ApproveThis manages your Nusii Proposals Integration approvals.

Why Approval Workflows and Proposals Need Each Other

Let’s be real: proposals are where deals live or die, and approvals are where productivity goes to die. Nusii Proposals helps you craft sharp, client-ready pitches, while ApproveThis cuts through the red tape of endless "just checking" emails. Together, they turn what’s usually a bureaucratic nightmare into a streamlined process that actually moves deals forward.

Here’s the kicker – 52% of businesses say delayed approvals directly impact revenue. When your sales team closes a deal in Nusii, the last thing they need is a three-day email chain to get legal sign-off. Connect these tools via Zapier, and you’ve got automatic approval workflows that trigger the second a proposal changes status. No more chasing down VPs in parking lots.

What Makes This Combo Work

ApproveThis Brings:

Multi-layer approvals that actually match your org chart. Think conditional routing (“Over $50k? CC the CFO”), approval groups, and automatic delegation when someone’s OOO. Bonus: external clients can approve without needing access to Nusii or your internal systems.

Real-time tracking that shows exactly where bottlenecks are – because “I thought Dave had it” isn’t a project management strategy.

Nusii Proposals Brings:

Proposal analytics that tell you which sections clients actually read before signing (or ghosting).

Template libraries that keep your branding consistent without making salespeople feel like they’re filling out tax forms.

Real-World Use Cases That Don’t Suck

1. Auto-Trigger Approvals When Proposals Get the Green Light

Scenario: Your agency lands a $200k website redesign deal in Nusii. Instead of the sales lead Slack-bombing department heads for sign-offs, ApproveThis automatically:

• Routes to the tech lead for scope validation
• Pings accounting for payment terms review
• Escalates to CMO if creative IP sharing is involved

Who this helps: Consulting firms, agencies, and anyone who’s ever had a project implode because “nobody told devops”.

2. Client Onboarding Without the Paperwork Tsunami

When a new client gets added in Nusii, ApproveThis can kick off parallel approvals:

• Legal reviews master service agreements
• Finance validates billing setup
• CSM team approves project timelines

Real talk: A construction company used this to reduce client onboarding from 14 days to 48 hours. No more chasing notarized docs via carrier pigeon.

3. Two-Way Workflow Nirvana

Approval in ApproveThis? Auto-create a Nusii draft with pre-approved terms. Proposal signed in Nusii? Trigger compliance checks in ApproveThis. It’s like a conveyor belt for deals, minus the soul-crushing factory vibe.

Department-Specific Wins

Sales Teams: Close Faster, Nag Less

Your AE closes a deal at 4:55 PM Friday. Instead of:

❌ Panicking because legal left for the weekend
✅ Approval requests auto-route to delegated approvers

Using calculated fields, ApproveThis can auto-approve standard NDAs under $10k while flagging unusual payment terms for human review.

Operations: Stop Being the Approval Police

Know exactly which proposals are stuck waiting on who – without playing 20 questions with department heads. Built-in SLAs in ApproveThis escalate stale requests automatically. Example: If accounting hasn’t reviewed billing terms within 24 hours, it pings their manager. Passive aggression optional.

Finance: Control Without Micromanaging

Set approval thresholds so junior staff can sign off on small expenses, but anything over $50k routes to you. When combined with Nusii’s proposal analytics, you’ll spot trends like clients consistently pushing payment terms before they become write-offs.

Setting This Up Without Losing Your Mind

Step 1: Connect via Zapier – you’re looking for the “New Proposal Accepted in Nusii” trigger.

Step 2: Map Nusii fields to ApproveThis – client name becomes requester, proposal amount sets approval thresholds.

Step 3: Add conditional logic like: “If proposal includes custom development, require CTO approval”.

Pro tip: Use ApproveThis’ vacation delegation so approvals don’t die when Pam from accounting is at Burning Man.

Why This Isn’t Just Another Integration

Most approval tools treat every request the same. ApproveThis adapts to how your company actually works – hierarchical approvals for enterprise deals, quick consensus checks for SMB clients. When paired with Nusii’s client-facing analytics, you get insights like:

• Proposals with 3+ approvers take 2.4x longer to close
• Deals requiring legal review have 22% lower churn
• Auto-approved small projects deliver 89% profit margins

Translation: You stop guessing where bottlenecks are and start fixing them.

Bottom Line

If your proposal process still involves PDFs and “Per my last email”, you’re leaving money on the table. Connecting Nusii Proposals and ApproveThis via Zapier isn’t about automation – it’s about eliminating the crap that makes people hate enterprise software.

Ready to stop herding cats? Get started with ApproveThis or book a demo to see how it works with your Nusii account.