ApproveThis manages your Fresh Proposals Integration approvals.

When Proposal Management Meets Approval Automation

Let's be real: approval processes are where good ideas go to die. You've got sales teams churning out proposals in Fresh Proposals, finance teams buried in spreadsheets, and department heads who somehow still think "I'll get to it next week" counts as a project management strategy. This is why we built ApproveThis - to give businesses a way to actually decide things instead of just talking about deciding things.

Pairing Fresh Proposals' proposal tracking with ApproveThis' approval automation is like giving your entire company espresso shots (minus the jitters). Sales teams can stop playing email tag for sign-offs. Finance gets guardrails without becoming the department of "no." And everyone gets to ditch those cringe-worthy "per my last email" follow-ups.

No More Approval Chicken

Here's what happens when you connect these two through Zapier:

The Instant Accountability Loop

Fresh Proposals organizes your pitches; ApproveThis forces decisions. Together, they:

• Auto-flag proposals needing executive review based on deal size
• Route contracts to legal only when actually necessary
• Show every stakeholder exactly where their input matters

Real Companies Don't Run on "Maybe"

A marketing agency uses this integration to:

1. Auto-send new client proposals to the CFO if over $25K
2. Route design scope changes to both account and creative leads
3. Create signed proposals in Fresh Proposals ONLY after approvals

Result? They cut proposal-to-contract time from 11 days to 3. Not bad for avoiding a few Slack pings.

Use Cases That Don't Suck

1. Stop Proposals From Going Rogue

When sales creates a new proposal in Fresh Proposals, ApproveThis can:

- Require manager approval for discounts over 15%
- Auto-approve renewals under $10K
- Escalate custom terms to legal via parallel approvals

Who this saves: SaaS companies preventing discount creep, agencies avoiding scope loopholes, anyone tired of "I didn't know we promised that!"

2. Clients Without the Chaos

New ApproveThis request? Zapier auto-creates the Fresh Proposals client. No more:
- Manual data entry errors
- "Wait, which email did we use?"
- Losing deal context between systems

Who this saves: Consultants onboarding enterprises, property managers handling multiple stakeholders, IT firms tired of duplicate client entries.

3. Red Flags Before Red Ink

New company in Fresh Proposals? ApproveThis can demand:
- Credit check approval from finance
- Compliance review for regulated industries
- Vendor risk assessment from operations

Who this saves: Manufacturers vetting suppliers, healthcare orgs maintaining HIPAA compliance, anyone who's ever onboarded a client that turned into a dumpster fire.

4. Approval ≠ Paperwork Tsunami

Approved a request? Fresh Proposals instantly generates the proposal draft. This means:
- No copy-paste from PDFs to CRMs
- Version control that doesn't require a PhD
- Auditors actually smiling during reviews (maybe)

Who this saves: Law firms tracking scope changes, construction companies handling change orders, anyone who bills hourly and hates write-offs.

Setup That Won't Make You Hate Tech

Connect ApproveThis + Fresh Proposals in 15 minutes (seriously):

Step 1: In Zapier, choose Fresh Proposals' "New Proposal" trigger.
Step 2: Set ApproveThis to create requests with deal details.
Step 3: Add approval rules - thresholds, groups, etc.
Step 4: Send approved deals back to Fresh Proposals as ready-to-sign docs.

Pro tip: Use ApproveThis' calculated fields to auto-route based on proposal value or client tier.

Department-Specific Wins

Sales Teams: Close Deals, Not Tickets

Your AE just landed a $150K upsell. Instead of:
- Waiting 3 days for VP approval
- Manually bugging legal about non-standard terms
- Forgetting to update the proposal status
They get automatic routing with escalation rules. Late approval? The system nags stakeholders so you don't have to.

Finance: Control Without Being the Bad Guy

ApproveThis lets you:
- Set hard limits on discounts/credits
- Require multi-signer approvals for big checks
- Auto-archive approved proposals with Fresh Proposals' tracking
All without playing spreadsheet detective.

Operations: Process Police (The Kind People Like)

Enforce rules that actually get followed:
- Auto-reject proposals missing risk assessments
- Require client signatures in Fresh Proposals before work starts
- Get audit trails without the manual reports

Why This Isn't Just Another Integration

ApproveThis doesn't just push data to Fresh Proposals - it adds decision-making teeth. Features like:

Approval Thresholds: Auto-approve small stuff, escalate big deals without micromanaging.
Vacation Coverage: Approvals reroute if someone's OOO - no more stalled proposals.
External Approvers: Clients can approve via email without Fresh Proposals logins.
Real-Time Dashboards: See which proposals are stuck and why (without the status meetings).

Bottom Line: Approval Processes Should Work For You

If your team spends more time chasing sign-offs than executing work, this integration isn't nice-to-have - it's a fix for broken workflows. ApproveThis handles the decision chaos so Fresh Proposals can be your single source of truth.

Ready to stop being your company's approval bottleneck? Register for ApproveThis or schedule a demo to see the integration live. No sales jargon, just a 15-minute walkthrough of how you'll get proposals from "maybe" to "done."