ApproveThis manages your WeQuote Integration approvals.

When Your Quote Process Feels Like a Game of Telephone

Let's be real - most companies handle approvals like they're trying to pass notes in middle school. Sales creates a quote in WeQuote, then starts CC'ing half the company on email threads. Finance wants three signatures, legal needs a PDF attached, and the customer's left wondering why their "urgent" quote is stuck in purgatory. With ApproveThis plugged into WeQuote via Zapier, it's less "hurry up and wait," more "click approve and keep grinding."

Why This Combo Works Like Duct Tape for Broken Processes

WeQuote gets you from product to proposal fast. ApproveThis stops that momentum from dying in someone's inbox. Together through Zapier, they handle the messy middle where most companies waste hours:

• No more Swiss cheese approvals: That quote John approved? Now it actually updates in WeQuote instead of living in a Slack thread
• Zero license headaches: Your client's CFO can approve the quote without needing a WeQuote login

We've seen manufacturing companies cut approval cycles from 72 hours to 90 minutes. SaaS teams auto-route enterprise quotes to the right sales director before the prospect loses interest. It's not magic - just connecting tools that should've been talking all along.

Real-World Fixes for Teams Tired of Busywork

Use Case 1: Auto-Flag Quotes That Need Eyes On

Say your sales team pumps out 50 quotes/day in WeQuote. 45 are standard deals, but 5 need manager review. Instead of hoping reps remember to tag them:

How it works:

Zapier watches WeQuote. When a new quote hits $25k+ or includes custom services, ApproveThis automatically:

• Pings the right director via email (they can approve without leaving Gmail)
• Escalates to CFO after 4 hours if no response
• Updates WeQuote status the second it's greenlit

Who this saves: Tech resellers where a $50k quote might need security review, but a $5k SaaS renewal doesn't.

Use Case 2: Stop Re-Keying Approved Quotes

Your ops team approves a custom bundle in ApproveThis. Instead of some intern manually adding each product to WeQuote:

How it works:

ApproveThis triggers Zapier to:

• Dump approved line items into WeQuote
• Apply pre-negotiated discounts
• Tag the quote with the approver's name for audit trails

Who this saves: IT integrators building complex quotes with 100+ line items that change daily.

Features You'll Actually Use (No Bloatware Here)

WeQuote folks care about speed. ApproveThis adds guardrails without handcuffs:

Approval Thresholds: Auto-approve quotes under $10k. Only bug Jill in legal when NDAs are attached.

Vacation Coverage: Sales lead OOO? Requests auto-route to their second without missing SLAs.

Calculated Fields: If margin drops below 15% during approvals, flag it red and cc finance.

Setup That Takes Less Time Than Your Daily Standup

If you can forward an email, you can connect these tools:

1. Grab your WeQuote API keys (their docs walk you through it)
2. In Zapier, choose "WeQuote New Quote" as trigger
3. Pick "Create Approval Request" in ApproveThis
4. Map quote fields to approval fields (takes 2 minutes)
5. Test with a $1 test quote

Pro tip: Use ApproveThis' conditional logic so $100 quotes don't clog your VP's inbox.

Who Gets Their Time Back

Sales Teams

Stop babysitting quotes. Get notified when legal approves, not when they remember to email you.

Finance Teams

All approved quotes land in NetSuite without manual entry. Denied ones get comments explaining why.

Ops Teams

Track approval bottlenecks. If quotes stall at Mike's desk every week, maybe he needs training.

Common "Yeah Buts" We Hear

"Our approvers barely check email!"
So use Slack/MS Teams approvals. Or set up SMS fallbacks after 1 hour.

"We need 7 signatures!"
Cool. Route sequentially or make them all approve at once. Add time limits so it doesn't take a week.

"Our quotes have NDAs!"
ApproveThis encrypts data at rest. WeQuote handles the rest. Sleep easy.

Ready to Stop Being a Human Router?

ApproveThis isn't another tool - it's the glue between WeQuote and the 12 other apps your team uses. Free up your brain for actual work instead of herding approval cats.

Get Started Free (takes 3 minutes)
Or book a 15-minute walkthrough if you're the visual type.

P.S. Your approvers will thank you. Maybe even buy you coffee.