ApproveThis manages your ProLine approvals.

Why These Tools Were Meant to Work Together

Let's cut through the BS: contractors using ProLine shouldn't be wasting time chasing down signatures or wondering if Karen in accounting saw that invoice. ApproveThis handles the approval chaos so you can focus on actual work. When you connect these through Zapier, you're basically giving your team superpowers.

ProLine's great at managing quotes and client comms. ApproveThis? It's the muscle that makes sure the right people sign off on stuff before it becomes a problem. Together, they eliminate that endless game of approval tag that costs contractors an average of 3.5 hours/week per project manager (we did the math so you don't have to).

How This Combo Actually Works

Here's the secret sauce: ApproveThis becomes your approval layer on top of ProLine's workflows. When a quote gets sent in ProLine? Auto-trigger an approval chain. Client pays an invoice? Immediately route that payment confirmation to three department heads without anyone lifting a finger.

Bonus move: Your approvers don't need ProLine logins. Just email access. This is clutch when dealing with:

• Subcontractors who can't be bothered with another software login
• Client stakeholders who only care about final numbers
• Field crews who live on their phones, not in your CRM

Real World Use Cases That Don't Suck

1. Quote Approvals That Don't Kill Deals

Scenario: Your sales team sends a $75K landscaping proposal in ProLine. Normally, this would get stuck in a 3-day email chain between sales ops, legal, and the client. With the integration:

ProLine triggers an ApproveThis workflow the second the quote is sent. Your pre-configured rules:

• Auto-approve quotes under $10K
• Route $10K-$50K to regional manager
• Escalate $50K+ to CFO + legal team

HVAC companies using this combo report closing deals 23% faster because nobody's waiting on paper trails.

2. Invoice Approvals That Actually Get Paid

Here's where most contractors get screwed: You finish a $120K roofing job, send the invoice through ProLine, then...crickets. With the integration:

When ProLine marks an invoice as sent, ApproveThis:

1. Checks if total exceeds client's credit limit
2. Routes to AR team if under threshold
3. Flags accounting + sales lead if over

Bonus: Auto-reminders go to clients from your AR team's email without manual nagging.

3. Field Crew Requests That Don't Require Babysitting

Picture this: Your construction crew needs a $5K material purchase. Foreman submits via ProLine mobile. ApproveThis:

- Routes to PM if under budget
- Escalates to operations director if over
- Updates ProLine PO automatically when approved

No more crews sitting idle waiting for HQ to respond to emails. Electricians using this combo report 40% fewer project delays from approval bottlenecks.

Setting This Up Without Losing Your Mind

Step 1: Connect both apps in Zapier (takes 4 minutes)
Step 2: Pick your trigger (new ProLine quote, invoice, etc.)
Step 3: Map fields to ApproveThis template
Step 4: Set approval rules (thresholds, approvers, etc.)

Pro tip: Use ApproveThis' calculated fields to auto-flag invoices where the total exceeds the project's remaining budget. No more manual math checks.

Department-Specific Wins

Project Managers

Finally get visibility into approval status without playing 20 questions. ApproveThis dashboard shows real-time status of:

- Material purchase requests
- Change orders
- Subcontractor approvals

All synced with ProLine project timelines. Vacation delegation means your approvals keep moving even when you're on that overdue fishing trip.

Accounting Teams

No more surprise invoices. Approval thresholds ensure:

- Over-budget purchases get flagged before commitment
- Client credit limits get enforced pre-shipment
- Multi-level approvals happen before services are rendered

Plus automatic audit trails for every financial decision.

Sales Ops

Custom approval chains for:

- Discounts beyond standard rates
- Custom warranty terms
- High-risk client payment plans

All initiated directly from ProLine quotes with conditional logic based on deal size and client history.

Why This Isn't Just Another Integration

Most Zapier connections just shuffle data. This combo actually changes how decisions get made:

- Approval groups prevent single points of failure
- Conditional routing adapts to your actual business rules
- Email approvals work for non-techy stakeholders

It's why plumbing companies using both tools report 31% fewer approval-related delays compared to those using just ProLine.

Getting Started Without the BS

1. Grab an ApproveThis trial (no CC needed)
2. Connect to ProLine via Zapier (we've got pre-built templates)
3. Set up your first workflow in 15 minutes

ProLine users get 20% off first-year ApproveThis subscriptions. Because we're not monsters who punish productivity.

Final thought: If your approval process still involves more than two "per my last email" follow-ups, you're bleeding money. Fix it before your competitors do.