ApproveThis manages your DocsMove Integration approvals.

Two Tools, One Seamless Workflow

Let’s face it – document approvals are where productivity goes to die. Between chasing signatures, verifying compliance, and tracking down missing paperwork, teams waste hours every week on administrative tasks. This is where combining ApproveThis’s approval automation with DocsMove’s document management creates something greater than the sum of its parts.

ApproveThis acts as your decision-making engine, handling the complex logic of multi-step approvals, while DocsMove serves as your secure document hub for storage and e-signatures. Together through Zapier, they create closed-loop processes where documents automatically trigger approvals and approvals automatically update document statuses. No more manual handoffs. No more version control issues. Just audit-ready processes that keep legal, finance, and operations teams aligned.

Why This Integration Matters

Consider a contract renewal process without automation: Sales sends the PDF via email, Legal manually reviews terms, Finance approves pricing, and someone eventually hunts down all signatures. With ApproveThis + DocsMove, the moment a sales rep uploads the contract to DocsMove, ApproveThis:

• Routes it to Legal for compliance checks
• Escalates to Finance if contract value exceeds $50K
• Only then sends it for client e-signature

Approvers don’t need DocsMove licenses – they review terms directly in ApproveThis or via email. Clients sign in DocsMove without seeing internal back-and-forth. Every step is tracked in both systems.

Real-World Use Cases That Move the Needle

1. Closing Deals Faster with Post-Signature Approvals

The Scenario: A marketing agency’s client signs a $120K campaign proposal in DocsMove. But internal policy requires CFO approval for contracts over $100K.

The Fix: The "Document Completed" trigger in DocsMove starts an ApproveThis workflow. The CFO gets an email with key details – contract value, payment terms, SOW attachments. One-click approval releases the project to operations.

Behind the Scenes: ApproveThis uses calculated fields to extract the contract value from DocsMove metadata, applying approval thresholds automatically. If the CFO is OOO, vacation delegation routes it to their VP.

2. Streamlining Vendor Onboarding

The Problem: Procurement teams drown in paperwork – W9 forms, insurance certificates, MSAs. Even after vendors sign, internal teams need to verify compliance.

The Automation: When a vendor submits docs via DocsMove, the "Document Received" trigger kicks off an ApproveThis sequence. Legal reviews liability clauses, Procurement confirms payment terms, and the system auto-archives approved packets.

The Advantage: Using approval groups, ApproveThis can require parallel sign-offs from Legal and Procurement, then notify Accounts Payable via Slack – all while keeping vendors in DocsMove’s secure portal.

3. Audit-Proofing Financial Processes

The Challenge: Month-end closes get delayed when auditors can’t trace who approved expense reports or purchase orders.

The Solution: Every time Finance sends a revised budget via DocsMove ("Document Sent"), ApproveThis creates an audit trail. Approvers must add comments for rejections, all recorded with timestamps. Post-approval, DocsMove files are stamped "FINAL" and locked from edits.

Critical Feature: ApproveThis’ real-time tracking dashboard shows exactly where each document is stuck – no more “I thought you approved this?” emails.

Setting Up the Integration

Configuring the Zapier connection takes under 15 minutes:

1. In Zapier, choose DocsMove as your trigger app (pick either Document Sent/Received/Completed)
2. Authenticate your DocsMove account (https://docsmove.com)
3. Set ApproveThis as the action app, selecting "Create Request"
4. Map key DocsMove fields (document ID, signer emails, custom metadata) to ApproveThis’ template

Pro Tip: Use ApproveThis’ conditional logic to handle exceptions. For example, if DocsMove tags a document as "High Priority," route it directly to department heads instead of standard approvers.

Team-Specific Benefits

Legal Teams

Reduce risk by embedding compliance checks into every document flow. ApproveThis ensures NDAs get reviewed before contracts go out, while DocsMove maintains version control. No more “I accidentally sent the old indemnity clause!”

Finance Departments

Auto-approve routine invoices under $5K but flag anomalies. When DocsMove receives a vendor invoice, ApproveThis cross-checks amounts against POs in your ERP. Discrepancies? Add comments and bounce it back via DocsMove without leaving ApproveThis.

Operations Managers

Prevent project delays with parallel approvals. Construction firms use this combo to get safety waivers signed in DocsMove while simultaneously routing permit applications through ApproveThis. The moment both clear, field teams get automated go-ahead emails.

Why This Combo Beats Native Integrations

While DocsMove offers basic approval features, it lacks granular controls. ApproveThis adds:

• Multi-tiered approvals (e.g., Manager → Director → VP)
• Deadline-based escalations
• Cross-platform visibility (track DocsMove files alongside CRM opportunities or project tasks)

Plus, since ApproveThis doesn’t require approvers to have DocsMove seats, you avoid $30/user/month fees for external partners.

Getting Started

Whether you’re processing five documents a week or five hundred, manual approvals are a hidden tax on productivity. The ApproveThis-DocsMove integration via Zapier turns disjointed processes into cohesive workflows.

Ready to stop playing document detective? Register for ApproveThis or schedule a demo to see live examples tailored to your industry.