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ApproveThis manages your ArcSite approvals.

Integration Categories:

When CAD Meets "Approve That"

Let’s get real: design approvals are where good projects go to die. Engineers tweak specs for the 12th time. Sales teams need client sign-off yesterday. Procurement’s waiting on final drawings to order materials. With ArcSite handling the technical heavy lifting and ApproveThis managing the decision-making circus, you’ve got a tag team that actually works.

Why This Combo Doesn’t Suck

ArcSite users live in a world of precise measurements – so why handle approvals with sticky notes and Slack pings? ApproveThis brings that same precision to your decision processes. We’re talking about:

  • Auto-triggered approvals when drawings hit specific stages in ArcSite
  • Approval logic that actually understands conditional thresholds ($10K vs. $100K decisions)

The kicker? Approvers don’t need ArcSite licenses. Client needs to sign off on HVAC plans? Contractor reviewing electrical layouts? They approve via email while your team keeps working in ArcSite.

Real Teams Actually Using This

1. The "Stop Redlining PDFs at Midnight" Workflow

Use Case: Auto-create approval requests when drawings get updated in ArcSite
Who Cares: Engineering firms, construction PMs
How It Works:

Your designer finishes version 3.2 of the warehouse layout in ArcSite → ApproveThis pings the client’s operations team + your structural engineer → Both approve via email → Updated PDF auto-attaches to ArcSite project.

No more “I thought you sent that to Jim?” moments. Version control stops being a swear word.

2. The "Stop Chasing Down Signatures" Play

Use Case: Instant approvals when proposals get client OK
Who Cares: Sales teams doing site surveys, MEP contractors
Why It’s Not BS:

ArcSite proposal gets e-signed → ApproveThis auto-generates PDF with all specs → Dumps it into your project management tool AND the client’s portal.

Field crews get notified to start work before the client finishes their coffee. Change orders drop by 22% because everyone’s looking at the same approved doc.

3. The "Actually Useful Project Kickoffs" System

Use Case: Auto-approvals for new ArcSite projects
Who Cares: Operations managers, design team leads
Straight Talk:

New ArcSite project created → Triggers parallel approvals for budget, resource allocation, and client scope → Only launches projects where all stakeholders actually agree.

Stop finding out three weeks in that legal never approved the site survey terms.

Setting This Up Without Losing Your Mind

1. Create a Zapier account (takes 2 minutes)
2. Connect ArcSite → Choose trigger (new drawing, updated project, etc.)
3. Connect ApproveThis → Map approval steps to your team’s hierarchy
4. Test with a real project (because your QA environment lies)

Pro Tip: Use ApproveThis’ calculated fields to auto-route approvals based on ArcSite project values. $50K+ proposals go straight to the CFO? Done.

Who Actually Benefits (Besides Your Sanity)

Design Teams

Stop playing email tennis with revisions. Get clear approve/reject decisions with version-specific comments attached directly to ArcSite files.

Sales Engineers

Auto-attach approved specs to contracts. When clients approve the ArcSite proposal, ApproveThis automatically updates your CRM and kicks off onboarding.

Operations Managers

See approval status for every active project without chasing people. Vacation delegation means design reviews don’t stall because someone’s at a trade show.

The Part Where We’re Blunt

If you’re still manually routing ArcSite drawings for approval, you’re basically faxing documents in 2024. ApproveThis isn’t magic – it’s just workflow rules applied consistently. But when paired with ArcSite’s precision, it becomes the closest thing to sanity for design-driven teams.

Cool. How Do We Start?

Grab an ApproveThis trial, keep using ArcSite like normal, and connect the dots in Zapier. Or book a 12-minute demo where we’ll show actual examples from mechanical contractors and architecture firms.

Either way, stop letting approval chaos undermine your ArcSite work. Precision tools deserve precision processes.

Request a Demo