ApproveThis manages your Jotform Integration approvals.

Why This Combo Works Like Coffee Meets Productivity

Let's get real – forms are where good ideas go to die in someone's inbox. Jotform nails the data collection part, but then what? Cue the endless "Hey, did you see that submission?" Slack messages. ApproveThis is the missing piece that actually gets decisions made.

Think of it like this: Jotform builds the highway, ApproveThis adds the traffic lights and exit ramps. You're still using the forms everyone knows, but now approvals happen where they should – in email, in your existing tools, without logins for external partners. No more herding cats for signatures.

Who Wins When These Tools Team Up?

Mid-sized companies (50-5,000 employees) with more processes than a legal department. If you're juggling:

• Contract sign-offs from clients
• PO approvals across departments
• Compliance paperwork that needs 3 eyes on it

...this isn't just about speed. It's about audit trails that don't suck and not being the bottleneck when Karen from Accounting's on vacation.

Real-World Scenarios That Don't Put People to Sleep

1. The "Why Is This Taking So Long?" Fix

Use Case: Marketing agency client contracts
Old Way: PDF emailed to client > they print-sign-scan (gross) > someone forgets to CC legal
New Way: Jotform captures terms > ApproveThis pings legal via email (no login) > auto-saves signed doc to Dropbox when done

Bonus: Approval thresholds mean contracts under $5k skip VP review automatically.

2. The "Oops, We're Out of Paper Towels" Prevention

Use Case: Office manager procurement requests
Old Way: Form submission > 3 approval emails lost > someone runs to Costco on company time
New Way: Jotform tracks item costs > ApproveThis routes based on budget rules > Slack notification when approved for purchasing

Secret Sauce: Calculated fields auto-flag orders exceeding department budgets.

3. The "New Hire Onboarding Isn't Your Full-Time Job" Play

Use Case: HR equipment requests
Old Way: Spreadsheet hell with IT, facilities, and manager all needing to sign off
New Way: Jotform intake > ApproveThis parallel approvals > automatic Trello card creation when all say yes

Pro Tip: Vacation delegation means if IT guy's out, requests go to backup automatically.

Setting This Up Without Calling IT

If you can make toast, you can connect these tools. Here's the cheat sheet:

1. Grab your Zapier account (free tier works)
2. Pick a Jotform trigger ("New Submission" usually)
3. Add ApproveThis action ("Create Request")
4. Map form fields to approval details (takes 2 mins)

Done. Now approvals follow your existing Jotform flow instead of derailing it.

Features You'll Actually Use (No Bloat Here)

We're not here to sell you AI blockchain buzzwords. Here's what matters:

Email approvals that don't suck: Approvers click approve/reject – no login, no dashboard hunting. Even your least techy client can handle it.

Escalations that work: If Bob ignores the request, it bumps to Sue after 24hrs. Automatic. No babysitting.

Reporting that won't put you to sleep: See which departments are bottlenecks. Export to CSV if you really want to (but the dashboard's actually readable).

Teams That Stop Hating Approvals

Finance Teams

Get PO approvals done before the quarter ends. Auto-route based on amount thresholds. Sync approved data back to QuickBooks without manual entry.

Operations Managers

Track facility requests from submission to completion. Get alerts when approvals stall. Prove compliance without digging through email chains.

HR Departments

Onboard new hires without 17 separate sign-offs. Route equipment requests to IT, desk assignments to facilities, and policy docs to legal – all from one Jotform.

Client-Facing Teams

Send contracts via Jotform, get client signatures through ApproveThis. No more "Can you resend that PDF?" because everything's tracked in one place.

Common "Yeah, But..." Questions

"What if approvers don't use Jotform?"
Perfect. They only need email – no extra licenses. Great for clients or cross-company approvals.

"Can we change approval rules later?"
Yes, and it won't break existing workflows. Update thresholds, approvers, or conditions anytime.

"What about security?"
Both tools are SOC 2 compliant. Data stays encrypted. You control who sees what.

When You Should Not Use This Combo

We're honest here. Skip if:

• Your entire team lives in MS Teams (yet – we're working on that integration)
• You need 50+ approval steps (that's a process problem, not a tool issue)
• You enjoy being the human middleware in every workflow

Getting Started Without the Sales Pitch

Try it free for 14 days. No "demo call" needed unless you want one. Connects to your existing Jotform account in minutes.

Create your free ApproveThis account, or if you're the "show me" type, book a 10-minute walkthrough.

P.S. If you hit a snag, our support team actually replies. Crazy concept, right?