ApproveThis manages your PDFMonkey Integration approvals.

Approval processes and document generation are two sides of the same coin in modern business operations. When combined strategically, they eliminate bottlenecks that cost teams hours of manual work. ApproveThis’ approval automation and PDFMonkey’s dynamic document generation create a closed-loop system for operational workflows – here’s how.

Why This Integration Matters

ApproveThis specializes in routing decisions efficiently, while PDFMonkey turns data into polished documents. Together, they automate the entire lifecycle of document-driven approvals:

• No more emailing PDFs for review
• Automatic version control
• Real-time audit trails

A marketing team approving campaign budgets gets automatically generated budget sheets. Legal teams receive formatted contracts the moment an intake request is submitted. The integration via Zapier makes this possible without custom coding.

Key Features Driving Value

ApproveThis Strengths

Conditional approval paths ensure documents route to the right stakeholders. For example, contracts over $50k might auto-escalate to legal directors. Vacation delegation prevents delays when approvers are OOO – critical for time-sensitive NDAs or purchase orders.

PDFMonkey Advantages

PDFMonkey’s template engine (see examples) maintains brand consistency across automatically generated docs. Dynamic fields pull data from approvals – imagine inserting approved budget figures directly into a client-facing SOW PDF.

Real-World Use Cases

Use Case 1: Document-First Approvals

Scenario: A consulting firm generates project proposals in PDFMonkey. Before sending to clients, internal reviews are required.

Integration: When PDFMonkey generates a proposal, Zapier triggers an ApproveThis workflow. The PDF attaches automatically, and stakeholders vote via email. Approved docs get sent via CRM; rejected ones route back to sales with comments.

Impact: Reduces proposal turnaround from 3 days to 6 hours. Partners report 23% faster client responses.

Use Case 2: Approval-Driven Documents

Scenario: A manufacturing company requires VP sign-off on all purchase orders over $10k.

Integration: When an approver greenlights a request in ApproveThis, PDFMonkey generates a PO PDF with negotiated terms. The PDF auto-attaches to Netsuite records and notifies procurement.

Impact: Eliminates 14 hours/week of manual PO creation. Suppliers receive finalized docs 79% faster.

Team-Specific Benefits

Finance Teams

Automate invoice approval workflows where approved payments trigger PDF remittance advice generation. Approval thresholds auto-approve recurring expenses under $500 while flagging outliers.

HR Departments

New hire offer letters generate in PDFMonkey only after compensation committee approvals in ApproveThis. Calculated fields ensure equity grants align with approved salary bands.

Legal Counsel

NDA requests submitted via ApproveThis auto-generate jurisdiction-specific PDFs in PDFMonkey. Sequential approvals ensure junior associates review before partners.

Implementation Guide

Prerequisites

1. Active accounts with ApproveThis, PDFMonkey, and Zapier
2. Defined approval chains in ApproveThis (e.g., “Contract Review”)
3. PDF templates built in PDFMonkey Dashboard

Zap Setup: Approval → Document

Trigger: “New Request” in ApproveThis
Action: “Generate Document” in PDFMonkey
Key Configuration: Map ApproveThis custom fields (e.g., Client Name) to PDFMonkey template variables.

Zap Setup: Document → Approval

Trigger: “Document Generated” in PDFMonkey
Action: “Create Request” in ApproveThis
Pro Tip: Use ApproveThis’ calculated fields to set urgency based on PDF metadata (e.g., contract expiration dates).

Why This Pairing Works

Unlike all-in-one platforms, this integration lets teams:

• Keep using specialized tools they already know
• Involve external partners without licensing costs

A vendor can approve purchase orders via email without PDFMonkey access. Legal clients review contracts in ApproveThis’ portal without seeing internal comment threads.

Overcoming Common Objections

“We have developers who can build this.”
Zapier eliminates API maintenance costs. When PDFMonkey updates its engine, the integration adapts automatically.

“Our approval process is too complex.”
ApproveThis handles nested conditions – e.g., “Route to CTO only if AI development budget exceeds $250k AND data usage involves PII.”

Getting Started

1. Register for ApproveThis (free 14-day trial)
2. Build one PDFMonkey template for your most common approval doc
3. Create a test Zap with 2 steps: ApproveThis → PDFMonkey

For complex workflows like multi-country contract approvals, schedule a demo to model conditional paths.

The Bottom Line

ApproveThis and PDFMonkey solve the “last mile” problem in automated workflows. Data becomes actionable decisions, which become audit-ready documents – all without manual copy-paste. For teams processing 100+ approvals monthly, this integration isn’t just convenient; it’s a scalability requirement.