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Addo Sign Integration

ApproveThis manages your Addo Sign Integration approvals.

April 17, 2025

Integration Category: Signatures

Why Combine ApproveThis and Addo Sign?

Approval processes and document signing often create bottlenecks in legal, finance, and operations teams. ApproveThis eliminates approval delays through automated workflows, while Addo Sign accelerates digital signatures. Together, they create an end-to-end system for decision-making and execution.

When connected via Zapier, these platforms enable businesses to:

  • Automatically convert signed documents into approval requests
  • Trigger signatures immediately after approvals

This integration is particularly valuable for companies managing contracts, purchase orders, or compliance documents requiring both internal approvals and external signatures.

How They Complement Each Other

ApproveThis specializes in structured decision-making with features like multi-level approvals and conditional logic. Addo Sign focuses on secure, legally-binding electronic signatures. Where most tools stop at approvals or signatures, this integration bridges both.

Key synergies include:

Reduced Manual Handoffs: Eliminate copy-pasting data between approval tickets and signature requests. A marketing agency could automatically route signed client contracts to legal review without manual intervention.

Cross-Platform Visibility: Track approval status and signature completion in one place. Procurement teams gain real-time visibility into purchase order approvals and vendor signatures.

Real-World Use Cases

1. Contract Management Acceleration

When a sales team uses Addo Sign to finalize a client contract, ApproveThis can automatically:

- Create approval requests for legal review
- Route executed contracts to finance for billing setup
- Escalate overdue approvals to managers

Example: A SaaS company reduced contract processing time from 14 days to 48 hours by triggering legal approvals the moment contracts were signed.

2. Procurement Workflow Automation

ApproveThis can validate purchase requests against budget thresholds, then automatically send approved POs to vendors via Addo Sign. If a vendor countersigns, the system can update inventory management tools through additional Zaps.

Example: A manufacturing firm eliminated $120K in annual rush shipping costs by linking PO approvals to supplier signature deadlines.

3. Compliance Auditing Made Simple

For industries requiring dual approvals before signatures (e.g., healthcare, financial services), this integration ensures:

- Approval chains are documented before any document is signed
- Completed packages include both approval records and signatures
- Automatic archival in compliance systems

Implementation Guide

Setup Steps

1. Connect Accounts: In Zapier, authenticate both ApproveThis and Addo Sign
2. Choose Trigger: Select events like "New Signed Document" (Addo Sign) or "Request Approved" (ApproveThis)
3. Map Data Fields: Link contract IDs, approver emails, and deadline dates between platforms
4. Test & Activate: Run test transactions before full deployment

Pro Tips

- Use ApproveThis' calculated fields to auto-approve contracts under $10K while requiring manual review for larger amounts
- Configure Addo Sign templates with placeholder fields that ApproveThis populates during automation
- Enable vacation delegation to prevent holdups during approver absences

Team-Specific Benefits

Legal Teams

Automatically route signed NDAs through compliance reviews. Approval thresholds ensure only authorized contracts reach final signature.

Finance Departments

Link invoice approvals to payment authorization signatures. Real-time tracking prevents duplicate payments or unsigned disbursements.

Operations Managers

Trigger equipment purchase signatures immediately upon budget approvals. Vacation delegation keeps workflows moving during staff rotations.

Cost Efficiency Advantage

ApproveThis requires no additional Addo Sign licenses for approvers. External partners can review and approve documents via email without accessing either platform. A construction company saved $8,200/year by letting 30 subcontractors approve change orders through ApproveThis emails instead of Addo Sign logins.

Security Considerations

While automating sensitive processes:

- Use ApproveThis' role-based access to control who can initiate workflows
- Leverage Addo Sign's audit trails for signature verification
- Enable two-factor authentication in both platforms

The integration maintains SOC 2 compliance when both tools are properly configured.

Getting Started

To implement this integration:

1. Register for ApproveThis: Start with a 14-day free trial
2. Connect Addo Sign: Use existing credentials or create a new account
3. Build Your First Zap: Choose from pre-built templates or create custom workflows

For complex implementations, request a personalized demo showing how to combine approval thresholds with conditional signing workflows.

Final Recommendations

Start with high-impact, low-risk processes like vendor onboarding or expense report approvals. Measure time savings before expanding to mission-critical workflows. Most teams see ROI within 90 days through reduced processing time and improved compliance.

Remember: ApproveThis isn't just about faster approvals—it's about creating audit-ready decision trails that integrate seamlessly with legally binding signatures through Addo Sign.

🥳

Integrate with Addo Sign 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 Addo Sign

Suggested workflows (and their Zapier components) for Addo Sign

Create approval requests for new completed signings

When Addo Sign completes a signing and files are available for download, an approval request is automatically created in ApproveThis to review the signing. This integration streamlines document verification and enhances workflow efficiency. *Note: Configure approval conditions in ApproveThis to suit your process.*

Zapier Components

Addo Sign Logo

Trigger

Download Files From Completed Transactions

Triggers when a signing is completed and files are ready for download.

Action

Create Request

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

Initiate signings for new approval workflows

When a new approval request is registered in ApproveThis, a signing process is automatically initiated in Addo Sign. This integration ensures that approved requests move quickly to document signing. *Note: Customize signing parameters in Addo Sign as needed.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Addo Sign Logo

Action

Initiate Signing

Initiates a signing in Addo Sign

Initiate signings upon approval decisions

After an approval decision is made in ApproveThis, a signing is automatically initiated in Addo Sign to formalize the document. This automation links approval outcomes directly with document signing processes. *Note: Verify decision criteria to trigger appropriate signings.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Addo Sign Logo

Action

Initiate Signing

Initiates a signing in Addo Sign