ApproveThis manages your Offorte Proposals Integration approvals.

When Approval Workflows Meet Proposal Automation

Let's cut to the chase: approvals suck when they're manual. Especially for proposals that need quick turnaround to win deals. That's where ApproveThis and Offorte Proposals come in hot. Together, they turn your proposal approval process from a bureaucratic speed bump into a competitive advantage.

ApproveThis handles the decision-making logistics - routing documents to the right people, chasing down signatures, keeping audit trails. Offorte makes proposals that actually close deals. Connect them through Zapier, and you've got a system where proposals get created, approved, and sent without anyone needing to play email tennis.

Why This Combo Works

Mid-sized companies (50-5,000 employees) aren't startups anymore, but they're not enterprises either. You need process without red tape. This integration gives you:

• Automatic approval routing based on deal size/client tier
• Real-time visibility into where proposals are stuck
• Zero manual data entry between systems

Best part? Approvers only need ApproveThis access - no extra Offorte licenses required. Perfect for involving external partners or execs who just need to review/approve.

Real-World Use Cases That Actually Matter

1. Auto-Create Approval Requests for New Proposals

Scenario: Your sales team creates a $250K proposal in Offorte. The system automatically:

1. Checks if amount exceeds sales manager's threshold
2. Routes to CFO if >$200K
3. Notifies legal if custom terms are included

Who benefits: IT services companies bidding on multi-phase projects. Eliminates "Who needs to sign off on this?" back-and-forth.

2. Generate Proposals After Internal Approvals

Scenario: Marketing agency needs client-facing proposal for a new campaign structure that's already been internally approved.

The magic: When ApproveThis greenlights the campaign budget, Offorte auto-generates the client proposal using pre-approved templates and numbers. No copy/paste errors, no version control issues.

3. Instant Send on Approval

Scenario: Manufacturing company approves a custom equipment quote. Instead of someone remembering to send the proposal, Offorte fires it off automatically the second it's approved.

Real impact: Cut proposal-to-client delivery time from 2 days to 2 minutes. Clients get decisions while they're still excited.

4. Update Systems When Deals Close

Scenario: Software company wins a proposal. Offorte triggers ApproveThis to auto-archive the approval record and notify ops to provision the account.

Hidden benefit: Makes quarterly audits way less painful with full paper trail of who approved what.

Setting This Up Without Losing Your Mind

Good news: This isn't some custom API project. You're using Zapier. Here's the cheat code:

Basic Connection Setup

1. Create a Zapier account (if you don't have one)
2. Connect ApproveThis and Offorte as apps in Zapier
3. Choose your trigger ("When X happens in Offorte...")
4. Set the action ("Then do Y in ApproveThis...")
5. Test with a real proposal/approval

Pro tip: Start with the "Proposal Created → Approval Request" workflow first. It delivers immediate ROI and takes <15 minutes to set up.

Advanced Configuration

Once you're live, dig into ApproveThis' secret weapons:

- Approval Thresholds: Auto-approve small proposals, escalate big ones
- Calculated Fields: Require extra signers if proposal margins drop below 15%
- Vacation Delegation: No more "Waiting on Karen's approval" when she's on safari

Who Actually Cares About This? (Team Breakdown)

Sales Teams

Stop babysitting proposals through approval chains. Get notified when execs sign off instead of checking dashboards. Real example: A SaaS sales org reduced their proposal cycle from 48 hours to 90 minutes.

Finance Teams

Finally enforce approval policies without being the bad guys. Set rules like "All proposals >$50K require CFO review" and actually have them followed. Bonus: Automatic audit trails for SOX compliance.

Operations Teams

Kill the manual data entry between systems. Approved proposal terms flow automatically into your project management tools. No more "The proposal said 6 months but the contract says 12..." disasters.

Executives

Get visibility without micromanaging. See approval bottlenecks in real dashboards. Example: A CEO discovered R&D approvals were taking 3x longer than sales - fixed the resource imbalance in a week.

Why This Isn't Just Another Integration

Most app integrations just move data. This changes how decisions happen:

Speed: Proposals get approved/sent while the opportunity is still warm. One manufacturing company saw 23% more deals closed in Q1 just from faster response times.

Compliance: Approval rules get enforced automatically. No more "I didn't know this needed legal review" excuses.

Scale: Handle 10x more proposals without hiring more approvers. Route based on rules, not org charts.

And here's the kicker: ApproveThis grows with you. Start with simple proposal approvals, then expand to procurement requests, contract reviews, budget approvals - all using the same system.

Bottom Line

If your company creates more than 20 proposals a month, this integration pays for itself in reduced delays alone. No more:
- "Who needs to approve this?"
- "Did the client get the final version?"
- "Why is this deal stuck in legal?"

ApproveThis handles the approval chaos. Offorte makes proposals that win. Together, they ensure your team spends time on deals, not paperwork.

Next step: Book a 15-minute demo to see real approval workflows, or start a free trial and connect your first Zap within an hour.

Pro tip: Bring your last 3 proposals. We'll show exactly where approvals slowed things down and how much faster it could've gone.