ApproveThis manages your ShareDocView Integration approvals.

When Document Sharing Meets Decision-Making

Let's get real - your content leads shouldn't die in someone's inbox because Karen from legal "forgot" to review the NDA. ShareDocView helps you capture leads through gated content, but ApproveThis makes sure those leads actually get processed before your competitor scoops them up. Connect them through Zapier, and you've got a system that handles documents and decisions without the corporate theater.

We're talking about turning "Hey, did you get a chance to look at that PDF?" into automated approval workflows that kick in the moment someone downloads your whitepaper. No more manually forwarding emails or CC'ing VPs who'll ignore the thread anyway.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees aren't startups anymore, but they're not drowning in red tape either. You need processes that actually move deals forward instead of creating new full-time jobs for approval chasers. Here's where these two platforms cover each other's blind spots:

ShareDocView's Game

Captures leads through content gating. Tracks who's viewing what. Basically does the "hey look, we have prospects!" part of the job.

ApproveThis' Angle

Automates the "should we actually talk to these people?" decision chain. Routes NDAs, pricing approvals, and compliance checklists without requiring everyone to learn yet another tool.

The kicker? Approvers don't need ShareDocView logins. Just forward the approval email (which they'll actually open because it's not another meeting invite) and let them click approve/reject. Even works for external partners who think your corporate systems are "too fancy."

Real-World Use Cases That Don't Suck

We've seen teams implement this integration in ways that actually make sense - not just the usual "increase efficiency by 300%" nonsense. Here's how it plays out:

For Sales Teams: Stop Losing Hot Leads

Scenario: A prospect downloads your pricing sheet from ShareDocView. Normally, this triggers a 3-day email chain where sales argues about territory rules and discount approvals.

With the integration:

• New lead → Auto-create approval request in ApproveThis
• Deal desk gets notified with lead details pre-filled
• They approve/deny pricing exceptions directly from email
• Approved? CRM gets updated automatically. Denied? Sales gets a reason they can't argue with.

For Legal Teams: Kill the NDA Bottleneck

Your legal team isn't paid to approve NDAs - they're paid to keep you out of court. Yet they spend Tuesdays rubber-stamping the same doc for every content download. Set up approval thresholds:

- Under $50k potential deal size? Auto-approve standard NDA
- Over $50k? Escalate to legal lead with case details attached
- International prospect? Add regional compliance officer to approval chain

For Marketing: Prove Content ROI Faster

Marketing shares a case study via ShareDocView. Prospect downloads it. Normally, marketing has to beg sales for follow-up status updates. Now:

1. Content download triggers approval request
2. Sales lead approves/denies pursuit
3. Either way, marketing gets real data on what content actually drives qualified leads

No more vanity metrics about "views" - just hard numbers on what content makes sales say "hell yes, let's chase this."

Setting This Up Without Hiring a Zapier Expert

If you can forward an email, you can build this integration. Here's the cheat sheet:

Step 1: The ShareDocView Trigger

In Zapier, set ShareDocView's "New Lead" as the trigger. Map these fields to ApproveThis:

• Lead name/company → Approval request title
• Downloaded document → Attached PDF in comments
• Lead score → Custom approval threshold (if over X, escalate)

Step 2: Approval Routing Rules

In ApproveThis, create a template that:

- Routes to sales lead by default
- Adds legal if deal size > $X
- CCs finance if payment terms are wonky
Uses calculated fields to auto-flag red flags (like competitors downloading your patents)

Step 3: The Feedback Loop

When a request gets approved/denied in ApproveThis, Zapier can:

- Update ShareDocView lead status
- Notify Slack channels
- Even auto-generate follow-up emails (without you having to beg IT for Mailchimp access)

Total setup time? Less than your next "process improvement" meeting.

Features You'll Actually Use (No Fluff)

We're not here to sell you AI-blockchain-whatever. Just tools that fix specific pains:

Email Approvals That Don't Get Lost

Approvers get a clean email with:

- One-click buttons (no login required)
- Deadline countdowns
- Auto-reminders that don't sound passive-aggressive

Vacation Coverage That Works

Set rules like:

"If Stacy doesn't approve/deny within 24hrs, escalate to her manager"
Or
"During Q4, auto-route all pricing approvals to regional VPs"

Audit Trails That Cover Your Ass

Every approval/denial gets logged with:

- Timestamps
- Comments
- Version history
So when compliance comes asking, you're not scrambling through deleted Slack messages.

Who Benefits Beyond the Obvious?

Yes, sales ops loves this. But some unexpected teams get wins too:

HR Teams Hiring Contractors

Contractor submits docs via ShareDocView → Triggers approval chain for background checks, equipment budgets, and manager sign-offs. No more lost paperwork between Workday and Gmail.

Procurement Handling Vendor Requests

Employees share vendor quotes through ShareDocView → ApproveThis routes for budget checks, legal review, and PO approvals. Over budget? Auto-denies with "Talk to finance" instructions.

IT Managing Software Requests

New tool request form in ShareDocView → Approval chain checks security compliance, budget, and license availability. Approved? Automatically triggers Jira ticket for provisioning.

Common Objections (And Real Answers)

"We already use [Some Legacy ERP] for approvals"
Cool. Does it integrate with modern sales tools without 6-month IT projects? Can external partners approve things without VPN access? Thought so.

"We have macros that sorta work"
How's that audit trail looking when someone forgets to run the macro? Exactly.

"We're not big enough for automation"
If you have more than 50 employees and still forward PDFs for approval, you're losing deals to companies that move faster.

How to Not Screw This Up

Avoid these implementation fails:

Don't Overcomplicate Workflows

Start with one process (like NDA approvals). Nail it. Then expand. You don't need 20 approval types on day one.

Do Set Clear Thresholds

$10k deals shouldn't need CFO approval. Set rules that match your actual risk tolerance, not theoretical paranoia.

Don't Ignore Mobile Users

60% of approvals happen on phones. Test the email/SMS experience. If it takes 3 clicks to approve, you've failed.

What's Next?

If you made it this far, you're either genuinely interested or avoiding real work. Either way:

1. Register for ApproveThis (free trial, no CC required)
2. Connect your ShareDocView account in Zapier
3. Build one approval workflow for your most annoying process
4. Watch how much time your team stops wasting

Or keep doing manual approvals. Your funeral.