ApproveThis manages your Cocosign Integration approvals.

Two Tools, One Powerful Workflow

Modern businesses face a critical challenge: keeping pace with rapid decision-making while maintaining control over essential processes. Manual document routing and approval bottlenecks cost teams hours of productivity weekly. This is where combining ApproveThis' approval automation with Cocosign's eSignature capabilities creates a solution greater than the sum of its parts.

ApproveThis brings structure to decision-making through customizable workflows that automatically route requests to the right people. Cocosign eliminates paper-based delays with secure digital signatures. When connected via Zapier, these platforms enable complete document lifecycle management – from initial request to final signature – without manual handoffs.

Why This Integration Matters

Legal teams waste 23% of their time on administrative tasks according to recent industry surveys. Finance departments average 4.7 days processing invoice approvals. These delays compound across organizations, creating ripple effects in project timelines and vendor relationships. The ApproveThis-Cocosign integration attacks these inefficiencies at their source.

Consider a procurement scenario: An employee submits a purchase request through ApproveThis, which routes it through budget approvals. Once approved, Zapier automatically generates a Cocosign contract using pre-built templates. Suppliers sign digitally, and the executed contract triggers final compliance checks in ApproveThis – all without human data entry or status chasing.

Real-World Use Cases That Deliver Results

1. Legal Document Finalization

Law firms and corporate legal departments handle hundreds of sensitive documents monthly. Traditional processes involve emailing drafts, tracking changes, and manually verifying signatures – a recipe for version control issues.

Integration Solution: When all parties sign a contract in Cocosign, Zapier automatically creates an approval request in ApproveThis for final compliance review. Legal managers receive email notifications with direct links to both the signed document and approval interface. Approval thresholds automatically escalate high-risk contracts to senior counsel.

Impact: A mid-sized law firm reduced client onboarding time from 14 days to 72 hours using this workflow, while maintaining strict audit requirements.

2. Procurement Acceleration

Manufacturing companies often struggle with multi-stage purchase approvals followed by manual contract generation. Delays in this process directly impact production timelines.

Integration Solution: Approved purchase requests in ApproveThis trigger Cocosign to generate supplier agreements using template fields populated from the approval data. The system automatically routes contracts to vendors based on predefined rules in ApproveThis' calculated fields (e.g., directing IT purchases to approved technology partners).

Impact: An industrial equipment manufacturer cut their procurement cycle by 40% while reducing supplier onboarding errors by 62% year-over-year.

3. HR Policy Compliance

Employee handbook updates require both leadership approval and staff acknowledgments – a process prone to versioning errors and incomplete records.

Integration Solution: New policy drafts in Cocosign route through ApproveThis for executive review. Once approved, the final version is automatically sent to all employees via Cocosign. Declined signatures trigger immediate alerts in ApproveThis for HR follow-up, with vacation delegation ensuring continuous coverage during staff absences.

Impact: A healthcare provider achieved 100% staff compliance on critical policy updates within 72 hours, compared to their previous 3-week average.

Technical Setup Made Simple

Connecting ApproveThis and Cocosign requires no coding expertise. Through Zapier's visual interface:

1. Create a Zapier account (free tier available)
2. Choose your trigger event (e.g., "Document Completed" in Cocosign)
3. Select the corresponding action in ApproveThis ("Create Request")
4. Map document metadata to approval request fields
5. Test with a sample document

Most teams complete initial setup in under 20 minutes. The true power comes from tailoring workflows to your specific needs using ApproveThis' conditional logic and Cocosign's template variables.

Cross-Functional Benefits

For Finance Teams

Automated approval chains for purchase orders paired with instant contract generation eliminate bottlenecks in quarter-end spending reviews. Approval thresholds automatically approve routine expenses while flagging exceptions for scrutiny.

For Operations Managers

Equipment maintenance contracts automatically route to technicians for digital signature after engineering approvals. Real-time dashboards in ApproveThis provide instant visibility into pending renewals.

For Sales Organizations

Proposals approved through ApproveThis instantly convert to Cocosign contracts using deal-specific terms. Sales directors receive alerts when clients view or sign agreements, enabling timely follow-ups.

Key Differentiators

While standalone eSignature tools exist, few solutions offer ApproveThis' depth of approval logic combined with Cocosign's user-friendly signing experience. Three capabilities set this integration apart:

• External Collaborator Access: Clients or vendors can approve/sign documents without requiring seats in either platform
• Conditional Workflows: Automatically adjust approval paths based on document type, dollar amounts, or risk factors
• Audit-Ready Trails: Every decision and signature timestamp is immutably recorded across both systems

Getting Started

Begin with a single high-impact workflow – employee onboarding documents or vendor contracts work well for most organizations. Use ApproveThis' free trial and Cocosign's starter plan to test integration benefits risk-free.

For complex requirements, schedule a custom demo to see how calculated fields, approval groups, and template variables can transform your document processes. Implementation specialists can help configure:

• Automatic approval escalation paths
• Department-specific signing workflows
• Compliance reporting templates

The Future of Document Workflows

As remote work and global partnerships become standard, businesses need systems that bridge approval authority with execution. The ApproveThis-Cocosign integration through Zapier represents more than just time savings – it's a fundamental shift in how organizations maintain control while moving at modern business speeds.

Financial controllers gain real-time visibility into committed spending. Legal teams ensure compliance without becoming bottlenecks. Department heads maintain policy control while empowering teams to execute. This is the promise of connected systems: human oversight with machine efficiency.

Next Steps

Evaluate one critical document process currently causing delays. Map how automated approvals and smart routing could compress timelines. Then test the integration – most teams see measurable results within their first 10 processed requests.

Visit ApproveThis to start your trial or Cocosign to explore their eSignature capabilities. For integration assistance, Zapier's partnership experts offer free consultations to ensure your workflows deliver maximum impact from day one.