ApproveThis manages your QuoteRules approvals.

When Speed Meets Compliance

In sales-driven organizations, few things hurt more than losing deals to slow turnaround times. QuoteRules has become the go-to solution for teams needing to generate accurate project quotes quickly. But fast quoting means nothing if approvals get stuck in email threads or forgotten Slack channels. This is where ApproveThis transforms the game - not just by automating approvals, but by adding strategic guardrails that keep deals moving while maintaining financial control.

Why This Integration Matters

Combining QuoteRules' quotation engine with ApproveThis' approval automation creates a closed-loop system for revenue operations. Sales teams maintain their velocity while finance teams gain real-time visibility into deal structuring. For example:

• A construction contractor can automatically flag quotes exceeding project budget thresholds
• A marketing agency ensures all discounted proposals get CMO review
• An IT reseller prevents margin erosion by requiring dual approvals for custom pricing

The integration works through Zapier, requiring no technical setup. When a quote is created in QuoteRules, ApproveThis immediately routes it to the right stakeholders based on your business rules.

Real-World Impact Across Teams

Sales Teams: Close Deals Faster

Enterprise sales reps at manufacturing companies often lose 2-3 days waiting for quote approvals. With ApproveThis' conditional routing, standard quotes under $50K get auto-approved based on QuoteRules data, while larger deals go straight to the regional VP. Midwest Machinery reduced approval delays by 68% using this approach.

Finance Teams: Prevent Revenue Leakage

ApproveThis adds layer of protection through calculated fields. When integrated with QuoteRules, it can automatically check:

• Margin percentages against minimum thresholds
• Payment terms exceeding 60 days
• Discounts surpassing sales rep authority

A consumer electronics distributor used these guardrails to recover $240K in potential margin erosion last quarter.

Operations Teams: Audit-Proof Processes

The real-time audit trail in ApproveThis solves two critical problems. First, it automatically documents who approved each QuoteRules-generated proposal and when. Second, the vacation delegation feature ensures approvals never get bottlenecked - critical for global teams across time zones.

How It Works: No Licenses, No Logins

Here's what makes this integration unique: approvers only need email access. They don't require QuoteRules logins or ApproveThis accounts. This is game-changing for:

External approvals: Send quotes to client procurement teams via ApproveThis' email interface. They approve directly from inbox without accessing your systems.

Cross-department workflows: Legal can review contractual terms in quotes without being added to your CRM.

Field teams: Sales engineers approve technical specs from mobile devices during client meetings.

Implementation Made Simple

Setting up the integration takes under 20 minutes:

1. Create Zapier connection between QuoteRules and ApproveThis
2. Map critical QuoteRules fields to ApproveThis:
   • Total quote value → Approval threshold triggers
   • Client ID → Automatic approver assignment
   • Product categories → Conditional routing logic
3. Configure fallback rules:
   • Automatic escalations if no response in 24hrs
   • Alternate approvers for holiday coverage

Most teams start with basic price-based approvals, then layer in complex rules as needed. The key is maintaining QuoteRules' speed while adding ApproveThis' controls.

Advanced Capabilities

While basic integration delivers immediate value, power users leverage:

Dynamic Calculations: Automatically adjust approval requirements based on QuoteRules data. For example, quotes for new clients might require extra scrutiny regardless of amount.

Escalation Paths: If a high-value quote gets rejected, ApproveThis can automatically create amended versions in QuoteRules and restart approvals.

Client-Specific Rules: Apply stricter approvals for customers with past payment issues flagged in your CRM.

Industry-Specific Applications

Professional Services

Consulting firms use ApproveThis to enforce rate card compliance. When a QuoteRules proposal includes discounted partner rates, it automatically routes to the practice lead before going to client.

Manufacturing

Equipment suppliers combine QuoteRules' configuration options with ApproveThis' multi-level approvals. Production reviews technical specs while finance validates payment terms - all parallel-tracked to meet RFQ deadlines.

Healthcare IT

Medtech vendors maintain HIPAA compliance by using ApproveThis to redact sensitive QuoteRules data before sending to external partners.

Common Pitfalls to Avoid

While the integration is powerful, success requires:

Field Mapping: Ensure QuoteRules' custom fields (like "Special Terms") map correctly to ApproveThis' approval criteria.

Exception Handling: Build override processes for urgent quotes needing expedited approval outside standard workflows.

Approver Training: Conduct 15-minute sessions showing how to approve/reject from email and mobile.

Getting Started

The best approach is to:

1. Identify your 3 most common quote approval scenarios
2. Map current pain points in each process
3. Run a 2-week pilot with ApproveThis+QuoteRules

Most teams see enough value in the first 14 days to expand usage across all quote types.

The Bottom Line

In today's competitive markets, quote velocity directly impacts revenue. ApproveThis doesn't just automate approvals - it creates an intelligent layer between QuoteRules and your execution teams. The result? Faster deals closed with proper oversight, no expensive licenses for external partners, and complete visibility into your pipeline.

Ready to transform how you handle quotes? Register for ApproveThis or schedule a custom demo to see how it works with your QuoteRules setup.