ApproveThis manages your Sunivo approvals.

When Approval Workflows Meet Solar Sales Chaos

Let’s be real – solar sales operations are messy. Between lead chasing, proposal approvals, and contract sign-offs, deals get stuck in email threads faster than you can say "renewable energy." That’s where pairing ApproveThis’ approval automation with Sunivo’s sales CRM stops the madness. We’re talking about turning approval bottlenecks into competitive advantages.

ApproveThis handles the bureaucratic heavy lifting – multi-step approvals, automatic escalations, real-time tracking. Sunivo manages the sales pipeline – leads, appointments, contracts. Connect them through Zapier, and you’ve got a system where salespeople sell instead of chasing signatures, operations teams prevent costly errors, and finance actually knows what’s coming through the pipeline.

Why This Combo Works (When Other Tools Don’t)

Most CRMs claim to handle approvals. Sunivo’s smart enough to know solar sales need specialized workflows – which is exactly why they play nice with ApproveThis. Here’s where the magic happens:

Sunivo’s Solar-Specific Strengths

Manages complex sales cycles with equipment specs, financing options, and regulatory requirements baked right into deal records. Perfect for solar installers juggling residential and commercial projects.

ApproveThis’ Approval Superpowers

Custom approval chains that adapt to deal size (think: $5k residential vs. $500k commercial projects). Automatic escalation when installers miss SLAs. Real-time visibility for sales managers tired of playing detective.

Together, they ensure every contract gets the right eyes on it – without requiring approvers to log into yet another system. (Pro tip: External partners like electrical contractors can approve via email without Sunivo licenses. Your CFO will high-five you.)

Real Solar Companies Doing Real Stuff

Use Case 1: Killing Contract Approval Delays

Mid-sized solar installer GreenWave Energy automated their proposal approval process:

The Zap: New Sunivo sale → Creates ApproveThis request with project specs → Routes to operations (system design check) → Finance (payment terms) → Legal (contract review).

The Result: 68% faster approvals on commercial projects. Fewer design errors slipping through. Sales team actually trusts ops again.

Use Case 2: From Approved Deal to Instant Lead Follow-Up

Regional sales agency SunPro Partners links approval decisions to CRM actions:

The Zap: ApproveThis contract approval → Triggers Sunivo lead creation for customer’s neighbors → Auto-schedules follow-up calls.

The Result: 22% more referral deals closed. Sales reps know exactly when to pounce after approvals.

Use Case 3: SMS Alerts That Don’t Annoy People

Commercial solar developer GridLine Energy handles time-sensitive approvals:

The Zap: ApproveThis decision → Sends SMS via Sunivo to project managers → Includes one-click links to next steps.

The Result: Field teams get critical updates without checking email. Fewer missed deadlines during installations.

Setting This Up Without Losing Your Mind

Connect ApproveThis + Sunivo in 3 steps even your least techy sales manager can handle:

1. Zapier Setup: Create Zapier account (free tier works). Connect both apps – takes 4 minutes tops.
2. Pick Your Trigger: Most teams start with "New Sunivo Sale" → "Create ApproveThis Request."
3. Map Critical Fields: Pull Sunivo deal data into ApproveThis – project value, customer type, sales rep. This determines approval routing.

Pro move: Use ApproveThis’ calculated fields to auto-route deals. Example: Residential deals under $10k skip legal review. Commercial over $250k require CFO sign-off. Set it once, forget about it.

Which Teams Win Biggest

Sales Teams

Stop babysitting deals through approval purgatory. Real-time dashboards show exactly where each contract is stuck. Automatic reminders nudge slow approvers without you playing bad cop.

Operations Managers

Finally enforce approval SLAs. Vacation delegation means no more hunting for fill-in approvers. Threshold-based escalations prevent install delays from stuck approvals.

Finance Leaders

Auto-approve standard payment terms. Flag unusual deals for review. Audit trails satisfy compliance teams. Bonus: Real-time data for revenue forecasting.

Why This Isn’t Just Another Integration

Generic approval tools crumble under solar sales’ complexity. ApproveThis + Sunivo through Zapier works because:

• Context Matters: Approval workflows adjust based on deal size, location, equipment – not one-size-fits-all rules.
• Speed Wins Deals: Customers won’t wait while your legal team reviews a standard residential contract.
• Visibility = Accountability: Know exactly which approver delayed that commercial project. (No more plausible deniability.)

Ready to Stop Losing Deals to Paperwork?

If your solar sales team spends more time chasing signatures than closing deals, you’re doing approvals wrong. ApproveThis + Sunivo via Zapier fixes that.

Get Started Free (takes 7 minutes)

Or schedule a live demo to see how approval automation works for solar-specific workflows.