ApproveThis manages your QuoteCloud Integration approvals.

When Proposals Meet Approval Power

Let’s get real: your sales team lives in QuoteCloud building beautiful proposals, while approvers drown in email threads and Slack pings. ApproveThis acts like the bridge between your polished quotes and the people who need to sign off on them – without making anyone learn new software.

Here’s why this combo matters:

• No more proposal limbo: Auto-convert QuoteCloud documents into tracked approval workflows
• Approvals without account headaches: Clients/vendors approve via email (no QuoteCloud logins needed)

We’re talking about cutting 3+ days off deal cycles for companies using both systems. For teams between 50-5,000 employees, that’s real money left on the table otherwise.

Three Ways This Integration Actually Works

1. When Quotes Need Eyes, Not Emails

The Problem: Your sales rep updates a $250k QuoteCloud proposal. Legal needs to vet it, but CC’ing them just creates another inbox fire.

The Fix: Set up a Zapier trigger so any QuoteCloud document status change (like “Ready for Legal”) auto-creates an ApproveThis request. Legal gets an email with one-click approve/reject – no digging through folders.

Real-World Win: A manufacturing company reduced legal review backlogs by 40% by routing only flagged contracts through ApproveThis instead of their generic ticketing system.

2. Approval to Proposal, No Copy-Paste

The Problem: Approved pricing requests live in ApproveThis, but someone has to manually rebuild them in QuoteCloud. Errors happen.

The Fix: When ApproveThis requests get final sign-off, Zapier auto-generates QuoteCloud documents with pre-mapped fields (pricing tiers, terms). Sales ops teams save ~15 hours/month on admin.

Pro Tip: Use ApproveThis’ calculated fields to auto-add volume discounts or shipping costs before the proposal even gets built.

3. Close the Loop on Approved Deals

The Problem: Once leadership approves a deal in ApproveThis, QuoteCloud still shows “Pending.” Finance chases sales for updates.

The Fix: Zapier updates QuoteCloud document statuses the second ApproveThis decisions are made. Sales dashboards stay accurate without manual busywork.

Why This Isn’t Just “Another Integration”

Most approval tools force approvers into yet another portal. ApproveThis meets people where they are:

For approvers: Email approvals (with mobile-friendly links), automatic reminders, and vacation handoffs mean no login hassles. Critical when dealing with clients or execs who won’t adopt new tools.

For QuoteCloud admins: Set approval rules once (like “All deals over $50k need CFO review”), and they apply to every connected Zap. No more rogue discounts slipping through because someone skipped process.

For sales teams: Real-time ApproveThis tracking embedded in their existing QuoteCloud workflow. No switching tabs to beg for approvals.

Setting This Up Without Losing Your Mind

Zapier’s doing the heavy lifting here. Here’s the 30,000-foot view:

1. Connect QuoteCloud and ApproveThis to your Zapier account
2. Pick your trigger (e.g., “Document Status Changed” in QuoteCloud)
3. Map critical fields: Proposal ID, Customer Name, Approval Type
4. Test with a low-stakes document first

Pro tip: Use ApproveThis’ conditional logic to handle edge cases. Example: Quotes under $10k auto-approve, over $50k need two exec reviews, others go straight to department heads.

Who Actually Benefits? (Spoiler: More Than Sales)

Finance Teams

Get auto-alerts when high-value proposals hit specific stages. No more surprise $2M deals appearing out of thin air during board meetings.

Legal Teams

Review standardized terms pulled from ApproveThis templates. Redline directly in QuoteCloud knowing the version control is handled.

Operations Teams

Spot approval bottlenecks with ApproveThis’ dashboard. If R&D approvals take 2x longer than others, maybe your process is the problem.

But Wait, There’s Actual Features

ApproveThis isn’t just a middleman. When integrated with QuoteCloud, you unlock:

Threshold Rules: Auto-approve small discounts (under 5%) but flag anything higher. Perfect for retail or service businesses with tiered pricing.

Approval Chains: Complex deals might need legal > finance > CMO sign-offs in order. ApproveThis sequences this automatically.

Audit Trails: Every comment, edit, and decision timestamped. Crucial for regulated industries using QuoteCloud for compliance-heavy proposals.

Cool, But Does This Scale?

We’ve seen 300-person SaaS companies handle 2,000+ monthly approvals through this integration. The key is starting simple:

Phase 1: Auto-route all QuoteCloud contracts over $X for approval

Phase 2: Add department-specific rules (e.g., marketing proposals need brand compliance check)

Phase 3: Use ApproveThis analytics to optimize approval paths and SLAs

An IT services company rolled this out regionally, then scaled globally in 6 months with zero downtime. Their secret? They didn’t boil the ocean on day one.

Ready to Stop Herding Cats?

If your QuoteCloud usage is growing faster than your approval sanity, this integration’s your lifeline. It’s not about fancy features – it’s about getting decisions made faster without the administrative circus.

Register for ApproveThis and connect your QuoteCloud account in under 15 minutes. Or, if you prefer seeing the magic first, book a demo where we’ll show how a 200-person logistics company cut approval delays by 70%.

Either way, stop letting great proposals die in approval purgatory.