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neosigna Integration

ApproveThis manages your neosigna Integration approvals.

April 17, 2025

Integration Category: Documents

Two Tools, One Goal: Accelerating Business Agreements

When contracts move slowly, revenue stalls. Legal teams drown in email threads, sales deals get delayed, and procurement cycles stretch into weeks. This is where combining ApproveThis' approval automation with Neosigna's contract lifecycle management creates measurable impact. Together, they turn contract workflows from administrative burdens into competitive advantages.

Neosigna excels at drafting, storing, and tracking contracts but leaves approval coordination to manual processes. ApproveThis fills that gap by adding structured decision-making paths with automatic routing, compliance guardrails, and real-time visibility. Through Zapier integration, these platforms exchange critical data without requiring custom development.

Why This Integration Changes the Game

Consider a $500K vendor agreement stuck because the CFO didn't see the approval email. Or a compliance officer delaying a partnership contract because they were left out of the review chain. These aren't hypotheticals - they're daily realities for teams using disconnected systems. The ApproveThis-Neosigna bridge solves three core challenges:

1. Reduced Legal Bottlenecks

Corporate legal teams using Neosigna can automatically route new contracts through pre-configured approval chains in ApproveThis. For example, all NDAs under $50K get auto-approved, while enterprise contracts trigger multi-department reviews. General counsels gain 40%+ time savings by eliminating manual follow-ups.

2. Cross-Team Coordination

Procurement specialists can initiate vendor contracts in Neosigna that automatically notify approvers in ApproveThis. Finance directors receive email-based approvals with one-click decisions, while sales leads track progress through a centralized dashboard. No more chasing signatures across departments.

3. External Collaboration

When working with clients or partners, ApproveThis allows external users to approve Neosigna contracts without needing a Neosigna license. A construction firm could let architects approve change orders directly from their inbox, while keeping all contracts organized in Neosigna.

Real-World Workflows: Beyond Theory

Let's examine how specific industries operationalize this integration:

Technology Startups

A SaaS company uses Neosigna to manage customer service agreements. When sales reps create contracts over $10K/month, ApproveThis:

  • Routes deals to the VP of Sales
  • Triggers legal review if custom clauses exist
  • Auto-approves renewals under existing terms

Result: 22% faster deal closures with complete audit trails.

Healthcare Providers

A hospital network manages vendor contracts in Neosigna. ApproveThis adds compliance layers:

  • New supplier agreements require infection control team sign-off
  • Pharma contracts escalate to the ethics committee above $250K
  • Automated reminders prevent contract expirations

Outcome: 100% compliance with procurement regulations.

Consulting Firms

Management consultants using Neosigna for client SOWs integrate ApproveThis to:

- Route contracts to engagement leads based on project size
- Require partner approval for discounted rates
- Sync approved contracts to accounting software

Impact: 15% higher margin protection on negotiated deals.

Technical Setup Made Simple

Connecting ApproveThis and Neosigna via Zapier takes under 15 minutes:

  1. Create a Zapier account (if needed)
  2. Choose Neosigna as the trigger app
  3. Select ApproveThis as the action app
  4. Map contract fields to approval workflows
  5. Test with a sample contract

Critical pro tip: Use ApproveThis' calculated fields to set dynamic approval thresholds. For example, contracts over $100K could require extra approvers automatically.

Department-Specific Benefits

Legal Teams

Reduce contract cycle times by 65% with automated escalation rules. If a reviewer doesn't respond within 48 hours, ApproveThis reassigns the request or moves it up the chain. Legal maintains control through customizable templates while eliminating status update meetings.

Procurement Specialists

Neosigna stores all supplier contracts, while ApproveThis handles vendor onboarding approvals. When a new supplier is added, procurement teams can require cross-functional sign-offs (IT for security reviews, finance for payment terms) before finalizing in Neosigna.

Operations Managers

Track SLAs with external partners through integrated dashboards. Approved contracts in ApproveThis automatically update Neosigna statuses, while denied requests trigger revision workflows. Operations gains real-time visibility without switching platforms.

External Partners

Clients and contractors approve documents through ApproveThis' email interface without needing Neosigna access. A property management firm could let tenants approve lease renewals directly, while keeping all executed contracts organized in Neosigna.

Beyond Basic Approvals: Advanced Features

While the Zapier integration handles core workflows, ApproveThis adds strategic depth:

Approval Thresholds

Auto-approve contracts under set values (e.g., all MSAs under $25K), or require board-level sign-off for high-risk agreements. These rules sync with Neosigna's contract values for instant enforcement.

Vacation Delegation

Never miss approval deadlines because someone's OOO. ApproveThis automatically reassigns Neosigna contract reviews to designated backups, with full context passed through Zapier.

Audit Trails

Every approval decision in ApproveThis logs timestamped records with reviewer comments. These automatically attach to Neosigna contracts for compliance reporting.

Getting Started

Ready to transform your contract workflows? Follow these steps:

1. Register for ApproveThis (free trial available)
2. Create your Zapier connection
3. Map your most common Neosigna contract scenarios
4. Train teams using ApproveThis' built-in simulation mode

For complex environments, request a custom demo showing how to handle multi-country approvals, conditional clauses, and integration with your existing tech stack.

The Bottom Line

In 2024, manual contract approvals aren't just slow - they're a business risk. The ApproveThis-Neosigna integration via Zapier turns legal documents into actionable workflows. Sales teams close faster, compliance teams sleep better, and CFOs gain real-time visibility into contractual obligations.

This isn't about replacing your contract management - it's about enhancing it with approval automation that works the way modern teams operate. Less chasing, more doing. Fewer errors, faster revenue.

🥳

Integrate with neosigna Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for neosigna

Suggested workflows (and their Zapier components) for neosigna

Create approval requests for new contracts

When a new contract is created in Neosigna, automatically create an approval request in ApproveThis to streamline contract reviews. *Note: Review the approval settings in ApproveThis to customize the workflow.*

Zapier Components

neosigna Logo

Trigger

New Contract Created

Triggers when a new contract is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create contracts for new approval requests

When a new approval request is initiated in ApproveThis, automatically create a contract in Neosigna to keep your agreements updated. *Note: Ensure contract details match between systems.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

neosigna Logo

Action

Create Contract

Creates a new Contract (and its Draft version).

Create new drafts on completed approvals

After an approval decision is made in ApproveThis, automatically generate a new draft in Neosigna for follow-up actions. *Note: Verify that the contract is eligible for a draft update.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

neosigna Logo

Action

Create Draft

Creates a new Draft version for a Live Contract.

Create counterparties for new approval workflows

When an approval workflow is initiated in ApproveThis, automatically add a counterparty in Neosigna to keep your records updated. *Note: Check counterparty details before finalizing the integration.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

neosigna Logo

Action

Create Counterparty

Creates a new counterparty.

Add new users for approval requests

When a new approval request is received in ApproveThis, automatically onboard a new user in Neosigna to facilitate account setup. *Note: User invitations require further configuration inside Neosigna.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

neosigna Logo

Action

Create User

Creates a new user and automatically invite him/her to setup his/her account.