ApproveThis manages your Docdown Integration approvals.

When Documents Meet Decisions

Approval bottlenecks cost businesses an average of 22 workdays per year per employee. For teams dealing with contracts, compliance forms, or client deliverables, waiting on signatures or decisions creates costly delays. This is where combining ApproveThis' structured approval workflows with Docdown's automated document generation creates a new operational rhythm.

ApproveThis brings order to approval chaos through customizable routing rules, real-time tracking, and email-based decisions. Docdown eliminates manual document work by auto-filling templates from integrated data sources. Together via Zapier, they create closed-loop systems where document creation triggers approvals, and approved documents flow directly into execution – no status meetings required.

Why This Integration Works

Most document tools handle either creation or approval, not both. Teams using Docdown alone often hit roadblocks:

• Legal can't review contracts without manual email alerts
• Finance loses track of which invoices need CFO sign-off
• External clients delay projects by not seeing approval requests

ApproveThis solves these gaps through three key features Docdown lacks:

• Multi-step routing: Send documents to legal > finance > client in sequence
• Approver independence: External clients approve via email without Docdown logins
• Threshold rules: Auto-approve invoices under $5K, escalate others

Meanwhile, Docdown handles the heavy lifting of populating templates with CRM data, spreadsheets, or form entries. The integration ensures documents don't get stuck after creation.

Real-World Workflows

1. Contracts That Close Themselves

A marketing agency uses Docdown to generate client SOW templates from their CRM. Previously, account managers manually emailed contracts for internal legal review before sending to clients. Now:

1. Docdown auto-generates SOW when CRM deal stage changes
2. Zapier triggers ApproveThis to route contract to legal team
3. Upon legal approval, ApproveThis automatically emails client for signature
4. Signed contract syncs back to CRM via another Zap

Result: Contract cycle time reduced from 6.5 days to 18 hours.

2. Compliance Without The Paper Chase

A healthcare provider needs multiple sign-offs on patient discharge forms. Using ApproveThis thresholds:

1. Docdown populates forms with treatment details from EHR system
2. ApproveThis routes to charge nurse if meds exceed $500/month
3. Otherwise, auto-approves and files form automatically

Result: 73% fewer compliance audits due to clear approval trails.

Setup in Three Steps

Connecting ApproveThis and Docdown takes under 15 minutes:

1. Map your document flow: Identify trigger points (e.g., Docdown template completed) and approval steps
2. Build the Zap: Use Zapier's interface to link "Workflow Completed" in Docdown to "Create Request" in ApproveThis
3. Configure thresholds: Set rules in ApproveThis to auto-approve routine items or escalate exceptions

Pro tip: Use ApproveThis' calculated fields to auto-populate contract values or compliance metrics from Docdown form data.

Team-Specific Wins

Legal Departments

General counsels love how ApproveThis adds audit trails to Docdown-generated NDAs. Vacation delegation ensures contracts keep moving when counsel is out. Conditional routing sends high-risk clauses to specialists automatically.

Finance Teams

AP managers set approval thresholds so invoices under $10K get auto-approved in Docdown. Over threshold? ApproveThis routes to CFO with payment terms highlighted via calculated fields. Real-time dashboards show cash flow impacts.

Operations Leaders

COOs use approval groups for facility requests. Maintenance tickets in Docdown route to facilities manager + safety officer simultaneously. Consensus approvals cut review rounds by 40%.

Client Services

Agencies embed approval links directly in client-facing Docdown proposals. Clients click to approve without logins. Automatic reminders reduce "forgot to sign" delays by 68%.

Beyond Basic Approvals

While the integration solves immediate bottlenecks, combining these platforms unlocks advanced use cases:

Dynamic Pricing Agreements

A manufacturing client uses Docdown to generate custom quotes with volume discounts. ApproveThis routes quotes over $250K to the pricing committee. Calculated fields show margin impacts, helping approvers decide in 2 clicks.

Regulatory Submissions

Pharma companies auto-generate trial reports in Docdown. ApproveThis sends them to QA, legal, and regulatory teams in sequence. Each approval stamps the PDF with compliance metadata before final submission.

Getting Started

To implement these workflows:

1. Register for ApproveThis (free 14-day trial)
2. Bookmark the ApproveThis-Zapier docs
3. Identify one document process causing delays this week

For complex needs like HIPAA compliance or SOX auditing, request a custom demo. Our team will map your approval logic to Docdown templates and existing systems.

The Last Signature

Approval delays aren't about people being slow – they're about systems being disconnected. By linking Docdown's automated document creation with ApproveThis' intelligent routing, businesses finally fix the "waiting on X" cycle. Finance teams close books faster, legal reduces risk, and clients get faster turnarounds – all without adding headcount.

The integration works because it respects how teams actually operate: Documents need context to get approved, and approvals need documents to matter. Now both happen in one fluid motion.