ApproveThis manages your Planpoint Integration approvals.

Why Approval Workflows Break for Real Estate Teams

Let’s be real: approving floor plans, unit availability changes, or new construction projects shouldn’t require 17 forwarded emails, three missed Slack messages, and a carrier pigeon. Yet here we are. Most real estate and construction teams use Planpoint to manage their floor plans and project data – but when it comes to getting sign-offs from stakeholders, things get messy fast. External partners don’t have logins. Key approvers go on vacation. Budget thresholds get ignored. And suddenly, that “urgent” project approval takes two weeks.

Where Planpoint Ends and ApproveThis Begins

Planpoint does the heavy lifting of visualizing floor plans and managing unit availability. ApproveThis handles the messy human part: getting decisions made fast. Together via Zapier, they turn “I’ll circle back to you” into “approved in 8 hours.” Here’s the breakdown:

Planpoint’s Sweet Spot: Centralizing project data, embedding interactive floor plans on websites, tracking unit availability changes.

ApproveThis’s Fix: Automatically routing Planpoint changes to the right people, enforcing budget rules, letting stakeholders approve via email without logins, and documenting every decision.

Three Ways This Combo Saves Real Estate Teams From Themselves

1. Killing Spreadsheet Approval Trackers for New Projects

The Problem: Every new construction project in Planpoint needs sign-off from finance, legal, and regional managers. But tracking who approved what version of the plan? That’s usually a Frankenstein Excel sheet that dies when someone forgets to hit “save.”

The Fix: Auto-create approval requests in ApproveThis whenever a Planpoint project is added. Approvers get an email with one-click approve/reject buttons – no need to log into Planpoint. Finance automatically gets looped in for projects over $500K. Legal only sees contracts requiring redlines.

Who Cares: Regional developers can launch new condo projects 40% faster by cutting approval delays. Construction firms reduce risk by ensuring every project meets compliance thresholds before breaking ground.

2. Preventing Unit Availability Nightmares

The Problem: When a sales team marks a unit as “available” in Planpoint, how do you ensure pricing gets approved by leadership before it goes live on the website? (Spoiler: usually, you don’t – until a $2M penthouse gets listed at $1.2M.)

The Fix: Trigger an approval workflow in ApproveThis whenever new units hit Planpoint. Dynamic fields calculate commission rates based on sale price. If the numbers don’t hit targets, ApproveThis auto-routes the request to execs for review. Approved? Planpoint automatically updates the public-facing embed.

Who Cares: Real estate marketers eliminate pricing errors that lead to revenue leaks. Sales teams get commission approvals processed before the end of the quarter.

3. Escaping Email Thread Hell for Client Revisions

The Problem: Clients want to revise floor plans (again). Your team updates the Planpoint embed, but getting client sign-off means CC’ing eight people and playing email tennis for days.

The Fix: When designers update a Planpoint group (like revised floor plans), ApproveThis pings clients via email with a direct link to approve or request changes. Clients don’t need Planpoint accounts – they just click a button. Revisions get logged as PDFs attached to the original request.

Who Cares: Architects and interior designers cut revision rounds from 7 to 3. Property managers stop clients from claiming “I never approved that layout!”

Why This Isn’t Just Another Integration

Most Zapier integrations just shuffle data between apps. This one actually changes how teams hit deadlines:

• Approvals in Email, Not Another App: Investors, clients, and execs approve from their inbox. No passwords. No “how do I use this?” support tickets.
• Budget Guardrails That Actually Work: Auto-approve pricing changes under $10K. Flag anything over for CFO review. No more manual calculations.
• Vacation-Proof Workflows: ApproveThis reassigns tasks if your VP of Development is hiking the Alps. Planpoint updates still happen on schedule.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these apps:

1. Log into Zapier (you’ll need an account – they’re free to start)
2. Choose your trigger: “New Project in Planpoint” or “New Unit Added”
3. Pick ApproveThis as the action app
4. Map Planpoint fields to your approval template (budget, project type, unit specs)
5. Test with a real Planpoint update – approve it via email to confirm it works

Total setup time: 12 minutes. Less time than it takes to get coffee for your last approval meeting.

Who Gets the Most Mileage Out of This?

Real Estate Developers

Stop letting client revisions delay groundbreaking. Auto-route plan changes to stakeholders with ApproveThis’s sequential approvals. If the lead architect signs off, it goes to the client. If the client approves, it loops in the contractor. Everyone stays in their lane.

Property Management Companies

When a new tenant gets added to Planpoint, automatically require background check approvals from HR. Use approval thresholds to fast-track leases under $5K/month but escalate corporate rentals to legal.

Construction Project Managers

Material cost overruns? When Planpoint updates reflect change orders, ApproveThis forces sign-off from the project owner before the change is visible to subcontractors. No more “I didn’t approve that $50K marble upgrade!”

The Silent Killer of Deadlines (And How to Fix It)

Approval delays aren’t about lazy people – they’re about broken processes. Planpoint tells you what’s changing. ApproveThis tells you who needs to say “yes” and makes it stupidly easy for them to do it. Together, they’re the duct tape your operations team actually needs.

Ready to Stop Herding Cats?

Register for ApproveThis, connect your Planpoint account via Zapier, and give your team the closest thing to a “make deadlines” button that exists today. Or book a demo if you’re the type who likes to kick the tires first.

Either way, stop letting approval chaos be the reason your projects are late. This isn’t 2012 – we have better tools now.