
ApproveThis manages your Quaderno Integration approvals.
April 17, 2025
Integration Category: Accounting
Let’s cut through the noise: approvals suck. They’re the speed bumps of business operations. Now imagine your finance team manually chasing signatures for every invoice, estimate, or client onboarding while juggling tax compliance across 30 countries. That’s where ApproveThis and Quaderno come in like a spreadsheet wizard and a tax ninja joining forces.
Why This Combo Works (Beyond Just Saving Time)
Quaderno handles the dirty work of global tax calculations and compliance. ApproveThis cuts through approval gridlock. Connect them via Zapier, and you’ve got a system where financial triggers automatically launch approval workflows – no more missed steps or "I thought YOU approved that?" emails.
The Nerd Stuff Made Simple
Quaderno’s tax automation is killer, but it doesn’t care who approves transactions. ApproveThis doesn’t do tax math, but it’s ruthlessly efficient at routing decisions to the right people. Together, they handle both sides of compliant transactions: the numbers and the human sign-offs.
Real-World Workflows That Don’t Put People to Sleep
1. Client Onboarding Without the Paper Chase
New client lands in Quaderno? Cue the approval chain. Marketing agencies and SaaS companies use this to:
- Auto-flag high-risk clients for legal review
- Require CFO approval for custom tax jurisdictions
How it works: Zapier detects new Quaderno contacts → ApproveThis pings approvers via email (no Quaderno license needed for them) → Once greenlit, Quaderno auto-generates compliant contracts.
2. Closing Deals Without Bottlenecks
When a Quaderno estimate gets accepted, ApproveThis can:
- Route discounted deals to sales managers
- Require dual approval for contracts over $50K using approval thresholds
Real example: A European e-commerce company slashed deal approval time from 3 days to 4 hours by auto-escalating high-value deals to regional directors.
3. Invoice Approvals That Actually Prevent Fraud
ApproveThis isn’t just about speed – it’s about control. When integrated with Quaderno:
• Finance teams set rules like “All invoices over $10K require CFO + legal approval”
• AP clerks get automatic audit trails showing who approved what (and when)
4. Global Tax Compliance Made Less Terrifying
Here’s where it gets cool: ApproveThis can use Quaderno’s tax data to:
• Auto-route VAT refund requests to country-specific approvers
• Flag transactions in high-risk regions for extra scrutiny
A US-based SaaS company used this combo to reduce tax-related approval errors by 62% in their EU expansion.
Setup That Doesn’t Require an IT Degree
1. Pick your trigger: In Zapier, choose a Quaderno event (new sale, accepted estimate, etc.)
2. Connect to ApproveThis: Map the key data points to your approval template
3. Set your rules: Approval groups, thresholds, escalation paths
4. Test with a real transaction: Because nobody wants to explain why the CEO got 37 test approval emails
Why Teams Actually Stick With This Combo
For Finance Teams
• Stop being the approval police – set rules once and let the system enforce them
• Vacation delegation means approvals don’t die when someone’s OOO during tax season
For Sales Leaders
• Get deals unstuck faster with mobile-friendly approvals
• Use calculated fields to auto-approve discounts within pre-set margins
For Operations
• Prove compliance with real-time audit trails
• Reduce cross-team friction (no more “I didn’t get the request” excuses)
The Unsexy (But Critical) Details
• Approver licenses: Approvers only need ApproveThis access – no extra Quaderno seats required
• Security: Role-based access ensures junior staff can’t approve six-figure contracts
• Scale: Handles everything from 10 approvals/month to 10,000+ without breaking a sweat
When to Consider Another Approach
This isn’t magic fairy dust. If you have:
• Super simple approval needs (like 1-person signoffs)
• No cross-team or external approvers
• A love affair with manual processes
...then maybe stick with email threads. But for scaling businesses? This combo cuts approval-related delays by 40-70% based on real client data.
Ready to Stop Chasing Approvals?
Here’s your play:
1. Grab an ApproveThis trial (takes 3 minutes)
2. Connect to Quaderno via Zapier using the triggers we covered
3. Automate your first approval workflow by lunchtime
Or if you’re the “show me first” type: book a 15-minute demo. We’ll skip the sales pitch and focus on your specific pain points.
Final Reality Check
This isn’t about eliminating human judgment – it’s about eliminating busywork. Your team still makes the calls; ApproveThis + Quaderno just removes the logistical crap that slows them down. For companies juggling growth and compliance, that’s not just nice-to-have. It’s survival.
Integrate with Quaderno Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
Learn More
Best Approval Workflows for Quaderno
Suggested workflows (and their Zapier components) for Quaderno
Create approval requests for new Quaderno contacts
Automatically streamline your approval process by generating an approval request every time a new contact is added to Quaderno. This integration helps ensure that new client data is reviewed and approved efficiently before any engagement begins. *Note: Ensure the contact data required for approval is captured accurately in Quaderno.*
Zapier Components

Trigger
New Contact
Triggers when a contact is created in Quaderno.
Action
Create Request
Creates a new request, probably with input from previous steps.
Get notified on ApproveThis for new Quaderno sales
Stay informed about new sales in Quaderno through ApproveThis with real-time notifications. As each sale is recorded, a new approval request is triggered, allowing swift action based on your business criteria. *Note: Configure your ApproveThis system to handle different types of sales alerts efficiently.*
Zapier Components

Trigger
New Sale
Triggers when a new sale (Invoice or Receipt) is created.
Action
New Request
Triggers when a new approval request workflow is initiated.
Generate approval requests for accepted Quaderno estimates
When an estimate is accepted in Quaderno, automatically generate an approval request to formalize and track the acceptance process. This ensures all financial estimates approved align with the business strategies and protocols. *Note: Ensure all required estimate information is included in the ApproveThis approval form.*
Zapier Components

Trigger
Accepted Estimate
Triggers when an estimate is accepted.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create Quaderno invoices for approved requests
Automate your billing by creating a Quaderno invoice whenever an approval request in ApproveThis is marked as approved. This integration ensures timely and accurate billing aligned with internal approvals, saving valuable time in the billing cycle. *Note: Ensure all relevant approval details are captured to generate the invoice accurately.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Invoice
Create a Quaderno Invoice.
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