ApproveThis manages your Sunwise Integration approvals.

Why These Two Tools Make Sense Together

Let's cut through the noise: solar companies don't have time for bureaucratic approval processes. Between designing installations, calculating energy rates, and managing client contracts, your team needs decisions to happen fast. That's where pairing ApproveThis with Sunwise changes the game.

Sunwise handles the heavy lifting of solar project design and rate calculations. ApproveThis handles the red tape. Together through Zapier, they create a closed-loop system where project data automatically triggers approvals, and approval outcomes instantly update your Sunwise records. No more chasing down signatures or wondering if that $250k commercial installation proposal got the green light.

Here's the kicker: approvers don't need Sunwise licenses. Your CFO can approve budget changes via email without logging into yet another system. Contractors can sign off on project specs from their phones. Meanwhile, your operations team maintains full visibility in Sunwise with zero manual data entry.

Three Ways This Combo Saves Solar Companies Time (and Sanity)

1. Kill Spreadsheet Roulette for Project Approvals

Most solar installers we work with have a "system" that looks like this: project details in Sunwise, approval requests via email chains, tracking in a Google Sheet, and final sign-offs buried in Slack. It's not a system – it's a time bomb.

Connect Sunwise to ApproveThis through Zapier, and you get:

• Auto-generated approval requests when Sunwise projects hit specific cost/scope thresholds
• Real-time dashboards showing exactly where each proposal stands
• Automatic Sunwise updates when approvals complete – no human copying/pasting

2. Stop Playing Telephone with Contractors

Field teams update a Sunwise project? That change can automatically require re-approval from headquarters. ApproveThis adds guardrails without slowing down crews. For example:

A residential solar company uses approval thresholds to auto-approve panel upgrades under $1,500. Anything over triggers an instant review process. Project managers get calculated fields showing how change orders impact total ROI – right in the approval request.

3. Make Client Onboarding Less Painful

New Sunwise contacts (think: contractors, property managers, or corporate clients) can trigger approval workflows for:

• Vendor qualification checks
• Contract reviews
• Credit limit approvals

One commercial solar provider reduced their onboarding time from 14 days to 48 hours by auto-routing new partner requests to legal, finance, and operations teams simultaneously.

Real-World Use Cases That Actually Matter

The "Oops, Forgot to Get Sign-Off" Killer

Template: Create approval requests for new Sunwise projects
How it works: When a project reaches "Proposal Ready" status in Sunwise, ApproveThis automatically:

- Routes to department heads based on project type (residential vs. commercial)
- Adds calculated payback periods using Sunwise rate data
- Escalates if no decision in 48 hours

Who uses this: A mid-sized installer prevented $120k in unbilled work last quarter by requiring approval before crews dispatched.

The "Why Is This Client File Still Incomplete?" Fix

Template: Update Sunwise contacts after approvals
How it works: When legal approves a new NDA in ApproveThis:

- Sunwise automatically tags the contact as "Contract Approved"
- Sales gets notified to proceed with pricing
- Accounting receives onboarding docs

Who uses this: A solar maintenance company cut their sales-to-install gap by 60% by eliminating manual follow-ups.

Setup That Doesn't Require an IT Degree

If you can connect two Lego pieces, you can set this up:

1. Create a Zapier account (it's the duct tape between apps)
2. Choose your trigger (e.g., "New Project" in Sunwise)
3. Select ApproveThis as the action ("Create Approval Request")
4. Map Sunwise fields to your approval template
5. Test with a real project (we both know your team has plenty)

Pro tip: Use ApproveThis' conditional logic to route $10k residential jobs to a regional manager, while $250k+ commercial deals hit the VP's inbox.

Which Teams Actually Care About This?

Operations Managers

Get automatic project holds when change orders exceed thresholds. Bonus: vacation delegation means approvals never stall because someone's at a conference.

Sales Teams

Stop promising timelines you can't control. Real-time approval tracking means accurate client updates without nagging the CFO.

Finance Departments

Auto-archive approved budgets in Sunwise. Denied requests? They automatically flag in Sunwise with rejection reasons.

The Part Where We Tell You What to Do Next

If you're still manually approving Sunwise projects, you're leaving money (and sanity) on the table. Here's your playbook:

1. Start an ApproveThis trial – takes 8 minutes
2. Connect to Sunwise via Zapier (1-2 hours, most of which is coffee breaks)
3. Pick one approval process that currently sucks the most
4. Automate it by Friday

Or, book a 15-minute demo where we'll show how other solar companies cut approval delays by 70%. No sales fluff – just a screen share and actionable steps.