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Docubee Integration

ApproveThis manages your Docubee Integration approvals.

April 17, 2025

Integration Category: Documents

When Paperwork Meets Its Match

Let's talk about the elephant in the conference room: contract approvals suck. Legal's backed up, sales deals stall waiting for signatures, and finance keeps hounding everyone about missing PO numbers. This is where ApproveThis and Docubee team up like Batman and Robin for your approval processes.

Docubee handles the heavy lifting of contract creation and digital signing. ApproveThis does the dirty work of routing documents to the right people, chasing down decisions, and making sure nothing gets stuck in approval purgatory. Together? They turn "Where are we on the Johnson contract?" into "The Johnson deal closed Tuesday."

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit the sweet spot here. You're big enough that "just Slack it to me" doesn't cut it anymore, but small enough that buying a $100k enterprise system would get you laughed out of the boardroom. Here's what changes when you connect these tools:

No More Approval Black Holes

Docubee workflows automatically trigger approval requests in ApproveThis the moment someone initiates a contract. Legal sees new NDAs instantly, finance gets vendor agreements when they're ready for review, and sales managers don't have to play carrier pigeon between departments.

License-Free Approvals

Here's the kicker: your approvers don't need Docubee logins. The VP who only signs three contracts a quarter? They can approve directly from their email inbox. No new software to learn, no extra seats to buy. Just click "Approve" and get back to running the company.

Real-World Use Cases That Don't Suck

Let's break down exactly how different teams use this integration without the corporate jargon:

HR Teams: New Hire Paperwork That Actually Gets Signed

Scenario: Every new employee needs an offer letter, NDA, and benefits enrollment. Without automation, HR either chases signatures manually or watches documents collect dust in someone's inbox.

The Fix: Docubee triggers an ApproveThis workflow the second HR uploads a new hire packet. The hiring manager gets an email to approve the offer letter, legal auto-approves standard NDAs under $50k, and the CFO only gets pinged for executive-level hires. New hires get their docs signed before they even show up on day one.

Sales Teams: Closing Deals Faster Than Coffee Runs

Scenario: Your sales rep finally gets a verbal "yes" on a $250k deal. Then comes the contract review committee - legal checks terms, finance verifies pricing, and the deal sits in seven inboxes for two weeks.

The Fix: Docubee sends the finalized contract to ApproveThis, which routes it based on deal size. Deals under $100k auto-approve with sales director sign-off. Bigger deals escalate to the VP with calculated commission fields showing exactly what's at stake. Deals close 58% faster (actual result from a current customer).

Procurement Teams: Purchase Orders That Don't Require Begging

Scenario: Marketing needs emergency swag for a conference. They submit a PO request that gets lost between finance, the department head, and the vendor's outdated portal.

The Fix: Docubee's vendor contract kicks off an ApproveThis chain. The marketing director approves the budget, finance checks against Q4 spending limits, and the vendor gets auto-notified via email with a signed PO attached. Swag arrives before the conference booth does.

Setting This Up Without Losing Your Mind

Here's the no-BS guide to getting started:

  1. Connect the Apps in Zapier: Create a Zap that triggers on new Docubee workflow instances
  2. Map Your Data: Pull contract values, approver emails, and deadlines from Docubee into ApproveThis fields
  3. Set Approval Rules: Use ApproveThis' conditional logic to auto-route based on amount, department, or contract type
  4. Test With a Real Contract: Try approving your next office snack order through the system before handling mission-critical docs

Pro tip: Start with one high-impact workflow like sales contracts or vendor POs. You'll see ROI fast enough to justify expanding to other departments.

Features You'll Actually Use

We're not here to sell you bloatware. These are the tools teams really abuse once connected:

Email Approvals That Don't Feel Like 1998

Approvers get clean, mobile-friendly emails with key contract details. One-click approval/deny buttons that work even if your legal team still uses AOL.

Automatic Escalations

Contract stuck with an approver who's on PTO? ApproveThis bumps it to their backup after 24 hours. No more "Sorry, I was out" excuses.

Real-Time Tracking Without Micromanaging

See every contract's status on a single dashboard. Green = approved, red = needs attention, yellow = someone's dragging their feet. Update stakeholders without scheduling another status meeting.

Why This Beats "Just Using Docubee Alone"

Docubee's great at making contracts. ApproveThis is great at getting people to actually review them. Together, they solve the two biggest problems with legal docs:

  • Problem: Contracts get created but never signed
  • Solution: Automatic approval chains that nag the right people at the right time

Bonus: ApproveThis adds accountability that Docubee can't. See exactly who delayed approval on that lost deal, or which departments consistently miss SLA times.

When Not to Use This Integration

We'll keep it real - this isn't for everyone. Skip it if:

  • Your team approves fewer than 20 documents/month
  • You have zero external partners/clients needing approvals
  • You enjoy playing middleman between six different email threads

But if you're scaling past startup chaos into actual process? This combo cuts approval times by 40-60% based on customer data.

Ready to Stop Herding Cats?

Here's your next move:

Option 1: Book a 15-minute demo - We'll show how a manufacturing company automated $2M in POs using this exact setup

Option 2: Start a free trial - Connect to Docubee via Zapier in under 10 minutes. Your first automated approval chain is on us

Either way, you'll finally know where every contract stands without playing corporate detective. Worth a look before your next audit comes knocking.

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Integrate with Docubee 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.

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Best Approval Workflows for Docubee

Suggested workflows (and their Zapier components) for Docubee

Create approval requests for new workflow instances

This integration automates the creation of approval requests when a Docubee workflow instance starts. It sends workflow data to ApproveThis to streamline decision-making and ensure timely approvals. *Note: Map all necessary fields correctly in your filter step.*

Zapier Components

Docubee Logo

Trigger

Workflow Instance Started

Collect data from a started workflow instance and trigger another action.

Action

Create Request

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

Start workflow instances for new approval requests

This integration initiates a Docubee workflow instance when a new approval request is received in ApproveThis. It ensures quick processing and seamless integration between approval management and workflow automation. *Note: Verify your workflow configurations in Docubee before starting.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Docubee Logo

Action

Start a Workflow Instance

Sends data to start an OnTask Workflow Template