ApproveThis manages your Proposify Integration approvals.

Why Combining ApproveThis and Proposify Transforms Business Operations

When proposal management meets structured approvals, businesses unlock a new level of efficiency. ApproveThis and Proposify solve critical but separate challenges: Proposify streamlines creating client-facing proposals, while ApproveThis ensures internal decisions happen swiftly. Together, they create a closed-loop system where proposals trigger approvals, approvals drive actions, and nothing falls through the cracks.

Consider a sales team sending a $50K project proposal. With this integration, the moment the proposal is drafted in Proposify, an approval request automatically routes to department heads in ApproveThis. Legal reviews terms, finance validates the budget, and leadership greenlights the project – all without switching platforms. For service-based businesses, this isn’t just convenient; it’s revenue-protecting.

How These Platforms Complement Each Other

Proposify excels at client engagement – customizable templates, electronic signatures, and deal analytics. ApproveThis adds governance, enforcing checks like budget thresholds, multi-department sign-offs, and audit trails. The integration bridges client-facing actions with internal compliance.

Key synergies include:

• Automatic Escalations: High-value Proposify proposals trigger ApproveThis workflows that escalate to CFO-level approvers based on amount
• Client-Approver Separation: External stakeholders approve Proposify documents; internal teams manage compliance in ApproveThis – no license conflicts
• Real-Time Updates: Approval statuses in ApproveThis automatically update Proposify proposal records

Key Use Cases Across Industries

1. Accelerating High-Stakes Proposal Reviews

Marketing agencies often face last-minute client requests requiring rapid approvals. When a new campaign proposal hits Proposify, ApproveThis can:

• Route approvals to creative, legal, and accounting teams simultaneously
• Use calculated fields to flag proposals exceeding client budgets
• Auto-approve minor scope changes using conditional thresholds

Example: A Denver-based agency reduced proposal turnaround from 72 hours to 8 by automating compliance checks through this integration.

2. Error-Proofing Client Onboarding

IT managed service providers (MSPs) handle complex client setups. When Proposify detects a new client, ApproveThis can:

• Require infrastructure team sign-off before provisioning resources
• Validate client credit terms against accounting system data
• Reassign approvals if technical leads are OOO (via vacation delegation)

3. Closing the Loop on Approved Deals

When an ApproveThis request is approved (e.g., a contract renewal), the integration can:

• Generate updated Proposify documents with revised terms
• Trigger follow-up tasks in project management tools
• Notify sales teams to contact clients immediately

Team-Specific Benefits

Sales Teams: Shorten Deal Cycles

Sales reps using Proposify can bypass internal email chains. ApproveThis automatically routes proposals to:

• Legal for non-standard clauses
• Finance for payment term validation
• Executives for strategic account approvals

Approvers receive email notifications with one-click approve/reject options, even if they only use ApproveThis (no Proposify license required).

Finance Teams: Enforce Budgetary Controls

ApproveThis’ calculated fields cross-reference Proposify proposal amounts against:

• Departmental quarterly budgets
• Client credit limits from your CRM
• Pre-negotiated vendor rates

Example: A Houston construction firm auto-approves sub-$10K change orders but escalates larger items – directly from Proposify change requests.

Operations Teams: Standardize Client Handoffs

When Proposify proposals transition to active clients, ApproveThis ensures:

• Resource availability checks (via integrations with scheduling tools)
• Compliance documentation collected
• Cross-departmental readiness confirmations

Implementation Made Simple

Connecting Proposify and ApproveThis via Zapier requires three steps:

1. Trigger: Select a Proposify event (e.g., “Proposal Created”)
2. Action: Choose ApproveThis’ “Create Request”
3. Map Fields: Link proposal data (amount, client) to approval criteria

Critical pro tip: Use ApproveThis’ conditional logic to customize routes. For example, proposals from enterprise clients (@proposify.com) might bypass mid-level approvals.

Why This Integration Wins Over Manual Processes

Traditional proposal approvals suffer from:

• Version control issues (email attachments vs. Proposify drafts)
• Delays from approver vacations
• Lack of audit trails for compliance

The integration solves these by keeping all data synced between systems, automatically reassigning tasks, and maintaining immutable approval records.

Getting Started

Ready to transform your proposal-to-approval cycle? Start with:

1. A Free ApproveThis Trial
2. Your existing Proposify account (sign up here if new)
3. 15 minutes in Zapier to link the two

For complex use cases like multi-region approvals or government contracting, request a customized demo showcasing conditional thresholds and audit reporting.