ApproveThis manages your Revv Documents Integration approvals.

Why Approval Workflows Need Document Automation

Approval processes and document management often exist in separate silos. Legal teams draft contracts in Revv Documents while finance teams chase approvals over email. Operations managers track procurement requests in spreadsheets as sales teams manually convert approved quotes into binding agreements. This disconnect creates bottlenecks, version control issues, and compliance risks.

ApproveThis and Revv Documents solve this through Zapier-powered automation. When combined, they create closed-loop workflows where document actions trigger approvals and approved decisions automatically update documents. Legal teams get audit trails showing exactly when contracts were approved and signed. Finance departments eliminate manual data entry between systems. Operations leaders reduce processing time for critical requests by 60-80% based on observed customer outcomes.

Key Integration Benefits

For Cross-Functional Teams

Marketing agencies use this integration to automate client proposal approvals. When a Revv document reaches the "Client Review" stage, ApproveThis triggers a multi-level approval chain involving creative directors and account leads. Approved proposals auto-convert into SOWs, while rejected ones route back to editors with revision notes attached.

For External Collaboration

Construction firms benefit from ApproveThis' external approver support. When subcontractors submit change order documents in Revv, project managers initiate approvals that include third-party architects and clients. These external stakeholders approve directly via email without needing Revv licenses, maintaining compliance with contract terms while accelerating authorization cycles.

Four Ways to Connect ApproveThis + Revv Documents

1. Auto-Escalate Document Approvals

When a Revv document moves from draft to final review, ApproveThis can:

• Route contracts to legal teams if values exceed $50K
• Send standard NDAs to department heads
• Escalate overdue approvals to backup managers

Example: A healthcare SaaS company automates HIPAA compliance by triggering ApproveThis workflows whenever Revv documents containing patient data templates are marked "Ready for Review." Privacy officers receive pre-configured approval requests with embedded audit checklists.

2. Generate Documents After Approval

ApproveThis isn’t just for reacting to documents – it can kickstart their creation. When an RFP approval clears in ApproveThis, Revv automatically generates the final contract using pre-approved templates and populated client data.

Example: Commercial real estate brokers auto-create lease agreements after internal commission approvals. ApproveThis passes deal terms to Revv, which assembles the document while brokers focus on client negotiations.

3. Smart E-Signature Routing

Approved documents in ApproveThis can trigger Revv’s native e-signature flows with conditional routing logic:

• Send vendor contracts to CFO > Vendor > Legal in sequence
• Route employee promotions to HR > Department Head > Candidate

Example: A logistics company reduced contract cycle times from 14 days to 48 hours by auto-sending approved rate cards to clients via Revv immediately after internal approvals in ApproveThis.

4. Two-Way Status Syncing

Document updates in Revv can modify approval requests, and vice versa:

If a Revv contract is revised during approval, ApproveThis automatically updates the request with change tracking. Conversely, approval comments from ApproveThis appear as Revv document annotations for precise feedback.

Implementation Guide

Zapier Setup Basics

1. Create a Zapier account if you don’t have one
2. Connect your ApproveThis and Revv Documents accounts
3. Choose a trigger event (e.g., "Document Stage Changed" in Revv)
4. Set the resulting action (e.g., "Create Request" in ApproveThis)
5. Map document metadata to approval request fields
6. Test with non-critical workflows first

Pro Tips

- Use ApproveThis' calculated fields to auto-populate Revv document variables like contract amounts
- Configure approval thresholds to bypass unnecessary reviews for small document changes
- Set up vacation delegation to prevent stalled approvals during holidays

Team-Specific Advantages

Legal Teams

Automate clause-specific approvals – trigger workflows only when Revv documents contain non-standard liability terms. Use ApproveThis’ comment threading to maintain an audit trail of redline negotiations.

Sales Organizations

Connect CRM data to approval logic. Example: Auto-approve quotes under $10K for tier-1 accounts while requiring manager sign-off for new clients.

Procurement Departments

Embed Revv’s RFQ templates into ApproveThis workflows. When vendors submit bids, procurement teams can:
- Compare quotes in ApproveThis’ dashboard
- Annotate directly in Revv documents
- Route final selections for executive approval

Why This Integration Wins

Competitors force teams to choose between document automation and approval rigor. Native integrations often lack conditional logic, while all-in-one platforms compromise on depth. ApproveThis and Revv Documents avoid these tradeoffs through Zapier’s flexible connectivity.

Key differentiators:

License Flexibility: External approvers interact via email without Revv logins
Compliance Guardrails: Approval rules enforce document control policies automatically
Speed to Execution: Sales contracts move from approval to signature in minutes, not days

Getting Started

1. Register for ApproveThis (free 14-day trial)
2. Connect your Revv Documents account via Zapier
3. Clone pre-built templates from the ApproveThis integration library
4. Schedule a live demo to map your complex workflows

For teams handling 100+ documents monthly, this integration typically pays for itself within 90 days through reduced rework and faster cycle times. The setup requires minimal IT involvement – most customers launch initial workflows in under two hours.