your action app

5. Map GoProposal fields to your approval template

6. Test with a live proposal

Pro tip: Use ApproveThis’ calculated fields to auto-flag proposals over $X for executive review. Set it once, forget forever.

Department-Specific Wins

Sales Teams

Close deals faster by cutting approval delays from 3 days to 3 hours. Vacation delegation means no more “Sorry, Greg’s in Bali” excuses.

Finance/Accounting

Enforce pricing policies automatically. Thresholds ensure junior staff can’t approve six-figure deals without oversight.

Operations

Track approval SLAs in real dashboards. Know exactly which proposals are stuck and why – before clients start complaining.

But Wait – There’s More (Actually Useful Features)

ApproveThis isn’t just a one-trick approval pony:

- Conditional routing: Send enterprise deals to C-suite, small biz proposals to managers

- Audit trails: Full history of who approved what, when, and why (CYA mode activated)

- Mobile-friendly: Approve from the golf course or client site

The Bottom Line

If you’re using GoProposal without approval automation, you’re leaving two types of money on the table: deals that close too slow and proposals that get approved too fast (hello, margin leaks). ApproveThis fixes both – without making your team learn new software.

Next steps:

1. Grab an ApproveThis trial

2. Book a 15-minute demo to see the GoProposal integration live

3. Stop being the bottleneck in your own revenue cycle