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Superdocu Integration

ApproveThis manages your Superdocu Integration approvals.

April 17, 2025

Integration Category: Crm

When Paperwork Meets Progress

Let’s be real – approvals suck. Not the actual decision-making part, but the endless email chains, the "who’s responsible for this?" meetings, and the 47th follow-up on that contract renewal. That’s why pairing ApproveThis with Superdocu isn’t just nice-to-have; it’s like giving your approval processes a jetpack while everyone else is stuck riding bicycles.

Superdocu handles the messy document collection and follow-up work. ApproveThis slaps structure on decision-making. Together via Zapier, they turn "Where’s that form?" into "It’s already handled." We’re talking about eliminating entire layers of administrative BS for companies dealing with vendors, clients, or internal teams that can’t agree on lunch orders, let alone contract terms.

How This Duo Works Better Than Your Current System

Superdocu’s strength is herding document cats – collecting forms, chasing missing signatures, keeping everything organized. ApproveThis specializes in forcing humans to make decisions quickly (or at least before the heat death of the universe). The integration makes them talk like two coworkers who actually get along:

  • Superdocu triggers actions when documents change status
  • ApproveThis kicks off reviews/approvals without manual handoffs

Key bonus: Approvers only need ApproveThis access. No extra Superdocu licenses required. Perfect for external partners or departments who shouldn’t have full system access. Try getting that flexibility from your current ERP system.

Real-World Uses That Actually Matter

1. Killing Document Renewal Chaos

When a Superdocu document group expires (NDAs, insurance certs, compliance docs), ApproveThis auto-creates a renewal request. Legal teams get structured approvals with calculated fields – like automatically flagging policies expiring during peak season. Procurement teams use approval thresholds to auto-approve small-dollar renewals while escalating bigger contracts.

Who cares: Legal departments drowning in expiration dates. Healthcare providers managing patient consent forms. Schools handling annual permission slips.

2. Onboarding Without the Headache

New vendor in Superdocu? ApproveThis fires off parallel approvals – insurance verification to Legal, budget check to Finance, vendor setup to Ops. Approval groups ensure the right people sign off in order (HR first, IT second). Vacation delegation means no bottlenecks if someone’s out.

Who cares: HR teams onboarding contractors. Manufacturing companies vetting suppliers. Any org where onboarding takes longer than the actual work.

3. Client Proposals That Don’t Leak Money

When Superdocu receives a client’s RFP docs, ApproveThis triggers multi-step approvals: Sales Director okays the pitch budget, Legal reviews terms, Operations confirms timeline feasibility. Conditional logic routes based on deal size – small deals auto-approve, big ones need exec sign-off. All tracked in one dashboard instead of 12 Slack threads.

Who cares: Agencies managing client projects. Consultants scoping engagements. IT firms pitching infrastructure upgrades.

4. Audit Trails That Won’t Embarrass You

Every Approved/Denied decision in ApproveThis auto-creates Superdocu records. Compliance teams get instant document trails showing who approved what, when, and why. Real-time tracking means no last-minute scrambles before audits. Approval thresholds create automatic documentation for decisions under $10K/$50K/etc.

Who cares: Finance teams handling expense reports. Public companies needing SOX compliance. Healthcare orgs managing PHI access.

Setting This Up Without Losing Your Mind

Connect via Zapier in three steps even your least techy manager can handle:

  1. Create triggers in Superdocu for key events (new doc group, expirations, etc.)
  2. Map these to ApproveThis workflows using Zapier’s drag-and-drop interface
  3. Set up approval rules in ApproveThis – thresholds, groups, escalation paths

Pro tip: Use ApproveThis’ calculated fields to auto-calculate values from Superdocu docs (like total contract value) to drive approval logic. No more manual data entry errors.

Why Different Teams Will Actually Use This

Legal Teams

Auto-route contracts based on jurisdiction clauses found in Superdocu. Approval groups ensure the right attorney reviews based on doc type. Escalation paths for urgent reviews.

Finance Departments

Approve purchase requests against budget docs stored in Superdocu. Thresholds auto-approve small expenses but require CFO sign-off over $50K. Real-time tracking shows where approvals stall.

Operations Managers

Trigger equipment purchase approvals when Superdocu flags expiring warranties. Vacation delegation keeps approvals moving 24/7 across global teams.

HR

New hire docs in Superdocu kick off benefits approvals. Conditional logic routes based on employee type (full-time vs contractor). Compliance audits become less hellish.

This Isn’t Just Another Software Integration

Most app integrations just move data. This combo actually changes how decisions happen:

Speed: Cut approval cycles from days to hours by eliminating manual handoffs between systems.

Visibility: See document status AND approval progress in one place instead of hunting across platforms.

Compliance: Built-in audit trails satisfy even the most annoying regulators.

Scale: Handle 50 or 5,000 approval requests without hiring more coordinators.

Bottom Line: Your Current Process Is Costing You Money

Every day someone wastes chasing approvals is money lost. Every expired contract because renewal got stuck in inbox purgatory is risk incurred. This integration fixes that through ruthless automation – not by replacing human judgment, but by eliminating the administrative junk surrounding it.

Companies between 50-5,000 employees can’t afford to keep handling approvals like it’s 2003. The tools exist. The integration works. The only question is how much longer you’ll tolerate the status quo.

Get started with ApproveThis today or schedule a demo to see how it obliterates approval bottlenecks with Superdocu. Your future self (and your annoyed accounting team) will thank you.

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Integrate with Superdocu 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 Superdocu

Suggested workflows (and their Zapier components) for Superdocu

Create approval requests for new workflow invitations in Superdocu

When a contact is invited to a workflow in Superdocu, this integration sends a corresponding approval request in ApproveThis for further verification. This automation ensures that workflow invitations are properly approved before any subsequent steps. *Note: Configure the approval template in ApproveThis to match your workflow criteria.*

Zapier Components

Superdocu Logo

Trigger

Contact Invited to Workflow

Triggers when a contact is invited to a workflow.

Action

Create Request

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

Invite contacts to workflows for new approval requests

When a new approval request is initiated in ApproveThis, this integration automatically invites the corresponding contact to a workflow in Superdocu. This automation streamlines the process by linking approval decisions with immediate workflow participation. *Note: Ensure the approval details correctly map to the contact information in Superdocu.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Superdocu Logo

Action

Invite Contact to Workflow

Invites a new contact to a workflow. You have to provider a contact id or email.

Create approval requests for expired document groups in Superdocu

When a document group expires in Superdocu, this integration initiates an approval request in ApproveThis to review and possibly renew the document. This automation supports proactive decision-making and timely document management. *Note: Adjust document criteria in ApproveThis as needed for specific approval workflows.*

Zapier Components

Superdocu Logo

Trigger

Document Group Expired Today

Triggers when a document expires.

Action

Create Request

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

Create contacts for completed approval requests in Superdocu

When an approval request is finalized in ApproveThis, this integration automatically creates a new contact in Superdocu to record the outcome. This automation seamlessly connects approval results with contact management for effective follow-up. *Note: Verify that the approval data includes necessary contact information for successful creation.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Superdocu Logo

Action

Create Contact

Creates a new contact in Superdocu.