ApproveThis manages your Offri Integration approvals.

When "Looks Good to Me" Costs You Money

Let's be real - your sales team isn't getting paid to chase down signatures. Your project managers didn't sign up to play document courier. Yet here we are, with critical proposals stuck in approval limbo while clients wonder why you haven't started work yet.

ApproveThis and Offri fix this exact problem. One platform makes proposals clients actually want to sign (that's Offri), the other gets them approved before your competitor slides into their DMs (that's us). Together, they turn "We'll need to check with legal" into "Let's get started Monday."

Why This Combo Works Like a Sales Closer on Espresso

Offri creates beautiful proposals quickly. ApproveThis gets them signed off without the endless email chains. Connect them through Zapier, and you've basically installed a turbocharger on your deal cycle.

Three Ways This Saves Your Sanity

1. No more herding cats: Legal sees the proposal the second it's ready, finance gets pinged automatically when revisions happen, and the client can't claim they "never got the email."

2. Zero license headaches: Approvers only need email access - no extra Offri seats required. Perfect for working with external partners or cheap clients who won't spring for software.

3. Automatic paper trails: Every comment, revision, and approval timestamp gets logged. When procurement asks why you chose Vendor X, you've got receipts.

Real-World Uses That Actually Make Sense

For Agencies: Stop Competing With Your Own Proposals

Picture this - your creative team spends 3 days on a killer campaign pitch in Offri. It goes out Friday at 5 PM. By Monday, the client's CMO has questions, the CFO wants budget adjustments, and your point contact is on PTO.

With the integration:

• Offri auto-triggers an ApproveThis workflow when the proposal changes
• Legal gets first crack at compliance issues
• Revised pricing pings the client's finance team directly

Result? That "final review" phase gets cut from 11 days to 48 hours. Actual data from a digital agency using both tools.

For SaaS Companies: Contract Reviews That Don't Kill Momentum

Enterprise deals live or die in the legal redlines. Your AE sends an Offri proposal, then plays switchboard between the client's procurement team and your overworked GC.

Connect the apps and:

• New Offri proposals auto-create approval chains
• Custom thresholds escalate $250k+ deals to the CFO
• Approved contracts trigger automatic DocuSign workflows

One cybersecurity vendor cut their sales cycle by 22% doing exactly this.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these tools. Here's the cheat sheet:

Step 1: The Proposal → Approval Handoff

Create a Zap that triggers when an Offri proposal changes. This auto-generates an ApproveThis request with:

- Client name
- Proposal PDF attached
- Custom approval rules (ex: >$50k needs CFO eyes)

Step 2: The Approval → Update Loop

When ApproveThis gets a "yes", another Zap can:

- Update Offri's client records
- Notify the project team in Slack
- Even auto-send the contract if all boxes are checked

Total setup time? About 15 minutes if you're slow at clicking. Zapier's templates do 80% of the work.

Who Actually Benefits From This?

Sales Teams: Stop Being a Secretary

Your AEs should be selling, not sending "Just checking in!" emails. Auto-routing Offri proposals through ApproveThis means:

- Deals move when the client is ready
- Commission disputes vanish (approval logs don't lie)
- Forecast accuracy stops being a joke

Legal Teams: Regain Control Without Being the Bad Guy

GCs love this setup because:

- All proposals hit their inbox in standard format
- Revisions are tracked like GitHub commits
- They can approve via email during court recess

Finance: Kill Rogue Discounts Before They Happen

Configure ApproveThis to flag:

- Margins below 35%
- Payment terms over 60 days
- Custom discounts without VP sign-off

One manufacturing company recovered $240k in FY23 using these guardrails.

But Wait - There's More (Actually Useful Features)

ApproveThis isn't just a fancy "Yes/No" button. When paired with Offri:

Calculated Fields That Do the Math For You

Auto-calculate:

- Discount impacts on deal profitability
- Payment plan schedules
- Compliance penalties based on terms

No more "Oops, we forgot about sales tax" moments.

Approval Groups That Mirror How You Work

Client needs marketing, legal, and procurement to sign off? Set up:

- Parallel approvals for speed
- Sequential reviews where order matters
- Hybrid flows (ex: Legal first, then any 2 VPs)

Vacation Coverage That Doesn't Require a Psychic

Your GC takes a safari trip? ApproveThis auto-reassigns their approvals to the deputy. No more hunting down out-of-office replies.

The Bottom Line: This Isn't About Software

It's about eliminating the 37 back-and-forth emails that turn 6-figure deals into unpaid consulting gigs. Offri makes proposals your clients want to sign. ApproveThis makes sure they actually do.

For teams tired of chasing signatures: Register for ApproveThis or grab a demo. We'll show you how to connect the dots in under an hour.

P.S. If you're still manually forwarding PDFs in 2024, your competition thanks you for the head start.